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How to connect Odoo and Formstack
Create a New Scenario to Connect Odoo and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Odoo or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Odoo node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Odoo and Formstack 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 Formstack 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Odoo, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Odoo and Formstack (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 Formstack
Formstack + Odoo + Slack: When a new form is submitted in Formstack, a new lead is created in Odoo, and a notification is sent to a Slack channel.
Formstack + Google Sheets + Odoo: When a new form is submitted in Formstack, the entry is saved in a Google Sheet, and a new contact is created in Odoo.
Odoo and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Odoo and Formstack
How can I connect my Odoo account to Formstack using Latenode?
To connect your Odoo account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo records from Formstack submissions?
Yes, you can! Latenode's visual editor makes it easy to map Formstack data to Odoo, automating updates and saving you time. Build custom logic with JavaScript for advanced control.
What types of tasks can I perform by integrating Odoo with Formstack?
Integrating Odoo with Formstack allows you to perform various tasks, including:
- Create new Odoo leads from new Formstack submissions.
- Update existing customer details in Odoo from Formstack data.
- Trigger invoice creation in Odoo when a Formstack order is submitted.
- Send customized confirmation emails via Formstack after Odoo order updates.
- Track marketing campaign performance in Odoo using Formstack analytics.
Can I use JavaScript within my Odoo and Formstack Latenode workflows?
Yes! Latenode allows adding custom JavaScript code to workflows for complex data manipulation and logic that goes beyond standard no-code options.
Are there any limitations to the Odoo and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo data structures may require advanced JavaScript knowledge.
- Rate limits imposed by Odoo and Formstack may affect high-volume workflows.
- File size limits on Formstack submissions can impact Odoo data transfers.
