What Nerve can do with Odoo
Look things up 3
Get contacts
Get contacts. Get contacts on Odoo
Get Record
Get Record. Get one record of any Odoo model by picking it from a list
Find Invoices
Find Invoices. List invoices, bills and credit notes, filtered by type, status, customer and dates
Make changes 11
Create contact
Create contact. Create/Update contact on Odoo
Create company
Create company. Create/Update company on Odoo
Custom Search and read records
Custom Search and read records. Records can be listed and filtered
Custom Create Record
Custom Create Record. Create a new record in the specified model
Custom Update Record
Custom Update Record. Update an existing record in the specified model
Custom API Call
Custom API Call. Make a custom XML-RPC API call to Odoo
Delete Record
Delete Record. Permanently delete a record of any Odoo model. This cannot be undone
Run Record Action
Run Record Action. Run a button action on a record, for example confirm a quotation or post an invoice
Post Chatter Message
Post Chatter Message. Log a note or send a message in the chatter of a record
Create Lead or Opportunity
Create Lead or Opportunity. Create a lead or opportunity in Odoo CRM
Create Quotation
Create Quotation. Create a quotation (draft sales order) with order lines
Start a workflow when something happens in Odoo
- New Record
- New or Updated Record
- New Contact
- New Lead or Opportunity
- New Sales Order
Works with
- Agents. An Agent can use Odoo when you grant it the capability.
- Workflows. Odoo can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Odoo is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Odoo: create contact
Connected is not unrestricted
Connecting Odoo does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.