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How to connect Chatwork and Odoo
Create a New Scenario to Connect Chatwork 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 Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or Odoo will be your first step. To do this, click "Choose an app," find Chatwork or Odoo, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork 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 Chatwork 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 Chatwork 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 Chatwork 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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Save and Activate the Scenario
After configuring Chatwork, 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 Chatwork and Odoo integration works as expected. Depending on your setup, data should flow between Chatwork 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 Chatwork and Odoo
Odoo + Google Sheets + Chatwork: When a new sales order is created in Odoo, its details are added as a new row in a Google Sheet. A message is then sent to a specified Chatwork group, notifying the sales team about the new order and including a link to the corresponding row in the Google Sheet.
Chatwork + Odoo + Slack: When a new message is posted in a Chatwork room, a new customer support ticket is created in Odoo. Then, a notification about the new ticket is sent to a dedicated Slack channel, alerting the support team.
Chatwork and Odoo integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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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 Chatwork and Odoo
How can I connect my Chatwork account to Odoo using Latenode?
To connect your Chatwork account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from Chatwork messages?
Yes, you can! Latenode's visual editor makes this easy. Automatically trigger invoice creation when specific messages are detected, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Chatwork with Odoo?
Integrating Chatwork with Odoo allows you to perform various tasks, including:
- Create new Odoo leads from Chatwork messages.
- Send Chatwork notifications for new Odoo sales orders.
- Update Odoo customer information based on Chatwork updates.
- Post Odoo invoice statuses to specific Chatwork rooms.
- Automatically create Odoo tasks from Chatwork conversations.
How to trigger Odoo actions based on Chatwork messages in Latenode?
Use Latenode's Chatwork trigger to watch for new messages, then use the Odoo node to perform actions such as creating records or updating data.
Are there any limitations to the Chatwork and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo customizations may require custom JavaScript code.
- High Chatwork message volume might impact workflow execution speed.
- Attachment handling between the two systems requires careful setup.
