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Odoo ERP Self Hosted + JotForm Integrations

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

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 JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

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

It's easy to connect Odoo ERP Self Hosted + JotForm 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 Submission

    Triggers when a new submission has been added to a specific form.

    Actions

How Odoo ERP Self Hosted & JotForm 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 JotForm as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate JotForm 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 JotForm

Odoo ERP Self Hosted is open source software for small to medium enterprises. It is used for online sales, inventory management, manufacturing, accounting and financial reporting services.In this article, we are going to talk about Odoo ERP Self Hosted and JotForm integration. JotForm is an online form builder that allows users to create online forms and sign up for a free account.

Integration of Odoo ERP Self Hosted and JotForm provides many benefits. Using this integration, you can create online forms with the fields from Odoo ERP Self Hosted and easily convert the data in your Odoo ERP Self Hosted database into the JotForms format.Then the user of Odoo ERP Self Hosted can create professional looking forms and send them directly to customers. Also, they can cplect email addresses from customers to send newsletters on regular basis.

The most important use case for Odoo ERP Self Hosted and JotForm integration is integrating the Odoo ERP Self Hosted CRM functionality to JotForm. Then, Odoo ERP Self Hosted CRM users can create forms for their own customers or clients using JotForm. The user can give access to these forms to their customers via their personal website, social media or email. This will allow the customer to fill out the form and submit it directly to the user of Odoo ERP Self Hosted CRM service.Post submitting the form, the data from the form will be automatically uploaded to the CRM database of Odoo ERP Self Hosted. The user can manage this data via Odoo ERP Self Hosted CRM interface.Now, let’s take a look how to integrate Odoo ERP Self Hosted and JotForm in detail :Step 1. Install and configure Odoo ERP Self Hosted and JotFormIf you want to integrate Odoo ERP Self Hosted and JotForm, then you have to install both applications on your server. You can install Odoo ERP Self Hosted from the official website of Odoo. If you want to integrate JotForm with Odoo ERP Self Hosted, then you also have to install JotForm on your server. Here we are going to use Ubuntu 16.04 LTS with Apache 2.4 and PHP 7.0 as an operating system for our setup. So, let’s start installing Odoo ERP Self Hosted first :Step 2. Install Jotform with Odoo ERP Self HostedFirst go to the official website of Jotform ( https://www.jotform.com . Now sign up for a free account. After creating an account, click on “Get Started” button to get started with Jotform. Then click on “Get Started Free” button. Next, click on “Build your free form” button. After that, click on “JotForm Editor” button on the right side of web page. Then click on “No thanks” button when asked “Do you want to extend your Form by integrating with Zapier?” Then click on “View demo” button when asked “Do you want to integrate your form with Zapier?” Now you will see a web page which includes a form which has been created by default by JotForm editor. Click on “Done editing” button in the right bottom of screen to save this form. Here we are going to save this form in /var/www/html/ directory of our server using sudo command because we are going to host this form in our server. So enter the fplowing commands :Now let’s configure our host file so that our server will know how to access our newly created web page :Now type http://localhost/MyJotForm in your web browser address bar and press enter key. Then you should see a login page like this :Enter your name in the above text box and click on “Sign Up” button. Now you should see a page like this :Click on “Save Changes” button on the right bottom of screen after filling out all required fields. Then you should see a page like this :Now let’s install Odoo ERP Self Hosted :Step 3. Add one-page Odoo ERP Self Hosted landing page for new usersGo to your Odoo instance http://localhost/openerp/ with your web browser and log in as administrator. You should see a home page like this :Click on “Administer” link in order to go back to admin area of your Odoo instance. Then go to “System administration” section in left sidebar and click on “One-page landing page” link under “General settings” section as shown below :On next page click on “Add one-page landing page” button as shown below :Now there are two ways in which you can add a landing page . (i. By adding a link in one-page landing page navigation or (ii. By adding a separate landing page :Let’s take a look at both methods one by one . (i. Adding link in one-page landing page navigation To add an entry in one-page landing page navigation fplow these steps :First click on “Add page” button as shown below :Then enter values in each field like this (your landing page title should be something like “What is Odoo?”, your landing page URL should be something like http://localhost/openerp/your_landing_page . :Finally, click on “Save changes” button as shown below :Now go back again to top menu of your home page by clicking on top menu link or by clicking on home icon in header menu as shown below :You will see a new entry in one-page landing page navigation menu as shown below . (ii. Adding separate landing page Instead of adding an entry in one-page landing page navigation, you can also add a separate landing page with its own navigation menu for new users by fplowing these steps . First click on “Add page” button as shown below . In new window, enter values in each field like this (your landing page title should be something like “What is Odoo?”, your landing page URL should be something like http://localhost/openerp/your_landing_page . . Now click on “Save changes” button as shown below . Now go back again to top menu of your home page by clicking on top menu link or by clicking on home icon in header menu as shown below . Finally, go to new landing page by clicking on new entry in left nav bar as shown below . Now you will see a new navigation bar for your new landing page as shown below . Step 4. Add SSL certificate for Odoo ERP Self Hosted Now let’s add SSL certificate for our setup . To add SSL certificate fplow these steps . Go to your Ubuntu server using ssh connection (if you don’t know how to connect via ssh then fplow this tutorial https://www.digitalocean.com/community/articles/how-to-log-into-an-ubuntu-server-using-putty . After logging into your Ubuntu server using ssh, type cd /etc/ssl/certs/ directory using command line interface (CLI. as below . Now download certificate files from Letsencrypt repository using wget command as below. After downloading certificate files from Letsencrypt repository, extract downloaded files using tar command as below. After extracting downloaded files from Letsencrypt repository, create a symlink for certbot_auto command using ln command as below. Now run certbot command with ssl parameter as fplows. Finally, restart apache2 service by running service apache2 restart command as below. Step 5. Create custom template for forms Now let’s create custom template for forms . Go back to home page of your Odoo instance http://localhost/openerp/ using web browser and log in as administrator. Then go to “Templates management” section under “Design elements” section in left sidebar as shown below . Click on “Create new template” button as shown below . Then enter values in each field like this (your template name should be something like “Jotform template”. . Finally click on "Save" button as shown below. Now go back again to home page of

The process to integrate Odoo ERP Self Hosted and JotForm 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.