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Integrate Odoo ERP Self Hosted with DocuSign

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

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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.

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.

DocuSign Integrations
DocuSign Alternatives

Looking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives

  • Hellosign Integration Hellosign
  • SignRequest Integration SignRequest

Best ways to Integrate Odoo ERP Self Hosted + DocuSign

  • Odoo ERP Self Hosted Integration DocuSign Integration

    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...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    DocuSign Integration Send Envelope
  • Odoo ERP Self Hosted Integration DocuSign Integration

    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...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Odoo ERP Self Hosted Integration DocuSign Integration

    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...
    Odoo ERP Self Hosted Integration New Note
     
    Then do this...
    DocuSign Integration Send Envelope
  • Odoo ERP Self Hosted Integration DocuSign Integration

    Odoo ERP Self Hosted + DocuSign

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

    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...
    Odoo ERP Self Hosted Integration New Lead/Opportunity
     
    Then do this...
    DocuSign Integration Send Envelope
  • Odoo ERP Self Hosted Integration {{item.actionAppName}} Integration

    Odoo ERP Self Hosted + {{item.actionAppName}}

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

It's easy to connect Odoo ERP Self Hosted + DocuSign 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 Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

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

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo ERP Self Hosted & DocuSign Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted 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 DocuSign 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 Odoo ERP Self Hosted to DocuSign.

    (2 minutes)

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

Integration of Odoo ERP Self Hosted and DocuSign

  • Odoo ERP Self Hosted is an Open Source and Free ERP software. It has a robust features set and is available in numerous languages including English, Spanish, German, French and many more. Odoo Community is a large and growing network of more than 250,000 users and 300,000 developers. The software is freely customizable to meet specific company requirements and it allows user to manage their business from sales to accounting and finance, from customer service to inventory management, from project management to human resources or CRM.
  • DocuSign is a digital transaction platform that helps companies sign, send and track documents, agreements and contracts. By combining paper-based agreements with electronic signatures, DocuSign helps reduce costs and accelerate the pace of business.
  • Integration of Odoo ERP Self Hosted and DocuSign enables users to create customized and dynamic forms containing fields based on the data stored on Odoo ERP Self Hosted. The user can use plain text, rich text or images as form fields to build their customized forms. This integration with DocuSign makes the process of filling out forms faster and easier for both users and the administrators. Users can fill out the forms directly from Odoo ERP Self Hosted or export the data from Odoo ERP Self Hosted into a PDF file and upload it on DocuSign for completion. The administrator can also download the files directly from DocuSign.
  • Integration of Odoo ERP Self Hosted and DocuSign helps users to save time by reducing the number of steps required to complete any form. Users do not need to leave the application to fill out a form. Instead they can fill out a form directly from the dashboard of Odoo ERP Self Hosted. This feature saves time by eliminating the need to navigate between applications.
  • Odoo ERP Self Hosted and DocuSign also provides many other benefits such as high security, greater efficiency, better workflow and much more.
  • Odoo ERP Self Hosted and DocuSign integration helps users to create customized and dynamic forms containing fields based on the data stored in Odoo ERP Self Hosted.
  • The integration of this two applications enables users to fill out forms directly from Odoo ERP Self Hosted or through the creation of a PDF file which is then uploaded on DocuSign for completion.
  • The administrator can also download the files directly from DocuSign.
  • This integration with DocuSign helps users to save time by reducing the number of steps required to complete any form. Users no longer need to go out of the application to fill out a form; instead they can fill out a form directly from the dashboard of Odoo ERP Self Hosted.
  • This saves time because users do not need to navigate between applications in order to fill out a form.
  • Other benefits include high security, greater efficiency, better workflow and more.
  • The process to integrate Odoo ERP Self Hosted and DocuSign 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.