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Create a New Scenario to Connect Odoo and PDFMonkey
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 PDFMonkey will be your first step. To do this, click "Choose an app," find Odoo or PDFMonkey, 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 PDFMonkey Node
Next, click the plus (+) icon on the Odoo node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Odoo
β
PDFMonkey
Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the Odoo and PDFMonkey 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 PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
PDFMonkey
Trigger on Webhook
β
Odoo
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, PDFMonkey, 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 PDFMonkey integration works as expected. Depending on your setup, data should flow between Odoo and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + PDFMonkey + DocuSign: When a sales order is confirmed (represented by a new CRM Lead in Odoo), automatically generate a contract with PDFMonkey and send it for signature using DocuSign.
PDFMonkey + Odoo + Slack: When a PDF document is generated in PDFMonkey based on data from Odoo (simulated by getting CRM Lead data), notify the sales team via Slack with a link to the generated PDF.
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 PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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How can I connect my Odoo account to PDFMonkey using Latenode?
To connect your Odoo account to PDFMonkey on Latenode, follow these steps:
Can I automate invoice creation from Odoo to PDFMonkey?
Yes, you can! Latenode enables seamless invoice automation, triggering PDF generation in PDFMonkey directly from Odoo. Benefit from customizable templates and efficient document handling.
What types of tasks can I perform by integrating Odoo with PDFMonkey?
Integrating Odoo with PDFMonkey allows you to perform various tasks, including:
How to handle Odoo authentication failures on Latenode?
Ensure Odoo's API is accessible and your credentials are correct. Review Latenode's logs for detailed error messages to troubleshoot connection issues effectively.
Are there any limitations to the Odoo and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: