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How to connect Clio and Odoo
Create a New Scenario to Connect Clio 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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Odoo will be your first step. To do this, click "Choose an app," find Clio or Odoo, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Clio 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 Clio 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 Clio 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 Clio, 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 Clio and Odoo integration works as expected. Depending on your setup, data should flow between Clio 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 Clio and Odoo
Clio + Odoo + Slack: When a new contact is added in Clio, a corresponding contact is created in Odoo. Subsequently, a welcome message is sent to a Slack channel to notify the team about the new client.
Odoo + Clio + Google Calendar: When a new CRM lead is created in Odoo, a corresponding event is created in Google Calendar. A task is then created in Clio to track follow-up actions related to the new lead.
Clio and Odoo integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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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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Clio + Odoo integration
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FAQ Clio and Odoo
How can I connect my Clio account to Odoo using Latenode?
To connect your Clio account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from Clio matters?
Yes, you can! Latenode’s visual editor simplifies this. Trigger invoice creation in Odoo based on Clio matter milestones, saving time and ensuring accurate billing.
What types of tasks can I perform by integrating Clio with Odoo?
Integrating Clio with Odoo allows you to perform various tasks, including:
- Sync new Clio clients as customers in Odoo.
- Automatically update contact information between systems.
- Create new Odoo projects when a new matter is created in Clio.
- Generate financial reports combining Clio and Odoo data.
- Trigger Odoo billing based on Clio time entries.
How secure is the Clio integration on Latenode with my data?
Latenode uses secure authentication and encryption to protect data transmitted between Clio and Odoo, ensuring your information remains safe.
Are there any limitations to the Clio and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields may require custom JavaScript code.
- Rate limits imposed by Clio and Odoo still apply.
- Historical data migration requires batch processing logic.
