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How to connect Odoo and PandaDoc
Create a New Scenario to Connect Odoo and PandaDoc
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 PandaDoc will be your first step. To do this, click "Choose an app," find Odoo or PandaDoc, 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 PandaDoc Node
Next, click the plus (+) icon on the Odoo node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the Odoo and PandaDoc 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 PandaDoc 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, PandaDoc, 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 PandaDoc integration works as expected. Depending on your setup, data should flow between Odoo and PandaDoc (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 PandaDoc
Odoo + PandaDoc + Slack: When a new CRM lead is created in Odoo, automatically create a document from a template in PandaDoc. Then, send a message to a Slack channel notifying the team about the new document.
PandaDoc + Odoo + Docusign: When a PandaDoc document's status changes to 'signed', update the corresponding contact in Odoo. Afterwards, send the signed document via Docusign.
Odoo and PandaDoc 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 PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ Odoo and PandaDoc
How can I connect my Odoo account to PandaDoc using Latenode?
To connect your Odoo account to PandaDoc 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 PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc contracts upon Odoo opportunity wins?
Yes, you can! Latenode's visual editor allows you to trigger PandaDoc contract creation directly from Odoo opportunity status changes, streamlining sales processes and saving time.
What types of tasks can I perform by integrating Odoo with PandaDoc?
Integrating Odoo with PandaDoc allows you to perform various tasks, including:
- Automatically create a PandaDoc document when a new Odoo lead is created.
- Update Odoo opportunity stages based on PandaDoc document status changes.
- Populate PandaDoc documents with data pulled directly from Odoo records.
- Send PandaDoc contracts for signature when an Odoo quote is confirmed.
- Archive signed PandaDoc documents and store them within corresponding Odoo records.
How can I use JavaScript code inside my Odoo automations?
Latenode allows you to execute JavaScript code directly within your Odoo workflows, enabling complex data manipulations and custom logic beyond standard no-code blocks.
Are there any limitations to the Odoo and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo data structures may require JavaScript transformation for PandaDoc use.
- PandaDoc template updates might necessitate adjustments to Latenode workflow configurations.
- Rate limits imposed by Odoo and PandaDoc APIs can affect high-volume automation.
