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How to connect Odoo and Gmail
Create a New Scenario to Connect Odoo and Gmail
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 Gmail will be your first step. To do this, click "Choose an app," find Odoo or Gmail, 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 Gmail Node
Next, click the plus (+) icon on the Odoo node, select Gmail from the list of available apps, and choose the action you need from the list of nodes within Gmail.
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Authenticate Gmail
Now, click the Gmail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gmail settings. Authentication allows you to use Gmail through Latenode.
Configure the Odoo and Gmail 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 Gmail 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, Gmail, 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 Gmail integration works as expected. Depending on your setup, data should flow between Odoo and Gmail (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 Gmail
Odoo + Gmail + Slack: When a new sales order is created in Odoo, a summary email is sent via Gmail to relevant stakeholders, and a notification is posted to a designated Slack channel for team awareness.
Gmail + Odoo + Google Sheets: When a new email arrives with attachments in Gmail, the attachments are saved and details of the email and the attachment are added to a new row in Google Sheets. The email information is also used to update corresponding customer records in Odoo, if a matching contact is found.
Odoo and Gmail 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 Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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FAQ Odoo and Gmail
How can I connect my Odoo account to Gmail using Latenode?
To connect your Odoo account to Gmail 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 Gmail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send invoices from Odoo via Gmail?
Yes! Latenode enables automated invoice delivery. Trigger emails directly from Odoo upon invoice creation, enhancing efficiency and ensuring timely client communication with our visual workflow builder.
What types of tasks can I perform by integrating Odoo with Gmail?
Integrating Odoo with Gmail allows you to perform various tasks, including:
- Send new Odoo contact details to a specified Gmail address.
- Create Odoo tasks based on incoming emails in Gmail.
- Archive Gmail emails when related Odoo records are updated.
- Send customized welcome emails for new Odoo customers.
- Forward specific order confirmations to Gmail for record-keeping.
What Odoo events trigger workflows in Latenode?
Latenode triggers workflows based on Odoo events like new record creation, updates, or deletions. Automate tasks effortlessly with Odoo’s robust event handling.
Are there any limitations to the Odoo and Gmail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachment size limits are determined by the Gmail API.
- Complex data transformations might require JavaScript code.
- Odoo access depends on your Odoo plan’s API availability.
