Odoo
The Odoo piece in ZBrain Flow provides seamless integration with Odoo ERP systems, allowing you to automate interactions with your business data, contacts, and processes. This powerful connector enables you to retrieve, create, and update records in your Odoo instance directly from your workflows. With Odoo integration, you can build automations that synchronize customer information, manage contacts, create companies, and interact with any Odoo module, eliminating manual data entry and ensuring consistency across your business systems.
How to Use Odoo in ZBrain Flow?
Step 1: Select Odoo as Your Connection
Click on the '+' button in the Flow and search for Odoo.
Select Odoo.
Decide on the action you need, then select it. ZBrain Flow provides several options:
Get Contacts – Retrieve contact information from your Odoo system.
Create Contact – Add new contacts or update existing ones in Odoo.
Create Company – Add new companies or update existing ones in Odoo.
Custom Search and Read Records – Query and retrieve data from any Odoo model.
Custom Create Record – Add new records to any Odoo model.
Custom Update Record – Modify existing records in any Odoo model.
How to Retrieve Odoo Contacts
Step 1: Connect to Odoo
From the 'Connection' dropdown, click on 'Create connection'.
In the popup window, enter:
A unique 'Connection Name' to identify this Odoo connection
Odoo URL: This is the web address where your Odoo instance is hosted. It typically looks like "https://yourcompany.odoo.com" for cloud-hosted instances or might be a custom domain if you're self-hosting Odoo.
Odoo Database: This identifies which specific database to connect to within your Odoo instance. Most companies have one main database, but Odoo can support multiple databases for different purposes or environments.
Odoo Username: This is the email address or username you use to log into your Odoo account.
Odoo API Key: This is a security credential that authenticates your connection. You can generate this from your Odoo user preferences.
Click 'Save' to create the connection.
Step 2: Configure Contact Retrieval
From the 'Type' dropdown, select which category of contacts you want to retrieve.
In the 'Contact Name' field, you can enter a name to search for specific contacts. Leave this empty to retrieve all contacts of the selected type.
How to Add or Update Odoo Contacts
Step 1: Connect to Odoo
For connecting to your Odoo instance, follow the first step in the "How to Retrieve Odoo Contacts" section above.
Step 2: Enter Contact Details
In the 'Contact Name' field, enter the full name of the person you want to add.
In the 'Contact Phone' field, enter the phone number for this contact.
In the 'Contact E-mail' field, enter the email address for this contact.
In the 'Company Name' field, enter the organization this person belongs to.
In the 'Job Title' field, enter the person's position or role.
How to Create Companies in Odoo
Step 1: Connect to Odoo
For connecting to your Odoo instance, follow the first step in the "How to Retrieve Odoo Contacts" section above.
Step 2: Enter Company Information
In the 'Company Name' field, enter the full legal name of the organization.
In the 'Company Phone' field, enter the main phone number for the company.
In the 'Company E-mail' field, enter the primary email address for the company.
How to Query Any Odoo Model
Step 1: Connect to Odoo
For connecting to your Odoo instance, follow the first step in the "How to Retrieve Odoo Contacts" section above.
Step 2: Specify the Model
In the 'Model' field, enter the technical name of the Odoo model you want to query.
Step 3: Define Search Criteria
In the 'Search domains' field, enter the JSON array that defines your search criteria. You can add multiple conditions following the Odoo domain syntax.
Step 4: Select Fields to Return
Click 'Add Item' in the 'Fields' section to specify which fields you want to retrieve.
Leave empty to return all available fields for the records.
Step 5: Set Pagination Parameters (Optional)
In the 'Offset' field, enter a number to skip that many records at the beginning.
In the 'Limit' field, enter a maximum number of records to return.
How to Custom Create Records
Step 1: Connect to Odoo
For connecting to your Odoo instance, follow the first step in the "How to Retrieve Odoo Contacts" section above.
Step 2: Specify the Model
In the 'Model' field, enter the technical name of the Odoo model where you want to create a record.
Step 3: Define Record Data
In the 'Fields and Values' field, enter a JSON object containing the data for your new record. Each key in the JSON object represents a field name in the Odoo model.
How to Modify Existing Odoo Records
Step 1: Connect to Odoo
For connecting to your Odoo instance, follow the first step in the "How to Retrieve Odoo Contacts" section above.
Step 2: Specify the Model
In the 'Model' field, enter the technical name of the Odoo model containing the record you want to update.
Step 3: Identify the Record
In the 'Record ID' field, enter the unique identifier of the record you want to modify. This is typically a numeric ID that can be obtained from a previous search operation.
Step 4: Define Updated Values
In the 'Fields and Values' field, enter a JSON object containing only the fields you want to change. Each key in the JSON object represents a field name in the Odoo model. Each value represents the new data to store in that field.
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