.svg){kind=icon}
How to connect Docparser and Odoo
Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Odoo will be your first step. To do this, click "Choose an app," find Docparser or Odoo, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
+
1
Docparser
Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser 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 Docparser node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
1
Docparser
⚙
+
2
Odoo
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 Docparser 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 Docparser 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Odoo
1
Trigger on Webhook
⚙
2
Docparser
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Docparser, 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 Docparser and Odoo integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Odoo
Docparser + Odoo + Slack: When Docparser extracts invoice data from a document, it updates the corresponding record in Odoo. Finally, a Slack message is sent to a designated channel to notify the team about the updated invoice and its payment status.
Odoo + Docparser + Email: When a new CRM Lead is created in Odoo, Docparser fetches and parses information from a linked document (e.g., a customer application form). The extracted information is used to update the CRM Lead details in Odoo, and an order confirmation email is sent to the customer.
Docparser and Odoo integration alternatives
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Docparser and Odoo
How can I connect my Docparser account to Odoo using Latenode?
To connect your Docparser account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from parsed documents?
Yes, you can! Latenode's visual editor simplifies this, letting you map parsed data to Odoo fields for automated invoice generation and streamlined accounting.
What types of tasks can I perform by integrating Docparser with Odoo?
Integrating Docparser with Odoo allows you to perform various tasks, including:
- Automatically creating new Odoo contacts from parsed business cards.
- Updating product information in Odoo based on supplier invoices.
- Generating sales orders in Odoo from parsed purchase orders.
- Extracting data from expense reports to create Odoo journal entries.
- Populating Odoo custom fields with specific data points from documents.
Can I use JavaScript to transform Docparser data before sending it to Odoo?
Yes! Latenode's JavaScript blocks let you manipulate Docparser output, ensuring data fits Odoo's format perfectly. Flexible data processing!
Are there any limitations to the Docparser and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser might require advanced parsing rule configuration.
- Odoo API rate limits could impact high-volume data transfer scenarios.
- Custom Odoo modules might need specific integration adjustments within Latenode.
