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Automate sales agreements by connecting Odoo with Docusign. On Latenode, design flexible workflows to trigger contracts on deal closure, then use JavaScript for custom data transformations and benefit from affordable execution-based pricing.
Connect Odoo and Docusign in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Docusign
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 Docusign will be your first step. To do this, click "Choose an app," find Odoo or Docusign, 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 Docusign Node
Next, click the plus (+) icon on the Odoo node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
Odoo
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Docusign
Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Odoo and Docusign 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 Docusign Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Docusign
Trigger on Webhook
β
Odoo
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Docusign, 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 Docusign integration works as expected. Depending on your setup, data should flow between Odoo and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docusign + Odoo + Google Drive: When a document is fully executed in Docusign, download the document and store it in the corresponding customer's folder in Google Drive. The customer folder is identified by the Odoo contact record.
Docusign + Odoo + Slack: When a document is fully executed in Docusign, update the order status in Odoo and send a notification to a designated sales channel in Slack to inform the sales team about the completed document and updated order.
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 Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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How can I connect my Odoo account to Docusign using Latenode?
To connect your Odoo account to Docusign on Latenode, follow these steps:
Can I automate contract sending after opportunity in Odoo?
Yes, you can! Latenode lets you trigger Docusign envelopes when an Odoo opportunity reaches a specific stage. This saves time and ensures contracts are sent promptly.
What types of tasks can I perform by integrating Odoo with Docusign?
Integrating Odoo with Docusign allows you to perform various tasks, including:
How can I use custom code to enhance my Odoo workflows?
Latenode allows you to add JavaScript code blocks for advanced Odoo manipulations. This enables complex logic and data transformations beyond no-code options.
Are there any limitations to the Odoo and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: