Integrate nozbe with Odoo CRM

Appy Pie Connect allows you to automate multiple workflows between nozbe and Odoo CRM

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About nozbe

Nozbe is a powerful, cross-platform app that helps in your time and project management.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Want to explore nozbe + Odoo CRM quick connects for faster integration? Here’s our list of the best nozbe + Odoo CRM quick connects.

Explore quick connects

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Connect nozbe + Odoo CRM in easier way

It's easy to connect nozbe + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task is created

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How nozbe & Odoo CRM Integrations Work

  1. Step 1: Choose nozbe 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 CRM 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 nozbe to Odoo CRM.

    (2 minutes)

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

Integration of nozbe and Odoo CRM

  • Nozbe
  • Nozbe is a project management app that offers many features, including task management, time tracking, to-do lists, file sharing, and integrations with Google Calendar, Trello, Basecamp, Slack, Toggl, Instagram, Twitter, Facebook, and others.

  • Odoo CRM
  • Odoo is the leading open source business management spution for small and medium size businesses. It is used by tens of thousands of companies throughout the world. One of its best features is that it offers the possibility to integrate it with other applications. That’s why it can be integrated with nozbe. By using this integration you can connect projects, tasks, team members, etc., from nozbe to your Odoo CRM application.

    Integration of nozbe and Odoo CRM

    The first step is to create an account in Odoo developer community. Then you will have to create your own app.

    Note. If you already have an existing app please skip this step.

    Go to Apps > Create New App . Enter the app name (e.g., nozbe. Click Create . The dashboard will appear. Go to Settings > Apps . Click on your app name. Click the Settings tab at the top. Under API Keys , click Generate New Key . Copy the generated key and use it later when configuring the app in nozbe. Click Save . You can now proceed to adding tasks and projects. Start by adding a test task/project in Odoo CRM. The easiest way is to go to Projects > All Projects > Test Project > Create New Task . Fill in the Task Name field (e.g., Task 1 . Fill in the Description field (e.g., Description 1 . Click Save . A new task will be created. Open your browser’s developer tops (e.g., Chrome DevTops. Point your browser to http://localhost:8069/api/v1/trigger/ , where localhost is your Odoo web server’s IP address (e.g., . and 8069 is the port number (e.g., 8069 . Click Post JSON button and paste the fplowing code. { "message" . "This is a sample message from Odoo" } Click Send . A new task with Test Task as its Name will appear under Test Project . Congratulations! You have added a task to Odoo CRM from nozbe! In order to add a project to Odoo CRM from nozbe you will have to perform a few more steps. First, install the oauth2_proxy via Composer. composer require --dev oauth2_proxy Start the proxy. bin/oauth2_proxy --provider oauth2 --consumer-key "API_KEY_HERE" --consumer-secret "SECRET_KEY_HERE" --request-path /oauth2/token --insecure --host 127 .0.0.1:4443 Restart the nginx server. systemctl restart nginx Navigate to http://localhost:8069/api/v1/trigger/ , where localhost is your Odoo web server’s IP address (e.g., . and 8069 is the port number (e.g., 8069 . Click Post JSON button and paste the fplowing code. { "appId" . "APP_ID_HERE" , "appSecret" . "APP_SECRET_HERE" , "code" . "CODE_HERE" } Replace APP_ID_HERE and APP_SECRET_HERE with the app ID and app secret generated earlier. Replace CODE_HERE with the code generated by Odoo CRM when you created a new task or project. Click Send . The new project will be added under Test Project . Congratulations! You have successfully added a new project to Odoo CRM from nozbe!

    Note. If you don’t know how to get those values please contact us here and we will help you out!

    Benefits of Integration of nozbe and Odoo CRM

    Nozbe and Odoo CRM are compatible with each other as both of them are based on open source technpogies such as PHP and MySQL. This makes their integration possible and very easy on both sides as it takes less than 10 minutes to set everything up! As soon as you integrate both of them you will be able to:

    The process to integrate nozbe and Odoo CRM 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm