All integrationsAccounting & Finance

Dolibarr

Run sales and billing in Dolibarr from workflows: add customers, prospects and suppliers from forms and sales, add contacts, make and validate invoices, record payments, save invoice and quote PDFs to send, and find unpaid or overdue invoices and products.

actions
15
triggers
3

Triggers

Start a workflow when something happens in Dolibarr.

  • New third partyRuns when a customer, prospect or supplier is added in Dolibarr, of every kind or one.
  • New invoiceRuns when a customer invoice is validated in Dolibarr and gets its number. A draft doesn't count until it's validated.
  • Invoice paidRuns when a customer invoice is paid in full in Dolibarr, with the payment that settled it.

Actions

Steps a workflow can run in Dolibarr.

  • Create third partyAdd a customer, prospect or supplier. If one already has the email address, it's returned instead, unchanged.
  • Update third partyChange a third party's details or type. Blank fields stay as they are.
  • Find third partiesFind customers, prospects and suppliers by words in their name, alias, email or customer code, newest first.
  • Get third partyGet a customer's, prospect's or supplier's details, by ID, email address or name.
  • Create contactAdd a contact person, at a third party or on their own. If one at that third party already has the email address, it's returned instead, unchanged.
  • Create invoiceMake a customer invoice with its lines, as a draft or validated with its number.
  • Validate invoiceValidate a draft invoice, which gives it its number. It can't be changed after. An invoice already validated is returned as it is.
  • Add payment to invoiceRecord money received against a validated invoice. Once it's paid in full, Dolibarr marks it paid.
  • Get invoiceGet an invoice's details, its lines and the payments made on it.
  • Find invoicesFind customer invoices by status, customer, number or date, such as every unpaid or overdue one, newest first.
  • Download invoice PDFSave an invoice's PDF as a file in Lodol, to attach to an email or store elsewhere. It's made afresh, with the payments so far.
  • Create proposalMake a proposal (a quote) for a customer with its lines, as a draft or validated with its number.
  • Close proposalMark a proposal signed or not signed, such as when the customer accepts or turns it down. A draft is validated first.
  • Download proposal PDFSave a proposal's PDF as a file in Lodol, to email to the customer.
  • Find productsFind products and services by words in their ref, label or barcode, with their price and VAT rate.

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