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Synchronize Odoo CRM with Podio project management for seamless lead handling and task assignment. Latenode's visual editor and affordable execution costs make custom workflows easier to build and scale.
Connect Odoo and Podio in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Podio
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 Podio will be your first step. To do this, click "Choose an app," find Odoo or Podio, 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 Podio Node
Next, click the plus (+) icon on the Odoo node, select Podio from the list of available apps, and choose the action you need from the list of nodes within Podio.
Odoo
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Podio
Authenticate Podio
Now, click the Podio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Podio settings. Authentication allows you to use Podio through Latenode.
Configure the Odoo and Podio 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 Podio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Podio
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Podio, 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 Podio integration works as expected. Depending on your setup, data should flow between Odoo and Podio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Podio + Slack: When a new CRM lead is created in Odoo, a project is created in Podio and a notification is sent to a specified Slack channel.
Podio + Google Sheets + Odoo: When an item is updated in Podio, its details are logged in a Google Sheet. Subsequently, a corresponding CRM lead in Odoo is updated with this information for comprehensive sales reporting.
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 Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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How can I connect my Odoo account to Podio using Latenode?
To connect your Odoo account to Podio on Latenode, follow these steps:
Can I sync Odoo sales orders to Podio projects?
Yes, you can! Latenode's visual editor makes it easy to automatically sync sales order data to Podio, improving team collaboration and project tracking.
What types of tasks can I perform by integrating Odoo with Podio?
Integrating Odoo with Podio allows you to perform various tasks, including:
How secure is connecting Odoo through Latenode?
Latenode uses secure encryption protocols to protect your Odoo credentials and data during transmission and storage, ensuring data privacy.
Are there any limitations to the Odoo and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: