Automation Rules in Odoo 17 CRM

Nowadays automations reduces human efforts and work can be done in counts. Odoo also allows us to manage the automation rules with the help of studio application in v17. Automation rules help to automate any workflow with creating multiple actions of automation rules.

Let’s have a look at how we can create Automation Rules in Odoo v17:

For the automation rules, make sure to install the “studio” module in your database first, and then you would be able to create multiple rules.

• To create automation rules, navigate to the CRM module > pipeline > settings > automations.

From that setting, it leads to automation rules.

From here you can create new automation rules by clicking on the “new” button. When we create new automation rules- it gives us a trigger option- which means where this automation rule should be applied.

There are five types of categories available, and trigger of those categories depends on the model:

• Values Updated: this type of trigger is used for common field updates such as to add followers, or tags, etc.
• Email Events: it triggers automated actions while receiving and sending email.
• Timing Conditions and External: Triggers are available based on date field, after creation of a record and after the last update in any records. It triggers the actions based on the external event using webhook.
• Custom: It triggers the action on save, on deletion and on UI change.

We can also apply a filter here. After that, we can add an action.

• Update Record: In this, we can select a record which we want to be updated and can define a value that would be added on that record.
• Create Activity: This action is used to schedule an activity on the record. We may define a specific activity type, title and the responsible person.
• Add followers and Remove followers: we can define specific followers to be added or removed from record.
• Create Record: It is used to create new records on any model.
• Execute Code: This action triggers the python code; we can write the code using the variable defined.

• Send Webhook Notification and Execute Existing Actions: It executes some child actions that we have defined or from there we can create child actions to be executed and send the webhook notifications on defined models.

We have a notes menu, where we can define what automation rules and other things need to be noted for the automation records.

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Use-Case​ of Automation in Odoo CRM: 

Suppose we want to automate some rules as we do have a lot of leads and we want that if the lead is moved to the qualifying stage, then on that lead our senior salesperson should be assigned.

Let’s see how we can execute this in Odoo:

To do so, navigate to CRM application > pipeline > settings icon > automation.

Now we can click on new and define an automatic rule.

To add a follower with a specific salesperson we can add an action > add followers > define a user that should follow up on that qualified lead and save and close it.

Now, when a lead moves to the qualified stage, the user “Abigail Peterson” would be added in the followers. Let’s create an opportunity and see how this rule would be applied.

And as it moves to the qualifying stage, the mentioned user would be added in followers.

This is how the automation rules work in Odoo CRM.

Conclusion

Automation reduces the human efforts and within less time one can execute the actions that are defined during the time of automation rules creation. With the help of Odoo ERP, users can handle the automation actions that leads to automating many workflows.

Explore our other Odoo 17 blogs:-

• The Meeting Room Application In Odoo v17
• Exploring New Features of Odoo 17
• Ultimate Odoo ERP Guide for Beginners