GDPR Ready
View report
SOC2 Ready
View report
[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Signnow and Odoo
Create a New Scenario to Connect Signnow and Odoo
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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Odoo will be your first step. To do this, click "Choose an app," find Signnow or Odoo, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
+
1
Signnow
Add the Odoo Node
Next, click the plus (+) icon on the Signnow node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
1
Signnow
⚙
+
2
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 Signnow 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 Signnow and Odoo 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Odoo
1
Trigger on Webhook
⚙
2
Signnow
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Signnow, Odoo, 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 Signnow and Odoo integration works as expected. Depending on your setup, data should flow between Signnow and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Signnow and Odoo
Signnow + Odoo + Slack: When a new event occurs in Signnow, indicating a document is signed and updated, the automation retrieves the relevant information from Odoo and sends a notification in Slack with the updated document details.
Signnow + Odoo + Google Drive: When a new event occurs in Signnow, indicating a document has been signed, the signed document is uploaded to a dedicated folder in Google Drive, linked to the corresponding record in Odoo. This creates a central repository for signed contracts.
Signnow and Odoo integration alternatives
About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Signnow and Odoo
How can I connect my Signnow account to Odoo using Latenode?
To connect your Signnow account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Signnow and click on "Connect".
- Authenticate your Signnow and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo upon document signing?
Yes, Latenode allows updating Odoo records when a document is signed in Signnow.This automation saves time by eliminating manual data entry and ensures accurate record-keeping thanks to no-code logic.
What types of tasks can I perform by integrating Signnow with Odoo?
Integrating Signnow with Odoo allows you to perform various tasks, including:
- Automatically creating Odoo contacts from new Signnow signers.
- Triggering document sending in Signnow from Odoo record updates.
- Updating Odoo opportunity stages based on Signnow signature status.
- Archiving signed documents from Signnow directly into Odoo.
- Generating sales orders in Odoo when a contract is signed.
HowsecureistheSignnowintegrationwithOdooonLatenode?
Latenode uses secure authentication protocols for both Signnow and Odoo,safeguarding your data during transfer and processing. Data encryption is standard.
Are there any limitations to the Signnow and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Signnow template features might require custom JavaScript nodes.
- Odoo customization can affect the integration if standard modules are heavily altered.
- High-volume document processing may require optimization for performance.
