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!

Connecting Odoo to Make

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

61f2744d2437a.gif

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 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.

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.

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