Odoo and Process Street Integration

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Automatically trigger Process Street checklists from Odoo events, like new sales or project updates. Customize workflows visually in Latenode, adding JavaScript for complex logic and scaling affordably by execution time.

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Odoo

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and Process Street

Create a New Scenario to Connect Odoo and Process Street

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

Sign In

Run node once

Add the Process Street Node

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

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Process Street

Authenticate Process Street

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

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Process Street

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Run node once

Configure the Odoo and Process Street 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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Run node once

Set Up the Odoo and Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Odoo and Process Street (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 Process Street

Odoo + Process Street + Slack: When a new sales order is created in Odoo, a new workflow run is initiated in Process Street to manage the fulfillment process. A notification is then sent to a designated Slack channel to inform the team.

Process Street + Odoo + Google Sheets: When a task is completed in Process Street, this automation updates the contact details in Odoo with relevant information from the completed task and logs the activity, along with the contact's updated information, in Google Sheets.

Odoo and Process Street 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 Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

See how Latenode works

FAQ Odoo and Process Street

How can I connect my Odoo account to Process Street using Latenode?

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

Can I automatically create Process Street checklists from new Odoo sales orders?

Yes, you can! Latenode's visual editor makes this simple. Automate checklist creation and ensure consistent order fulfillment, saving time and reducing errors.

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

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

  • Automatically create a Process Street checklist when a new lead is created in Odoo.
  • Update Odoo records when a Process Street checklist is completed.
  • Trigger Odoo invoice creation upon completion of a specific Process Street task.
  • Sync customer data between Odoo and Process Street for unified record keeping.
  • Send notifications via Process Street based on changes in Odoo inventory levels.

How can I use JavaScript to transform data between Odoo and Process Street?

Latenode lets you use JavaScript code blocks to format and manipulate data, ensuring seamless data transfer even with complex transformations.

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

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

  • Complex Odoo customizations may require custom JavaScript coding within Latenode.
  • Rate limits imposed by Odoo and Process Street APIs can affect workflow execution speed.
  • Real-time data synchronization is not guaranteed; delays may occur depending on API intervals.

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