Recap of the Series
Congratulations! We have successfully built a complete sales automation workflow from start to finish.
- Part 1: Automated sales order confirmation. Click here
- Part 2: Automated email notifications to your sales team. Click here
- Part 3: Automated stock reservation. Click here
- Part 4: Automated invoice creation. Click here
In this final part, we will close the loop on this business process by creating an automated follow-up activity for the salesperson. This ensures no customer falls through the cracks and guarantees a high level of service after the sale.
Step 1: Create a New Automated Action
The final automation is triggered when an invoice is created.
- Go to Settings > Technical > Automated Actions.
- Click Create.
Step 2: Define Basic Settings
This action will be triggered by the creation of an invoice.
- Name: Automate Sales Follow-up Activity
- Model: Invoice (account.move)
- Trigger: On Creation & Update
- Apply On: The action should run for customer invoices linked to a sales order. The domain filter for this is:
[('move_type', 'in', ['out_invoice', 'out_refund']), ('invoice_origin', '!=', False)] - Action To Do: Create a new record
Step 3: Configure the Record Creation
This is where you define the details of the new activity.
- Record Model: Activity (mail.activity)
- Field Mapping: Set the values for the fields of the new activity record.
- Activity Type: Select "To Do" from the list.
- Summary: Add a clear title like "Follow up on confirmed order and invoice".
- Assigned to: Choose "Related" record field and select "Invoice User".
- Due Date: You can set a timed condition, for example, "5 days" after the "Invoice Date" to give your team a reasonable follow-up window.
- Related Record: Set the related record to the invoice itself by selecting "Dynamic record" and leaving the value as object.
Step 4: Save and Test the Automation
- Save the automated action.
- Create a new sales order, confirm it, validate the delivery, and create the invoice (via the smart button on the sales order).
- Ask the salesperson assigned to the order to check their dashboard. They should see a new "To Do" activity related to the recently created invoice.
Conclusion
Congratulations on completing this five-part series! You have successfully learned how to use Odoo's Automated Actions to build a complete, end-to-end sales workflow that handles everything from initial order confirmation to final customer follow-up. This type of automation eliminates manual tasks, reduces errors, and ensures a seamless and professional process for your team and your customers.