Overview

This module allows your team to interact with Odoo CRM directly from Slack using natural Direct Message commands. Each user securely connects their own Odoo account via OAuth 2.0, ensuring all operations respect individual user permissions.

Key Features

• 🔐 Secure OAuth Authentication — Each user connects their own account
• 💬 Direct Message Commands — No slash commands needed, just type naturally
• ⚡ Real-time CRM Access — Search, view, and update opportunities instantly
• 🛡️ Enterprise Security — HMAC-SHA256 verification on all requests
• 👤 User Permissions — Respects your Odoo access rights
• 📋 Audit Logging — Complete security audit trail
• 🚦 Rate Limiting — Configurable per-IP protection
• 🌐 Multilingual — Available in English and Spanish

Bot Commands

Send these commands directly to the bot via Direct Message:

🔗 Getting Started

connect

Link your Odoo account via secure OAuth authentication.

status

Check your connection status with Odoo and see account details.

help

Display a list of all available commands with brief descriptions.

💼 Managing Opportunities

search <keyword> (also: buscar, b, s)

Find CRM opportunities by name or keyword.

Example: search Microsoft or s Microsoft

view <OPP_ID>

Get detailed information about a specific opportunity.

Example: view OPP_42

note <OPP_ID> <message>

Add a note to an opportunity.

Example: note OPP_42 Client called today to discuss pricing

move <OPP_ID> <stage>

Move an opportunity to a different pipeline stage.

Example: move OPP_42 Won

Security

Built with enterprise-grade security from the ground up:

• ✓ HMAC-SHA256 signature verification on all requests
• ✓ Timestamp verification to prevent replay attacks (5-minute window)
• ✓ Multiple layers of token validation
• ✓ Configurable rate limiting per IP address
• ✓ Complete security audit logging with analytics
• ✓ Request validation and sanitization
• ✓ User-level permission enforcement (no sudo)
• ✓ Automatic cleanup of old security logs

Quick Setup

1. 1 Install this module in your Odoo instance
2. 2 Create a Slack App with bot and OAuth capabilities
3. 3 Configure tokens in Odoo: Settings → Slack Integration
4. 4 Configure webhook URLs in your Slack app
5. 5 Users can now connect by sending a DM to the bot

💡 Note: Complete step-by-step instructions are available in the Settings panel after installation.

Support