Odoo Reference, 12 actions

01. Operations

Act on Odoo from a workflow

Operations are the actions a workflow can take in Odoo, grouped by category. Each lists its method, parameters, and a template you can drop it into.

API

1 operation

Execute custom JSON-RPC calls directly to your Odoo server for advanced integrations and operations not covered by dedicated actions. Use this when you need fine-grained control over Odoo API interactions or to access specialized business logic specific to your implementation.

Action

Odoo JSON-RPC Call

ODOO_CALL_ODOO_JSONRPC

Execute custom API calls to your Odoo CRM system using JSON format to retrieve, update, or manipulate business data programmatically without manual intervention.

5 input

Administration

1 operation

Retrieve all available databases within your Odoo instance, enabling you to manage and select the correct database for subsequent operations. This is essential when working with multi-database Odoo environments where you need to identify and target specific instances.

Action

List Databases

ODOO_LIST_DATABASES

Retrieve all available Odoo databases on your server to see which business instances you have access to.

Banking

2 operations

Automatically extract and process bank statement documents using AI-powered parsing to capture transaction details and financial data. Retrieve structured results from parsing operations to integrate bank statements into your accounting workflow without manual data entry.

Action

Get Bank Statement Result

ODOO_GET_BANK_STATEMENT_RESULT

Retrieves the extracted data and parsing results from a previously submitted bank statement, including opening balance, closing balance, transaction date, and individual transaction line items. Use this to access structured financial data that Odoo has extracted from your bank statement documents.

3 input

Action

Parse Bank Statement Document

ODOO_PARSE_BANK_STATEMENT

Automatically extract key financial data from bank statements by uploading documents for intelligent processing, turning paper or PDF statements into structured data you can use in your accounting system.

4 input

Contacts

1 operation

Add new contacts or customer records directly into your Odoo system as part of lead management or customer onboarding workflows. This streamlines contact creation when integrated with form submissions, API calls, or other data sources.

Action★ Featured

Create Contact

ODOO_CREATE_CONTACT

Add a new person or company to your Odoo database as a customer, supplier, or general contact. This creates a foundational record that connects to all your business workflows including sales, purchasing, and communication.

23 input

Expenses

2 operations

Extract expense information from receipts and documents using intelligent document parsing to automatically populate expense claims. Retrieve the parsed results to validate and process employee expense reimbursements efficiently within Odoo.

Action★ Featured

Parse Expense Document

ODOO_PARSE_EXPENSE

Automatically extracts key information like date, amount, currency, and vendor details from expense receipts and invoices using OCR technology, saving manual data entry time. Returns a token to retrieve the parsed results when processing is complete.

3 input

Action

Get Expense Extraction Result

ODOO_GET_EXPENSE_RESULT

Retrieve extracted data from an expense document that was previously submitted for processing, including amounts, dates, descriptions, and currency information. Use this to automatically capture expense details without manual data entry.

3 input

Invoices

2 operations

Automatically capture invoice details from documents like PDFs or images to extract line items, amounts, and vendor information without manual input. Retrieve parsed invoice data to validate extraction accuracy and import invoices into your accounting records seamlessly.

Action★ Featured

Parse Invoice Document

ODOO_PARSE_INVOICE

Automatically extract key financial data from invoice documents using AI-powered recognition, eliminating manual data entry for invoice amounts, dates, supplier details, and line items.

7 input

Action

Get Invoice Parsing Result

ODOO_GET_INVOICE_RESULT

Retrieve the extracted data and processing status from an invoice that was previously submitted to Odoo's document parsing service, allowing you to access line items, amounts, and supplier details automatically captured from the document.

3 input

Records

1 operation

Modify existing Odoo records such as opportunities, orders, or accounts to reflect changes in your business processes. Use this to keep your Odoo data synchronized with external systems or to automate status updates and field changes.

Action★ Featured

Update Odoo Record

ODOO_UPDATE_RECORD

Modify existing records in Odoo by updating specific fields across any model, from customer contacts to sales orders and inventory items. This enables you to keep your business data current without manual data entry.

3 input

Recruitment

2 operations

Parse candidate resumes to automatically extract qualifications, experience, and contact information for hiring workflows. Retrieve structured applicant data from resume parsing to streamline candidate evaluation and reduce manual resume review time.

Action

Get Applicant Parsing Result

ODOO_GET_APPLICANT_RESULT

Retrieves the extracted information from a previously submitted resume or applicant document, including candidate details like name, email, and phone number. Use this to check parsing status and access structured candidate data for your hiring process.

3 input

Action

Parse Applicant Resume

ODOO_PARSE_APPLICANT

Automatically extracts key contact information like name, email, and phone number from applicant resumes using optical character recognition, saving you time on manual data entry during recruitment.

4 input

What now

Use Odoo in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates