Marketing Automation Workflow Builder

Key Features

Drag-and-drop OWL workflow canvas where marketers build multi-step journeys visually, persisted as ordered marketing.workflow.node records

Entry triggers on CRM lead/opportunity stage changes, segment membership, website form submission, tag changes and record creation

Behavioral and time-based triggers (email opened, link clicked, no activity for N days) evaluated by a resilient ir.cron scheduler

Email action nodes that send fully personalized mail.template messages through your existing outgoing mail server

SMS action nodes dispatching sms.sms via Odoo's IAP or your configured SMS gateway, with per-node opt-out respect

Activity action nodes that auto-create mail.activity follow-up tasks assigned to the record's salesperson or a team

Wait nodes to pause a participant for a fixed delay or until a specific date/field condition is met

Branch and condition nodes that split journeys on any Odoo domain, including @api.depends computed fields, then re-converge

Field-update and tag actions (set lead stage, add res.partner.category, update custom fields) to keep CRM data in sync mid-journey

Goal and conversion nodes that mark success events (Won, invoice paid, page reached) and compute funnel/drop-off metrics

Lead scoring accumulation across nodes so hot contacts auto-hand off to sales via activity or stage change

Native mail.blacklist, unsubscribe and consent enforcement so every send honors GDPR/CAN-SPAM without extra config

Full participant tracking: every enrollment, wait, send and branch is a queryable record filterable by list/kanban/graph

QWeb PDF campaign report plus dashboard views for opens, clicks, conversions and per-node throughput

Record rules and ir.model.access.csv so marketing users manage workflows without exposing CRM or accounting data

XML-RPC/JSON-RPC endpoints to enroll contacts or trigger workflows from external systems and website events

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Odoo.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Odoo's Marketing Automation app is Enterprise-only. If you run Odoo Community, you are stuck stitching together server actions, scheduled crons and mailing lists by hand — brittle, invisible, and impossible for a marketer to own. The Marketing Automation Workflow Builder closes that gap with a genuine visual campaign engine that ECOSIRE designs, builds, installs and supports specifically for your database.

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.

What you get

Complete, installable Odoo module (own __manifest__.py, models/, views/, security/, data/, static/ OWL assets) versioned for your Odoo 17, 18 or 19 release

Configured workflows for your agreed launch campaigns (triggers, segments, email/SMS templates and goals wired to your live data)

security/ir.model.access.csv plus record rules granting a dedicated Marketing Automation user group access without over-exposing CRM/finance

Technical documentation: data model diagram, node reference, cron schedule and instructions for building future workflows yourself

QWeb campaign report template and dashboard views delivered ready to print/export

Deployment to your staging then production database with smoke tests on triggers, sends and branching

A live training session (recorded) for your marketing team on the canvas, triggers, conditions and goal tracking

Post-launch support window with bug fixes and configuration help, plus a compatibility check for your next Odoo upgrade

Who this is for

Community-edition marketer

Runs campaigns on Odoo Community and wants Enterprise-grade drag-drop automation across email, SMS and CRM without paying to migrate the whole database to Enterprise.

CRM/sales operations lead

Needs behavior- and stage-based nurture flows that automatically create follow-up activities, update lead stages and hand hot contacts to reps, all inside Odoo's native records.

Growth agency or Odoo partner

Delivers marketing outcomes for clients on Community and wants a reusable, upgrade-safe automation engine they can configure per client instead of hand-coding server actions.

IT/ERP administrator

Wants a clean, permission-scoped module (record rules, access CSV, cron-driven, XML-RPC-friendly) that respects blacklist/consent rules and survives future Odoo upgrades.

How Marketing Automation Workflow Builder Compares

Criterion	ECOSIRE	Custom Build	Competitor
Visual drag-drop workflow canvas on Odoo Community	Included	Partial support	Partial support
Multi-step email + SMS + CRM activity actions in one journey	Included	Partial support	Partial support
Wait / branch / condition nodes with Odoo-domain splits	Included	Partial support	Partial support
Goal & conversion tracking with @api.depends funnel metrics	Included	Partial support	Not included
Built, installed and supported for you (2-4 week delivery)	Included	Not included	Not included
Full source code, record rules & security handover you own	Included	Included	Not included
Upgrade-safe standalone module across Odoo 17/18/19	Included	Partial support	Partial support
Native blacklist / unsubscribe / GDPR consent enforcement	Included	Partial support	Partial support
No Odoo Enterprise license required	Included	Included	Partial support

Frequently Asked Questions about Marketing Automation Workflow Builder

How long until the module is delivered and installed?

This is a build-to-order module, not an instant apps.odoo.com download. After we scope your triggers, segments and channels, typical delivery is 2 to 4 weeks depending on complexity — we build it, deploy it to your staging database, smoke-test the workflows, then roll it to production. You get a milestone timeline at kickoff and we validate on your exact Odoo version (17, 18 or 19).

What support and updates are included after go-live?

Every engagement includes a post-launch support window covering bug fixes, configuration help and a compatibility review before your next Odoo upgrade. Because you receive the full source code, you own the module outright; ongoing support, new workflow builds and version migrations beyond the window are available as an extended plan or on request.

Do I need Odoo Enterprise for this?

No — that's the point. Odoo's built-in Marketing Automation app is Enterprise-only. This module delivers a comparable visual, multi-step automation engine on Odoo Community. It also installs cleanly on Enterprise if you run that edition.

Can it send both email and SMS?

Yes. Action nodes send personalized emails via mail.template through your outgoing mail server and SMS via Odoo's sms.sms gateway (IAP or your own provider). Every send respects mail.blacklist, unsubscribe and consent, so you stay compliant with GDPR and CAN-SPAM.

Will it survive an Odoo upgrade?

We build it as a proper standalone module with its own manifest, ORM models and security files — no core patching — which is what makes upgrades safe. We target your current version (17/18/19) and include an upgrade-compatibility check in the support window so it moves forward with you rather than blocking your next Odoo update.

Can I build new workflows myself after handover?

Absolutely. The drag-drop canvas is designed for marketers, and we hand over documentation plus a recorded training session covering triggers, conditions, waits, branches and goals. Your team can create, edit and launch new journeys without engineering help; we're available if you want us to build complex ones.