[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Odoo and pdfFiller
Create a New Scenario to Connect Odoo and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Odoo or pdfFiller, 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.
+
1
Odoo
Add the pdfFiller Node
Next, click the plus (+) icon on the Odoo node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
1
Odoo
⚙
+
2
pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Odoo and pdfFiller 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 pdfFiller 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
pdfFiller
1
Trigger on Webhook
⚙
2
Odoo
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Odoo, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Odoo and pdfFiller (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 pdfFiller
Odoo + pdfFiller + Slack: When a sales order is updated in Odoo, a draft contract is prefilled in pdfFiller using a template. A notification with the contract link is then sent to a designated Slack channel.
pdfFiller + Odoo + Google Sheets: When a new form is filled in pdfFiller, it updates customer data in Odoo, adding the new contact if it doesn't exist. The filled form data is also recorded in Google Sheets for analysis.
Odoo and pdfFiller 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.
Similar apps
Related categories
About pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Odoo and pdfFiller
How can I connect my Odoo account to pdfFiller using Latenode?
To connect your Odoo account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo records from pdfFiller forms?
Yes, you can! Latenode allows real-time updates from pdfFiller to Odoo. Streamline data entry, reduce manual errors, and keep your Odoo records current effortlessly using our visual interface.
What types of tasks can I perform by integrating Odoo with pdfFiller?
Integrating Odoo with pdfFiller allows you to perform various tasks, including:
- Automatically creating contracts in pdfFiller when a new lead is added in Odoo.
- Populating pdfFiller templates with data from Odoo sales orders.
- Saving completed pdfFiller forms directly to corresponding Odoo records.
- Triggering Odoo updates when a pdfFiller document is signed.
- Automatically sending customized pdfFiller documents from Odoo based on triggers.
How to handle errors in my Odoo-pdfFiller Latenode workflow?
Latenode provides detailed error logs and customizable error handling. Use no-code logic or JavaScript to manage exceptions, ensuring robust automation.
Are there any limitations to the Odoo and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo customizations may require custom JavaScript nodes.
- Very large pdfFiller files might affect workflow execution speed.
- Rate limits of Odoo and pdfFiller API plans apply.
