How to Set Up Odoo Trigger Inside Pabbly Connect: A Step-by-Step Guide

Learn how to set up an Odoo trigger inside Pabbly Connect with this detailed tutorial. Follow the exact steps to automate your workflows effectively. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Odoo Integration

To set up an Odoo trigger inside Pabbly Connect, first, access your Pabbly Connect account. Once logged in, create a new automation workflow by selecting the option to start a new workflow.

Next, you will be prompted to choose the application for the trigger. Here, you will search for ‘Odoo’ and select it as your trigger application. This process is crucial for linking Odoo with Pabbly Connect, allowing you to automate tasks efficiently.

2. Configuring the Odoo Webhook in Pabbly Connect

After selecting Odoo, you will need to set the trigger event. Choose ‘Configure Webhook’ from the dropdown menu. This action generates a webhook URL that you will use in your Odoo account to receive data.

Follow these steps to configure the webhook in your Odoo account:

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Odoo account and select the app for which you want to set up the webhook.
• Open Odoo Studio and navigate to Automations to create a new automation.

Once you have followed these steps, you will be ready to link the webhook with your Odoo application. This integration allows Odoo to send data to Pabbly Connect whenever the specified event occurs.

3. Creating an Automation in Odoo

In Odoo Studio, click on the ‘Automations’ option and then select the ‘New’ button to create an automation. You will need to name this automation; for example, you can name it ‘Pabbly Trigger’. This name helps you identify the automation later.

Next, specify the trigger for this automation. In the dropdown, select the event that should trigger the webhook, such as ‘On Save’ for new contacts. This setup ensures that every time a new contact is created or updated, the data will be sent to Pabbly Connect.

4. Sending Webhook Notification from Odoo

After setting the trigger event, you will need to add an action to send a webhook notification. Click on the ‘Add an Action’ button and select ‘Send Webhook Notification’. Here, you will paste the webhook URL that you copied from Pabbly Connect.

Now, you can choose which fields you want to send to Pabbly Connect. For example, select fields like name, email address, and mobile number. This selection ensures that all necessary information is sent to your Pabbly Connect workflow.

5. Testing the Odoo Integration with Pabbly Connect

After saving your automation in Odoo, it’s time to test the integration. Go back to your Odoo contacts and create a new contact with the necessary details. When you save this new contact, Odoo will automatically send the data to Pabbly Connect.

You should see the response in your Pabbly Connect workflow almost immediately. This response will contain all the details of the new contact, confirming that the integration is functioning correctly. If you wish to receive additional details, ensure to select those fields during the setup process in Odoo Studio.

Conclusion

This tutorial has guided you through setting up an Odoo trigger inside Pabbly Connect. By following these steps, you can automate your workflows effectively and ensure seamless integration between Odoo and Pabbly Connect.