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Fix Marketing Automation

Resolves issues in Odoo’s Marketing Automation module when using Server Actions as part of automation steps
June 24, 2025 by
Fix Marketing Automation
Silverdale Technology, Somroo Hassaan
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The Fix Marketing Automation module addresses a core limitation in Odoo’s standard Marketing Automation functionality—specifically the unreliable behavior of Server Actions when used in automation workflows. 

In many business use cases, Server Actions are leveraged to execute custom logic (e.g., updating fields, triggering tasks, creating related records). 

However, Odoo’s default handling of these actions within the marketing automation engine can lead to incomplete or failed executions.

This module ensures that Server Actions are reliably triggered and executed when included as actions within marketing campaign activities.

Key Features & Benefits:

  1. Correct Execution of Server Actions
    Ensures that custom Server Actions configured in marketing workflows run smoothly during scheduled marketing trace runs.
  2. Reliable Automation Flows
    Fixes the execution flow so Server Actions don’t silently fail—preserving business logic and avoiding missed operations.
  3. Seamless Integration
    Works with existing campaigns and does not require redefining workflows. Server Actions previously configured will begin functioning correctly after installation.
  4. No Behavior Change for Other Action Types
    Maintains native functionality for Email, SMS, and other built-in actions.

Example Use Case:

A marketing team creates a campaign to send a welcome email and assign a follow-up activity using a Server Action that updates the lead’s priority. Without this fix, the Server Action silently fails. 

After installing Fix Marketing Automation, the campaign performs all steps correctly, ensuring that the lead’s record is updated as expected.

Summary:

The Fix Marketing Automation module enhances the reliability of Odoo’s automation engine by ensuring that Server Actions work as intended within marketing campaigns. 

It supports seamless execution of custom business logic and improves confidence in automated workflows used by marketing and CRM teams.

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