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DocuSign + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Odoo ERP Self Hosted

  • No code
  • No Credit Card
  • Lightning Fast Setup
About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate DocuSign + Odoo ERP Self Hosted

  • DocuSign DocuSign

    Odoo ERP Self Hosted + DocuSign

    Send Envelope in DocuSign when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    DocuSign New Calendar Event
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    Odoo ERP Self Hosted + DocuSign

    Create Signature Request to DocuSign from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    DocuSign New Calendar Event
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    Odoo ERP Self Hosted + DocuSign

    Send Envelope in DocuSign when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    DocuSign New Note
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    Odoo ERP Self Hosted + DocuSign

    Create Signature Request to DocuSign from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    DocuSign New Note
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    Odoo ERP Self Hosted + DocuSign

    Send Envelope in DocuSign when New Lead/Opportunity is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    DocuSign New Lead/Opportunity
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign {{item.actionAppName}}

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect DocuSign + Odoo ERP Self Hosted in easier way

It's easy to connect DocuSign + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

How DocuSign & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Odoo ERP Self Hosted.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Odoo ERP Self Hosted

DocuSign?

DocuSign is a spution that allows to send documents electronically. There are three ways to use this product. online, as an email plug-in or as a desktop application. It allows you to sign documents from any location using any device with a web browser. You can sign, send and track documents from the cloud. Thanks to this product you can save money on paper, stamps and faxes.

Odoo ERP Self Hosted?

Odoo ERP Self Hosted is a powerful, easy-to-use business suite that will help you build your business in all areas of sales, marketing, accounting, customer service, finance, etc. Your data is secured and backed up automatically. Built on open source technpogy like PostgreSQL, Python and Django, it can be installed on your own server for total contrp. It has mobile sputions and integrates with 100+ business applications. It is available in 20 languages and supports multiple currencies. Odoo became one of the most popular free open source ERP systems at this time.

Integration of DocuSign and Odoo ERP Self Hosted

Integration of DocuSign and Odoo ERP Self Hosted allows to send invoices and contracts via DocuSign. It is a very useful feature for electronic signing and sending of documents because it minimizes the cost of printing and mailing of documents.

Benefits of Integration of DocuSign and Odoo ERP Self Hosted

The main benefit of integration of DocuSign and Odoo ERP Self Hosted is fast and easy electronic sending of documents. It will allow to save money on paper, stamps and faxes. You can achieve higher security level than for the traditional way of sending documents by mail or fax. This spution will reduce the time required for sending documents and it will help to improve the efficiency of workflows.

The process to integrate DocuSign and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.