Skip to Content
Odoo Menu
  • Prihlásiť sa
  • Vyskúšajte zadarmo
  • Aplikácie
    Financie
    • Účtovníctvo
    • Fakturácia
    • Výdavky
    • Tabuľka (BI)
    • Dokumenty
    • Podpis
    Predaj
    • CRM
    • Predaj
    • POS Shop
    • POS Restaurant
    • Manažment odberu
    • Požičovňa
    Webstránky
    • Tvorca webstránok
    • eShop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Supply Chain
    • Sklad
    • Výroba
    • Správa životného cyklu produktu
    • Nákup
    • Údržba
    • Manažment kvality
    Ľudské zdroje
    • Zamestnanci
    • Nábor zamestnancov
    • Voľné dni
    • Hodnotenia
    • Odporúčania
    • Vozový park
    Marketing
    • Marketing sociálnych sietí
    • Email marketing
    • SMS marketing
    • Eventy
    • Marketingová automatizácia
    • Prieskumy
    Služby
    • Projektové riadenie
    • Pracovné výkazy
    • Práca v teréne
    • Helpdesk
    • Plánovanie
    • Schôdzky
    Produktivita
    • Tímová komunikácia
    • Schvalovania
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Priemyselné odvetvia
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Reštaurácia
    • Fast Food
    • Guest House
    • Beverage distributor
    • Hotel
    Reality
    • Real Estate Agency
    • Architecture Firm
    • Konštrukcia
    • Estate Managament
    • Gardening
    • Property Owner Association
    Poradenstvo
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Výroba
    • Textile
    • Metal
    • Furnitures
    • Jedlo
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware and Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Iní
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Komunita
    Vzdelávanie
    • Tutoriály
    • Dokumentácia
    • Certifikácie
    • Školenie
    • Blog
    • Podcast
    Empower Education
    • Vzdelávací program
    • Scale Up! Business Game
    • Visit Odoo
    Softvér
    • Stiahnuť
    • Porovnanie Community a Enterprise vierzie
    • Releases
    Spolupráca
    • Github
    • Fórum
    • Eventy
    • Preklady
    • Staň sa partnerom
    • Services for Partners
    • Register your Accounting Firm
    Služby
    • Nájdite partnera
    • Nájdite účtovníka
    • Meet an advisor
    • Implementation Services
    • Zákaznícke referencie
    • Podpora
    • Upgrades
    ​Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Získajte demo
  • Cenník
  • Pomoc

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

  • CRM
  • e-Commerce
  • Účtovníctvo
  • Sklady
  • PoS
  • Projektové riadenie
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
Pomoc

How can I set the automated action about email notification

Odoberať

Get notified when there's activity on this post

This question has been flagged
actioncrmautomated
8 Replies
26508 Zobrazenia
Avatar
Ken Shen

Hi Guys,

I meet a problem when I was trying to setup CRM system. I want to make a function like 1. people assign new leads or new Claims to a sales team then system will automatically send a notification to the team leader's email address. 2. When team leader assign the lead or claim to a specific person, system will automatically send a notification to this person's eamil address.

Please help to tell me how to make it. Thanks a lot!

0
Avatar
Zrušiť
Avatar
Acespritech Solutions Private Limited
Best Answer

Hi,

You can create an Automated Action which is linked to a Server Action of Type E-Mail.

For that need to set outgoing email server from the Settings-> Technical-> Email.

In Automated Actions, under Settings-> Technical-> Automated Actions you can define the server action and related Document model Lead/Opportunity, In Filter Condition After update Filter=Draft Lead

Thanks,
Acespritech Solutions Pvt. Ltd.
www.acespritech.com
Mail: info@acespritech.com
Skype: acespritech
Blogs: http://acespritechblog.wordpress.com

1
Avatar
Zrušiť
Ken Shen
Autor

Hi Thanks! But how can I set the sending email address is the team leader's address from the server action. Because i set different sales teams, I want system will get the email address automatically up to the the sales team people assigned.

Acespritech Solutions Private Limited

Hi,

In the server action You can define object = Lead/Opportunity, Action Type=Email, Email Address = object.user_id.email.

Avatar
Stillpham
Best Answer

Dear,

I take interest in auto reply mail when customer send some request to us. Could you introduce me how to set auto reply on odoo10?


Thanks

Still

0
Avatar
Zrušiť
Avatar
Denis Baranov
Best Answer

Perhaps, this module would be of use: https://apps.odoo.com/apps/modules/9.0/total_notify/

0
Avatar
Zrušiť
Avatar
Dev12
Best Answer

Hi, I know its been a while...

I'm using Odoo 8. Got the email for new leads to be send and its working... But, the emails shows up empty.

This is the template I'm trying to use:


Subject Nuevo Lead: ${object.event_id.name}

=====================================

Nombre Cliente: ${object.name}

ID: ${object.id}

Nº teléfono: ${object.phone}

Correo electrónico: ${object.email}

Compañía: ${object.company_id.partner_name}

Asunto: ${object.event_id.name}

Consulta: ${object.description}

=====================================

This template I'm not sure yet if its the right format, I just get the email empty and the title of the lead. Can somebody guide me to get the template working? and check if this template is ok?

Thanks

0
Avatar
Zrušiť
Dev12

Got the template working: Nuevo Lead: #${object.id} - ${object.name} - Cliente: ${object.partner_id != False and object.partner_id.name or object.contact_name} Nuevo lead pendiente de revisión: Lead ID: ${object.id} Cliente: ${object.partner_id != False and object.partner_id.name or object.contact_name} Nº teléfono: ${object.phone} Correo electrónico: ${object.email_from} Compañía: ${object.partner_name} Asunto: ${object.name} Detalles: ${object.description} And the emails are working now, figure it out... there are actually 2 templates that we have to edit.

Ana trajano

Hi @Dev12, May I request a detailed instruction on how did you do it? I'm not familiar with Automated Action/Server Action, thanks in advance :)

Enjoying the discussion? Don't just read, join in!

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

Registrácia
Related Posts Replies Zobrazenia Aktivita
Link opportunity to contact using automated action
action crm automated
Avatar
0
okt 21
2613
Compare 2 dates automated action
action automated
Avatar
Avatar
Avatar
3
apr 24
2864
CRM change name automatically
crm automated
Avatar
Avatar
Avatar
Avatar
3
feb 24
2876
Computed price based on input
action automated
Avatar
Avatar
1
sep 23
2685
Automated action to create new scheduled activity Solved
crm automated
Avatar
Avatar
1
apr 23
9700
Komunita
  • Tutoriály
  • Dokumentácia
  • Fórum
Open Source
  • Stiahnuť
  • Github
  • Runbot
  • Preklady
Služby
  • Odoo.sh hosting
  • Podpora
  • Vyššia verzia
  • Custom Developments
  • Vzdelávanie
  • Nájdite účtovníka
  • Nájdite partnera
  • Staň sa partnerom
O nás
  • Naša spoločnosť
  • Majetok značky
  • Kontaktujte nás
  • Pracovné ponuky
  • Eventy
  • Podcast
  • Blog
  • Zákazníci
  • Právne dokumenty • Súkromie
  • Bezpečnosť
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 je sada podnikových aplikácií s otvoreným zdrojovým kódom, ktoré pokrývajú všetky potreby vašej spoločnosti: CRM, e-shop, účtovníctvo, skladové hospodárstvo, miesto predaja, projektový manažment atď.

Odoo prináša vysokú pridanú hodnotu v jednoduchom použití a súčasne plne integrovanými biznis aplikáciami.

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