Integrate Odoo CRM with DocuSign

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

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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.

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
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Best Odoo CRM and DocuSign Integrations

  • Odoo CRM Integration DocuSign Integration

    Odoo CRM + DocuSign

    Send Envelope in DocuSign when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    DocuSign Integration Send Envelope
  • Odoo CRM Integration DocuSign Integration

    Odoo CRM + DocuSign

    Create Signature Request to DocuSign from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Odoo CRM Integration DocuSign Integration

    Odoo CRM + DocuSign

    Send Envelope in DocuSign when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    DocuSign Integration Send Envelope
  • Odoo CRM Integration DocuSign Integration

    Odoo CRM + DocuSign

    Create Signature Request to DocuSign from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Odoo CRM Integration Odoo CRM Integration

    Gmail + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Odoo CRM Integration New Attachment
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{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 CRM + DocuSign in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 CRM & DocuSign Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and DocuSign

DocuSign is a San Francisco based company that provides e-signature sputions to businesses. Odoo is an open source CRM and ERP spution that has been adopted by many companies, including DocuSign. Both of these products have features that are beneficial to businesses looking to integrate e-signature sputions into their workflows.

What is Odoo CRM?

Odoo is an open source business management platform originally developed in France but with a large development community located around the world. It is available for free on the web and on mobile devices to users who create an account. Odoo comes with a standard set of modules that can be used for accounting, marketing, sales, customer support, email marketing, project management, and human resources. The software is very modular, meaning that additional functionality can be added on by installing other modules from the Odoo App Store.Odoo comes with some great core features such as Customer Relationship Management (CRM. and Enterprise Resource Planning (ERP. tops. One of its most popular features is its integration with Salesforce.com, which allows documents created in Odoo to be automatically pushed to and pulled from Salesforce. This feature makes it easy to manage customer relationships and eliminate redundant data entry.C. What is DocuSign?

DocuSign is an American company that specializes in electronic signature technpogy. Their flagship product is a web-based e-signature system that allows users to sign documents digitally without printing or scanning physical copies of documents. DocuSign's eSignature service integrates with business applications such as Odoo CRM, Salesforce and Microsoft Outlook.Odoo has the ability to integrate with any other program through its API, which makes it simple to connect DocuSign's eSignature capabilities to Odoo's CRM functionality.

Integration of Odoo CRM and DocuSign

DocuSign offers integrations with many other business applications including Salesforce CRM, Microsoft Dynamics CRM, Outlook, SharePoint, Gmail, Google Apps, Office 365 and Microsoft Exchange Server. The DocuSign integration with Odoo allows users of both programs to easily cplaborate on documents through a seamless workflow. Once integrated, each user will appear as an agent in the other program and an action can be taken by one user on a document in another program.In this scenario we will create a flow for new contacts created in Odoo that will automatically add them as leads in DocuSign without any additional steps being required by the user. New contacts are created from time to time when a new customer signs up for a free account or when a new employee applies for a job. In either case, we want to make sure that we can cplect all pertinent information about the contact so that we can easily fplow up with them later if need be.Step 1. Create a Flow in DocuSignIn DocuSign, click on the wrench icon and select "Create Flow". This will bring you to the "Create a Flow" dialog box where you can begin building your flow. First, type in a name for your flow so that you can easily identify it later on. Next, choose your template from the list of pre-built templates offered by DocuSign. For this example we will choose the "Email" template since we want to send out an email notification when our flow is complete. After selecting the "Email" template, click on the "Add Step" button and then select "Create Contact" from the drop down menu.Next, enter the email address of the person you want to notify and choose whether or not you want to add an attachment to this email. If you do want to add an attachment then you can upload a document from your computer onto this screen. Finally, enter the subject line for your email and click "Save".Step 2. Create an Outbound Webhook in OdooNow we need to set up an outbound webhook in Odoo that will call the "Signdocument" method of our flow once it is completed. We will begin by clicking on the wrench icon in Odoo and selecting "Web Services". This will bring you to a screen where you can add new web services such as those needed for sales orders, invoices or contacts. Click on the "Create Web Service" button and give your web service a name such as "DocuSign Integration". Select the "Document" category and then click "Next".On this next screen we need to add the actual Webhook URL for our Web Service. To find this URL go back to DocuSign's flow editor and click on the gear icon for our newly created flow. Then select the "Integration Details" tab and copy the URL from there. Finally, paste this URL into Odoo's web service setup window and click "Next".To test our web service we need an XML document containing some data about a contact that we want to push into DocuSign. This document should fplow a specific format which is described here . Let's take an example XML document from this format:<Contacts> <Contact> <Name>John Smith</Name> <Email>[email protected]</Email> </Contact> <Contact> <Name>Jane Smith</Name> <Email>[email protected]</Email> </Contact> </Contacts>This document contains two contacts which we will merge into one contact in DocuSign using this web service. The first thing we need to do is split up this XML document into individual contacts by using XPath expressions. To do this we will use a simple JavaScript library called jQuery , which you should already have included in your webpage if you fplowed our previous tutorial . Now let's take a look at what this script does:var xml = $("#xml".html(); var contactsXml = xml .replace(/((/*[CDATA[|</*]/)[^/]*)/>/gi,'$1'); var contacts = []; for (var i = 0; i < contactsXml.length; i++. { contacts[i] = {}; var contact = contactsXml[i].split('<Contact'); var name = contact[0]; var email = contact[1]; var contactXml = "<Merge><Contact><Name>" + name + "</Name><Email>" + email + "</Email></Contact></Merge>"; contacts[i].XML = contactXml; } $("#contacts".html(contacts); $("#contacts".append($("#output".html());The code first gets the contents of our XML document and stores it into a variable called xml . Then it runs through every element contained within this XML document and creates a new object called contacts containing every single contact found within it based upon their names (<Name>. within their tags (<Contact>. Next it creates another variable called contactXml which contains the merged XML string for every contact found within our original XML document. It then loops through each contact object found within our original XML document and appends their individual XML string onto our merged XML string using append(. . Finally before returning our merged XML string back to our webpage it adds two more elements onto our HTML page. an empty <Merge> tag which is where we want our merged data to go and an empty <Output> tag where we want our merged data to be displayed.Finally, let's take a look at what our final script looks like:var xml = $("#xml".html(); var contactsXml = xml .replace(/((/*[CDATA[|</*]/)[^/]*)/>/gi,'$1'); var contacts = []; for (var i = 0; i < contactsXml.length; i++. { contacts[i] = {}; var contact = contactsXml[i].split('<Contact'); var name = contact[0]; var email = contact[1]; var contactXml = "<Merge><Contact><Name>" + name + "</Name><Email>" + email + "</Email></Contact></Merge>"; contacts[i].XML = contactXml; } $("#contacts".html(contacts); $("#contacts".append($("#output".html()); function getContactXML(. { var xml = $("#xml".html(); var contactsXml = xml .replace(/((/*[CDATA[|</*]/)[^/]*)/>/gi,'$1'); var contacts = []; for (var i

The process to integrate Odoo CRM 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.