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Automatically create Odoo invoices from won NoCRM deals, streamlining sales-to-accounting. Latenode's visual editor makes it easier to customize data mapping, adding custom JavaScript logic and scaling affordably for any volume.
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Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Odoo will be your first step. To do this, click "Choose an app," find NoCRM or Odoo, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the Odoo Node
Next, click the plus (+) icon on the NoCRM node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
NoCRM
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 NoCRM 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 NoCRM 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
NoCRM
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and Odoo integration works as expected. Depending on your setup, data should flow between NoCRM and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Odoo + Slack: When a lead's status changes to 'Won' in NoCRM, this automation creates a corresponding contact in Odoo and sends a congratulatory message to the sales team in a designated Slack channel.
Odoo + NoCRM + Google Sheets: Whenever a new invoice is created in Odoo, the automation finds or creates a corresponding contact in NoCRM, then logs the invoice details and contact information in a Google Sheet for reporting and tracking.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM account to Odoo using Latenode?
To connect your NoCRM account to Odoo on Latenode, follow these steps:
Can I automatically create Odoo invoices from won NoCRM deals?
Yes, you can! Latenode's visual editor makes this easy. Automate invoice creation and reduce manual data entry, saving your team time and improving accuracy.
What types of tasks can I perform by integrating NoCRM with Odoo?
Integrating NoCRM with Odoo allows you to perform various tasks, including:
How does Latenode handle complex data transformations with NoCRM?
Latenode uses JavaScript code blocks to transform complex NoCRM data before sending it to Odoo, ensuring seamless data transfer and compatibility.
Are there any limitations to the NoCRM and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: