Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hi, we are new with Odoo and we would like to find the best way to manage our workflow.
Our workflow is as follows:
- creation of a quotation
- quotation approval
- invoice of 30% of the amount
- advance billing
- opening a project
- invoice of 70%
What is the better way to:
1. automate this workflow with odoo
2. track it in a dashboard?
Now we track all in a Trello board with different columns, but it's great in we can do all with Odoo or automate Trello with Odoo webhooks.
Hi, Marco
In order to achieve this requirement you can use. Odoo Automated Action (Webhook).
To create automated server action you can refer to below blog,
https://webkul.com/blog/creating-automated-server-actions-odoo/
Feel free to ask in case you have any doubt while creating any automated server action.
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
