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How to connect Bexio and Odoo
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Odoo will be your first step. To do this, click "Choose an app," find Bexio or Odoo, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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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Odoo
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Bexio, 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 Bexio and Odoo integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and Odoo
Bexio + Odoo + Slack: When a new sales invoice is created in Bexio, it triggers the creation of a new CRM lead in Odoo. Then, a message is sent to a designated Slack channel notifying the sales team about the new lead.
Odoo + Bexio + Google Sheets: When a new CRM lead is created in Odoo, the automation finds the contact information in Bexio (if it exists) and then logs the lead data and Bexio contact details into a Google Sheet for sales reporting.
Bexio and Odoo integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio and Odoo
How can I connect my Bexio account to Odoo using Latenode?
To connect your Bexio account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I synchronize contacts between Bexio and Odoo?
Yes, you can easily synchronize contacts. Latenode's visual editor and powerful data mapping let you automate updates across systems, ensuring consistent customer data.
What types of tasks can I perform by integrating Bexio with Odoo?
Integrating Bexio with Odoo allows you to perform various tasks, including:
- Automatically creating Odoo invoices from new Bexio sales orders.
- Synchronizing product information between Bexio and Odoo inventories.
- Updating customer details in Odoo when changes are made in Bexio.
- Generating Bexio contacts from newly created Odoo customers.
- Tracking financial data from Bexio within Odoo reporting dashboards.
What data security measures does Latenode offer for Bexio integrations?
Latenode employs advanced encryption and secure authentication to protect your data during Bexio and Odoo integration, plus detailed audit logging.
Are there any limitations to the Bexio and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of Bexio and Odoo.
- Historical data migration between systems might need a separate workflow.
