Odoo

The Odoo modules allow you to monitor, create, update, send, retrieve, list, and delete the conversations, leads in your Odoo account.

Getting Started with Odoo

Prerequisites

An Odoo account - create an Odoo account at odoo.com/

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Odoo to Integromat

1. Go to Integromat and open the Odoo module's Create a connection dialog.

2. In the Connection name field, enter a name for the connection.

3. In the Host field, enter your Odoo account's hostname. For example, if your account URL address is https://www.xyz.odoo.com then your hostname is xyz.odoo.com.

4. In the Login and Password fields, enter your Odoo account's login credentials respectively.

5. In the Database field, enter the database name to which you want to connect. For example, from step 3, the database is xyz.

6. Click Continue.

The connection has been established.

Leads

List Leads

Lists All leads.

Connection	Establish a connection to your Odoo account.
Limit	Set the maximum number of leads Integromat should return during one execution cycle.

Get a Lead

Gets a single lead by ID.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your Odoo account.
Lead Entry Name	Enter (map) the lead's name.
Priority	Select or map the lead's priority: Low Medium High Very High
Referred By	Enter (map) the name of the source or member who has referred the lead.
Probability	Enter (map) the probability percentage that the lead would convert to a customer. For example, for `85%` enter the value as `85`.
Stage ID	Select or map the Stage ID of the lead. For example, `New`.
Deadline Date	Enter (map) the date by when the opportunity with the lead must be closed.
Lead's Contact Name	Enter (map) the lead's contact person's name.
Email	Enter (map) the lead's email address.
Website	Enter (map) the lead's or lead's company website URL address.
Country	Select or map the country of the lead's or lead's company.
City	Enter (map) the city name of the lead or lead's company.
Street	Enter (map) the street name of the residence of the lead or lead's company.
Street 2	Enter (map) the street name of the residence of the lead or lead's company.
ZIP	Enter (map) the area zip code of the lead's residence or lead's company.
Phone	Enter (map) the lead's or lead's company contact phone number.
Mobile	Enter (map) the lead's or lead's company contact mobile number.

Update a Lead

Updates a lead.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID whose details you want to update.
Lead Entry Name	Enter (map) the lead's name.
Priority	Select or map the lead's priority: Low Medium High Very High
Referred By	Enter (map) the name of the source or member who has referred the lead.
Probability	Enter (map) the probability percentage that the lead would convert to a customer. For example, for `85%` enter the value as `85`.
Stage ID	Select or map the Stage ID of the lead. For example, `New`.
Deadline Date	Enter (map) the date by when the opportunity with the lead must be closed.
Lead's Contact Name	Enter (map) the lead's contact person's name.
Email	Enter (map) the lead's email address.
Website	Enter (map) the lead's or lead's company website URL address.
Country	Select or map the country of the lead's or lead's company.
City	Enter (map) the city name of the lead or lead's company.
Street	Enter (map) the street name of the residence of the lead or lead's company.
Street 2	Enter (map) the street name of the residence of the lead or lead's company.
ZIP	Enter (map) the area zip code of the lead's residence or lead's company.
Phone	Enter (map) the lead's or lead's company contact phone number.
Mobile	Enter (map) the lead's or lead's company contact mobile number.

Delete a Lead

Deletes a lead.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call

Connection	Establish a connection to your Odoo account.
Entity	Select or map the entity for which you want to call the API. For the list of available endpoints, refer to the Odoo API Documentation.
Action	Select or map the action your want to perform.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.