Odoo

Odoo is a powerful business management platform, and it can be even more powerful when integrated with other applications. This allows you to automate tasks, streamline your workflows, and get a more complete view of your business.

Wiresk makes it easy to connect Odoo to any application that has an API, including CRM systems, marketing automation platforms, and accounting software.

1 – Group system Copy Link

The group system in Wiresk is a way to organize and manage your users and Flows.

When you start with Wiresk (Admin account), you are automatically assigned to the default group. This default group can be renamed.

for users with Pro plan or higher, you can:

• Assign users to specific Flows: Control who has access to and can edit different Flows.
• Organize Flows: Group related Flows together for better management and visibility.
• Manage permissions: Set permissions for different groups, determining who can create, edit, and view Flows.
• Collaborate effectively: Facilitate collaboration among team members by assigning them to appropriate groups.

2 – Connect Odoo to Wiresk Copy Link

There are two ways to connect your app to Wiresk:

• In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
• While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

In this documentation, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go.

Create your Odoo app Connection Copy Link

go to “My apps” and click on the (+) button. 

Search “Odoo” in the search field or scroll down the list of apps and choose the Odoo icon.

On the new prompted screen:

1 – Give a name to your connection

2 – Enter your Odoo Instance URL

(For example, the link of your Odoo domaine is https://wiresk.odoo.com/odoo, your Instance URL is https://wiresk.odoo.com)

3 – Enter your Odoo Database Name, this name is also in your Odoo Instance URL, for example, https://wiresk.odoo.com, wiresk is your Database name

4 – Enter the Odoo Username (User’s credentials from the Database)

5 – Enter the Odoo Password linked to your username

6 – Click on “Create App” button, voila! Your Odoo app is now created in Wiresk.

Use this Connection to create your Flow with Odoo.

3 – Create your automated Flows with Odoo Copy Link

After linking Odoo to Wiresk, you can start creating your Flows.

A. Create a Flow Copy Link

Select your Group, then on the Flow management screen click on “Create Flow”.

Select the Trigger Copy Link

On the new screen, name the Flow that you want to create.

Add your Trigger by clicking on the red plus (+) button.

On the Trigger selection screen, search your app or select it from the list below the screen.

On the new screen, select your specific Trigger then configure it (refer to Trigger settings below).

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

4 – Odoo Trigger settings Copy Link

What will start your automation…

A – Recurrence rule or scheduler settings Copy Link

Setting up the recurrence rule or scheduler of your Trigger (if the Trigger is not a Webhook):

• Regular intervals will monitor your Trigger by intervals in minute
• Daily recurrence will monitor your Trigger by day and hour
• Monthly recurrence will monitor your Trigger every month on a defined date and hour
• Yearly recurrence will monitor your Trigger on a specific date and hour every year
• Specific dates will start your Trigger on specific dates

B – Get sample Copy Link

After setting up the Trigger parameters (refer to how to define your parameters in the steps below), click on “Get sample”.

The “Get sample” allows you to extract a subset of data for validation. The data will be used to MAP your Method parameters according to your Flow. Refer to FIELD MAPPING documentation.

C – Odoo Triggers list Copy Link

Here, you will find all Odoo Triggers available in Wiresk with their parameter descriptions.

Scheduled Triggers: Copy Link

Run your Flow at a Specific time or intervals automatically instead of being triggered manually or by events like Webhooks.

Retrieve records using Wiresk’s Query Builder Copy Link

Configuration Table:

(*) required field

Before saving your Trigger, don’t forget to use “Get Sample”.

5 – Odoo Method settings Copy Link

What your automation will do…

Odoo Method list Copy Link

Here, you will find all Odoo Methods available in Wiresk with their parameter descriptions.

6 – Test run or automate your Flow Copy Link

After setting up your Flow, you can choose to:

• “Run once”, your Flow will run only a single time. You can use this function to test your Flow. Refer to how to set up an HTTP Trigger, in the Trigger setting step.
• “Run Scheduler” will automate your Flows with the recurrence rule you previously defined.

For more details, refer to How to run a Flow tutorial in our Help Center.
 
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.