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Odyssee Field Service Make integrationAutomate Odyssee Field Service with Make.
Can Make keep your field service records moving on their own? The Odyssee Field Service Make integration offers 23 modules for companies, contacts, tasks, articles and invoices. This guide shows ops teams how to connect the account and build a first scenario.
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What does the Odyssee Field Service Make integration do?
The Odyssee Field Service Make integration links your Odyssee account to Make so records can move without copy and paste. You build a scenario, which is the automation itself: a chain of modules, each one a single brick that watches, creates, reads or updates something in Odyssee or in another app.
Follow-up that starts itself. Watch Companies picks up companies in Odyssee, and Create a Task opens a matching task for the technician or office team, so nobody has to remember to do it by hand.
One contact book everywhere. Put a form or a CRM in front, then use Create a Contact, or List Contacts followed by Update a Contact, to keep the same person in sync between tools.
Billing data where finance works. Watch Invoices and Watch Invoice Details hand invoice data to the next module, which can file it in a spreadsheet or an accounting app.
Know the limits before you start. The module list is short on explanations: the official documentation gives names only, so test each module with Run once before you rely on it. What the 23 modules do not cover, Make an API Call can reach with the same connection. If you also weigh n8n, our n8n vs Make comparison lays out the criteria, and the Make pricing page explains what each plan allows. Stuck on an error later? See Make troubleshooting.
How do you connect Odyssee Field Service to Make?
- 01
Get an API key in Odyssee
In Odyssee Field Service, open Marketplace from the main menu, click Odyssee API, then the Install link. Odyssee creates a new API user and shows an API key on screen. Copy it right away.
- 02
Open the connection window in Make
Add any Odyssee Field Service module to your scenario and click Create a connection. A connection is your Odyssee account linked to Make once, then reused by every Odyssee module you add later.
- 03
Name it and paste your credentials
The Connection name field is optional, but a clear name helps when you run several accounts. Paste the credentials you copied, or follow the instructions Make shows on screen, and save.
Your first scenario with Odyssee Field Service
GoalWhen Watch Companies picks up a company in Odyssee Field Service, Make creates a follow-up task with Create a Task.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big + to add the first module. The editor opens with an empty canvas.
- 02
Add Watch Companies
Search for Odyssee Field Service, pick Watch Companies and select the connection you made earlier, or click Create a connection if this is your first Odyssee module.
- 03
Add Create a Task
Click the + on the right of the trigger and choose Create a Task. Fill its fields and map data from Watch Companies, such as the company name, into the task text.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received, one bundle per item. Check that the task looks right in Odyssee.
- 05
Schedule it and switch it on
Open the clock on Watch Companies to set the schedule, every 15 minutes by default, then switch the scenario on. On the Free plan, 15 minutes is also the shortest interval.
What can start an Odyssee Field Service scenario?
6 modules start a scenario when something happens in Odyssee Field Service. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Odyssee Field Service as soon as it happens.
Watch Articles
triggerIn the docs onlyWatch Articles hands your catalog items to the scenario, so the articles stored in Odyssee can feed a price list, a stock sheet or an online shop without retyping.
Watch Companies
triggerIn the docs onlyWatch Companies gives you a starting point each time Odyssee holds a customer company worth acting on: a welcome email, a CRM record or a first task for the team.
Watch Contacts
triggerIn the docs onlyWatch Contacts lets people stored in Odyssee flow into your mailing tool, your CRM or a shared sheet, so the office and the field see the same names and phone numbers.
Watch Invoice Details
triggerIn the docs onlyWatch Invoice Details passes invoice data from Odyssee to the rest of the scenario, which is handy when finance wants more than a total in its own tools.
Watch Invoices
triggerIn the docs onlyWatch Invoices turns billing activity in Odyssee into the start of a scenario: send the invoice data to accounting, alert a manager or log it in a tracking sheet.
Watch Tasks
triggerIn the docs onlyWatch Tasks follows the work itself, so the rest of your stack hears about interventions without anyone forwarding an email or updating a board by hand.
What Odyssee Field Service modules can you use in Make?
Odyssee Field Service gives you 17 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Company
ActionIn the docs onlyCreate a Company adds a customer company to Odyssee from another tool, so a signed deal or a web form becomes an account your team can plan work for.
Create a Contact
ActionIn the docs onlyCreate a Contact puts a person into Odyssee with the data mapped from the previous module, which saves the office from typing names and phone numbers twice.
Create a Task
ActionIn the docs onlyCreate a Task opens a piece of work in Odyssee straight from the scenario, so a request received elsewhere lands in the planning without a manual step.
Create an Article
ActionIn the docs onlyCreate an Article adds an item to the Odyssee catalog from another source, which keeps your parts and services list aligned with the tool where products are born.
Get a Company
ActionIn the docs onlyGet a Company fetches one company from Odyssee so later modules can use its details, for example to address an email or fill a document.
Get a Contact
ActionIn the docs onlyGet a Contact reads a single person from Odyssee and makes their details available to the next step, so a reminder or a message goes to the right name.
Get a Task
ActionIn the docs onlyGet a Task pulls the current state of one task from Odyssee, which lets a scenario decide what to do next based on fresh data rather than an old copy.
Get an Article
ActionIn the docs onlyGet an Article brings back one catalog item so its details can travel to a quote, an order or a stock sheet further down the scenario.
List Articles
SearchIn the docs onlyList Articles searches the Odyssee catalog and returns zero, one or several articles, each as its own bundle, ready to be copied or compared elsewhere.
List Companies
SearchIn the docs onlyList Companies looks through your customer companies in Odyssee and hands back every match, so the scenario can check, update or report on them.
List Contacts
SearchIn the docs onlyList Contacts finds people in Odyssee and returns each result separately, which is the base of any clean two-way contact sync.
List Tasks
SearchIn the docs onlyList Tasks returns the tasks that match your search, one bundle per task, so you can build a digest, a board or an export from Odyssee data.
Make an API Call
ActionIn the docs onlyMake an API Call reaches any endpoint of the Odyssee API with the connection you already set up, which covers whatever the other modules leave out.
Update a Company
ActionIn the docs onlyUpdate a Company changes an existing company in Odyssee with data coming from another app, so an address or a status edited in your CRM is not left stale.
Update a Contact
ActionIn the docs onlyUpdate a Contact corrects a person already stored in Odyssee, keeping phone numbers and emails right for the technicians who call before a visit.
Update a Task
ActionIn the docs onlyUpdate a Task moves an intervention forward from outside Odyssee, for instance when a client confirms a slot by email or a part arrives in stock.
Update an Article
ActionIn the docs onlyUpdate an Article refreshes a catalog item in Odyssee when the product changes somewhere else, so technicians and invoices use the current version.
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