How to connect Microsoft OneNote and Odoo
Create a New Scenario to Connect Microsoft OneNote 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 Microsoft OneNote, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft OneNote or Odoo will be your first step. To do this, click "Choose an app," find Microsoft OneNote or Odoo, and select the appropriate trigger to start the scenario.

Add the Microsoft OneNote Node
Select the Microsoft OneNote node from the app selection panel on the right.

Microsoft OneNote
Configure the Microsoft OneNote
Click on the Microsoft OneNote node to configure it. You can modify the Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote, 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 Microsoft OneNote and Odoo integration works as expected. Depending on your setup, data should flow between Microsoft OneNote 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 Microsoft OneNote and Odoo
Microsoft OneNote + Odoo + Microsoft Teams: When a new note is created in a specified section of OneNote, the content is summarized (Note: summarization not available, replaced with getting page content). A task is then created in Odoo, and a message is sent to a Microsoft Teams channel to notify the team.
Odoo + Microsoft OneNote + Microsoft Outlook: When a new project is created in Odoo (represented as a new CRM Lead), a new notebook section is created in OneNote. An Outlook email is then sent containing a link to the newly created OneNote section.
Microsoft OneNote and Odoo integration alternatives
About Microsoft OneNote
Automate OneNote tasks within Latenode: create notes from new leads, log support tickets, or archive data. Use Latenode to trigger actions based on OneNote updates, populate notebooks with data from other apps, and manage your information flow automatically. This avoids manual copy/paste and keeps your notes synchronized across systems.
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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
FAQ Microsoft OneNote and Odoo
How can I connect my Microsoft OneNote account to Odoo using Latenode?
To connect your Microsoft OneNote account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft OneNote and click on "Connect".
- Authenticate your Microsoft OneNote and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo tasks from Microsoft OneNote entries?
Yes, you can! Latenode's visual editor and advanced logic enable automatic Odoo task creation from Microsoft OneNote, streamlining task management and improving team efficiency.
What types of tasks can I perform by integrating Microsoft OneNote with Odoo?
Integrating Microsoft OneNote with Odoo allows you to perform various tasks, including:
- Creating new Odoo leads from meeting notes in Microsoft OneNote.
- Updating Odoo contact information based on Microsoft OneNote edits.
- Generating project tasks in Odoo from Microsoft OneNote project plans.
- Automatically backing up important Odoo data to Microsoft OneNote.
- Triggering Odoo invoice creation from approved Microsoft OneNote expense reports.
How secure is the Microsoft OneNote integration on Latenode?
Latenode employs robust security measures, including encryption and access controls, to ensure the secure transfer and storage of your data between Microsoft OneNote and Odoo.
Are there any limitations to the Microsoft OneNote and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers between Microsoft OneNote and Odoo may experience delays.
- Real-time synchronization depends on the API rate limits of both platforms.
- Custom fields in Odoo might require additional configuration in Latenode.