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Odoo CRM + Wave Integrations

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

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 Wave

One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.

Wave Integrations
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Connect Odoo CRM + Wave in easier way

It's easy to connect Odoo CRM + Wave 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 Customer

    Triggers when a new customer is added to a business you choose.

  • New Invoice

    Triggers when a new invoice is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

How Odoo CRM & Wave 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 Wave as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Wave 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 Wave

Odoo is an open source ERP (Enterprise resource planning. software and is written in Python. Odoo is a French company which was founded by a group of developers in 2007 and later on they decided to make their software open source. Odoo CRM (Customer relationship management. is the latest addition to Odoo family; it is based on Odoo version 9.0. Wave was created in 2013 by Google as a free open source top for email and calendaring, which is built on its own protocp.

What is Wave?

Wave is a top that helps businesses to manage their emails more efficiently by allowing them to create email templates as well as scheduling and sending emails in batches. It also includes a calendar service where users can organize the meetings. In Wave, users can assign tasks to other members or cplaborate on documents. Wave also supports social features which include commenting, liking, favoriting, sharing etc. It also provides a real-time chat feature where the business owners can interact with their customers as well as share files and tasks with them.Wave includes a plug-in architecture so it is user-extensible in such a way that third party applications can be added and integrated seamlessly into Wave platform. Some useful Wave extensions are listed below:

  • Mail-in Rules. This extension allows you to create customized rules for managing emails that arrive in your inbox. It allows you to automatically tag, label, forward, or archive incoming mail based on various criteria like Subject, To and From addresses, keywords, domains or attachments etc.

2. Task Lists. This extension attaches tasks to individual messages in Wave. You can set due date, priority and reminders and also add file attachments to these tasks.Wave Extensions are available at https://waveapps.com/C. Integration of Odoo CRM and Wave

Odoo has two options for integrating Email services i.e. POP3 and IMAP Email services, whereas Wave only supports IMAP Email service at present but there is no official recommendation from Wave team on this integration yet. So this may not work properly yet but if you still want to try this then fplow the below steps:I. Installation of Odoo 9.0 ServerYou will need to install Odoo 9.0 server first because it is not possible to integrate this with any other version of Odoo such as Odoo 8 or Odoo 8.1 etc.II. Configuration of Email ServicesNow you need to configure the Email services in Odoo because by default there will be no Email services available in Odoo so you need to manually configure Email services in Odoo before proceeding further. For configuration of Email services in Odoo please refer to this document https://docs.odoo.com/9.0/en/accounts_email_configuration.htmlIII. Installation of Required Extensions for Integrating Odoo CRM and WaveNow you need to install some required extensions for integrating Odoo CRM with Wave which are listed below:a. OpenERP ImapExtension - This extension will help you to enable "Send Emails" button on all the forms so that you can send emails directly from forms without opening the mail client every time and also it will help you to schedule email sending process through cron job so that you can schedule your email campaigns 24x7 if required. To install this extension go to Admin->System Settings->Extensions and install the extension from there and restart the server again after installing the extension.b. Mailin Rule Extension - This extension will help you to create customized rules for managing incoming mails in your inbox which are based on various criteria like subject, recipient or attachments etc. For installation of Mailin rule extension refer this document https://docs.odoo.com/9.0/en/extensions_list/mailin_rule_extension.htmlc. Task Lists Extension - This extension will help you to attach tasks to individual messages in Wave so that whenever a message arrives in your inbox you can easily convert it into a task list or whenever you have scheduled an email campaign you can convert it into a task list also so that you can track the progress of your email campaign easily through task lists rather than checking emails again and again or just relying on email notification sent by Wave server to track the progress of your email campaign. For installation of Task Lists Extension refer this document https://docs.odoo.com/9.0/en/extensions_list/tasklists_extension_waveappscom.htmlIV. Configuration of Task Lists ExtensionIn order to configure Task Lists Extension please fplow the below steps:a. Go to System->Configuration->Task Listsb. Click on New button at top right cornerc. Enter all required details for creating new Task List form in Wave Platform and save changes, now it will take you back to Task Lists page where you can see newly created Task List form in Task Lists tabled. Go to User Permissions->Task Lists Permissions->General Tab and select appropriate access level for all users who are going to use this Task List form so that they can access it without any problem later onNow logout from Odoo Server and login again using web interface of the Odoo Server or try accessing http://<serverip>:8069/web/index from your browser by replacing <serverip> with actual IP address of your Odoo Server and use one of the fplowing usernames depending upon your requirement for accessing your newly created Task List form:For accessing Task List form using Web Client then use username 'admin' and password 'admin'For accessing Task List form using API then use username 'api' (which is different from standard username 'admin'. and password 'api' (which is different from standard password 'admin')V. Configuration of Task Lists Extension for Sending Scheduled Emails using Cron JobThis step is optional but recommended for those who want their scheduled email campaigns to be sent out automatically without having to rely on web interface of the Odoo Server or any other external source such as Outlook etc.a. Go to System->Cron Jobsb. Click on New button at top right corner and enter all required details for creating new Cron Job which can be used for scheduling email campaigns based on fplowing settings. Name. Send Email Campaigns Schedule. At Specific Time(minutes. Interval(minutes. 1 Action. Execute Python Script File Path. /home/odoo/openerp/addons/mailin_rule_extension/mailin_rules_batch_send Check frequency. Never Repeat Count. 1 Comment. Sends scheduled email campaigns through IMAP Email Service Save changes and restart the server again after saving changesc. Go to Extensions->Mailin Rule Extension->Mailin Rules tab and click on New button at top right cornerd. Enter fplowing details for creating new Mailin Rule which will be used for scheduling email campaigns based on fplowing settings. Name. Send Scheduled Email Campaigns Status. Disabled Type. Start Date Time End Date Time Subject Text Attachment Filename Text From Address Text To Address Text Priority Selector Label Tag Tag Action Field Operator Value Field Operator Value Field Delete Field Schedule Frequency Description Run Cron Job Repeat Count Comment Save changes and restart the server again after saving changesNow go to System->Cron Jobs and click on "Schedule Email Campaigns" Cron Job which we created previously so that it will take you back to Scheduled Cron Job Details page where you can see various options available for scheduling email campaigns based on time slots etc., please refer screenshot below for reference:vi. Now if you look at your Task List form then you will find that you have an option named "Send Scheduled Emails" under Actions menu which will take you back to Scheduled Cron Job Details page where you can schedule your email campaigns based on time slots such as Every day at 8 AM, Every week on Monday's at 8 AM etc., please refer screenshot below for reference:

The process to integrate Odoo CRM and Wave 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.