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Odoo: Automated Actions - an overview

Odoo is a popular open-source enterprise resource planning (ERP) software that is used by businesses around the world to manage their operations. One of the key features of Odoo is its ability to automate tasks and processes using automated actions and server actions. In this blog post, we will take a closer look at these two features and how they can benefit your business.

Automated actions in Odoo allow you to automate specific tasks or processes based on certain triggers or conditions. For example, you can set up an automated action to automatically send an email to a customer when they place an order on your website, or to automatically create a new customer record in your database when a new customer signs up on your website.

Automated actions are easy to set up and customize, and they can save your business a significant amount of time and effort. They can also help to ensure that tasks and processes are completed accurately and consistently, which can improve the overall efficiency of your business.

If you need to install Odoo on a Linux server, follow this tutorial:

  1. How to Install "Automated actions" module.
  2. Send email using python code in your Automated Actions
  3. Send email when a New POS session is opened
  4. Automatically change the status of Rescue Session

Server actions in Odoo are similar to automated actions, but they are more powerful and flexible. Server actions allow you to automate more complex tasks and processes, such as importing data from external sources, exporting data to external systems, and performing calculations or transformations on data.

Server actions are more advanced and require some technical knowledge to set up and customize. However, they offer a greater range of options and capabilities, which can make them a valuable tool for businesses that need to automate complex tasks and processes.

In conclusion, automated actions and server actions are powerful features of Odoo that can help businesses to automate tasks and processes, saving time and effort, and improving the efficiency and accuracy of their operations. Whether you need to automate simple tasks or more complex processes, Odoo's automated actions and server actions can help you to streamline your business and improve your bottom line.

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