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How to connect Getform and Odoo
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Odoo will be your first step. To do this, click "Choose an app," find Getform or Odoo, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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 Getform, 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 Getform and Odoo integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Odoo
Getform + Odoo + Slack: When a new form is submitted via Getform, a new lead is created in Odoo. Subsequently, a notification is sent to the sales team channel in Slack to alert them of the new lead.
Getform + Odoo + Mailchimp: When a form is submitted via Getform, the corresponding contact data in Odoo is updated. The contact is then added as a subscriber to a specified marketing list in Mailchimp.
Getform and Odoo integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and Odoo
How can I connect my Getform account to Odoo using Latenode?
To connect your Getform account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from Getform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Getform data directly to Odoo, automatically creating new leads and streamlining your sales process.
What types of tasks can I perform by integrating Getform with Odoo?
Integrating Getform with Odoo allows you to perform various tasks, including:
- Create new Odoo contacts from Getform submissions automatically.
- Update Odoo records when a Getform is submitted.
- Send customized email confirmations via Odoo based on Getform input.
- Trigger Odoo tasks when specific Getform answers are received.
- Analyze Getform data within Odoo for enhanced reporting insights.
Can I use JavaScript to transform Getform data before sending to Odoo?
Yes! Latenode lets you use JavaScript code to modify Getform data before updating Odoo, ensuring complete data control and flexibility.
Are there any limitations to the Getform and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Large data volumes might impact workflow execution speed without optimization.
- Custom Odoo modules need compatible API endpoints for seamless integration.
