?>

Odoo CRM + DocuSign Integrations

Syncing Odoo CRM with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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
DocuSign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Hellosign Hellosign
  • SignRequest SignRequest

Best Odoo CRM and DocuSign Integrations

  • Odoo CRM Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    Odoo CRM Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • Odoo CRM WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    Odoo CRM Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Odoo CRM DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    Odoo CRM New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Odoo CRM DocuSign

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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.

  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

    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

How Odoo CRM & DocuSign Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate DocuSign 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 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>john@smith.com</Email> </Contact> <Contact> <Name>Jane Smith</Name> <Email>jane@smith.com</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.