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odoo accounting v14 pos v15
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Charles C.

Hello Odoo community,


Happy to use this great tool and join the forum, 


I'm currently having an issue connecting a form to Odoo. Here is the problem:


  • I would like to connect an external form created on Webflow to Odoo and then create an opportunity when the form is completed

I'm not sure how I could do that properly (through API? through an alias?)


I contacted Odoo support and they recommand me to kill my Webflow form (which I ideally don't want...) and simply create Odoo form (and eventually create an iFrame with it to integrate it on Webflow).


Thanks a lot for your help and support!

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Charles C.
Autor Nejlepší odpověď

Thanks a lot Manish for your help!


I'm currently looking at the alias thing. 


The workflow that I'm targeting is: 

  • Lead sends a form => Opportunity is created through Zapier (or Make) on Odoo

then

  • Automated rule creates a contact with Opportunity data 
  • Automated rule connects Contact witht the Opportunity 

I'm currenlty struggling with the later, how could I connect Contact with Opportunity?

Thanks again!

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Manish Bohra

using api you need to search the contact based on your unique field (email) if email id not present in res.partner first need to create the contact and after pass the id in partner_id field.

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Manish Bohra
Nejlepší odpověď

Hello Charles, 

you have two options: 

1. Need to use external API: For this one, you can use XMLRPC and trigger API based on your submit button.

Ref : https://www.odoo.com/documentation/17.0/developer/reference/external_api.html#

2. You can configure with an incoming mail server

thanks

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