Setting up the integration
1
Go to integrations
Got to the integrations-page (click on your name in the bottom left corner and choose integrations) and choose Odoo
2
Setting up
Click on connect -> Add account and ad your credentials. Click connect and grant the required permissions.
How to use
After connecting Odoo you have several options to use the integration in you armincx-account. Inbox WidgetFor every ticket in your inbox where a Odoo order can be linked via the contact, you’ll see a widget on the right side of your inbox. Here you can view all key order details and perform various actions, such as editing the order or creating a discount code. Workflows
You can use the integration to search for various information in Odoo through workflows. You can then use this information to automatically answer questions of your customer through AI. Available actions:
- Get Order
- Get Invoice
- Get Customer