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How to connect Fillout and Odoo
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Odoo will be your first step. To do this, click "Choose an app," find Fillout or Odoo, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Fillout 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 Fillout 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 Fillout 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 Fillout, 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 Fillout and Odoo integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Odoo
Fillout + Odoo + Slack: When a new form is submitted in Fillout, a new lead is created in Odoo. A notification is then sent via Slack to the sales team about the new lead.
Odoo + Fillout + Google Sheets: When a new CRM lead is created in Odoo, a Fillout form is sent. The responses to the Fillout form are then tracked in a Google Sheet.
Fillout and Odoo integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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 Fillout and Odoo
How can I connect my Fillout account to Odoo using Latenode?
To connect your Fillout account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from Fillout form submissions?
Yes, with Latenode you can! Automatically create Odoo leads whenever a Fillout form is submitted. This saves time and ensures no lead is missed, enhancing your sales process.
What types of tasks can I perform by integrating Fillout with Odoo?
Integrating Fillout with Odoo allows you to perform various tasks, including:
- Create new Odoo contacts from Fillout submissions automatically.
- Update existing Odoo records based on Fillout form data.
- Trigger Odoo automations when new Fillout forms are submitted.
- Generate Odoo sales orders from Fillout order forms.
- Synchronize Fillout data with custom fields in Odoo.
How secure is Fillout data transfer between Fillout and Odoo on Latenode?
Latenode ensures secure data transfer using encrypted connections, protecting sensitive Fillout data moving to Odoo. Benefit from enterprise-grade security.
Are there any limitations to the Fillout and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on API rate limits of both Fillout and Odoo.
- Attachments from Fillout forms require additional configuration for Odoo storage.
