Whatsapp Odoo All In One Integration

by
Odoo

49.01

v 12.0 Third Party 134
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Required Apps CRM (crm)
Inventory (stock)
Invoicing (account)
Live Chat (im_livechat)
Point of Sale (point_of_sale)
Project (project)
Sales (sale_management)
Website (website)
Purchase (purchase)
Lines of code 4270
Technical Name pragmatic_odoo_whatsapp_integration
LicenseOPL-1
Websitehttp://pragtech.co.in
Also available in version v 13.0 v 15.0 v 14.0
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Required Apps CRM (crm)
Inventory (stock)
Invoicing (account)
Live Chat (im_livechat)
Point of Sale (point_of_sale)
Project (project)
Sales (sale_management)
Website (website)
Purchase (purchase)
Lines of code 4270
Technical Name pragmatic_odoo_whatsapp_integration
LicenseOPL-1
Websitehttp://pragtech.co.in
Also available in version v 13.0 v 15.0 v 14.0

Whatsapp Odoo All in one Integration

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Whatsapp is an immensely popular chatting app used by 1.5 Billion people worldwide. It has an easy interface and can be used powerfully with Odoo. Pragmatic has developed an Odoo app which allows users to use the Whatsapp Application to send messages via Odoo. We can send messages from Contacts, Sales, Accounts invoice, Accounts Payments, Credit Notes, Delivery orders, Point of sale, Purchase orders, Project Task, CRM Lead, Payment Reminder, User signup page via the same application. Let us have a look at how this works inside Odoo.

Whatsapp Odoo All in one Integration Features

Robust, Reliable and Server based

Payment Reminder Messages

Linking of message with POS

Odoo website sign up notification

Enable whats app messages for Sales Orders,Purchase Order,Delivey Orders and Invoices too.

One account per company

Bi-directional can send & receive messages from whatsapp in Odoo

WhatsApp message configuration like add signature, add order line details etc

User will notify if manager assign task to user

Access control in every setup

Add/Skip WhatsApp message in Odoo open chatter

Integrate with Odoobot

Comparison Table


Features Pragmatic Softhealer Technologies GTICA.C.A Ascents Entrepreneurs
Single whatsapp number for entire company
Bi-directional can send & receive messages from whatsapp in Odoo
In Project Management when task is created then message will sent to assigned user
Add signature to Project task details
Display message in Project task message chatter
If the task assigned user replies to task as done then Project task state changed to done
Send Payments reminder
Send message when user signs up on the website
Send message to single contacts with multiple attachments
Send message to multiple contacts with multiple attachments
User Permission Access Control to enable for Sales order
User Permission Access Control for Purchase order
User Permission Access Control for Delivery orders
Send order information from Sales Order
Send order product details from Sales Order
Add signature in Sales Order
Display message in Sales order message chatter
Send order information from Account invoice, Account payment, Credit notes
Send order product details from Account invoice,Account payment, Credit notes
Add signature in Account invoice, Account payment, credit notes
Display message in Account invoice, Account payment, Credit notes message chatter
Send order information from Purchase order
Send order product details from Purchase order
Add signature in Purchase order
Display message in Purchase order message chatter
Send order information from Delivery order
Send order product details from Delivery order
Add signature in Delivery order
Display message in Delivery order message chatter
Send message from Point of sale to Customer
In CRM when lead or opportunity is created then a message is sent to sales person
Add signature in CRM
Display message in CRM message chatter

How does it work?


Configuration
It is difficult to get a signup for WhatsApp for business directly and get access to API as signup process takes too long. Hence, it is better to signup for third party whatsapp API services as Chat API. Also selenium could be used for free but it is not robust and reliable and cannot handle large volumes of load. You need to signup for Chat Api account on https://app.chat-api.com/login

First we have to login into whatsapp chat api using https://app.chat-api.com/login.
We get an whatsapp instance id & whatsapp token.



Go to General Settings and Paste the credentials for Whatsapp Instance Id and Whatsapp token copied from whatsapp chat api.



Click on Get QR Code & scan QR code from mobile Whatsapp Web.





After you scan QR code from your mobile is authenticated




Send messages to Contacts




Send messages with multiple attachments






Send messages to multiple customers using Send Whatsapp message menu








Provides Access Control Permission of WhatsApp message to all apps




Add signature to WhatsApp

Go to Settings -> User -> Preferences




Here we can add user signature




Sales order configuration

Goto Sales -> Configuration -> Settings






Add signature




Signature will get added to the message




Add product information in the message:




Product information is added to message






Product Order details in message




Product Order details added to message






Add to chatter message




Whatsapp message sent successfully and will be tracked in message chatter with attachment




Accounts Invoice configuration:

Goto Invoicing -> Configuration -> Settings




Add signature




Signature is added to message






Add Product information to the message




Product information will be added to message




Related Products



Add Product Order details to message




Order product details added in message






Add to chatter message




Whatsapp message sent successfully and will be tracked in message chatter with attachment




Similarly for Account Payments:






Similarly for Credit Notes:








Delivery order configuration:

Goto Inventory -> Configuration -> Settings




Add signature




Signature will get added to message






Mark Add product information in the message




Product information will added in message






Mark Order product details in message




Order product details added in message






Mark Add in chatter message




Whatsapp message sent successfully this will track in message chatter with attachment




For purchase order configuration:

Goto Purchase -> Configuration -> Settings






Signature will added in message






Mark Add product information in the message:




Product information will added in message






Mark Order product details in message




Order product details added in message






Mark Add in chatter message




Whatsapp message sent successfully this will track in message chatter with attachment




For CRM configuration:

Goto CRM -> Configuration -> Settings
When we creating lead whatsapp message will send to salesperson
Mark Add signature




Signature will added in message




Mark Add in chatter message




Whatsapp message sent successfully this will track in message chatter with attachment




For project task configuration:

Goto Project -> Configuration -> Settings




When we creating task whatsapp message will send to Assigned to user
Mark Add signature




Signature will added in message




Mark Add in chatter message




Whatsapp message sent successfully this will track in message chatter with attachment






If assigned to user sends reply as Done using “Whatsapp- Assigned task done” scheduler project task state changed to done






For payment reminder if customer overdue to invoice then message will be sent using “Whatsapp - Payment reminder send message” scheduler.




From Point of sale we can send order details by whatsapp






From website user signup page if user enter mobile number & country then message will send to mobile number






Now We can added New Feature :-
Bi-directional can send & receive messages from whatsapp in Odoo

Chat API Configuration:-

Add a domain name with controller name “/whatsapp/responce/message” in the configuration of chat API refer below example.




On click send a message, a message will be added in the form view of respective contact and in the master of WhatsApp message as shown in the below screenshot.

Contact Form




Whatsapp Message Master




On Message Receive, a message will be added in the respective contact for view and master of WhatsApp messages.

On Whatsapp messages master.




On contact form




On WhatApp Message master Messages are grouped by the customer by default.




OdooBot Configuration:-

Goto Live chat -> create new channel

In the Channel Rules page select Auto popup, add URL Regex, Auto popup timer.Publish channel



Send whatsapp message from the website odoobot.





Send whatsapp message from website using internal user





Send whatsapp message from visitor





Receive message from internal user





Send message to visitor





Related Products

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

support@pragtech.co.in

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Support

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

Our solutions focus on your problems

  • Odoo Implementation
  • Odoo Customization
  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
  • Aws Marketplace Products
  • Business Engines

Get In Touch

On Ubuntu server need to execute following command

sudo pip3 install phonenumbers

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
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Extra Costs
by
carlos.toledo1007@gmail.com
on 4/2/21, 11:23 PM

Is there an extra cost for using whatsapp?

I am interested in this module but someone told me that there is a cost for the use of the whatsapp api


Question about v13 CE
by
Camilo Angulo
on 7/14/20, 7:01 PM

Hi! This module looks very interesting and it seems to be what we're looking for. Couple of questions: 1)Will it work on Odoo v13 Community Edition? or only will work on Odoo. sh? 2) Do you have any idea on chat-api app messaging limits? 3) Can this integration be used in automated processes or can it only be used on button based actions?