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How to connect Monday and Odoo
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Odoo will be your first step. To do this, click "Choose an app," find Monday or Odoo, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Odoo integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Odoo
Monday + Odoo + Slack: When a new item is created in Monday, a corresponding CRM Lead is created in Odoo. A notification is then sent to a designated Slack channel to inform the project team.
Odoo + Monday + Google Sheets: When a CRM Lead is updated in Odoo, the corresponding item in a Monday board is updated, and a Google Sheet row is updated with relevant project metrics.
Monday and Odoo integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Odoo
How can I connect my Monday account to Odoo using Latenode?
To connect your Monday account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from Monday project updates?
Yes, you can. Latenode’s visual editor simplifies this, enabling seamless data transfer. This eliminates manual entry, saving time and reducing errors.
What types of tasks can I perform by integrating Monday with Odoo?
Integrating Monday with Odoo allows you to perform various tasks, including:
- Automatically creating new Odoo contacts from Monday form submissions.
- Syncing project tasks between Monday and Odoo project management.
- Updating Odoo inventory based on Monday project completion status.
- Generating sales orders in Odoo from approved Monday budget requests.
- Triggering Monday notifications when new invoices are created in Odoo.
How does Latenode handle Monday API rate limits efficiently?
Latenode’s advanced queueing system manages API calls efficiently, preventing rate limit errors and ensuring reliable automation even at scale.
Are there any limitations to the Monday and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data sync depends on the APIs' polling intervals.
- File size limits may apply to attachments transferred between platforms.
