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Sync Moxie customer interactions into Odoo for unified sales and service views. Latenode's visual editor and flexible JavaScript blocks let you customize data flows, enriching Odoo insights and streamlining support β all at an affordable cost.
Connect Moxie and Odoo in minutes with Latenode.
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Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Odoo will be your first step. To do this, click "Choose an app," find Moxie or Odoo, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
Moxie
Add the Odoo Node
Next, click the plus (+) icon on the Moxie node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
Moxie
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 Moxie 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 Moxie 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
Moxie
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Odoo integration works as expected. Depending on your setup, data should flow between Moxie and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moxie + Odoo + Slack: When a Moxie project is completed, update the project status in Odoo by updating a CRM lead. Then, notify the relevant team via Slack about the project completion.
Odoo + Google Sheets + Moxie: Track Odoo sales data by adding new CRM leads to a Google Sheet. Then, create a corresponding project in Moxie for each new sale.
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently 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 Moxie account to Odoo using Latenode?
To connect your Moxie account to Odoo on Latenode, follow these steps:
Can I automatically create Odoo invoices from Moxie support tickets?
Yes, easily! Latenode lets you automate invoice creation, passing Moxie ticket data directly to Odoo. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating Moxie with Odoo?
Integrating Moxie with Odoo allows you to perform various tasks, including:
HowdoesLatenodehandleMoxieandOodooconnectionsecurity?
Latenode uses secure authentication protocols to protect your Moxie and Odoo data, ensuring safe and reliable data transfer between the platforms.
Are there any limitations to the Moxie and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: