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How to connect Formsite and Odoo
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Odoo will be your first step. To do this, click "Choose an app," find Formsite or Odoo, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formsite, 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 Formsite and Odoo integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Odoo
Formsite + Odoo + Slack: When a new form is submitted in Formsite, a new contact is created in Odoo. Subsequently, a message is sent to a designated Slack channel to notify the sales team about the new contact.
Odoo + Formsite + Google Sheets: When a contact is updated in Odoo, the contact information is updated in a specified row in Google Sheets, and a pre-filled form in Formsite is provided to allow the customer to review and update their information.
Formsite and Odoo integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Odoo
How can I connect my Formsite account to Odoo using Latenode?
To connect your Formsite account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite 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 Formsite submissions?
Yes, you can! Latenode allows this using visual workflows, so you can immediately act on new leads, improving your sales cycle with no code or integrate advanced AI-powered analysis.
What types of tasks can I perform by integrating Formsite with Odoo?
Integrating Formsite with Odoo allows you to perform various tasks, including:
- Create new Odoo contacts from Formsite submissions automatically.
- Update Odoo records when a Formsite form is submitted.
- Trigger email campaigns in Odoo based on form responses.
- Generate Odoo invoices based on Formsite order forms.
- Synchronize data between Formsite and Odoo in real time.
How do I handle conditional logic from Formsite within my Odoo workflows?
Latenode allows advanced logic using no-code blocks, JavaScript, and AI to handle conditions from Formsite, ensuring precise data mapping and workflow control.
Are there any limitations to the Formsite and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures in Formsite might require custom JavaScript mapping.
- Odoo module dependencies may affect data synchronization workflows.
- Rate limits on the Formsite or Odoo API can impact high-volume data transfers.
