Workflow Automation for Odoo | Visual Automation Builder
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 67.30
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 3944 |
| Technical Name |
dev_workflow_automation |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
Workflow Automation for Odoo
Visual Canvas • Event Triggers • Logic & Branching • Delays & Loops • Execution Log
Workflow Automation Odoo app lets you automate the repetitive
work your team does every day with a simple drag-and-drop canvas, no coding needed. Design a
flow by dropping nodes onto the canvas and wiring them together, then let Odoo run it whenever
its trigger fires.
Start a flow when a record is created, updated, or deleted, on a schedule, or on demand. Then
let the flow do the work: create and update records, send emails, schedule activities, post
chatter messages, branch with If/Else, Filter, and Switch, loop over related lines, wait for a
delay, and even call another flow as a reusable building block. Set up each node in a friendly
side panel, no scripting required.
Every run is recorded with a per-node trail, so you can see exactly what happened and why, and
snapshots let you roll a flow back to any earlier version in one click. Built for sales, CRM,
and back-office teams that want their routines to run themselves, reliably and in the
background.
KEY HIGHLIGHTS
Visual Flow Builder
Build automations on a no-code drag-and-drop canvas, the same way you sketch a flowchart.
Triggers for Every Event
Start a flow when a record is created, updated, or deleted, on a schedule, or on demand.
Logic and Branching
Route the flow with If/Else, Filter, Switch, Loop, and Delay, all without scripting.
Execution Log and Rollback
Watch every run node by node, and roll any flow back to an earlier snapshot.
FEATURES
Visual Flow Builder
Design automations on a drag-and-drop canvas, connect the nodes, and set up each one in a side panel. No coding needed.
Five Trigger Types
Fire on record created, updated, or deleted, on a cron schedule, or from a manual Run button in the builder.
Watch Specific Fields
On update triggers, fire only when the fields you care about change, not on every write, so flows stay efficient.
Create and Update Records
Make new records or set fields on the trigger record, or on any related record an expression returns.
Email and Chatter Messages
Trigger mail templates and write chatter notes straight from the flow, keeping everyone in the loop.
Schedule Activities
Create To Do, Call, or Meeting activities assigned to the record owner or a chosen user, with a due date.
Conditions and Branching
Route with If/Else, drop non-matching records with Filter, or split many ways at once with Switch.
Loop Over Related Records
Run a branch once per item in a relational field, like every contact under a company or every line on an order.
Delays that Survive Restart
Pause a flow for minutes, hours, or days and resume later, even across a server restart. Nothing gets dropped.
Reusable Sub-Flows
Wrap a common pattern once with Call Flow and reuse it from many parent flows. Edit it in one place.
Variables and Expressions
Stash named values with Set Variable and reference them in mappings, domains, and other nodes across the run.
Execution Log and Snapshots
Inspect each run's per-node input, output, and duration, and roll a flow back to any saved snapshot.
See It In Action
Drag nodes from the palette, wire them together, and configure each one in a side panel. Your automation is live.
Watch Automations Fire on Real Records
From a CRM lead created to a deal won, the flow runs in the background and records every step.
Lead created, flow triggers automatically
Condition nodes route the record
Actions run and the log fills in
Configure Each Node in a Simple Panel
Pick a model, set a trigger, map fields, and build reusable sub-flows, all from friendly forms.
Tag leads on create with an update mapping
Route by sales team with Switch and actions
|
14
Node Types
Complete toolkit
|
5
Trigger Types
Created / Updated / Scheduled
|
8
Action Nodes
Records, mail, activity
|
5
Logic Nodes
If / Filter / Switch / Loop
|
6
Demo Flows
Ready to explore
|
0
Code Required
100% visual
|
14 Building Blocks, Every Automation Covered
Each block is one step in the flow. Drop them on the canvas and join them to build any automation you need.
Trigger
The single Start node. Fires on a created, updated, deleted, scheduled, or manual event.
Create Record
Make a new record of any model, with fields set from static values, trigger fields, or expressions.
Update Record
Set fields on the trigger record, or on any related record an expression returns.
Send Email
Send a mail template to the working record, filtered to the flow's model.
Schedule Activity
Create a To Do, Call, or Meeting activity assigned to the owner or a chosen user.
Post Message
Write a note in the record's chatter for a quick, automatic audit trail.
Call Flow
Run another flow inline as a reusable sub-flow, then continue where you left off.
Set Variable
Stash a named value on the run to reuse across mappings, domains, and other nodes.
Get Variable
Read a value saved earlier in the same run to feed the next steps.
If / Else
Route the flow down a True or False path based on a domain match.
Filter
Stop the branch when the record does not match the condition you set.
Switch
Split into many paths, one per case, with a Default fallback. First match wins.
Loop
Run a branch once per item in a relational field, then continue when done.
Delay
Pause the flow and resume later, from minutes to days. It survives a restart.
What Can You Build With It?
Real-world automations you can set up today using the visual flow canvas
Lead and Deal AutomationRoute new leads by value or country, promote won deals to customers, and stamp reference codes automatically with condition and update nodes. |
Onboarding PipelinesWelcome new contacts and companies with a chatter note, a welcome email, and a follow-up activity, all from a single flow. |
Follow-up and Drip SequencesChain Send Email and Delay nodes to nudge, remind, and re-engage over days or weeks, all in the background. |
Scheduled HousekeepingRun daily or weekly on a cron to purge stale leads, raise reminder activities, or send digest emails without anyone lifting a finger. |
Bulk Actions on Related RecordsLoop over a company's contacts or an order's lines to update or notify each one in a single run. |
Reusable Building BlocksEncapsulate a common routine once as a sub-flow and call it from many triggers. Edit it in one place, everywhere benefits. |
Why Us?
DevIntelle Consulting Services Pvt Ltd is an India/USA based Odoo service provider with 12+ years of experience. We offer implementation, customization, migration, support, and training, helping you get the most out of your Odoo system.
Devintelle Odoo Services
Odoo Implementation
Get Odoo set up and running for your business the right way.
Odoo Customization
Tailor Odoo to fit exactly how your team likes to work.
Odoo Integration
Connect Odoo with the tools and platforms you rely on.
Odoo Migration
Move to a newer Odoo version smoothly, with your data intact.
Odoo Training
Help your team get confident and productive in Odoo.
Odoo Support
Reliable help whenever you have questions or run into issues.
Connect Us
DevIntelle Consulting Services
Your Odoo implementation, customization, and integration partner. Reach out anytime, we are happy to help.
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