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Sync Odoo sales orders with Streak to streamline lead management and automate deal tracking. Latenode's visual editor and affordable execution pricing make it easier than ever to customize your sales pipeline with Odoo and Streak, adding custom logic using JavaScript for advanced automation.
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Create a New Scenario to Connect Odoo and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Odoo or Streak, 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 Streak Node
Next, click the plus (+) icon on the Odoo node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
Odoo
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Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Odoo and Streak 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 Streak 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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Streak
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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Odoo and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Streak + Slack: When a new CRM lead is created in Odoo, a new box is created in Streak. Then, a message is sent to a Slack channel notifying the sales team about the new lead.
Streak + Odoo + Google Sheets: When a Streak box's stage changes, the change is logged in a Google Sheet, and the corresponding customer data in Odoo is updated with the new stage information.
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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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How can I connect my Odoo account to Streak using Latenode?
To connect your Odoo account to Streak on Latenode, follow these steps:
Can I automatically update Streak deals from Odoo invoices?
Yes, you can! Latenode allows real-time synchronization, triggering Streak updates when Odoo invoices are paid. This boosts sales pipeline visibility with zero manual data entry.
What types of tasks can I perform by integrating Odoo with Streak?
Integrating Odoo with Streak allows you to perform various tasks, including:
What Odoo data can I access within Latenode workflows?
You can access virtually any Odoo data, including customer details, invoices, product information, and sales orders, using Latenode’s flexible API integration.
Are there any limitations to the Odoo and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: