How Knack Flows Work

Connect Odoo with Knack using Knack Flows to automate CRM, sales, and operational workflows while synchronizing data between your ERP system and custom applications. This integration allows you to capture leads, manage contacts, track sales orders, and sync product information automatically between Odoo and your Knack database. By combining Odoo’s ERP capabilities with Knack’s flexible application builder, teams can create dashboards, automate processes, and centralize operational data without writing custom code.

Step 1: Select a Trigger

A trigger is an event that starts your automation workflow. In an Odoo and Knack integration, triggers can originate in Odoo when new contacts, leads, products, or sales orders are created or updated. Triggers can also originate in Knack when a new record is created, a workflow status changes, or a form submission occurs inside your application.

Step 2: Set up an Action in Knack

Once a trigger occurs, actions execute the tasks within your Flow. In Knack, actions might include creating records, updating operational dashboards, assigning statuses, or triggering internal notifications. In Odoo, actions can include creating contacts or leads, updating records, searching for contacts or deals, and initiating inventory transfers. Field mapping and conditional logic ensure that customer data, sales pipelines, and product information remain synchronized across both systems.

Step 3: Connect and Automate

When your Flow is ready, you can activate it immediately or expand it with additional automation steps. Your Odoo ERP and Knack application are now connected. CRM updates, sales activity, and operational changes can automatically update records, trigger workflows, and feed reporting dashboards that support sales and operations teams.