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How to connect Odoo and Missive
Create a New Scenario to Connect Odoo and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Odoo or Missive, 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 Missive Node
Next, click the plus (+) icon on the Odoo node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Odoo and Missive 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 Missive 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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Webhook response
Save and Activate the Scenario
After configuring Odoo, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Odoo and Missive (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 Missive
Odoo + Missive + Slack: When a new CRM lead is created in Odoo, a message is sent to a specified Missive conversation involving the sales team, and a summary of the lead details is posted in a dedicated Slack channel.
Missive + Odoo + Google Sheets: Track customer interactions in Missive. When a new contact is created in Missive, the corresponding Odoo contact is created or updated. All contact data is logged in Google Sheets for analysis.
Odoo and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Odoo and Missive
How can I connect my Odoo account to Missive using Latenode?
To connect your Odoo account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from Missive conversations?
Yes, you can! Latenode allows automated lead creation in Odoo based on Missive conversations, improving sales efficiency and eliminating manual data entry with customizable workflows.
What types of tasks can I perform by integrating Odoo with Missive?
Integrating Odoo with Missive allows you to perform various tasks, including:
- Create new Odoo contacts from Missive conversations automatically.
- Update Odoo opportunity stages based on Missive message sentiment.
- Send Odoo invoice reminders via Missive direct messages.
- Log Missive conversations as notes on Odoo customer records.
- Trigger Odoo actions based on keywords in Missive threads.
Can I use JavaScript to customize Odoo-Missive workflows in Latenode?
Yes, Latenode allows JavaScript code to handle complex data transformations between Odoo and Missive, offering flexibility beyond simple no-code options.
Are there any limitations to the Odoo and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling intervals configured in Latenode.
- Complex data transformations may require JavaScript knowledge.
- The number of operations is limited by your Latenode subscription plan.
