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How to connect Missive and Odoo
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Odoo will be your first step. To do this, click "Choose an app," find Missive or Odoo, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Odoo integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Odoo
Missive + Odoo + Slack: When a new contact is created in Missive, a new CRM lead is created in Odoo. Subsequently, a message is sent to a Slack channel to notify the sales team about the new lead.
Odoo + Missive + Gmail: When a CRM lead reaches a specific stage in Odoo, the system finds the corresponding contact in Odoo and sends a follow-up email via Gmail. Finally, a draft is created in Missive for further communication.
Missive and Odoo integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Odoo
How can I connect my Missive account to Odoo using Latenode?
To connect your Missive account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo tasks from new Missive messages?
Yes, with Latenode! Automatically create Odoo tasks whenever a new message arrives in Missive. Latenode's visual editor and AI tools make it effortless.
What types of tasks can I perform by integrating Missive with Odoo?
Integrating Missive with Odoo allows you to perform various tasks, including:
- Create new Odoo leads from Missive conversations.
- Update Odoo customer records based on Missive interactions.
- Send Missive notifications for new Odoo sales orders.
- Log Missive conversation summaries in Odoo notes.
- Automatically route Missive messages based on Odoo data.
How secure is my Missive data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring the safety of your Missive data during integrations.
Are there any limitations to the Missive and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both apps.
- Attachments larger than 10MB might experience processing delays.
