Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Odobritve
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Estate Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč

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

  • CRM
  • e-Commerce
  • Knjigovodstvo
  • Zaloga
  • PoS
  • Projekt
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
Pomoč

How can I set the automated action about email notification

Naroči se

Get notified when there's activity on this post

This question has been flagged
actioncrmautomated
8 Odgovori
26510 Prikazi
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
Opusti
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
Opusti
Ken Shen
Avtor

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
Opusti
Avatar
Denis Baranov
Best Answer

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

0
Avatar
Opusti
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
Opusti
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!

Prijavi
Related Posts Odgovori Prikazi Aktivnost
Link opportunity to contact using automated action
action crm automated
Avatar
0
okt. 21
2617
Compare 2 dates automated action
action automated
Avatar
Avatar
Avatar
3
apr. 24
2865
CRM change name automatically
crm automated
Avatar
Avatar
Avatar
Avatar
3
feb. 24
2878
Computed price based on input
action automated
Avatar
Avatar
1
sep. 23
2686
Automated action to create new scheduled activity Solved
crm automated
Avatar
Avatar
1
apr. 23
9703
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
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 is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

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