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Odoo ERP Self Hosted Integration

ApproveThis manages your Odoo ERP Self Hosted Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Automation Meets Full Business Control

Let's cut through the noise: Odoo ERP handles your operations, ApproveThis handles your decisions. Together through Zapier, they create a system where approvals aren't just checkboxes - they're strategic business triggers. For companies between 50-5,000 employees juggling multiple departments, this integration turns bureaucratic bottlenecks into competitive advantages.

Odoo's strength lies in centralizing everything from inventory to CRM. ApproveThis adds what's missing: structured decision-making that keeps pace with Odoo's real-time data. We're talking purchase orders that auto-route based on budget thresholds, project kickoffs that only happen after cross-departmental sign-offs, or new client onboarding that doesn't get stuck in legal limbo.

Your Business Just Got a Decision-Making Upgrade

Here's what happens when you connect these systems:

  • No more approval black holes: Every Odoo transaction requiring human judgment gets tracked like inventory levels
  • External collaborators without the license fees: Suppliers approve purchase orders via email, clients sign contracts through ApproveThis - no Odoo seats required
  • Conditional logic that actually works: Auto-approve routine expenses under $5k in Odoo Accounting, but require CFO review for anything crossing departments

Manufacturing firms use this to validate material purchases against production schedules. Marketing agencies automate client sign-offs on campaign budgets tied to Odoo projects. The pattern's clear - it's about making Odoo's data actionable through human decisions.

Real Workflows for Real Teams

Procurement Teams: From Request to PO Without the Paper Trail

When a warehouse manager logs a new equipment request in Odoo Inventory:

  1. ApproveThis triggers a multi-step approval: Maintenance supervisor > Plant manager > CFO (if over $15k)
  2. Each approver gets context from Odoo's asset depreciation schedules and vendor pricing history
  3. Final approval auto-generates the Odoo purchase order with pre-vetted suppliers

Procurement leads at industrial suppliers report cutting approval cycles from 11 days to 38 hours using this exact flow.

HR Teams: Hiring at the Speed of Business

New Odoo user creation → Approval workflow checking:

  • IT access level requirements
  • Department budget for additional seats
  • Manager approval from nested teams

ApproveThis' vacation delegation ensures new hires aren't blocked because someone's out of office. Conditional fields auto-calculate license costs against department budgets in Odoo HR.

Sales Operations: Contracts That Don't Kill Momentum

When Odoo CRM detects a deal over $250k:

  1. ApproveThis routes the discount approval to Sales Director > Legal > CFO
  2. Real-time calculations show impact on quarterly targets and margin thresholds
  3. Approved deals trigger Odoo project creation for onboarding

Medical device companies use this to maintain compliance while keeping sales cycles under 90 days.

The Technical Side (Without the Tech Headache)

Setting this up takes 15 minutes if you can work Zapier (and if you can't, we have templates):

  1. Connect Odoo ERP and ApproveThis to Zapier
  2. Choose your trigger - new Odoo record, updated inventory level, etc.
  3. Map fields to ApproveThis' customizable request forms
  4. Set up approval rules (thresholds, groups, fallback approvers)
  5. Connect approvals back to Odoo actions

Key pro tip: Use ApproveThis' calculated fields to pull live Odoo data into approval context. Example: "This PO would put the department at 89% of quarterly budget" right in the approval email.

Why This Isn't Just Another Integration

Competitors handle approvals. ApproveThis handles decision velocity. For Odoo users specifically:

  • No per-approver fees: Your suppliers approving POs? Clients signing SOWs? They don't need ApproveThis licenses - just email
  • Conditional routing that understands Odoo's structure: Approvals can branch based on Odoo product categories, project stages, or CRM territories
  • Audit trails that match Odoo's granularity: Every approval decision logs Odoo's transaction ID, user stamps, and version history

It's why mid-market manufacturers using Odoo MRP choose this over built-in approval modules. The control doesn't come at the cost of complexity.

Bottom Line: Approval Processes That Scale With You

ApproveThis doesn't just integrate with Odoo - it amplifies what Odoo users care about most:

  • Financial controllers get enforceable spend controls without playing spreadsheet detective
  • Operations leads maintain compliance without creating approval backlogs
  • Department heads retain oversight without micromanaging every request

For growing companies, this is how you prevent "We need to add more approvers" from turning into "Why does everything take 3 weeks?"

Next Steps (Actual Practical Ones)

1. Grab pre-built Zapier templates for common Odoo workflows

2. Connect your Odoo instance - self-hosted or cloud works

3. Test drive with a low-risk process first (think office supply approvals)

No "contact sales" runaround. No 12-month commitments. Just approvals that finally work at your company's speed.

🥳

Integrate with Odoo ERP Self Hosted Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Odoo ERP Self Hosted

Suggested workflows (and their Zapier components) for Odoo ERP Self Hosted

Create approval requests for new records in Odoo

When new records are added in any model of your choice within Odoo, this integration automatically creates an approval request in ApproveThis. Streamline your document sign-offs and keep approvals timely and organized.

Zapier Components

Odoo ERP Self Hosted Logo

Trigger

New Record

Triggers when a new record is added in a model (choose any model you have installed).

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Odoo leads after approval

Once a request is approved in ApproveThis, this automation creates a new lead/opportunity in Odoo. Ensure your sales team acts swiftly on approved projects or needs that translate into customer interactions.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Odoo ERP Self Hosted Logo

Action

Create Lead/Opportunity

Create a new Lead/Opportunity.

Initiate approval for new Odoo users

Every time a new user is added to Odoo, initiate an approval workflow with ApproveThis. This integration ensures only vetted individuals have access, enhancing security and compliance.

Zapier Components

Odoo ERP Self Hosted Logo

Trigger

New User

Triggers when you add a new User. You will need to have the Users module installed.

Action

New Request

Triggers when a new approval request workflow is initiated.

Create approvals for new Odoo calendar events

Automatically create approval requests in ApproveThis when new calendar events are added in Odoo. This keeps all stakeholders in the loop and ensures that significant meetings and events are endorsed properly.

Zapier Components

Odoo ERP Self Hosted Logo

Trigger

New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Schedule Odoo calendar events from approval requests

Set up calendar events in Odoo once an approval workflow is initiated in ApproveThis. This automation ensures that all approved appointments and meetings are scheduled promptly, maintaining team and stakeholder alignment.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Odoo ERP Self Hosted Logo

Action

Create Calendar Event

Create a new Calendar Event.