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How to connect Docusign and Odoo
Create a New Scenario to Connect Docusign 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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Odoo will be your first step. To do this, click "Choose an app," find Docusign or Odoo, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
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Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign 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 Docusign 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 Docusign 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 Docusign 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 Docusign, 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 Docusign and Odoo integration works as expected. Depending on your setup, data should flow between Docusign 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 Docusign and Odoo
Docusign + Slack: When a contract is signed in Docusign, a notification is sent to a specified Slack channel to alert the sales team for immediate follow-up.
Docusign + Odoo + Google Drive: When a contract is signed in Docusign, the signed document is downloaded and archived in a dedicated Google Drive folder linked to the corresponding record in Odoo.
Docusign and Odoo integration alternatives
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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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 Docusign and Odoo
How can I connect my Docusign account to Odoo using Latenode?
To connect your Docusign account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docusign and click on "Connect".
- Authenticate your Docusign and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo when a document is signed?
Yes, you can! Latenode lets you trigger Odoo updates when Docusign documents are signed. This reduces manual data entry and ensures accurate, real-time information across both platforms, all without code.
What types of tasks can I perform by integrating Docusign with Odoo?
Integrating Docusign with Odoo allows you to perform various tasks, including:
- Automatically creating a new Odoo record upon Docusign document completion.
- Updating contact information in Odoo based on Docusign form data.
- Triggering invoice generation in Odoo when a contract is signed.
- Sending Docusign envelopes for signature directly from Odoo.
- Archiving signed documents in Odoo for easy access and compliance.
How secure is the Docusign integration within the Latenode platform?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring that your Docusign and Odoo data are protected during integration processes.
Are there any limitations to the Docusign and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Docusign features may require custom JavaScript coding within Latenode.
- Large volumes of document processing might impact workflow execution time.
- Odoo customizations could require adjustments to the integration flow.
