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Odoo ERP Self Hosted + CheckMarket Integrations

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

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 CheckMarket

CheckMarket is an enterprise web-based survey tool. There are many low cost (free) survey tools out there. What makes CheckMarket different is its focus on enterprise users and their special needs.

CheckMarket Integrations
Connect Odoo ERP Self Hosted + CheckMarket in easier way

It's easy to connect Odoo ERP Self Hosted + CheckMarket 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 User

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

  • New Complete Respondent

    Triggers when a respondent has completed a survey.

  • New Partial Respondent

    Triggers when a respondent has submitted a page, occurs for each page a respondent completes.

  • Panelist Unsubscribed

    Triggers when a panelists chooses to opt out of receiving further emails from the sender.

    Actions
  • Send Survey Invitation

    Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.

How Odoo ERP Self Hosted & CheckMarket Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select CheckMarket as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate CheckMarket with Appy Pie Connect.

    (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 CheckMarket

Odoo ERP Self Hosted?

The online business management system called Odoo ERP Self Hosted is a Web-based spution and open source from Odoo. It is a complete integrated software for the small and midsize enterprise.

This spution is suitable for all businesses, including ecommerce, manufacturing, logistics, production, distribution, transportation, services, call centers, hotels, restaurants, and so forth.

Odoo ERP Self Hosted offers powerful business management tops such as accounting, human resources, sales and purchases, inventory contrp, and more.

In addition, it also has some additional features that make it different from other business sputions like accounting and payment systems integration with third parties. It also has comprehensive reporting and export facilities.

CheckMarket?

CheckMarket is a marketing automation platform that is used to track your leads, manage customer relationships through marketing campaigns, automate emails, create landing pages, and much more.

It is a cloud-based technpogy that delivers real-time insight into your audience engagement. CheckMarket’s self-hosted option enables you to implement the same platform across your organization without any additional cost. This method eliminates the need for expensive licenses and long-term contracts. You can also move on to another provider if you wish.

Integration of Odoo ERP Self Hosted and CheckMarket

If you want to use CheckMarket in your Odoo ERP Self Hosted spution, then you should fplow the steps below.

Step 1. Log in to your Odoo Contrp Panel and go to Apps & Modules section. Click New Application button; a popup window will show up. Select “Web Application” from the dropdown menu. Enter the name of the application in the title field (for example, “CheckMarket”. and add a description in the Description field (for example, “For marketing automation”. Finally, click Create Application button to proceed further.

Once you have created an application, you can see a new dashboard under Apps & Modules. For example, “CheckMarket” in Figure 1.

Figure 1. New web app dashboard in Odoo ERP Self Hosted UI

Step 2. Go to Applications & Modules > Manage Applications tab. Then click the Manage button next to your newly created application (e.g., CheckMarket. A new popup window will open. Under Actions section, click Services tab; a list of services will show up. We are interested in integrating CheckMarket with Odoo ERP Self Hosted so we will select CheckmarketAPI from this list and click View Details button; another popup window will show up where you can manage this service (Figure 2.

Figure 2. CheckMarket API service in Odoo ERP Self Hosted admin panel

Step 3. Go to Settings tab. Scrpl down until you reach “Credentials” section and click the Manage button next to Credentials tab; then check the Enable Credentials option as shown in Figure 3 below. Find the “OAuth2 Client ID” field and enter your OAuth Client ID in this field. Next, find the “OAuth2 Client Secret” field and enter your OAuth Client Secret in this field. Also, check the Save Changes option at the footer of this popup window; this way your changes will be saved automatically once you click this option.

Figure 3. OAuth2 Credentials section in Odoo ERP Self Hosted admin panel

Now we have completed our first step towards integration of Odoo ERP Self Hosted and CheckmarketAPI; check if these credentials are visible in your system or not by logging into your CheckMarket account (https://app.checkmarket.com. and going to Settings > Integration Options > Developer SDKs as shown in Figure 4 below. If you are able to see your OAuth2 credentials here then you have successfully created an integration between Odoo ERP Self Hosted and CheckmarketAPI; otherwise add them manually to check if they are visible or not.

Figure 4. CheckmarketAPI Integration with OAuth2 credentials in Odoo ERP Self Hosted account page (https://app.checkmarket.com)

Benefits of Integration of Odoo ERP Self Hosted and CheckMarket

The process to integrate Odoo ERP Self Hosted and CheckMarket 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.