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How to connect Odoo and Signnow
Create a New Scenario to Connect Odoo and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Odoo or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Odoo node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Odoo and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Odoo and Signnow (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 Signnow
Odoo + Signnow + Slack: When a sales order is confirmed (simulated by a new CRM lead) in Odoo, a contract is sent via Signnow for signature. Once sent, the sales team is notified in a Slack channel.
Signnow + Odoo + Google Sheets: When a document is signed (simulated by a new event), the corresponding record in Odoo is updated, and the transaction details are recorded in Google Sheets for reporting purposes.
Odoo and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Odoo and Signnow
How can I connect my Odoo account to Signnow using Latenode?
To connect your Odoo account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation from Odoo quotes?
Yes, you can! Latenode automates contract creation using Odoo quotes and Signnow. This ensures seamless document generation and e-signatures, saving time and reducing manual errors.
What types of tasks can I perform by integrating Odoo with Signnow?
Integrating Odoo with Signnow allows you to perform various tasks, including:
- Automatically send contracts for signature when an Odoo opportunity closes.
- Update Odoo records when a contract is fully signed in Signnow.
- Create new Signnow templates from Odoo product information.
- Archive signed contracts directly within corresponding Odoo project folders.
- Trigger Odoo invoice generation upon contract completion in Signnow.
How does Latenode handle complex Odoo data transformations?
Latenode uses Javascript and AI-powered transformation blocks, offering unparalleled flexibility to handle any data format and ensure seamless integration.
Are there any limitations to the Odoo and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Signnow template features may require custom JavaScript coding.
- High-volume document processing might require a dedicated Latenode instance.
- Initial setup requires basic understanding of Odoo and Signnow APIs.
