Add Odoo to your AI agent
Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management
- Things your agent can do in Odoo
- 12
Things your AI can do in Odoo
Your FormWise AI can handle any of these in Odoo — on its own, without you needing to click a button.
Create Contact
PopularCreate a new contact (customer, supplier, or generic partner) in Odoo's res.partner model. Use this action when you need to add a new person or company to the Odoo database. Set customer_rank > 0 to mark as a customer, supplier_rank > 0 to mark as a supplier, or leave both unset for a generic contact.
Get Bank Statement Result
PopularTool to retrieve parsing results for a previously submitted bank statement. Returns extracted fields including balance_start, balance_end, date, and bank_statement_lines. Use when you need to check the status and get extracted data from a bank statement document using Odoo's Extract API.
Get Expense Extraction Result
PopularRetrieve parsing results for a previously submitted expense document. Returns extracted fields including description, country, date, total, and currency. Use this after submitting an expense document to get the OCR/extraction results.
List Databases
PopularTool to list all available Odoo databases on the server. Use when you need to see which databases are available on the Odoo instance.
Parse Applicant Resume
PopularTool to submit a resume/CV document for OCR parsing and data extraction via Odoo Extract API. Extracts name, email, phone, and mobile from applicant resumes. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.
Parse Bank Statement Document
PopularTool to submit a bank statement document for OCR parsing and data extraction via Odoo Extract API. Extracts balance_start, balance_end, date, and bank_statement_lines. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.
Parse Expense Document
PopularTool to submit an expense document for OCR parsing and data extraction. Extracts description, country, date, total, and currency from expense receipts. Returns a document_token to poll for results. Use when you need to process expense documents using Odoo's Extract API.
Parse Invoice Document
PopularTool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API. Uses AI-based algorithms to extract fields like total, due date, invoice lines, VAT numbers, IBAN, supplier, client, and currency. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.
Update Odoo Record
PopularGeneric tool to update records across any Odoo model via the JSON-2 API write endpoint. Updates one or more records with the specified field values. Supports all Odoo field types including relational fields with command tuples. Use this action when you need to modify existing records in any Odoo model (contacts, leads, orders, invoices, products, etc.).
Odoo JSON-RPC Call
JSON-RPC endpoint for Odoo external API calls. Provides the same functionality as XML-RPC but with JSON encoding. DEPRECATED in v19.0 and scheduled for removal in v20.0 (Fall 2026). Use JSON-2 API at POST /json/2/{model}/{method} instead.
Get Applicant Parsing Result
Tool to retrieve parsing results for a previously submitted resume/applicant document. Use when you need to check the status and get extracted fields (name, email, phone, mobile) from a resume that was previously submitted for parsing.
Get Invoice Parsing Result
Tool to retrieve parsing results for a previously submitted invoice from Odoo Extract API. Use when you need to check the status and get extracted data from an invoice. Poll this endpoint until the status field is 'success' - processing may take time depending on document complexity.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Odoo is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Odoo, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Odoo for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Odoo work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Odoo to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Odoo in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Odoo.
- 3
Hit "Connect"
Click "Connect Odoo" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Odoo
Build a quick AI Agent (it's like writing instructions, not code), and pick the Odoo actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Odoo for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Odoo workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Odoo users had before signing up
Do I need to know how to code?
Not even a little. If you can use Odoo today, you can set this up. You'll connect Odoo, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Odoo login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Odoo or delete everything any time.
What happens when Odoo updates their app?
We handle it. When Odoo adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Odoo takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Odoo — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Odoo on FormWise
Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management
Connect Odoo once and your FormWise AI gets 12 things it can do inside it. That means your AI can handle the Odoo work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Odoo? Take a look at www.odoo.com.
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Stop doing the Odoo work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.