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Automatically update Odoo with completed Process Street checklists, centralizing key process data. Latenode's visual editor and affordable execution pricing make even complex, multi-step integrations straightforward to build and maintain.
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Create a New Scenario to Connect Process Street and Odoo
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Odoo will be your first step. To do this, click "Choose an app," find Process Street or Odoo, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
Process Street
Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street 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 Process Street node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
Process Street
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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 Process Street 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 Process Street 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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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Odoo, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Process Street and Odoo integration works as expected. Depending on your setup, data should flow between Process Street and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Odoo + Slack: When a workflow run is completed in Process Street, this triggers an update to a contact in Odoo. Subsequently, a message is sent to a Slack channel notifying the team of the completed process and the updated contact information.
Odoo + Process Street + Google Sheets: When a new contact is created in Odoo, a customer onboarding process is initiated in Process Street. A new row is then added to a Google Sheet to log the new customer and the Process Street workflow run.
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street account to Odoo using Latenode?
To connect your Process Street account to Odoo on Latenode, follow these steps:
Can I automatically create Odoo invoices from completed Process Street checklists?
Yes, you can! Latenode's visual editor lets you trigger Odoo invoice creation directly from Process Street checklist completions, streamlining your billing process and saving time.
What types of tasks can I perform by integrating Process Street with Odoo?
Integrating Process Street with Odoo allows you to perform various tasks, including:
What Process Street triggers are available within Latenode workflows?
Latenode supports Process Street triggers like checklist completion and new form submission, offering versatile workflow automation.
Are there any limitations to the Process Street and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: