Looking for Odoo Expert to Fix Automation Script for Lead and Partner Creation
Budget: $30 – $250 USD
Hello,
I am currently working on an Odoo project where I need an automation script to process incoming emails and automatically create or update partners (customers) based on the information extracted from the email content. While I have attempted to create a script myself, I have encountered some issues due to Odoo's restrictions on Python operations in server actions.
Project Requirements:
Email Parsing:
The script should parse specific fields from the body of the incoming email, such as the contact's title, first name, last name, email address, phone number, and address details.
Partner Creation/Update:
If a partner with the given email address does not exist, the script should create a new partner with the extracted details.
If the partner already exists, the script should update the existing record with any new information.
Lead Updating:
The script should also update the corresponding CRM lead with the extracted details, without overwriting important existing data (such as the email content).
Adherence to Odoo Restrictions:
The script must comply with Odoo's restrictions on Python code execution within server actions, avoiding any forbidden opcodes or operations.
Issue:
Below is the script I have created, but it triggers errors due to forbidden opcodes in Odoo. I need a skilled Odoo developer to modify or rewrite this script to work within the Odoo framework while achieving the intended functionality.
Deliverables:
A working Odoo automation script that parses incoming email content and creates/updates partners and leads without triggering Odoo's security restrictions.
Clear documentation on how the script works and any limitations or considerations.
Requirements:
Extensive experience with Odoo development, especially in customizing CRM and automating processes.
Familiarity with Odoo's security and opcode restrictions.
Ability to deliver a clean, efficient, and maintainable solution.
If you believe you have the skills and experience to help me with this project, please reach out with your proposal and estimated timeline.
Thank you!
I am currently working on an Odoo project where I need an automation script to process incoming emails and automatically create or update partners (customers) based on the information extracted from the email content. While I have attempted to create a script myself, I have encountered some issues due to Odoo's restrictions on Python operations in server actions.
Project Requirements:
Email Parsing:
The script should parse specific fields from the body of the incoming email, such as the contact's title, first name, last name, email address, phone number, and address details.
Partner Creation/Update:
If a partner with the given email address does not exist, the script should create a new partner with the extracted details.
If the partner already exists, the script should update the existing record with any new information.
Lead Updating:
The script should also update the corresponding CRM lead with the extracted details, without overwriting important existing data (such as the email content).
Adherence to Odoo Restrictions:
The script must comply with Odoo's restrictions on Python code execution within server actions, avoiding any forbidden opcodes or operations.
Issue:
Below is the script I have created, but it triggers errors due to forbidden opcodes in Odoo. I need a skilled Odoo developer to modify or rewrite this script to work within the Odoo framework while achieving the intended functionality.
Deliverables:
A working Odoo automation script that parses incoming email content and creates/updates partners and leads without triggering Odoo's security restrictions.
Clear documentation on how the script works and any limitations or considerations.
Requirements:
Extensive experience with Odoo development, especially in customizing CRM and automating processes.
Familiarity with Odoo's security and opcode restrictions.
Ability to deliver a clean, efficient, and maintainable solution.
If you believe you have the skills and experience to help me with this project, please reach out with your proposal and estimated timeline.
Thank you!