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 for seamless integration and automation. Follow this detailed tutorial for step-by-step instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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 clicking on the ‘Create Workflow’ button. Choose a suitable name for your workflow for easy identification.

In this step, you will select Odoo as the application for the integration. Ensure you have your Odoo account ready to configure the webhook. This is crucial as Pabbly Connect will facilitate the connection between Odoo and your desired application.

2. Selecting the Odoo Trigger Event

In your new workflow, you need to select Odoo as the app. In the ‘Choose App’ section, search for and select Odoo. After that, choose the trigger event from the dropdown menu, specifically selecting ‘Configure Webhook’. This step is essential as it allows Pabbly Connect to generate a webhook URL.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL to configure it in your Odoo account. This URL will enable Odoo to send data back to Pabbly Connect whenever the specified event occurs.

3. Configuring the Webhook in Odoo

Now, log in to your Odoo account and navigate to the app you want to set up the webhook for, such as Contacts. Click on the ‘Studio’ icon in the top right corner to access the Odoo Studio section. Here, you will find the option to set up automations.

Click on the ‘Automations’ tab and then select the ‘New’ button to create a new automation. Give this automation a name, like ‘Pabbly Trigger’. In the trigger dropdown, choose the event that will activate the webhook, such as ‘On Save’. This configuration allows Pabbly Connect to receive information whenever a new contact is saved in Odoo.

4. Setting Up the Action in Odoo

After setting up the trigger, you need to specify what action should occur. Click on the ‘Add an Action’ button and select the option to ‘Send Webhook Notification’. Here, paste the webhook URL you copied from Pabbly Connect earlier. This action is crucial for ensuring that Odoo sends the necessary data back to Pabbly Connect.

Next, you will need to specify which fields you want to send to Pabbly Connect. Select fields such as ‘Name’, ‘Email’, and ‘Mobile Number’. You can choose any additional fields you want to track. After selecting the necessary fields, click on the ‘Save and Close’ button to finalize your action.

5. Testing the Odoo Integration with Pabbly Connect

With your Odoo webhook configured and the action set up, it is time to test the integration. Go back to your Odoo contacts and create a new contact. Fill in the required details, such as name, address, and mobile number, and click on the ‘Save’ button. This action should trigger the webhook.

After saving, check your Pabbly Connect workflow to see if the data has been received. You should see the details of the new contact displayed in Pabbly Connect. This confirms that the integration is working correctly and that data from Odoo is successfully reaching Pabbly Connect.

Conclusion

Setting up an Odoo trigger inside Pabbly Connect allows for seamless automation and integration of your business processes. By following these steps, you can easily configure webhooks and ensure that your data flows efficiently between Odoo and other applications through Pabbly Connect.