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How to connect ClickSend and Odoo
Create a New Scenario to Connect ClickSend 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 ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or Odoo will be your first step. To do this, click "Choose an app," find ClickSend or Odoo, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
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Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend 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 ClickSend 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 ClickSend 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 ClickSend 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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Save and Activate the Scenario
After configuring ClickSend, 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 ClickSend and Odoo integration works as expected. Depending on your setup, data should flow between ClickSend 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 ClickSend and Odoo
Odoo + ClickSend + Slack: When a new CRM lead is created in Odoo, a SMS is sent to the lead via ClickSend. A Slack notification is then sent to a designated channel to alert the team.
Odoo + ClickSend + Twilio: When a contact is created in Odoo, a payment reminder is sent via ClickSend. If ClickSend fails to send the message, Twilio will be used as a backup to send the payment reminder.
ClickSend and Odoo integration alternatives
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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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 ClickSend and Odoo
How can I connect my ClickSend account to Odoo using Latenode?
To connect your ClickSend account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickSend and click on "Connect".
- Authenticate your ClickSend and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS updates for new Odoo sales orders?
Yes, you can! Latenode's visual editor makes it simple to trigger ClickSend SMS messages whenever a new sales order is created in Odoo, keeping your team informed and responsive.
What types of tasks can I perform by integrating ClickSend with Odoo?
Integrating ClickSend with Odoo allows you to perform various tasks, including:
- Sending SMS confirmations for new Odoo orders.
- Automatically alerting sales teams of urgent opportunities via SMS.
- Sending payment reminders to customers through ClickSend.
- Updating Odoo contact details based on ClickSend interactions.
- Triggering personalized marketing campaigns based on Odoo events.
What ClickSend message types are supported within Latenode?
Latenode supports SMS, MMS, and voice messages via ClickSend. Leverage advanced features like scheduled sending and personalization.
Are there any limitations to the ClickSend and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo data transformations might require JavaScript knowledge.
- High-volume SMS sending may be subject to ClickSend rate limits.
- Real-time data synchronization depends on API availability and reliability.
