Configure Zapier.com

Security:

• This process grants Zapier all permissions of the user, therefore it is necessary to create a dedicated user with restricted capabilities for this connection.

Prerequisites:

• Your Zapier.com account
• Your account for the external lead generation service
• Lead Creator role on your MetricWise.net account
• MetricWise 18.0.61 or later

Steps:

1. Login to your MetricWise server as the dedicated user
   1. User Menu > My Profile, Account Security tab
   2. API Keys > New API Key
      1. Reconfirm your password if prompted
      2. Name your key = Zapier
      3. Duration = 3 months
      4. Generate key
      5. Refer back to this tab for the following instructions
2. Login to Zapier: https://zapier.com/app/login
   1. Create a new Zap
   2. Set the Trigger to your external lead generation service.
   3. Set the Action to Code
      1. Setup
         1. Action event = Run Python
         2. Continue
      2. Configure
         1. Input Data > Add Value Set
            1. ODOO_API_KEY = copy from above
            2. ODOO_HOST = URL of your MetricWise server
            3. ODOO_USER = login of dedicated user
            4. field = /field (for each desired Field below)
         2. Code = copy from below
         3. Continue
         4. Test step
         5. Publish

Fields:

Code:

from xmlrpc.client import ServerProxy

ODOO_API_KEY = input_data.pop('ODOO_API_KEY')
ODOO_DATABASE = input_data.pop('ODOO_DATABASE', 'odoo')
ODOO_HOST = input_data.pop('ODOO_HOST')
ODOO_USER = input_data.pop('ODOO_USER')

with ServerProxy(f"{ODOO_HOST}/xmlrpc/2/common") as common:
    uid = common.authenticate(ODOO_DATABASE, ODOO_USER, ODOO_API_KEY, {})

with ServerProxy(f"{ODOO_HOST}/xmlrpc/2/object") as object:
    for field, model in {
        'company_id': 'res.company',
        'source_id': 'utm.source',
    }.items():
        if name := input_data.pop(field, None):
            if found := object.execute_kw(ODOO_DATABASE, uid, ODOO_API_KEY, model, 'search_read', [[('name', '=', name)], ['id']], {'limit': 1}):
                input_data[field] = found[0]['id']
    output = {
        'id': object.execute_kw(ODOO_DATABASE, uid, ODOO_API_KEY, 'crm.lead', 'create', [[input_data]], {})
    }