Dolibarr by Maxmel Tech

dolibarr is an open source erp and crm platform offering modular business management tools for sales, hr, finance, and more integrating dolibarr with make com enables businesses to automate workflows and connect dolibarr data with other apps for greater efficiency this is ai generated content based on official dolibarr documentation the content may still contain errors—please verify important information if you have questions, contact https //wiki dolibarr org/index php/dolibarr help and support directly how to get support on dolibarr dolibarr is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=dolibarr\&app slug=dolibarr community\&app unique id=dolibarr 4h268b requirements to use the dolibarr app in make, you must have an active dolibarr account with administrator access and enable the apiweb services rest server module, https //www dolibarr org/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/dolibarr community/ click the install button follow the on screen instructions to complete the setup connect dolibarr and {{product name}} to get started, you must first create a connection between dolibarr and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate or set an api key for the user account that will access the api login to your dolibarr platform using your credentials navigate to the user management section select the user account that will be used for api access locate the field labeled 'key for api' or similar on the user record page generate or set the api key for this user note the generated or set api key for use in api authentication some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=dolibarr\&app slug=dolibarr community\&app unique id=dolibarr 4h268b create the connection in {{product name}} https //www make com/en/register , add the dolibarr module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your dolibarr or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page dolibarr modules after connecting to the dolibarr app, you can choose from a list of available modules to build your {{scenario plural lowercase}} close a proposal this module allows you to close an existing proposal within the system, marking it as completed or finalized close a shipment finalizes and officially closes a shipment within the system, marking it as completed and ready for the next steps in your workflow close an order this module allows you to finalize and close an existing order in the system, marking it as completed and preventing any further changes create order creates a new order in the system, allowing you to add customer details, products, and other relevant information to process a purchase create order lines adds individual items or products (order lines) to a specific order, allowing you to define the details for each item within that order create a contact adds a new contact to your account in the service, allowing you to store and manage their information easily create a proposal generates a detailed proposal document tailored for a specific client or project, outlining objectives, deliverables, and other key information create a shipment creates a brand new shipment record in the system, allowing you to track and manage the delivery of your items from start to finish create a third party adds a new third party entity to the system, allowing you to manage external organizations or partners within your account create a user adds a brand new user to your system, allowing you to manage their details and grant them access as needed delete a contact permanently removes a selected contact from your account, ensuring that the contact’s information is deleted from the service delete a thirdparty removes a selected third party from your system, ensuring that all their associated data is deleted delete an order permanently removes a selected order from the designated system, ensuring that the order is no longer available or visible within that platform download a document downloads a specific document from the service to your make scenario, allowing you to use or process the file further get documents retrieves a list of all documents associated with a specific element, using either its id or reference, so you can easily access all related files for that item get order lines fetches detailed information about the individual items (order lines) within a specific order get a contact fetches detailed information about a specific contact from the service using the provided identifier get a third party fetches detailed information about a particular third party, allowing you to view their profile and relevant data list contacts fetches and displays a list of all contacts stored in your account, making it easy to view and manage your contact information from the service list groups retrieves a list of all user groups, allowing you to see which groups are available in your system list groups of a user fetches and displays a detailed list of all the groups that a specific user belongs to list orders fetches and displays a detailed list of orders from your account, allowing you to review all recent and past orders stored in the service list proposals fetches a detailed list of proposals from your system, allowing you to view and manage all existing proposals in one place list shipments fetches a detailed list of shipments from the service, allowing you to view and manage all your current and past shipment records list thirdparties fetches a list of third party entities, allowing you to view and manage external organizations or partners connected to your account list users fetches and displays a list of all users from the service, allowing you to view details about each user make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with any endpoint or perform actions not covered by the standard modules update order allows you to update an existing order with the specific details you provide, such as changing order status, modifying items, or updating customer information update a contact updates the details of an existing contact using their unique id update a proposal updates an existing proposal by applying new details or modifications to its specific content update a shipment updates an existing shipment by applying the specific details you provide, such as address changes, shipment status, or other relevant information update a third party updates the details of a specific third party using their unique id update a user updates an existing user’s details with the new information you provide, such as their name, email address, or other profile data upload a document uploads your chosen document directly to the storage service, making it securely available for future access and management validate a proposal checks a proposal to make sure it fulfills all necessary requirements and standards, helping you confirm that everything is in order before moving forward validate a shipment checks a shipment to make sure all its information is accurate and complete, helping you confirm everything is in order before proceeding validate an order checks an order to make sure all the information is accurate and complete before it moves forward for processing watch contacts this module activates whenever a contact is newly created or when details of an existing contact are updated watch orders this module activates whenever a new order is created or when an existing order is updated, allowing you to automatically respond to changes in your order management process watch proposals triggers whenever a new proposal is created or when an existing proposal is updated, allowing you to automatically take action based on changes to proposals watch shipments this module activates whenever a new shipment is created or when an existing shipment is updated, allowing you to automatically track and respond to changes in your shipments templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} dolibarr resources you can have access to more resources related to this app on the following links https //community make com/search?q=dolibarr https //www dolibarr org/ https //wiki dolibarr org/index php/user documentation https //www dolibarr org/presentation api php https //www make com/en/integrations/dolibarr community