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Automatically generate PandaDoc contracts from Odoo sales orders, updating Odoo with signing status. Latenode's visual editor makes this complex automation simple, while affordable execution-based pricing keeps costs down as you scale.
Connect PandaDoc and Odoo in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Odoo
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PandaDoc, triggered by another scenario, or executed manually (for testing purposes). In most cases, PandaDoc or Odoo will be your first step. To do this, click "Choose an app," find PandaDoc or Odoo, and select the appropriate trigger to start the scenario.
Add the PandaDoc Node
Select the PandaDoc node from the app selection panel on the right.
PandaDoc
Configure the PandaDoc
Click on the PandaDoc node to configure it. You can modify the PandaDoc URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Odoo Node
Next, click the plus (+) icon on the PandaDoc node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
PandaDoc
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Odoo
Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the PandaDoc and Odoo 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 PandaDoc and Odoo 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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Odoo
Trigger on Webhook
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PandaDoc
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PandaDoc, Odoo, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the PandaDoc and Odoo integration works as expected. Depending on your setup, data should flow between PandaDoc and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Odoo + Slack: When a document's status changes to 'completed' in PandaDoc, the corresponding customer record is updated in Odoo. A notification is then sent to a designated Slack channel informing the sales team of the completed contract.
Odoo + PandaDoc + HubSpot: When a new deal is created in Odoo, a contract is automatically generated in PandaDoc from a predefined template, and a contact is created in HubSpot to track the deal's progress.
About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed β saving time and ensuring data accuracy across systems. Scales easily.
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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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How can I connect my PandaDoc account to Odoo using Latenode?
To connect your PandaDoc account to Odoo on Latenode, follow these steps:
Can I automatically update Odoo when a PandaDoc is completed?
Yes, you can! Latenode's visual editor makes it easy to trigger Odoo updates when a PandaDoc reaches "Completed" status. Automatically sync data and save time.
What types of tasks can I perform by integrating PandaDoc with Odoo?
Integrating PandaDoc with Odoo allows you to perform various tasks, including:
What kind of PandaDoc triggers are available within Latenode workflows?
Latenode offers triggers for document creation, completion, and status changes in PandaDoc. Use these to automate your Odoo workflows.
Are there any limitations to the PandaDoc and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: