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How to connect Odoo and Simplesat
Create a New Scenario to Connect Odoo and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Odoo or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the Odoo node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Odoo and Simplesat 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 Simplesat 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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AI Anthropic Claude 3
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Simplesat
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Trigger on Webhook
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Odoo
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Odoo and Simplesat (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 Simplesat
Simplesat + Slack: When a new answer is submitted in Simplesat, a message is sent to a specified Slack channel to provide immediate visibility of customer feedback. This allows teams to react quickly to positive or negative responses.
Simplesat + Odoo + Google Sheets: Whenever a new answer is received in Simplesat, the customer satisfaction score and other relevant answer data are logged along with corresponding Odoo data into a Google Sheet. This creates a comprehensive record for analysis and reporting.
Odoo and Simplesat 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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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FAQ Odoo and Simplesat
How can I connect my Odoo account to Simplesat using Latenode?
To connect your Odoo account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate feedback collection after Odoo order completion?
Yes, you can! Latenode allows you to trigger Simplesat surveys automatically. Get instant insights and improve customer satisfaction using our visual workflow builder.
What types of tasks can I perform by integrating Odoo with Simplesat?
Integrating Odoo with Simplesat allows you to perform various tasks, including:
- Create Simplesat surveys when new Odoo customers are created.
- Send satisfaction surveys after Odoo sales orders are marked as delivered.
- Update Odoo customer records with Simplesat feedback scores.
- Trigger internal notifications based on negative Simplesat feedback.
- Analyze survey results and generate reports within Odoo.
Can I use JavaScript code to transform data between Odoo and Simplesat?
Yes, with Latenode, you can use JavaScript code blocks to format and transform data, ensuring seamless compatibility between Odoo and Simplesat.
Are there any limitations to the Odoo and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits on the Odoo and Simplesat APIs can affect workflow execution speed.
- Custom Odoo modules may not be fully compatible without adjustments.
