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Orchestrate seamless sales and accounting by connecting Odoo and Insightly. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing ensures cost-effective scaling. Sync contacts, automate invoices, and boost efficiency with custom workflows.
Connect Odoo and Insightly in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Insightly
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 Insightly will be your first step. To do this, click "Choose an app," find Odoo or Insightly, 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 Insightly Node
Next, click the plus (+) icon on the Odoo node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
Odoo
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Insightly
Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the Odoo and Insightly 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 Insightly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Insightly
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Insightly, 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 Insightly integration works as expected. Depending on your setup, data should flow between Odoo and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Insightly + Slack: When a new lead is created in Odoo, a contact is created in Insightly. Subsequently, a notification is sent to a designated Slack channel to alert the sales team about the new contact.
Insightly + Odoo + Google Sheets: When an opportunity is updated in Insightly, Odoo's CRM lead is updated, and then the opportunity details are recorded in Google Sheets for tracking and reporting.
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 Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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How can I connect my Odoo account to Insightly using Latenode?
To connect your Odoo account to Insightly on Latenode, follow these steps:
Can I synchronize contacts between Odoo and Insightly?
Yes, you can! Latenode's flexible data mapping allows seamless contact synchronization, ensuring your sales and customer data are always aligned between Odoo and Insightly.
What types of tasks can I perform by integrating Odoo with Insightly?
Integrating Odoo with Insightly allows you to perform various tasks, including:
HowdoesLatenodehandleOdooconnectionerrors?
Latenode provides robust error handling and logging, allowing you to quickly identify and resolve connection issues with Odoo. Notifications keep you informed.
Are there any limitations to the Odoo and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: