Tameson Odoo icon

Tameson Odoo

Consume Odoo API
Join our community

Actions20

Overview

The Tameson Odoo node for n8n allows you to interact with the Odoo API, specifically targeting the "Opportunity" resource.
For the "Create" Opportunity operation, this node enables users to create new sales opportunities (leads) in their Odoo CRM system directly from n8n workflows.

Common scenarios:

  • Automating lead creation when a new contact is added or a form is submitted.
  • Integrating external marketing tools with Odoo CRM by automatically creating opportunities based on triggers.
  • Streamlining sales processes by programmatically adding opportunities with relevant details.

Practical example:
When a user submits a web form expressing interest in a product, an n8n workflow can use this node to create a corresponding opportunity in Odoo, including details like name, email, expected revenue, and probability.

Properties

Name Type Meaning
Name String The name/title of the opportunity. (Required)
Additional Fields Object A collection of optional fields to further describe the opportunity:
  Email String Email address associated with the opportunity.
  Expected Revenue Number The anticipated revenue from this opportunity.
  Internal Notes String Any internal notes or description for the opportunity.
  Phone String Phone number related to the opportunity.
  Priority Options Priority level of the opportunity (1, 2, or 3).
  Probability Number Probability of closing the opportunity (0–100).

Output

The node returns the created opportunity as a JSON object.
The structure of the output will reflect the fields sent to Odoo and any additional data returned by the Odoo API for the newly created opportunity.

Example output:

{
  "id": 123,
  "name": "Big Deal",
  "email_from": "client@example.com",
  "expected_revenue": 5000,
  "description": "Urgent client request",
  "phone": "+123456789",
  "priority": "2",
  "probability": 80,
  ... // other fields returned by Odoo
}

Note: The actual output fields may vary depending on your Odoo configuration and version.

Dependencies

  • Odoo instance: You must have access to an Odoo server with the CRM module enabled.
  • API Credentials: Requires valid Odoo API credentials (URL, database name, username, password).
  • n8n Configuration: The node uses the odooApi credential type in n8n.

Troubleshooting

Common issues:

  • Invalid credentials: If the Odoo API credentials are incorrect, authentication will fail.
    • Error message: "Credentials are not valid" or "Settings are not valid: ..."
    • Resolution: Double-check the URL, database name, username, and password.
  • Missing required field: If the "Name" property is not provided, the node will throw an error.
    • Resolution: Ensure all required fields are filled.
  • Connection errors: Network issues or incorrect Odoo URL can cause connection failures.
    • Resolution: Verify network connectivity and the correctness of the Odoo URL.
  • Field validation errors: If a field value does not meet Odoo's requirements (e.g., probability out of range), Odoo may reject the request.
    • Resolution: Check that all field values conform to Odoo's expected formats and constraints.

Links and References

Discussion