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Ai Oca Bridge CRM Lead

ai_oca_bridge_crm_lead folder_open OCA/ai open_in_new
Uncategorised License: AGPL-3

This module is intended to allow external AI systems to perform actions with the correct context, based on triggers related to CRM Leads.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Connects CRM leads to external AI systems, so that creating, updating or deleting a lead can automatically send information to an AI service configured in an AI Bridge.

This module makes CRM leads work with the AI Bridge feature. It links the CRM lead model (crm.lead) to the AI bridge thread mechanism, so leads can be used as the context for external AI calls.

Three example AI bridges are provided as demo data, one for each lead event: - Create: triggered when a new lead is created, sending the lead name and expected revenue to an external AI service. - Update: triggered when a lead is modified, sending the same fields. - Delete: triggered when a lead is deleted; no record data is sent in this case.

Each bridge points to an external web service address, uses no authentication, and sends the record as payload. The demo bridges are examples only and must be adapted to a real AI service.

There are no new menus, screens, buttons or reports in this module. The actual configuration of AI bridges is handled by the AI Bridge module it depends on. No business rules, checks, computed fields or scheduled jobs are added by the code shown.

Depends on

ai_oca_bridgecrm
Models and fields (1)
  • crm.lead · new model

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 16.0

Configuration

Source · Odoo 16.0
  • Bridge with Usage = "AI Thread Create" Processes new CRM leads in the external system for AI-enhanced actions like lead enrichment or tailored follow up emails.
  • Bridge with Usage = "AI Thread Write" Updates lead information in the external system when leads are modified in Odoo.
  • Bridge with Usage = "AI Thread Unlink" Removes lead data from the external system when leads are deleted from Odoo.

For creating those bridges, apart from the usage of the bridge, the user must define:

  • Payload Type: it depends on the endpoint configuration, normally "Record" would work.
  • Result Type: depending on your use case.
  • Model: select the "CRM Lead" model
  • Field: add at least the fields the endpoint is expecting (e.g., name, email, phone, company, etc.).
  • Filter: add a domain for using the bridge only with the leads intended to trigger automatic actions

Usage

Source · Odoo 16.0

Depending on the bridges you have created, create, update or delete a CRM Lead mathing the bridge domain. You should see the execution on the AI Bridge Execution menu.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.