Odoo CRM integration with Z Workforce
How to Update Z Workforce customers from new leads in Odoo CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Z Workforce customers from new leads in Odoo CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Z Workforce integrations
Z Workforce actions
Nekton can use any feature that is available in Z Workforce API.
Using our advanced AI, you can easily create custom automations for Z Workforce.
Here are some typical actions you can do in your automated workflows.
Create or Update a Field Person
Recipe to create or update an app user profile (field person) in Z Workforce company account. Remember that profiles names, category, and subcategory fields can only be updated directly by API, not by Nekton recipes. The same is valid for configuring and updating the position of app users in the Z Workforce hierarchical tree.
Get Visits Results
Get all information about completed visits by field team using Z Workforce.
Get a Specific Visit Result
If you are looking for a specific result, get from here. You will need to know the Visit ID to generate by Z Workforce. This ID is called "xxxx" in the Results Visits request.
Create or Update a Customer
Recipe to create or update an app customer in the Z Workforce company account. Remember that category and subcategory fields can only be updated by APIs and Nekton recipes. You need to create them manually in the Z Workforce Panel first.
Schedule Visits
Recipie to to schedule visits in Z Workforce.
About Z Workforce
Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions