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How to connect Cloze and Odoo
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Odoo will be your first step. To do this, click "Choose an app," find Cloze or Odoo, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Odoo integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Odoo
Cloze + Odoo + Slack: When a deal closes in Cloze, a new customer is created in Odoo, and a congratulatory message is sent to a Slack channel.
Odoo + Cloze + Google Sheets: When a new product is added in Odoo (simulated by a new CRM Lead), a contact is created in Cloze, and the information is logged to a Google Sheet.
Cloze and Odoo integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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FAQ Cloze and Odoo
How can I connect my Cloze account to Odoo using Latenode?
To connect your Cloze account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from won Cloze deals?
Yes, you can! Latenode lets you automate invoice creation with no-code, ensuring swift billing. This saves time and reduces manual data entry errors.
What types of tasks can I perform by integrating Cloze with Odoo?
Integrating Cloze with Odoo allows you to perform various tasks, including:
- Creating new Odoo contacts from new Cloze leads automatically.
- Updating Odoo customer information when a Cloze contact is modified.
- Generating Odoo sales orders when a deal reaches a specific stage in Cloze.
- Syncing product information between Cloze and Odoo for accurate quoting.
- Triggering Odoo project creation when a Cloze deal is won.
How do I handle custom fields in Cloze within Latenode workflows?
Latenode's data mapping allows direct access to all Cloze custom fields. Use these fields in your flows for personalized automation.
Are there any limitations to the Cloze and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on Cloze and Odoo API rate limits.
- Initial setup requires understanding of both Cloze and Odoo data structures.
