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How to connect AI Agent and Odoo
Create a New Scenario to Connect AI Agent and Odoo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Odoo will be your first step. To do this, click "Choose an app," find AI Agent or Odoo, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Odoo Node
Next, click the plus (+) icon on the AI Agent node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
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Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the AI Agent and Odoo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Odoo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, Odoo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Odoo integration works as expected. Depending on your setup, data should flow between AI Agent and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Odoo
Odoo + AI Agent + Slack: When a new CRM lead is created in Odoo, AI Agent generates a summary. The summary is then sent to a designated Slack channel.
Gmail + AI Agent + Odoo: When a new email arrives in Gmail, AI Agent extracts product feedback and creates a corresponding CRM lead in Odoo.
AI Agent and Odoo integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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See how Latenode works
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FAQ AI Agent and Odoo
How can I connect my AI Agent account to Odoo using Latenode?
To connect your AI Agent account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo leads with AI Agent insights?
Yes, Latenode allows updating Odoo leads with AI-generated insights. By connecting AI Agent to Odoo, Latenode automates data enrichment, saving time and boosting lead quality.
What types of tasks can I perform by integrating AI Agent with Odoo?
Integrating AI Agent with Odoo allows you to perform various tasks, including:
- Automatically classify and prioritize incoming customer support tickets.
- Generate product descriptions for Odoo directly using AI Agent prompts.
- Summarize customer feedback data from Odoo using AI Agent's analysis tools.
- Update contact information in Odoo based on AI Agent's data enrichment.
- Trigger personalized email campaigns based on AI-driven customer segmentation.
Can AI Agent create Odoo records automatically on Latenode?
Yes, AI Agent can automatically generate records in Odoo using Latenode's no-code interface and flexible data mapping features.
Are there any limitations to the AI Agent and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data transfers may impact performance for accounts on lower Latenode plans.
- Custom fields in Odoo may require JavaScript blocks for advanced data mapping.
- Complex AI Agent prompts may require careful optimization for optimal results.
