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Actions21

Opportunity → Update

AI-generated

Overview

This node allows you to update an existing Opportunity in Odoo via the Odoo API. It is useful for automating CRM workflows, such as updating opportunity details when a lead progresses through your sales pipeline or when new information becomes available from other systems.

Common scenarios:

  • Automatically updating the probability or expected revenue of an opportunity based on external triggers.
  • Synchronizing opportunity data between Odoo and other platforms (e.g., marketing automation tools).
  • Adding internal notes or changing the priority of opportunities as part of workflow automations.

Example:
When a deal stage changes in another system, use this node to update the corresponding Opportunity's probability and internal notes in Odoo.

Properties

Name Meaning
Opportunity ID The unique identifier of the Opportunity record in Odoo that you want to update. Required.
Update Fields A collection of fields to update on the Opportunity. You can add one or more of the following:
- Email: Email address associated with the opportunity.
- Expected Revenue: Numeric value representing the anticipated revenue.
- Internal Notes: Free-text notes for internal use.
- Name: The name/title of the opportunity.
- Phone: Phone number related to the opportunity.
- Priority: Priority level; options are "1", "2", or "3".
- Probability: Numeric value (0–100) indicating the likelihood of closing the opportunity.

Output

The output will be a JSON object reflecting the updated Opportunity record as returned by the Odoo API. The structure typically includes all standard and custom fields of the Opportunity after the update.

Example output:

{
  "id": 123,
  "name": "Updated Opportunity",
  "email_from": "contact@example.com",
  "expected_revenue": 5000,
  "description": "Follow up next week.",
  "phone": "+123456789",
  "priority": "2",
  "probability": 75,
  ...
}

If an error occurs and "Continue On Fail" is enabled, the output will include an error field with the error message.

Dependencies

  • Odoo instance: You must have access to an Odoo server with the Opportunities module enabled.
  • API Credentials: Requires an n8n credential of type odooApi with the following:
    • URL of your Odoo instance
    • Database name
    • Username
    • Password

No additional environment variables are required beyond the credentials.

Troubleshooting

Common issues:

  • Invalid Opportunity ID: If the provided Opportunity ID does not exist, the node will return an error.
  • Missing Required Fields: If required fields are omitted, Odoo may reject the update.
  • Authentication errors: Incorrect credentials will result in authentication failures.

Error messages:

  • "Credentials are not valid": Check your Odoo API credentials.
  • "Settings are not valid: ...": There may be a misconfiguration in the Odoo connection settings.
  • "error": "<message>" in output: Indicates a problem with the update operation (e.g., invalid field values).

How to resolve:

  • Double-check the Opportunity ID and ensure it exists in Odoo.
  • Verify all required fields are provided and correctly formatted.
  • Ensure your Odoo credentials are correct and have sufficient permissions.

Links and References

Discussion