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Automatically create Cloze contacts from new Odoo customers and track sales data in both platforms. Latenode's no-code editor simplifies complex workflows, offering affordable scaling and custom JavaScript functions when needed.
Connect Odoo and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Cloze
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 Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Cloze will be your first step. To do this, click "Choose an app," find Odoo or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Odoo node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Odoo
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Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Odoo and Cloze 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 Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Cloze
Trigger on Webhook
β
Odoo
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Cloze, 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 Odoo and Cloze integration works as expected. Depending on your setup, data should flow between Odoo and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Cloze + Google Sheets: When a new customer is created in Odoo, their information is added as a new contact in Cloze. Simultaneously, a new row is added to a Google Sheet to log the new customer addition.
Cloze + Odoo + Slack: When a project's status is changed in Cloze, an invoice is created in Odoo. After invoice creation, a notification is sent to a designated Slack channel to inform the finance team.
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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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How can I connect my Odoo account to Cloze using Latenode?
To connect your Odoo account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze contacts from new Odoo customers?
Yes! Latenode allows real-time synchronization. When a new customer is added in Odoo, a corresponding contact is automatically created in Cloze, saving time and ensuring data consistency.
What types of tasks can I perform by integrating Odoo with Cloze?
Integrating Odoo with Cloze allows you to perform various tasks, including:
What Odoo data can I access within Latenode workflows?
Latenode provides access to Odoo modules: customers, invoices, products, sales orders, and more. Use them to build advanced workflows.
Are there any limitations to the Odoo and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: