Odoo and ConvertAPI Integration

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Automatically convert Odoo order confirmations and invoices to PDF using ConvertAPI. Latenode's visual editor makes it simple to set up and the affordable pricing lets you scale without breaking the bank. Customize document workflows with JavaScript for advanced formatting.

Odoo + ConvertAPI integration

Connect Odoo and ConvertAPI in minutes with Latenode.

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Automate your workflow

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Odoo

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and ConvertAPI

Create a New Scenario to Connect Odoo and ConvertAPI

In the workspace, click the β€œCreate 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 ConvertAPI will be your first step. To do this, click "Choose an app," find Odoo or ConvertAPI, 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.

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Odoo

Configure the Odoo

Click on the Odoo node to configure it. You can modify the Odoo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Odoo

Sign In
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Run node once

Add the ConvertAPI Node

Next, click the plus (+) icon on the Odoo node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.

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Authenticate ConvertAPI

Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.

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Run node once

Configure the Odoo and ConvertAPI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Odoo and ConvertAPI 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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Save and Activate the Scenario

After configuring Odoo, ConvertAPI, 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 β€œRun once” and triggering an event to check if the Odoo and ConvertAPI integration works as expected. Depending on your setup, data should flow between Odoo and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Odoo and ConvertAPI

Odoo + ConvertAPI + Google Drive: When a new invoice is created in Odoo, convert it to PDF using ConvertAPI and then save the converted file to a specified folder in Google Drive for archiving.

ConvertAPI + Odoo + Slack: When a file is converted using ConvertAPI, this automation checks for a corresponding invoice in Odoo. If found, a notification is sent to a designated Slack channel to inform accounting.

Odoo and ConvertAPI integration alternatives

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.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

See how Latenode works

FAQ Odoo and ConvertAPI

How can I connect my Odoo account to ConvertAPI using Latenode?

To connect your Odoo account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Odoo and click on "Connect".
  • Authenticate your Odoo and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert Odoo attachments to PDF?

Yes, you can! Latenode lets you automate PDF conversion with ConvertAPI whenever a new attachment is added to Odoo. Enjoy streamlined document management and improved data accessibility.

What types of tasks can I perform by integrating Odoo with ConvertAPI?

Integrating Odoo with ConvertAPI allows you to perform various tasks, including:

  • Convert Odoo invoice attachments to PDF for standardized archiving.
  • Transform sales order confirmations into shareable PDF documents.
  • Automate the conversion of product catalogs into optimized PDF brochures.
  • Generate PDF reports from Odoo data for easy distribution.
  • Convert customer communication logs into PDF for compliance purposes.

How does Latenode handle Odoo authentication and security?

Latenode uses secure authentication protocols for Odoo, including OAuth 2.0, ensuring your data remains protected while automating workflows.

Are there any limitations to the Odoo and ConvertAPI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Odoo data structures may require custom JavaScript for optimal handling.
  • ConvertAPI usage is subject to their API rate limits and usage policies.
  • Large-scale data processing may require a higher-tier Latenode plan for optimal performance.

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