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Odoo ERP Self Hosted Zapier integrationAutomate Odoo ERP Self Hosted with Zapier.

The Odoo ERP Self Hosted Zapier integration gives you 10 triggers, 8 actions and 0 searches for your own Odoo server: new leads, tasks, notes or users can start an automation, and every action creates something new in Odoo.

See the 18 operations

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Overview

What the Odoo ERP Self Hosted Zapier integration actually does

It links the Odoo instance you host yourself (the product formerly called OpenERP) to Zapier, a tool that runs automations between apps without code. Something new appears in Odoo, Zapier notices it on its next check and passes it to another app. Or the reverse: another app hands Zapier some data, and Zapier creates the matching item in Odoo.

Three results people usually build first. A sales follow-up that writes itself: New Lead/Opportunity picks up each new lead and Create Project Task turns it into a task for the team. A shared agenda that stays in sync: a booking made elsewhere becomes an Odoo appointment through Create Calendar Event. An onboarding trail: New User tells another tool that someone joined your Odoo, so the welcome steps start without a reminder.

Now the limits, because they shape what you can plan. All 8 actions create; none of them edits or deletes an item that already exists. There is no search step either, so a Zap cannot look up an existing Odoo record to reuse it. And all 10 triggers work by checking at intervals, none is instant. If your scenario needs updates or lookups, that is the moment to compare tools: the Make vs Zapier and n8n vs Zapier pages are a good place to start.

One detail specific to this app: most operations depend on an Odoo module being installed on your instance. A calendar trigger expects Calendar, a lead trigger expects CRM, and so on. The notes below say which one each step relies on.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here is what each one means in plain English.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
Action
What the Zap does once it has started: the step that writes, sends or creates something on your behalf.
Task
The unit Zapier bills you for: one action your Zap completed successfully. The number on your plan counts those.
Polling trigger
A trigger Zapier checks on a timer. It asks the app for its latest items and keeps only the ones it has not seen yet.
Instant trigger
A trigger the app reports itself, the moment the event happens, so nothing waits for the next check. Odoo has none here.
Filter
A step that lets the Zap continue only when what arrived matches the condition you set, and stops it otherwise.
Cost

What it really costs in tasks

Watching Odoo is free. The trigger never costs a task, and neither does each check Zapier makes for new items. You pay only when an action succeeds, and a failed action is not counted.

  • Trigger checksFree, never counted
  • Each successful action1 task
  • Free plan100 tasks per month, two-step Zaps
  • Paid plan needed?No for this app, yes for multi-step Zaps

Each successful action is one task, so a Zap with three actions uses three times what a one-action Zap uses. The free plan gives you 100 tasks a month and checks every 15 minutes, but it builds two-step Zaps only: one trigger, one action. Add a second action or a filter and you have a multi-step Zap, which needs a paid plan. Good news: Odoo ERP Self Hosted is not reserved to paid plans, so it works on the free one.

Connect

Connect your Odoo instance to Zapier in 3 steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Odoo account linked once, then reused by every Zap step that touches Odoo.

  2. 02

    Pick Odoo ERP Self Hosted

    Type the app name in the dialog, select Odoo ERP Self Hosted, then click Add connection. Make sure you pick the self-hosted version: this one talks to the server you run yourself.

  3. 03

    Sign in and grant access

    Sign in to Odoo in the tab that opens and let Zapier access the account. Use an Odoo login that can read and write the items your Zaps will touch, including those you did not create yourself.

First Zap

Your first Zap: from new lead to task and meeting

GoalEach new lead in Odoo creates a follow-up task in a project and a slot in the Odoo calendar.

  1. 01

    Pick the trigger

    Create a Zap, choose Odoo ERP Self Hosted as the app that starts it and New Lead/Opportunity as the event. Your instance needs the CRM module for this one.

  2. 02

    Set it up and test it

    Select your Database, then run the test. Zapier brings back the three most recent leads from your account, so you map the next steps on a real one rather than an empty example.

  3. 03

    Add the task

    Add an action, choose Create Project Task, pick the Database again, and fill the task with what the lead carries. This step relies on the Project module.

  4. 04

    Add the calendar slot

    Add a second action with Create Calendar Event, which needs the Calendar module. With two actions this is now a multi-step Zap, so it runs on a paid plan.

  5. 05

    Test, then publish

    Run each step once and read what came back in Odoo. When the task and the event look right, click Publish to switch the Zap on.

Triggers

The 10 Odoo ERP Self Hosted triggers

10 events start a Zap when something happens in Odoo ERP Self Hosted. Zapier checks for them at the interval your plan allows.

1

New Database

Polling trigger

In Zapier“Triggers when you add a new database.”

Fires when a new database is added to your Odoo server. Handy if you run several databases on one instance and want the people who look after them to hear about a new one without checking the server themselves.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you host Odoo for several entities and want a log line or a message each time a database is created.
2

New Calendar Event

Polling trigger

In Zapier“Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.”

Starts your Zap whenever someone adds an appointment to the Odoo calendar. The event lands in the next step with what it carries, ready to be copied into another agenda, a chat or a spreadsheet.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
your team books meetings in Odoo and a partner tool needs to know about them.
Watch out
it requires the Calendar module on your instance and a Database chosen in the setup.
3

New Lead/Opportunity

Polling trigger

In Zapier“Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.”

Picks up each lead or opportunity that appears in your Odoo pipeline. This is usually the first trigger sales teams wire up, because a lead that sits unnoticed in the CRM is the one that goes cold.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you want every fresh lead announced in your team chat or turned into a follow-up task.
Watch out
the CRM module has to be installed, and the trigger asks which Database to watch.
4

New Module

Polling trigger

In Zapier“Triggers when you add a new model.”

Reacts when a new model, meaning a kind of record, appears in your Odoo instance. It is an admin trigger rather than a business one.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you want a written trace each time the structure of your Odoo changes, for example in a shared changelog.
Watch out
Zapier labels this trigger New Module, but what it watches are models; pick the Database it should look at.
5

New Note

Polling trigger

In Zapier“Triggers when you add a new Note. You will need to have the Note module installed.”

Catches every note added in Odoo and hands it to the next step. Notes are often where meeting minutes or quick reminders live, so this is a simple way to get them out of Odoo and in front of people.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you want each new note copied to a document tool or posted in a channel.
Watch out
it needs the Note module, and a Zap that answers a new note by creating a note will start itself again.
6

New Product

Polling trigger

In Zapier“Triggers when you add a new Product. You will need to have the ECommerce module installed.”

Notices each product added to your Odoo catalogue. If your catalogue feeds other channels, this keeps them aware of new items without someone exporting a list by hand.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a new product should be announced to the sales team or added to a sheet that marketing works from.
Watch out
the official description ties it to the ECommerce module, so check that it is installed before you test.
7

New Record

Polling trigger

In Zapier“Triggers when a new record is added in a model (choose any model you have installed).”

The catch-all trigger: it watches any model installed on your instance, so you can react to records the other triggers do not cover, such as invoices or contacts if those modules are there.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
the event you care about has no dedicated trigger in the list.
Watch out
it asks for two required settings, the Database and the Module, and stays inactive until both are chosen.
8

New Project Task

Polling trigger

In Zapier“Triggers when you add a new Project Task. You will need to have the Project module installed.”

Fires on each task created in an Odoo project. Teams that plan in Odoo but talk elsewhere use it so a new task does not wait for someone to open the project view.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you want each new task pushed into a chat channel or copied to a client-facing board.
Watch out
it only works with the Project module installed, and the Database has to be set.
9

New Calendar Todo

Polling trigger

In Zapier“Triggers when you add a new Calendar Todo. You will need to have the Calendar module installed.”

Spots each to-do added through the Odoo calendar. Smaller than an event, a to-do is often a personal reminder, and this trigger is how you get it out of Odoo and into the tool people actually check.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
someone wants Odoo to-dos copied into the task manager they use every day.
Watch out
like New Calendar Event, it depends on the Calendar module and a chosen Database.
10

New User

Polling trigger

In Zapier“Triggers when you add a new User. You will need to have the Users module installed.”

Tells your Zap that a new user account exists in Odoo. That is the starting point of most onboarding and access-control automations around an ERP.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
HR or IT should be told about each new Odoo account so they can open the matching access elsewhere.
Watch out
it requires the Users module, and the Zapier login has to be allowed to see user accounts in the chosen Database.
Actions

The 8 Odoo ERP Self Hosted actions

Odoo ERP Self Hosted gives you 8 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Calendar Event

Action

In Zapier“Create a new Calendar Event.”

Books an appointment in the Odoo calendar using the date and details the previous steps carry.

When to use it
meetings are scheduled through an outside booking page and you want them visible in Odoo.
Watch out
it depends on the Calendar module and a chosen Database.
2

Create Lead/Opportunity

Action

In Zapier“Create a new Lead/Opportunity.”

Drops a new lead or opportunity into your Odoo CRM from whatever started the Zap, a form, a chat or an ad platform.

When to use it
prospects arrive outside Odoo and you want them in the pipeline without retyping.
Watch out
pick the Database, and make sure the CRM module is there.
3

Create Note

Action

In Zapier“Create a new Note.”

Saves a note in Odoo, a quick way to keep a written trace of something that happened in another app.

When to use it
call summaries or form answers should be archived inside Odoo.
Watch out
the Note module must be installed, and never pair it with the New Note trigger on the same Database.
4

Create Product

Action

In Zapier“Create a new Product.”

Adds an item to the Odoo product catalogue, filled with what an earlier step provided.

When to use it
products are drafted in a spreadsheet or a supplier tool and should exist in Odoo too.
Watch out
the Database is required, and a Zap triggered by New Product that runs this action loops on itself.
5

Create Record

Action

In Zapier“Create a new record in a model of your choice.”

The flexible action: it creates a record in any model you choose, which covers the cases the seven dedicated actions leave out.

When to use it
you need to write into a module that has no action of its own in this list.
Watch out
it asks for both a Database and a Module, and does nothing until both are set.
6

Create Project Task

Action

In Zapier“Create a new Project Task.”

Writes a task into an Odoo project, so work requested elsewhere shows up where the team plans.

When to use it
a support ticket, a signed quote or a new lead should turn into something to do.
Watch out
the Project module has to be installed and the Database set.
7

Create Calendar Todo

Action

In Zapier“Create a new Calendar Todo.”

Puts a to-do on the Odoo calendar, lighter than a full event and fine for reminders.

When to use it
a message flagged in another tool should become a reminder inside Odoo.
Watch out
same prerequisites as the event action, the Calendar module and a Database.
8

Create User

Action

In Zapier“Create a new User.”

Opens a new user account in Odoo from data another app passed along, for example an HR tool.

When to use it
new hires are recorded somewhere else first and need an Odoo login.
Watch out
the connected account needs the right to create users in the chosen Database.
When it breaks

When an Odoo Zap breaks

Zapier attaches no help article of its own to this app, so the problems you will meet are the ones every Zap shares.

They are easy to avoid once you know them, and most of them come from how polling triggers work. If a Zap still behaves oddly, the Zapier troubleshooting page is the next stop.

  • Old records are never picked up

    A Zap only reacts to what happens after you switch it on. Leads or tasks created before that stay where they are, and moving them is a separate job.

  • A Zap that restarts itself

    A Zap triggered by New Note that runs Create Note on the same Database sets itself off again and again, and burns through your tasks.

  • A bulk import that seems ignored

    After a migration or a mass import into Odoo, the trigger suddenly returns a huge batch, and Zapier's flood protection can hold it back.

  • Why an item never fires twice

    Zapier remembers what it has already seen on a polling trigger, so the same Odoo item will not start your Zap a second time.
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FAQ

Odoo ERP Self Hosted Zapier integration: FAQ

01Is the Odoo ERP Self Hosted Zapier integration free?
Yes, it works on the free plan, because Zapier does not reserve this app to paid plans. The free plan gives you 100 tasks per month, an unlimited number of Zaps and a check for new items every 15 minutes. The catch is the shape of the Zap: on the free plan a Zap holds one trigger and one action, nothing more. A second action, a filter or a search turns it into a multi-step Zap, and that requires a paid plan.
02How many tasks does an Odoo Zap use?
One task per action that succeeds, and nothing else. The trigger never costs a task, and the checks Zapier runs to find new Odoo items are free however often they happen. An action that fails is not counted either. So a Zap that turns each new lead into a project task uses one task per lead, and the same Zap with an extra calendar event uses two. On the free plan, that second action is not available, so the single-action version is the one to start with.
03Do Odoo triggers fire in real time?
No. All 10 triggers of this app are polling triggers: Zapier asks your Odoo instance for new items at a fixed interval, then keeps only what it has not seen. That interval depends on your plan, 15 minutes on Free, 2 minutes on Professional and 1 minute on Team or Enterprise. On paid plans you can also run a check by hand from the editor when you are testing. None of the triggers is instant, so plan for that delay in anything time-sensitive.
04What does it take to connect Odoo ERP Self Hosted to Zapier?
An account on your Odoo instance, with read or write rights on everything the Zap should touch, including items other people own. You add the connection once from the Apps page, sign in to Odoo in the tab that opens and grant Zapier access. Then keep the name of your Odoo database at hand, because every trigger and every action asks for it. New Record and Create Record also ask for a Module.
05Why does an Odoo trigger find nothing during the test?
Most often a module is missing on your instance. Each trigger relies on a specific one: Calendar for events and to-dos, CRM for leads, Project for tasks, Note for notes, Users for users and ECommerce for products. If the module is not installed, there is nothing to watch. The other common cause is the Database setting: it is required, and a wrong choice points the trigger at an empty database.
06What if the Odoo operation you need is not in the list?
Look at the two generic operations first. New Record watches any model installed on your instance, and Create Record writes into any model you pick, so they cover modules that have no dedicated trigger or action. What the app does not offer at all is updating, deleting or searching for an existing item: every action creates something new. If the scenario depends on that, Zapier cannot do it with this app today.
07Zapier, Make or n8n for Odoo ERP Self Hosted?
Decide on what the scenario needs. If it fits in one trigger and one create action, Zapier runs it on the free plan with this app. If it needs several actions or a filter, Zapier asks for a paid plan. If it needs to find or change an existing Odoo record, this Zapier app has no operation for that, so check what the other tools offer for Odoo before you start building.
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