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How to connect Odoo and Docusign
Create a New Scenario to Connect Odoo and Docusign
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 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.
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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.
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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:
- 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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Docusign
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Odoo, Docusign, 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 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.
Most powerful ways to connect Odoo and Docusign
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.
Odoo and Docusign 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.
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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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See how Latenode works
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FAQ Odoo and Docusign
How can I connect my Odoo account to Docusign using Latenode?
To connect your Odoo account to Docusign 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 Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically sending contracts when an Odoo opportunity is won.
- Updating Odoo records when a Docusign envelope is completed.
- Creating new customer records in Odoo from signed Docusign documents.
- Generating contracts from Odoo data and sending them via Docusign.
- Archiving signed documents in Odoo for easy access and compliance.
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:
- Complex custom fields in Odoo might require JavaScript for data mapping.
- High-volume Docusign API usage may require a Docusign API plan upgrade.
- Real-time updates depend on the polling interval configured in Latenode.
