WhatsApp Flows Builder for Odoo | Interactive Forms and Lead Capture
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 45.27
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
WhatsApp Messaging (whatsapp)
• Discuss (mail) |
| Lines of code | 2199 |
| Technical Name |
dev_whatsapp_flow_integration_ent |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
WhatsApp Messaging (whatsapp)
• Discuss (mail) |
| Lines of code | 2199 |
| Technical Name |
dev_whatsapp_flow_integration_ent |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
WhatsApp Flows Integration for Odoo
No-Code Builder • Native In-Chat Forms • Meta Lifecycle • Auto Record Creation • Surveys & Analytics
WhatsApp Flows Integration is the enterprise-ready way to design,
publish and collect native WhatsApp Flows straight from Odoo, with no coding at all. Flows are the
rich, multi-screen forms that open right inside a WhatsApp chat, so customers fill in details, pick
options, choose dates and upload files without ever leaving the conversation. The app runs on top
of the stock WhatsApp module, so it replies on the same business number your team already uses.
Build a flow by adding screens and dragging in components: headings, text inputs, dropdowns, radio
buttons, checkboxes, chips, date and calendar pickers, photo and document uploads, opt-in
consent and footer buttons. One click validates the design, generates the Flow JSON and pushes it
through the full Meta lifecycle: create, upload, publish, deprecate, delete, sync, import and
automatic health checks. No JSON to hand-write, no developer needed.
When a customer submits, the response is captured automatically. Link the flow to any Odoo model
to create records on submit, a CRM lead, a calendar event, a contact, a helpdesk ticket, or keep
it standalone to store every answer as a survey you can slice with pivot and graph views and
export to Excel or CSV. Send flows interactively inside a live chat or attach them to an approved
template for single and batch sends. Perfect for lead generation, appointment booking, sign up,
customer support, contact forms and feedback surveys on the channel your customers already love.
KEY HIGHLIGHTS
No-Code Flow Builder
Add screens and components on a simple form and let Odoo write the Flow JSON for you.
Full Meta Lifecycle
Create, upload, publish, deprecate, delete, sync and import flows from one screen.
Answers Become Records
Map flow fields to any Odoo model and create a lead, event or contact on submit.
Surveys & Analytics
Keep responses standalone, slice them with pivot and graph, and export to Excel or CSV.
FEATURES
Visual, Form-Based Builder
Compose multi-screen flows by adding screens and components in a side panel. Odoo builds the Flow JSON, the footer payloads and the per-screen data schema for you.
19 Native Components
Headings, rich text, images, text inputs, dropdowns, radio buttons, checkboxes, chips, date and calendar pickers, photo and document uploads, opt-in consent and footer buttons.
Complete Meta Lifecycle
Create on Meta, upload JSON, publish, deprecate, delete, sync and preview, all through the Graph API from inside Odoo. No external dashboard needed.
Pre-Flight Validation
Catch problems before Meta does: missing footers, duplicate screen IDs, unmapped fields and terminal-screen rules are all checked with clear, friendly messages.
Auto-Create Odoo Records
Point a flow at any Odoo model and a submission creates the record automatically: a CRM lead, a calendar event, a contact, a ticket, whatever you need.
Smart Field Mapping
Seven transforms map flow answers to Odoo fields: direct, lookup, fixed default, Python expression, sender phone, sender partner and current date and time.
Standalone Survey Storage
Prefer not to link a model? Every answer is stored as a tidy value row, ready for reporting, with the sender and conversation kept alongside it.
Pivot, Graph & Export
Analyse responses with native list, form, pivot and graph views, then export the whole set to Excel or CSV with a guided wizard.
Two Ways to Send
Send a flow interactively inside a 24-hour chat window, or attach it to an approved WhatsApp template button for single and batch sends.
Import & Rebuild
Already have flows on Meta? Import them in one click and the builder rebuilds the screens and components, keeping the original JSON safe.
Automatic Health Checks
A scheduled job watches your published flows and keeps their status and health up to date, so you always know what is live, throttled or blocked.
Security & Multi-Company
User and Administrator groups, full access control and multi-company record rules keep every flow, response and account in the right hands.
See It In Action
From building a flow on a form to a real WhatsApp submission that lands in Odoo.
Build & configure a flow, no code
Send a flow from a template
The flow on a real phone
A submission creates a CRM lead
A Component for Every Question
Nineteen native Flow components, grouped so you can find the right one fast. Drop them on a screen and arrange them in order.
Display Text
Heading, Subheading, Body, Caption and Rich Text to explain each step clearly.
Image
Add a picture with your own width, height and scaling to brand the screen.
Text Inputs
Single-line and multi-line fields for text, number, email, password, passcode and phone.
Choice Fields
Dropdown, Radio Buttons, Checkbox Group and Chips Selector, with single or multi-select.
Date Pickers
Date Picker and Calendar Picker, with minimum, maximum and unavailable dates for bookings.
Uploads & Consent
Photo Upload, Document Upload and an Opt-In checkbox to collect files and agreement.
Navigation
Footer buttons that navigate, complete or open a URL, plus inline Embedded Links.
Built-In Validation
Required fields, character limits, regex patterns and friendly error messages on inputs.
Multi-Screen Flows
Chain screens together and forward earlier answers, so long forms feel light and guided.
From Idea to Live in Five Steps
One screen takes a flow all the way from a blank form to captured responses in Odoo.
Build
Create a flow, add screens, and drop in the components you need. Mark one screen as the terminal screen that submits.
Validate & Generate
Run the pre-flight check and generate the Flow JSON in one click. Fix any issues with the clear guidance Odoo gives you.
Publish to Meta
Save the draft on Meta and publish through the Graph API. Preview the flow and watch its status update live.
Send
Send the flow interactively inside an open chat, or attach it to an approved template button and reach many contacts in one batch.
Capture
Submissions are captured automatically as Odoo records or survey rows, linked to the contact and the conversation, ready for export.
What Can You Build With It?
Real WhatsApp Flow scenarios you can publish today, straight from Odoo.
Lead Generation
Collect name, email, interest and budget in a tidy form and create a qualified CRM lead automatically on submit.
Appointment Booking
Let customers pick a date and time with the calendar picker, then create a calendar event or booking record in Odoo.
Sign Up & Onboarding
Register new customers or members with validated inputs, opt-in consent and document upload, all inside WhatsApp.
Customer Support
Gather issue details, order numbers and screenshots in a structured form and open a helpdesk ticket in one step.
Surveys & Feedback
Run satisfaction surveys in standalone mode and analyse every answer with pivot, graph and Excel or CSV export.
Contact Us Forms
Replace a slow web form with a WhatsApp Flow that reaches the right team and saves the message against the contact.
Built on the Stock WhatsApp Module
This app extends the standard WhatsApp module, so your flows send on the same business number and account your team already uses. Flow submissions are read straight from the webhook, while every other message keeps flowing through the standard handling untouched. It also sits happily next to other WhatsApp add-ons such as the WhatsApp Chatbot, so you can combine guided chats and rich forms on a single number.
Why Us?
DevIntelle Consulting Services Pvt Ltd is an India and USA based Odoo service provider with 12+ years of experience. We offer implementation, customization, migration, support and training, helping you get the most out of your Odoo system.
Devintelle Odoo Services
Odoo Implementation
Get Odoo set up and running for your business the right way.
Odoo Customization
Tailor Odoo to fit exactly how your team likes to work.
Odoo Integration
Connect Odoo with the tools and platforms you rely on.
Odoo Migration
Move to a newer Odoo version smoothly, with your data intact.
Odoo Training
Help your team get confident and productive in Odoo.
Odoo Support
Reliable help whenever you have questions or run into issues.
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