Marketing Automation Workflow Builder

This is a build-to-order module, not an off-the-shelf apps.odoo.com download. After purchase, our Odoo engineers scope your triggers, segments and channels, then deliver a clean, upgrade-safe module (its own __manifest__.py, models/, security/ir.model.access.csv with record rules, XML/OWL views and QWeb reports) tuned to your data. Typical delivery is 2 to 4 weeks depending on scope.

At the core is a drag-and-drop OWL canvas where marketers assemble multi-step journeys visually — no code, no server-action archaeology. Each workflow is an Odoo model (marketing.workflow with ordered marketing.workflow.node records) that runs on a resilient ir.cron scheduler and an automated-action engine. Entry triggers fire on CRM lead stage changes, contact segment membership, form submissions or behavioral events; action nodes send mail.template emails, sms.sms messages, create mail.activity follow-ups for salespeople, update field values, or add/remove tags. Wait, branch and condition nodes let a journey pause for N days, split on any Odoo domain (@api.depends computed fields included), and re-converge — so a single workflow can nurture, score and hand off a lead end to end.

Everything stays native Odoo: participants, sent messages and node executions are real records you can filter, group and report on. Goal nodes track conversions (e.g. "lead reached Won", "invoice paid") and compute funnel and drop-off metrics with @api.depends, surfaced in list, kanban and graph views plus a QWeb PDF campaign report. Because it is built on Odoo's ORM, mail and SMS gateways, it respects your existing unsubscribe, blacklist (mail.blacklist) and GDPR consent handling out of the box.

You keep full ownership: source code, security rules, documentation and a training session are all handed over, and every workflow is auditable through standard Odoo logging. Delivered and validated on Odoo 17, 18 and 19 — Community or Enterprise.