Odoo ERP Self Hosted

Odoo ERP Self Hosted

#414 most-used

Your self-hosted ERP, automated across every module

CRMSalesProjectsFinanceEcommerceScheduling

Odoo ERP Self Hosted (formerly OpenERP) is an open-source business platform that covers CRM, project management, accounting, eCommerce, inventory, and HR in a single self-hosted instance. Connect it to Actionist and your agents can create leads and opportunities, log project tasks, note decisions against records, provision users, and react to new ERP events across every Odoo module — keeping your on-premise system in step with the rest of your stack without manual data entry.

Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of entering leads, creating tasks, logging notes, provisioning users, and maintaining the Odoo calendar — all data flows into the ERP automatically from the tools where work actually happens.

Schedule

What your Odoo ERP Self Hosted agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Odoo ERP Self Hosted × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~13 hrsSaved / week
6Personas served
For sales
Featured4 apps

Web form submission lands in Odoo CRM in under a minute

When a prospect fills in the contact form, the agent checks whether they already exist in Odoo CRM, creates a Lead/Opportunity with the correct source tag, notifies the sales channel in Slack, and schedules a follow-up call on the rep's Google Calendar — all before anyone has opened the ERP.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new contact form is submitted
Result
Create Lead/Opportunity with contact details and source tagPost new lead notification to #sales channelSchedule follow-up call for the assigned rep
The win
Saved per run
10 min
Runs / week
~20×
Every inbound enquiry becomes a tracked CRM opportunity
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    40 min / week
    Manual lead entry into Odoo CRM

    Reps copy prospect details from email or web forms into Odoo one field at a time — 5 to 10 minutes per lead, with frequent omissions and source tagging errors.

    Sales Agent
    0 min
    Agent routes every lead into Odoo CRM within about a minute

    When a web form is submitted, the agent creates the Odoo Lead/Opportunity with source, contact, and stage — the rep opens Odoo to a fully populated pipeline.

  • Marketing
    30 min / week
    Manual campaign data entry into Odoo

    The marketing team manually logs campaign milestones and new lead sources into Odoo at the end of the week — the ERP is always a week behind campaign reality.

    Marketing Agent
    0 min
    Agent creates campaign notes and milestones in Odoo automatically

    Campaign milestones and new lead sources are logged in Odoo by the agent as soon as they happen — the marketing team always has an up-to-date ERP view of campaign activity.

  • Customer Support
    25 min / week
    Manual escalation logging in Odoo

    Support staff manually create Odoo notes and project tasks for escalations — often done inconsistently or not at all when ticket volume is high.

    Customer Support Agent
    0 min
    Agent converts support patterns into Odoo project tasks automatically

    Recurring support patterns and at-risk account flags are logged as Odoo project tasks and notes by the agent, so engineering and account management always have an ERP record to work from.

  • Human Resources
    20 min / week
    Manual Odoo user setup for new hires

    HR raises an IT ticket for each new Odoo user account, then manually creates the onboarding task and calendar event — often completed after the employee has already started.

    Human Resources Agent
    0 min
    Agent creates Odoo user accounts and onboarding tasks on hire

    When a new employee is confirmed, the agent creates their Odoo user account, onboarding project task, and day-one calendar event — the ERP is ready before the first day.

  • Finance
    35 min / week
    Manual invoice tracking and calendar entry

    Finance staff manually copy invoice details from Odoo into the AR spreadsheet and add payment due dates to the calendar — typically done in batches twice a week with inevitable gaps.

    Finance Agent
    0 min
    Agent logs invoices and creates payment calendar events automatically

    New Odoo invoices trigger the agent to append tracker rows and create payment Calendar Events — the finance team's spreadsheet and calendar are current the moment the invoice is raised.

  • Operations
    45 min / week
    Manual project task housekeeping in Odoo

    Operations staff manually check for unassigned or overdue tasks in Odoo and update notes by hand — a weekly sweep that takes 30 to 60 minutes and is often incomplete.

    Operations Agent
    0 min
    Agent keeps Odoo project tasks assigned and noted throughout the week

    Unassigned tasks are flagged, carry-over notes are created, and new tool integration tasks are logged in Odoo by the agent — the ERP project view is always current without manual sweeps.

  • Legal
    30 min / week
    Manual legal event and record creation in Odoo

    Legal team members manually create contract review calendar entries, project tasks, and compliance records in Odoo — often delayed until the end of the day and subject to omissions under workload.

    Legal Agent
    0 min
    Agent creates legal review events and compliance records in Odoo

    When a contract stage is reached or a compliance review is completed, the agent creates the Calendar Event, Project Task, and compliance record in Odoo automatically — legal has a full audit trail with no manual entry.

+ 100s of other Odoo ERP Self Hosted automations
Average time saved
23 hrs / person / month
Calculator

Calculate what your team saves

Team size
12 people
Hourly rate
$22 / hr
Hours saved / week
42
Hours saved / year
2,100
Annual ROI
$46,200

Based on Odoo ERP Self Hosted's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Odoo ERP Self Hosted into Actionist

Pick the connection method that suits your environment.

Connect Actionist to your self-hosted Odoo instance using your instance URL, database name, and login credentials. The integration uses the Odoo JSON-RPC external API.

1
Open the Apps tab

Find Odoo ERP Self Hosted in the Apps tab and click Connect. You will need the URL of your Odoo instance, your database name, and a valid Odoo user login.

2
Enter your Odoo credentials

Enter your Odoo instance URL (e.g. https://mycompany.odoo.com), the database name visible in the Odoo login screen, and the username and password for the integration user account.

3
Test the connection

Actionist sends a test call to your Odoo instance to verify the credentials. Once confirmed, your agents can create and query records across all installed modules.

Credentials you'll need
Odoo URL*
The full URL of your Odoo instance, e.g. https://mycompany.odoo.com
Database Name*
The Odoo database name to connect to
Username*
Your Odoo login username or email
Password*
Your Odoo account password
Actions

12 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Odoo ERP Self Hosted + Actionist

How does Actionist connect to my self-hosted Odoo instance?
Go to the Apps tab in Actionist, find Odoo ERP Self Hosted, and click Connect. You will need your Odoo instance URL, the database name, and a user login with the appropriate module access. Actionist connects via the Odoo JSON-RPC API using your credentials. Run a test call after saving to confirm the handshake before any actions execute.
What Odoo user permissions does the agent need?
Actionist uses your Odoo login credentials (username and password) over the JSON-RPC API. The connecting user account needs read access for triggers and read-write access for the modules you want to automate — CRM for leads, Project for tasks, eCommerce for products, Calendar for events, and Notes for notes. A dedicated integration user with a limited profile is recommended so you can audit activity and revoke access independently.
Can Actionist automate Odoo modules beyond CRM and Project, like Accounting or Inventory?
Yes. The Create Record and New Record actions and triggers work against any installed Odoo module by specifying the technical model name (for example, account.invoice, purchase.order, stock.picking). This means Actionist can interact with Accounting, Purchase, Inventory, Manufacturing, and other modules even when they don't have a dedicated named action — as long as the module is installed on your instance.
What are the most common automation patterns for Odoo with Actionist?
The most common patterns are: (1) routing inbound leads from web forms or email into Odoo CRM as opportunities; (2) creating project tasks in Odoo when work items arrive in Slack, Jira, or a spreadsheet; (3) syncing new Odoo contacts or leads into HubSpot or a spreadsheet for the sales team; (4) creating calendar events in Odoo when meetings are booked externally; and (5) logging notes against records when approvals or decisions are made in other tools.
How quickly does Actionist detect new records in Odoo?
Actionist polls your Odoo instance for new records within about a minute of them appearing. This applies to all triggers: New Lead/Opportunity, New Project Task, New Calendar Event, New Note, New Product, New User, New Record (any model), and New Calendar Todo. For time-sensitive pipelines, schedule your agent at a short cadence so new records are picked up and actioned quickly.
Can I create custom record types in Odoo, not just the built-in ones?
Yes. The Create Record action lets you specify the Odoo model and pass any field values your instance exposes. This means you can create invoices, purchase orders, stock moves, or custom model records without waiting for Actionist to ship a dedicated action for each. You need to know the technical model name (visible in Odoo's debug mode under Settings) and the field names you want to populate.
Can I connect multiple Odoo databases or company instances to Actionist?
Yes. You can connect multiple Odoo databases to Actionist by adding separate connection profiles, one per database. Each connection uses a different database name in the credential set. This is useful for multi-company Odoo setups where each company has its own database, or when you have a staging and production instance that need separate agents with separate scopes.
Does Actionist write records to Odoo automatically or does a human need to approve first?
Actionist agents can propose or queue record creation before it is written to Odoo, depending on the Approval Mode you configure. In Suggest or Ask-each-time modes, the agent drafts the action and presents it for your review before committing. In Guarded Auto or Full Auto modes, records are written directly. For critical modules like Accounting or Inventory, set the agent to Ask-each-time so a human reviews each write before it lands in your ERP.
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