Skip to Content
Odoo Meniu
  • Autentificare
  • Try it free
  • Aplicații
    Finanțe
    • Contabilitate
    • Facturare
    • Cheltuieli
    • Spreadsheet (BI)
    • Documente
    • Semn
    Vânzări
    • CRM
    • Vânzări
    • POS Shop
    • POS Restaurant
    • Abonamente
    • Închiriere
    Site-uri web
    • Constructor de site-uri
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Lanț Aprovizionare
    • Inventar
    • Producție
    • PLM
    • Achiziție
    • Maintenance
    • Calitate
    Resurse Umane
    • Angajați
    • Recrutare
    • Time Off
    • Evaluări
    • Referințe
    • Flotă
    Marketing
    • Social Marketing
    • Marketing prin email
    • SMS Marketing
    • Evenimente
    • Automatizare marketing
    • Sondaje
    Servicii
    • Proiect
    • Foi de pontaj
    • Servicii de teren
    • Centru de asistență
    • Planificare
    • Programări
    Productivitate
    • Discuss
    • Aprobări
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Aplicații Terțe Odoo Studio Platforma Odoo Cloud
  • Industrii
    Retail
    • Book Store
    • Magazin de îmbrăcăminte
    • Magazin de Mobilă
    • Magazin alimentar
    • Magazin de materiale de construcții
    • Magazin de jucării
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Distribuitor de băuturi
    • Hotel
    Proprietate imobiliara
    • Real Estate Agency
    • Firmă de Arhitectură
    • Construcție
    • Estate Managament
    • Grădinărit
    • Asociația Proprietarilor de Proprietăți
    Consultanta
    • Firma de Contabilitate
    • Partener Odoo
    • Agenție de marketing
    • Law firm
    • Atragere de talente
    • Audit & Certification
    Producție
    • Textil
    • Metal
    • Mobilier
    • Mâncare
    • Brewery
    • Cadouri corporate
    Health & Fitness
    • Club Sportiv
    • Magazin de ochelari
    • Centru de Fitness
    • Wellness Practitioners
    • Farmacie
    • Salon de coafură
    Trades
    • Handyman
    • IT Hardware and Support
    • Asigurare socială de stat
    • Cizmar
    • Servicii de curățenie
    • HVAC Services
    Altele
    • Organizație nonprofit
    • Agenție de Mediu
    • Închiriere panouri publicitare
    • Fotografie
    • Închiriere biciclete
    • Asigurare socială
    Browse all Industries
  • Comunitate
    Învăță
    • Tutorials
    • Documentație
    • Certificări
    • Instruire
    • Blog
    • Podcast
    Empower Education
    • Program Educațional
    • Scale Up! Business Game
    • Visit Odoo
    Obține Software-ul
    • Descărcare
    • Compară Edițiile
    • Lansări
    Colaborați
    • Github
    • Forum
    • Evenimente
    • Translations
    • Devino Partener
    • Services for Partners
    • Înregistrează-ți Firma de Contabilitate
    Obține Servicii
    • Găsește un Partener
    • Găsiți un contabil
    • Meet an advisor
    • Servicii de Implementare
    • Referințe ale clienților
    • Suport
    • Actualizări
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Obține un demo
  • Prețuri
  • Ajutor

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Contabilitate
  • Inventar
  • PoS
  • Proiect
  • MRP
All apps
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
All Posts Oameni Insigne
Etichete (View all)
odoo accounting v14 pos v15
Despre acest forum
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
All Posts Oameni Insigne
Etichete (View all)
odoo accounting v14 pos v15
Despre acest forum
Suport

Automation rules

Abonare

Primiți o notificare când există activitate la acestă postare

Această întrebare a fost marcată
emailAutomationodoo17
3 Răspunsuri
5517 Vizualizări
Imagine profil
ITANDWEBSUPPORT LTD

Is it possible to send an email to an external address using 'Automation Rules'? I want to send an email to sales@mydomain.com when a website order is placed. 

I am running Odoo17 Enterprise on premise.

0
Imagine profil
Abandonează
Imagine profil
Sujata
Cel mai bun răspuns

Hello Labtree ltd,

Here are the steps to Send an Email Using Automation Rules:

  1. Go to Automation Rules:
    • Navigate to Settings > Technical > Automation > Automated Actions.
  2. Create a New Automated Action:
    • Click Create to add a new automation rule.
  3. Define the Trigger:
    • Model: Set the model to Sale Order (since you're working with website orders).
    • Trigger Condition: Choose On Creation or On Update (depending on when you want the email to be sent).
    • Filter: Add a domain filter to check if the sale order is from the website, using the website_id field. The domain might look something like:
      website_id field. 
      The domain might look something like: [('website_id', '!=', False)]
      {In Odoo, every time an order is created from the website, it has a website linked to the order. You can also use teams to apply the domain.}
  4. Add Server Action:
    • In the Action to Do dropdown, choose Send Email.
    • In the Email Template field, you can create or select an email template. This template will define the content of the email.
      [ I have added the steps with screenshot at the end, how to create an email template ]
  5. Save the Automation Rule:
    • Once you've configured everything, save the rule.


Here are the steps to Create an Email Template with Dynamic Sales Order Information:

  1. Navigate to Email Templates:
    • Go to Settings > Technical > Email > Templates.
  2. Create a New Email Template:
    • Click on the Create button to start a new template.
  3. Basic Template Settings:
    • Name: Give your template a meaningful name, such as "Sales Order Notification for Website Orders".
    • Model: Select Sale Order from the model dropdown. This will link the template to the sale order data.
    • To (Email): Enter the email where you want the email to be sent (e.g., sales@mydomain.com).
  4. Subject:
    • You can make the subject dynamic by using placeholders to include details like the sale order name. 
      For example: New Sale Order {{ object.name }} from Website
  5. Email Body (HTML):
    • In the body of the email, use Odoo's templating language (Jinja2) to insert dynamic fields from the Sale Order model.
  6. Optional: Attach the Sale Order PDF:
    • Scroll down to the Advanced Settings section.
    • In the Optional Report to Print field, select Sale Order / Quotation to attach the PDF version of the sales order to the email.
  7. Save the Template:
    • Once you have configured the template, click Save.


Let me know, if it helps.

0
Imagine profil
Abandonează
Imagine profil
ITANDWEBSUPPORT LTD
Autor Cel mai bun răspuns

Thanks to both of you for the information. I have now got this working. I cannot click on the upvotes or ticks as I don't have enough Karma? :/

0
Imagine profil
Abandonează
Sujata

You're welcome! I'm glad to hear it's working now. No worries about the upvotes or ticks, I appreciate the feedback!
Feel free to reach out if you need further assistance in the future. :)

Imagine profil
Parker D
Cel mai bun răspuns

Hi Labtree Ltd :)
yeah sure. You can get into the developer or debug mode and then access the "automated actions". There are countless good tutorials on YouTube and also here in the forum for several versions of Odoo. I try to sum some things up for you:

  1. You have to have this module installed:  base_automation
  2. Then you can enter the developer or debug mode. Here is the documentation.
  3. Then you go to: Settings -> Technical -> Automation -> Automated Actions
  4. Then you can add a new action

These actions work based on certain triggers, like creating data like a contact or changing something of some data like setting a delivery order to "done". 

If you google "Odoo automated action e-mail" you should find said tutorials.

For your case and since I have a similar automated action in my Odoo 14, here some infos for your to solve your problem: 

  • Set the model to "Sales Order"
  • Set the trigger to "On Update"
  • As Trigger Fields choose "Status (sale.order)"
  • On Before Update Domain you have to choose nothing
  • On Apply I use ["&",["state","=","sent"],["team_id","=","Website"]]. You can directly copy that into the black code editor and of cause adjust it, if you need to.
  • Set Action To Do to "Send Email"
  • For Email Template you have can go to the mail template "Sales Order: Confirmation Mail", copy that, adjust it and then choose your copied template for you automated action. 

I hope, this helps you and saves you some time.

0
Imagine profil
Abandonează
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Înscrie-te
Related Posts Răspunsuri Vizualizări Activitate
How to create an Automated action for Sending a Warning Mail based on a date field in sale.order.line model,
email Automation
Imagine profil
0
feb. 25
2469
I need help setting up Odoo 17 to send quotes to customers' emails
email odoo17
Imagine profil
Imagine profil
1
oct. 24
4021
Automation Rules Installer
Automation odoo17
Imagine profil
1
sept. 24
1413
Maintenance module automation not sending emails
email Automation Maintenance
Imagine profil
Imagine profil
Imagine profil
2
iun. 23
3403
Automation Email History on Sales Orders
email history Automation odoo16features
Imagine profil
0
iul. 23
2185
Comunitate
  • Tutorials
  • Documentație
  • Forum
Open Source
  • Descărcare
  • Github
  • Runbot
  • Translations
Servicii
  • Hosting Odoo.sh
  • Suport
  • Actualizare
  • Custom Developments
  • Educație
  • Găsiți un contabil
  • Găsește un Partener
  • Devino Partener
Despre Noi
  • Compania noastră
  • Active de marcă
  • Contactați-ne
  • Locuri de muncă
  • Evenimente
  • Podcast
  • Blog
  • Clienți
  • Aspecte juridice • Confidențialitate
  • Securitate
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo este o suită de aplicații de afaceri open source care acoperă toate nevoile companiei dvs.: CRM, comerț electronic, contabilitate, inventar, punct de vânzare, management de proiect etc.

Propunerea de valoare unică a Odoo este să fie în același timp foarte ușor de utilizat și complet integrat.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now