Odoo Connection and Settings

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 – 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.

This guide explains how to set up a connection in “My apps” section, which is essentially the same process as creating one on-the-go.

Create your Odoo app Connection Copy Link

• On your Wiresk’s Dashboard, select your Group.
• On the left panel, go to “My apps” and select
• Search the app name in the search field or select it in the apps list.

On the connection settings panel:

• Give a name to your connection
• 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)
• 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
• Enter the Odoo Username (User’s credentials from the Database)
• Enter the Odoo Password linked to your username
• Click on “Create App” button, voila! Your Odoo app is now created in Wiresk.

You can now use this Connection to create your Flows with Odoo.

2 – Create your automated Flows with Odoo Copy Link

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

How to create a Flow ↓

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

A – Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.

• On the new screen, name the Flow that you want to create.
• Add your Triggers by clicking on the next to “All Triggers”.
• On the Trigger selection screen, search your app or select it from the list below the screen.

• Select your preferred Trigger on the next screen and customize its settings (for Odoo Triggers, refer to the 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.

Check here for a detailed Tutorial step-by-step on how to create a Flow.

B – Add an HTTP Trigger to your Flow

An HTTP Trigger allows you to manually activate your Flows.

HTTP Trigger settings

• Select the next to “All Triggers”, to add a Trigger for testing your Flow,
• Select the button “HTTP”.

• Write a description and select your API key or create a new one.

• Click on save. Now you can use your HTTP Trigger to Manually run your Flow.

C – Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

• On the Flow builder screen, click on the plus button (+) next to the Trigger icon.

• Search or scroll down to select your apps Methods, then configure it settings (For Odoo Methods, see Methods list and settings in the step below).

D – Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods.

• On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.

3 – Odoo Trigger settings Copy Link

What will start your automation…

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

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

4 – 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.

5 – 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.