Two-way sync
Changes in Docusign or Odoo instantly reflect in both systems. No stale data, no manual imports.
Keep Docusign and Odoo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Docusign is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.
Stacksync syncs Users, Envelopes, Recipients, Documents in Docusign with Invoices (account.move), Products (product.template / product.product), CRM Leads (crm.lead), Purchase Orders (purchase.order) in Odoo bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.
A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.
Order, invoice, or account status from Odoo appears alongside the customer in Docusign, so front-line teams answer from live data.
Worker and organization data from Odoo stays current in Docusign, so the tools people use daily reflect the org as it actually is.
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Docusign objects | Odoo objects | How this pairing syncs | |
|---|---|---|---|
| Users Account members and senders; the eSignature Users resource exposes them for attribution and reporting, while bulk org-wide user provisioning uses the separate Admin API. | Purchase Orders (purchase.order) Procurement documents shared with supplier-facing systems. | Users is specific to Docusign and Purchase Orders (purchase.order) to Odoo — each maps to any object or custom field on the other side. | |
| Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. | Inventory Transfers (stock.picking) Delivery and receipt operations synced for fulfillment visibility. | Envelopes is specific to Docusign and Inventory Transfers (stock.picking) to Odoo — each maps to any object or custom field on the other side. | |
| Recipients Signers, carbon copies, and agents on an envelope, each with a routing order and status; read recipient progress, write recipient lists when an envelope is created. | Employees (hr.employee) HR records read for directory and provisioning syncs. | Recipients is specific to Docusign and Employees (hr.employee) to Odoo — each maps to any object or custom field on the other side. | |
| Documents The PDF files inside an envelope plus the certificate of completion; read signed output out to a store, or supply source documents on create. | Projects and Tasks (project.project / project.task) Work items synced with external project tools. | Documents is specific to Docusign and Projects and Tasks (project.project / project.task) to Odoo — each maps to any object or custom field on the other side. | |
| Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. | Contacts (res.partner) The unified person/company record used across sales, invoicing, and purchasing; the anchor for CRM syncs. | Templates is specific to Docusign and Contacts (res.partner) to Odoo — each maps to any object or custom field on the other side. | |
| Tabs (form fields) Signature, initial, date, text, and checkbox fields on a document; they carry the data a signer entered and are read out into databases. | Sales Orders (sale.order) Quotations and confirmed orders synced with e-commerce and external CRMs. | Tabs (form fields) is specific to Docusign and Sales Orders (sale.order) to Odoo — each maps to any object or custom field on the other side. |
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
DetectionDocusign notifies Stacksync of record changes through webhook events. Docusign Connect webhooks push envelope and recipient status-change events in real time.
DeliveryEach detected change is written to Odoo through its API, with automatic retries and rate-limit backoff.
DetectionOdoo notifies Stacksync of record changes through webhook events. Polling on the write_date timestamp every record carries.
DeliveryEach detected change is written to Docusign through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Odoo connection.
Changes in Docusign or Odoo instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Docusign or Odoo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Docusign or Odoo record.
Track your Docusign ⇄ Odoo sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Docusign and Odoo.
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
Authenticate Docusign and Odoo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Docusign and Odoo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Docusign and Odoo: authenticate both systems, choose the objects to sync (such as Docusign's Users and Envelopes), map fields visually, and changes propagate both ways in milliseconds — no code required.
Docusign: JWT Grant integrations require one-time admin consent and impersonate a specific Docusign user, and must respect Docusign's userinfo call-frequency guidance. Odoo: The external API exposes the ORM generically: any model (res.partner, sale.order, account.move) is accessed with the same execute_kw call pattern rather than per-object endpoints. Stacksync's field mapping accounts for these differences between Docusign and Odoo without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Docusign and Odoo records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Docusign and Odoo connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Docusign–Odoo integration in-house.
Yes — Stacksync ships production-grade connectors for both Docusign and Odoo. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Docusign: Docusign Connect webhooks push envelope and recipient status-change events in real time; polling is the fallback and is limited to once every 15 minutes per envelope. On Odoo: Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 525 integrations available for Docusign and Odoo.