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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/

Note

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

Connect Odoo to Make

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

odoo-connection.png

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, 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 Save.

The connection has been established.

Inventory Types

Create an Inventory Type

Creates a new Inventory type.

Connection

Establish a connection to your Odoo account.

Type of Operation

Select the Operation type:

  • Receipt

  • Delivery

  • Internal Transfer

Name

Enter a name for the inventory type.

Reservation Method

Select the reservation method:

  • At Confirmation

  • Manually

  • Before scheduled date

Code

Enter the code of the inventory type.

Reference Sequence

Select the reference sequence for the inventory.

Warehouse ID

Select or map the Warehouse ID whose inventory you want to create.

Color

Enter the color

Get an Inventory Type

Retrieves an existing inventory type.

Connection

Establish a connection to your Odoo account.

Inventory Type ID

Select or map the Inventory Type ID whose details you want to retrieve.

Updates an Inventory Type

Updates an inventory type.

Connection

Establish a connection to your Odoo account.

Inventory Type ID

Select or map the Inventory Type ID whose details you want to update.

List Inventory Types

Searches for inventory types or lists them all.

Connection

Establish a connection to your Odoo account.

Limit

Set the maximum number of inventory types Make will return during one execution cycle. The default value is 10.

Inventories

Create an Inventory

Creates a new inventory.

Get an Inventory

Retrieves an existing inventory.

Update an Inventory

Updates an inventory.

List Inventories

Searches for inventories or lists them all.

Delete an Inventory

Deletes an inventory.

Batches Tracking

Create a Batch Tracking

Creates a new batch tracking.

Get a Batch Tracking

Retrieves an existing batch tracking.

Update a Batch Tracking

Updates a batch tracking.

List Bacthes Tracking

Searches for batches tracking or lists them all.

Delete a Batch Tracking

Deletes a batch tracking.

Leads

List Leads

Lists All leads.

Connection

Establish a connection to your Odoo account.

Limit

Set the maximum number of leads Make 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.

Note

For the list of available endpoints, refer to the Odoo API Documentation.

Action

Select or map the action your want to perform.

Parameters

Object or array in JSON format. For example:

To create a Lead, enter, [{"city": "London", "name: ""John Doe", "Probability": 56}]

For Search and Read actions, you can use filtering in the following format: [[["city","=","London]]]

Use Boolean values instead of true or false, such as 0=false, and 1=true when setting the parameters.

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.

Example of Use - List Leads

The following API call returns all the leads from your Odoo account:

Entity: Lead/Opportunity

Action: Search and Read

61f2744f98531.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 3 leads were returned:

61f27450d5a8e.png

Getting Started with Odoo

Prerequisites

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

Note

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

Connect Odoo to Make

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

odoo-connection.png

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, 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 Save.

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 Make 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.

Note

For the list of available endpoints, refer to the Odoo API Documentation.

Action

Select or map the action your want to perform.

Parameters

Object or array in JSON format. For example:

To create a Lead, enter, [{"city": "London", "name: ""John Doe", "Probability": 56}]

For Search and Read actions, you can use filtering in the following format: [[["city","=","London]]]

Use Boolean values instead of true or false, such as 0=false, and 1=true when setting the parameters.

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.

Example of Use - List Leads

The following API call returns all the leads from your Odoo account:

Entity: Lead/Opportunity

Action: Search and Read

61f2744f98531.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 3 leads were returned:

61f27450d5a8e.png
In this section: