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How to connect Odoo and SmartSuite
Create a New Scenario to Connect Odoo and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Odoo or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Odoo node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Odoo and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Odoo and SmartSuite (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 SmartSuite
Odoo + SmartSuite + Slack: When a new sales order is created in Odoo, a record is created in SmartSuite to track the order. A summary of the new order is then sent to a designated Slack channel.
SmartSuite + Odoo + Google Sheets: When a record is updated in SmartSuite, information is updated in Odoo, and the same information is then added as a new row in Google Sheets for reporting purposes.
Odoo and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Odoo and SmartSuite
How can I connect my Odoo account to SmartSuite using Latenode?
To connect your Odoo account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Odoo invoices with SmartSuite projects?
Yes, you can! Latenode lets you automate syncing invoice data from Odoo to new or existing SmartSuite projects. This ensures your project budgets are always up-to-date, saving time and improving accuracy.
What types of tasks can I perform by integrating Odoo with SmartSuite?
Integrating Odoo with SmartSuite allows you to perform various tasks, including:
- Automatically creating SmartSuite project tasks from new Odoo sales orders.
- Syncing Odoo customer data to SmartSuite contact management solutions.
- Updating Odoo inventory levels based on SmartSuite project material usage.
- Generating Odoo invoices based on SmartSuite project completion milestones.
- Triggering SmartSuite notifications upon Odoo payment confirmations.
How does Latenode handle Odoo API rate limits?
Latenode intelligently manages Odoo API calls, using queues and error handling to prevent rate limit issues, ensuring reliable automation even at high volumes.
Are there any limitations to the Odoo and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding within Latenode.
- Real-time, sub-second synchronization is dependent on Odoo API availability.
- Custom Odoo modules might need specific configurations within the Latenode workflow.
