Odoo and Ortto Integration

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Unify sales & marketing by syncing Odoo leads as Ortto contacts, then trigger personalized journeys. Latenode's visual editor and affordable pricing make it easier to scale complex, multi-step automations involving Odoo data.

Swap Apps

Odoo

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and Ortto

Create a New Scenario to Connect Odoo and Ortto

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 Ortto will be your first step. To do this, click "Choose an app," find Odoo or Ortto, 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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Odoo

Configure the Odoo

Click on the Odoo node to configure it. You can modify the Odoo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Odoo

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Connect Odoo

Sign In

Run node once

Add the Ortto Node

Next, click the plus (+) icon on the Odoo node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.

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Ortto

Authenticate Ortto

Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.

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Ortto

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Connect Ortto

Sign In

Run node once

Configure the Odoo and Ortto Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Ortto Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Odoo and Ortto 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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Save and Activate the Scenario

After configuring Odoo, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Odoo and Ortto (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 Ortto

Odoo + Ortto + Slack: When a new customer is created in Odoo, their information is sent to Ortto to create or update a person. Then, a welcome message is sent to a Slack channel.

Ortto + Odoo + Zoom: When a lead reaches a defined scoring threshold (represented by a new activity event) in Ortto, a contact is created in Odoo, and a Zoom meeting is scheduled.

Odoo and Ortto 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.

About Ortto

Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.

See how Latenode works

FAQ Odoo and Ortto

How can I connect my Odoo account to Ortto using Latenode?

To connect your Odoo account to Ortto 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 Ortto accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Ortto contacts from new Odoo sales orders?

Yes, you can! Latenode's visual editor makes it easy to sync customer data, ensuring Ortto is always up-to-date with Odoo sales, enabling personalized marketing.

What types of tasks can I perform by integrating Odoo with Ortto?

Integrating Odoo with Ortto allows you to perform various tasks, including:

  • Create new Ortto contacts from new Odoo customers automatically.
  • Update Ortto contact details when customer data changes in Odoo.
  • Trigger Ortto marketing campaigns based on Odoo sales order status.
  • Segment Ortto audiences based on Odoo customer purchase history.
  • Send personalized emails via Ortto for new Odoo product releases.

Can I use JavaScript code to transform data between Odoo and Ortto?

Yes! Latenode lets you use JavaScript to customize data flows, handling complex transformations between Odoo and Ortto effortlessly.

Are there any limitations to the Odoo and Ortto integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time synchronization depends on the API request limits of both Odoo and Ortto.
  • Complex data transformations may require JavaScript coding knowledge.
  • Historical data migration might need to be performed separately.

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