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Automatically create new leads in Odoo from Basin form submissions, using Latenode's visual editor to filter and enrich data with JavaScript before it reaches your CRM for more affordable and customized automation.
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Basin
Odoo
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Create a New Scenario to Connect Basin and Odoo
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Odoo will be your first step. To do this, click "Choose an app," find Basin or Odoo, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
Basin
Add the Odoo Node
Next, click the plus (+) icon on the Basin node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
Basin
โ
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.
Configure the Basin 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 Basin and Odoo Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Odoo
Trigger on Webhook
โ
Basin
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Basin, Odoo, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Basin and Odoo integration works as expected. Depending on your setup, data should flow between Basin and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Basin + Odoo + Slack: When a new form is submitted in Basin, a new CRM lead is created in Odoo. A notification is then sent to a Slack channel to inform the sales team of the new lead.
Odoo + Basin + Google Sheets: When a new CRM lead is created in Odoo, a Basin form is triggered to collect feedback. The form submission data is then saved to a Google Sheet for analysis.
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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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How can I connect my Basin account to Odoo using Latenode?
To connect your Basin account to Odoo on Latenode, follow these steps:
Can I automatically update Odoo with new Basin form submissions?
Yes, you can! Latenode allows you to instantly update Odoo with new Basin submissions, saving time. Use our visual editor and custom JS code blocks for advanced data mapping.
What types of tasks can I perform by integrating Basin with Odoo?
Integrating Basin with Odoo allows you to perform various tasks, including:
How do I handle complex data transformations between Basin and Odoo?
Latenode allows you to use JavaScript code blocks for complex transformations, parsing, and custom logic. Connect any data with ease!
Are there any limitations to the Basin and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: