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How to connect Formaloo and Odoo
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Odoo will be your first step. To do this, click "Choose an app," find Formaloo or Odoo, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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 Formaloo 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 Formaloo 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 Formaloo, 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 Formaloo and Odoo integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and Odoo
Formaloo + Odoo + Slack: When a new customer submits a form in Formaloo, a new contact is created in Odoo. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new customer.
Formaloo + Odoo + Google Sheets: When a row is updated in Formaloo, the corresponding contact details are updated in Odoo. These updates are then logged in a Google Sheets spreadsheet for tracking and auditing purposes.
Formaloo and Odoo integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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 Formaloo and Odoo
How can I connect my Formaloo account to Odoo using Latenode?
To connect your Formaloo account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from new Formaloo submissions?
Yes, you can! Latenode allows you to automate lead creation in Odoo based on Formaloo form submissions, saving time and ensuring all leads are captured and managed efficiently.
What types of tasks can I perform by integrating Formaloo with Odoo?
Integrating Formaloo with Odoo allows you to perform various tasks, including:
- Creating new Odoo contacts from Formaloo form submissions.
- Updating Odoo opportunity stages based on Formaloo survey responses.
- Generating invoices in Odoo from Formaloo order forms.
- Syncing product information between Formaloo and Odoo.
- Triggering email campaigns in Odoo based on Formaloo data.
HowsecureistheFormalooOdoo integrationonLatenode?
Latenode uses industry-standard security protocols to ensure safe data transfer between Formaloo and Odoo. Your credentials are encrypted and securely stored.
Are there any limitations to the Formaloo and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API limits of both Formaloo and Odoo.
- Custom fields in Formaloo and Odoo may need manual mapping.
