Atera and Odoo Integration

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Automatically create Odoo invoices from closed Atera tickets, ensuring accurate billing. Latenode’s visual editor makes it easy to customize the automation logic and handle complex pricing, while affordable execution-based pricing saves you money.

Swap Apps

Atera

Odoo

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Odoo

Create a New Scenario to Connect Atera 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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Odoo will be your first step. To do this, click "Choose an app," find Atera or Odoo, and select the appropriate trigger to start the scenario.

Add the Atera Node

Select the Atera node from the app selection panel on the right.

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Atera

Configure the Atera

Click on the Atera node to configure it. You can modify the Atera URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Atera

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Connect Atera

Sign In

Run node once

Add the Odoo Node

Next, click the plus (+) icon on the Atera 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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Atera

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Odoo

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.

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Atera

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Odoo

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#2 Odoo

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Connection *

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Connect Odoo

Sign In

Run node once

Configure the Atera 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.

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Odoo

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Connect Odoo

Odoo Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Atera 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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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Atera, 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 Atera and Odoo integration works as expected. Depending on your setup, data should flow between Atera 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 Atera and Odoo

Atera + Odoo + Slack: When a new or updated customer contact is created in Atera, the automation checks if the customer exists in Odoo. If the customer exists in Odoo, a message will be sent to a Slack channel.

Odoo + Atera + Jira: When a new CRM lead is created in Odoo, this automation creates a new issue in Jira. Because creating a project in Atera is unavailable, this step will be ommited.

Atera and Odoo integration alternatives

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

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.

See how Latenode works

FAQ Atera and Odoo

How can I connect my Atera account to Odoo using Latenode?

To connect your Atera account to Odoo on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Atera and click on "Connect".
  • Authenticate your Atera and Odoo accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Odoo invoices from Atera contracts?

Yes, you can! Latenode allows seamless automation of invoice creation,saving time and ensuring accurate billing.Customize the flow with JavaScript for complex scenarios.

What types of tasks can I perform by integrating Atera with Odoo?

Integrating Atera with Odoo allows you to perform various tasks, including:

  • Automatically creating Odoo contacts from new Atera customer accounts.
  • Synchronizing product information between Atera and Odoo inventories.
  • Generating service reports in Odoo based on Atera ticket data.
  • Updating Atera contract statuses based on Odoo invoice payments.
  • Creating projects in Odoo from Atera service requests.

HowcanItriggerworkflowsbasedonAteraalerts?

Use Latenode's webhooks to trigger workflows instantly based on Atera alerts, then use AI blocks to prioritize responses dynamically.

Are there any limitations to the Atera and Odoo integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both Atera and Odoo.
  • Custom fields in Atera and Odoo might require manual mapping.

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