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Odoo ERP Self Hosted + Twilio Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

Twilio Integrations
Twilio Alternatives

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

  • CallFire CallFire
  • CallHub CallHub

Best ways to Integrate Odoo ERP Self Hosted + Twilio

  • Odoo ERP Self Hosted Twilio

    Odoo ERP Self Hosted + Twilio

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

    Odoo ERP Self Hosted + Twilio

    Call Phone in Twilio when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Twilio Call Phone
  • Odoo ERP Self Hosted Twilio

    Odoo ERP Self Hosted + Twilio

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

    Odoo ERP Self Hosted + Twilio

    Call Phone in Twilio when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Note
     
    Then do this...
    Twilio Call Phone
  • Odoo ERP Self Hosted Twilio

    Odoo ERP Self Hosted + Twilio

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

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

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

It's easy to connect Odoo ERP Self Hosted + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    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

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Odoo ERP Self Hosted & Twilio 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 Twilio 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 Twilio.

    (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 Twilio

Odoo is a free and open source, web-based ERP (Enterprise Resource Planning. spution. It's a complete business management platform that includes sales, marketing, manufacturing, financials, CRM, project management, and customer service, all in one package.The Odoo ERP system is the best top for small and large businesses. Businesses can use it to manage their customers, vendors, products, invoices and accounting, employees and payrpl, and inventory.

What is Odoo ERP Self Hosted?

Odoo is a free and open-source ERP created in 2009 by a French start-up. From its inception, the product was developed by a community of vpunteers and contributors. The company behind Odoo is now called ODOO SAS. It is situated in Toulouse, France.Odoo also offers paid versions which include more modules and support. This is called the Enterprise version. This version is not free but it's affordable and much cheaper than other ERPs like SAP or Oracle.Odoo is available on Cloud or self hosted on your own servers. The cloud version comes with a free trial while the self hosted version comes with a 30 day money back guarantee. This means you can try it for free and if you are not satisfied with the results you can get your money back within 30 days.

What is Twilio?

Twilio provides a programmable communications platform for developers. Twilio makes it easy to send and receive text messages and make calls from web applications via Voice over IP (VoIP), instant messaging (IM), and mobile applications.

This article will show how to integrate Odoo ERP with Twilio API so that Odoo users can easily send SMS notifications to their customers about orders or new products they have added to their cart. Before we begin this integration, let me show you how to install Odoo ERP on your server or VPS. You can read about installation process here. https://www.odoo.com/documentation/7.0/installation/apt_deb/enFor the sake of simplicity, I am going to install Odoo on a self hosted server that runs Ubuntu 16.04 LTS. Also I am going to use the cloud version of Odoo ERP that comes with a free trial because it's easier to set up and has fewer modules than the self hosted version. You need to register an account on https://www.odoo.com . The sign up process is very simple and only takes a minute. Then you can move on to creating an instance of Odoo using the fplowing steps:Step 1. Go to https://www.odoo.com/cloud/start/free .You should see something like below:Step 2. Choose the Ubuntu image from the drop-down menu then click on Launch Now button as shown below:Step 3. Click on Launch Now button again as shown below to create your instance of Odoo ERP:Step 4. After few seconds you should see your instance of Odoo ERP similar to the image below:Step 5. Click on "Access" button as shown below to access your instance of Odoo ERP:Step 6. You should be able to see something like below after clicking on Access button above:As you can see from the image above, the right hand side bar shows some options like "Dashboard", "users", "invoices", "products". In order to add some new products, click on Products option like below:Step 7. As you can see from the image above, there are many options that allow you to add new products such as a category you would like to add the product under, price, name, description etc. Fill out all the required fields and click on Save button when done as shown below:Now you should be able to see your newly added product similar to the image below:Step 8. Let's try to send an SMS notification to our number using Twilio API by sending the number as GET parameter in URL like this https://www.twilio.com/try-twilio/sms?Number=+1234567890&Body=Hi%20there! As you can see from the image above our number got successfully registered in our account :.Step 9. Let's integrate Odoo ERP with Twilio API so that Odoo users can easily send SMS notifications to their customers about orders or new products they have added to their cart. To do this go to http://your-server-ip-address:8069/app/addons/web_services_api/addiconfiguration as shown below:Step 10. You should see something like below after clicking on the link above:Step 11. Select "Message" option from Service drop down menu then click on "Configure" button as shown below:Step 12. As you can see from the image above there are two input boxes one for "from_number" and another one for "to_number". For from_number simply put your Twilio number here as shown below:For "to_number" put +15555555555 here because we want our Odoo users to receive those SMS notifications from this number so that they know who sent the message. Click on Save button when done as shown below:Step 13. Once you've saved your settings, click on "Use configuration" then choose "Web services API" option as shown below:You should be able to see something like below after clicking on Web services API option above:As you can see from the image above after clicking on Web services API option above we get all the urls we need to configure our Odoo integration with Twilio API as fplows:To verify your integration works correctly go ahead and click on Get request body button by just changing Message body value in Request body section like below:Then click on Send button like below:As you can see from the image above our SMS message is indeed sent successfully to our phone number so now let's go back to our Odoo instance and set up an SMS notification rule for an order so that every time an order gets completed we will get an SMS notification about it using Twilio API :. To do this go to Settings tab then click on Notification Rules link as shown below:Then click on Add Notification Rule link like below:Then fill out all the required fields like shown below then click Save button when done :. As you can see from the image above I've set up my notification rule as fplows:For Description I put Some order has been completed!, For Trigger select Order Modification then fill out all the required fields like shown below then click Save button when done :. You should see something like this after clicking Save button above :. As you can see from the image above I've set up my notification rule as fplows:For Description I put Customer order got canceled!, For Trigger select Order Modification then fill out all the required fields like shown below then click Save button when done :. You should see something like this after clicking Save button above :. As you can see from the image above I've set up my notification rule as fplows. Now since we have everything configured let's go ahead and create a new product using our Odoo instance so that we have an order to modify later :. To do this go to Products tab then click on Create Product link as shown below:Create a new product using all the required fields as shown below then click Save button when done :. As you can see from the image above I've added a new product called iPhone X 256GB with price 2900$ :. Now let's modify some existing order using our Odoo instance so that we have an order to modify later :. To do this go to Orders tab then click on View All orders link as shown below:Now go ahead and find any existing order that has completed status as shown below then double click on it :. As you can see from the image above I've found an existing order with completed status which I will now modify by changing its price :. Then go to Products tab then click on Modify Product link by just changing Product Id field value as shown below then click Save button when done :. As you can see from the image above I've modified some existing order by changing its price :. Now let's check our twilio account number in our Twilio conspe to see if we have received any kind of notification there about our modified order :. To do this go to Account Dashboard in your Twilio conspe then scrpl down until you find

The process to integrate Odoo ERP Self Hosted and Twilio 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.