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Sync Odoo with Clio to automate invoicing and payment tracking, centralizing client and financial data. Latenode's flexible API integration and JavaScript blocks enable custom workflows, scaling affordably as your firm grows with complex automation needs.
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Create a New Scenario to Connect Odoo and Clio
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 Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Clio will be your first step. To do this, click "Choose an app," find Odoo or Clio, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Clio Node
Next, click the plus (+) icon on the Odoo node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Odoo
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Odoo and Clio 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 Odoo and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Clio, 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 Odoo and Clio integration works as expected. Depending on your setup, data should flow between Odoo and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Odoo + Slack: When a new contact is created in Clio, a corresponding contact is created in Odoo, and a notification is sent to a Slack channel to inform the team.
Clio + Odoo + Google Calendar: When a new calendar entry (court date) is created in Clio, a corresponding task is created in Odoo, and an event is scheduled in Google Calendar as a reminder.
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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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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How can I connect my Odoo account to Clio using Latenode?
To connect your Odoo account to Clio on Latenode, follow these steps:
Can I automate invoice creation in Clio from Odoo?
Yes, you can! Latenode enables automated invoice creation by triggering workflows from Odoo, pushing invoice data to Clio. Enjoy seamless, automated accounting and billing.
What types of tasks can I perform by integrating Odoo with Clio?
Integrating Odoo with Clio allows you to perform various tasks, including:
Can I use JavaScript to customize the Odoo-Clio integration?
Yes! Latenode's JavaScript code blocks allow you to tailor the integration, process data, and add custom logic beyond standard field mappings.
Are there any limitations to the Odoo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: