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Daylite Odoo ERP Self Hosted Integration

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Simplify Daylite Odoo ERP Self Hosted Integration with seamless setup

Easily set up Daylite Odoo ERP Self Hosted Integration without coding. Start automating your workflows and Integrate Daylite with Odoo ERP Self Hosted today.

View all (49) Triggers (30) Actions (19)

Appointment Updated

Triggers when a new appointment is updated in Daylite.
Company Updated

Triggers when a new company is updated in Daylite.
Form Updated

Triggers when a Daylite form is updated.
New Appointment

Triggers when a new appointment is created in Daylite.
New Company

Triggers when a new company is created in Daylite.
New Form

Triggers when a new form is created in Daylite.
New Note

Triggers when a new note is created in Daylite.
New Opportunity

Triggers when a new opportunity is created in Daylite.
New Person

Triggers when a new person is created in Daylite.
New Project

Triggers when a new project is created in Daylite.
New Task

Triggers when a new task is created in Daylite.
Opportunity Updated

Triggers when a new opportunity is updated in Daylite.
Person Updated

Triggers when a new person is updated in Daylite.
Project Updated

Triggers when a new project is updated in Daylite.
Task Updated

Triggers when a new task is updated in Daylite.
Updated Note

Triggers when a new note is updated in Daylite.
New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.
Create Appointment

Creates a new appointment.
Create Company

Creates a new company.
Create Note

Creates a new Note.
Create Opportunity

Creates a new Opportunity.
Create Opportunity for Person

Creates a new opportunity associated with a person or company.
Create Person

Creates a new person and optionally an associated company.
Create Project

Creates a new Project.
Create Task

Creates a new task.
Update Appointment

Modifies an appointment.
Update Company

Modifies a company
Update Opportunity

Modifies an opportunity.
Update Person

Modifies a person.
Update Project

Modifies a project.
Update Task

Modifies a task
Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket

Appointment Updated

Triggers when a new appointment is updated in Daylite.
Company Updated

Triggers when a new company is updated in Daylite.
Form Updated

Triggers when a Daylite form is updated.
New Appointment

Triggers when a new appointment is created in Daylite.
New Company

Triggers when a new company is created in Daylite.
New Form

Triggers when a new form is created in Daylite.
New Note

Triggers when a new note is created in Daylite.
New Opportunity

Triggers when a new opportunity is created in Daylite.
New Person

Triggers when a new person is created in Daylite.
New Project

Triggers when a new project is created in Daylite.
New Task

Triggers when a new task is created in Daylite.
Opportunity Updated

Triggers when a new opportunity is updated in Daylite.
Person Updated

Triggers when a new person is updated in Daylite.
Project Updated

Triggers when a new project is updated in Daylite.
Task Updated

Triggers when a new task is updated in Daylite.
Updated Note

Triggers when a new note is updated in Daylite.
New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.

Create Appointment

Creates a new appointment.
Create Company

Creates a new company.
Create Note

Creates a new Note.
Create Opportunity

Creates a new Opportunity.
Create Opportunity for Person

Creates a new opportunity associated with a person or company.
Create Person

Creates a new person and optionally an associated company.
Create Project

Creates a new Project.
Create Task

Creates a new task.
Update Appointment

Modifies an appointment.
Update Company

Modifies a company
Update Opportunity

Modifies an opportunity.
Update Person

Modifies a person.
Update Project

Modifies a project.
Update Task

Modifies a task
Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket

Integrate Daylite with Odoo ERP Self Hosted

How Daylite and Odoo ERP Self Hosted Integrations Work

Follow the steps below to start setting up your Daylite integrations using Appy Pie Automate:

Step 1: Select Trigger

Choose Daylite as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select Odoo ERP Self Hosted as the action app from the list.
Step 3: Authenticate

Connect your Odoo ERP Self Hosted account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Daylite to Odoo ERP Self Hosted & your AI Agent is ready!

Daylite and Odoo ERP Self Hosted Integration

Choose the app you want to Integrate with Daylite and Odoo ERP Self Hosted

View All Integrations

Popular Templates for Daylite and Odoo ERP Self Hosted Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Note to Odoo ERP Self Hosted from New Appointment in Daylite

When this happens:

New Appointment
Then do this:

Create Note

Use template for free

Create Blog Post to Odoo ERP Self Hosted from New Appointment in Daylite

When this happens:

New Appointment
Then do this:

Create Blog Post

Use template for free

Create Project Task to Odoo ERP Self Hosted from New Opportunity in Daylite

When this happens:

New Opportunity
Then do this:

Create Project Task

Use template for free

Create Project Task to Odoo ERP Self Hosted from New Company in Daylite

When this happens:

New Company
Then do this:

Create Project Task

Use template for free

Create Note to Odoo ERP Self Hosted from New Person in Daylite

When this happens:

New Person
Then do this:

Create Note

Use template for free

Streamline Your Workflow with Appy Pie Automation

FAQs on Daylite Odoo ERP Self Hosted Integrations

What Is Daylite?

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
What Is Odoo ERP Self Hosted?

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
How Daylite and Odoo ERP Self Hosted Integrations Work?
The integration between Daylite and Odoo ERP Self Hosted is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Daylite and Odoo ERP Self Hosted. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Daylite and Odoo ERP Self Hosted secure?
While assessing the security of integrating Daylite with Odoo ERP Self Hosted, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Daylite-Odoo ERP Self Hosted integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Daylite and Odoo ERP Self Hosted integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar | Last Updated on March 23, 2025, 4:05 am

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