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Sync Insightly leads to Odoo as customers, automating sales to accounting workflows. Latenode's visual editor and flexible JavaScript nodes let you build custom data transformations, scaling the integration affordably.
Connect Insightly and Odoo in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Odoo
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Odoo will be your first step. To do this, click "Choose an app," find Insightly or Odoo, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
Insightly
β
Odoo
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 Insightly 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 Insightly and Odoo Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Odoo
Trigger on Webhook
β
Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Odoo, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Insightly and Odoo integration works as expected. Depending on your setup, data should flow between Insightly and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Odoo + Slack: When a new Opportunity is created in Insightly, create a corresponding CRM Lead in Odoo. Then, send a message to a Slack channel to notify the sales team of the new lead.
Odoo + Insightly + Google Sheets: When a CRM Lead is updated in Odoo, update the corresponding Opportunity in Insightly. Log the updated Odoo CRM Lead data in a Google Sheet.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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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How can I connect my Insightly account to Odoo using Latenode?
To connect your Insightly account to Odoo on Latenode, follow these steps:
Can I synchronize new Insightly contacts with Odoo?
Yes, you can! Latenode's visual editor simplifies the automation, ensuring new Insightly contacts are instantly added to Odoo, saving time and improving data consistency.
What types of tasks can I perform by integrating Insightly with Odoo?
Integrating Insightly with Odoo allows you to perform various tasks, including:
How secure is my Insightly data when using Latenode?
Latenode employs robust security measures, including encryption, to protect your Insightly data during integration and workflow execution.
Are there any limitations to the Insightly and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: