STEP 1
Connect Apptivo and Dolibarr
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Dolibarr Integration
Build crm workflows between Apptivo and Dolibarr on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Apptivo and Dolibarr
Detailed info you need to know about Apptivo and Dolibarr integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Dolibarr
Set up your Apptivo and Dolibarr integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Dolibarr nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Dolibarr. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Dolibarr work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Dolibarr that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersDolibarr actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Dolibarr modules
- Close a ProposalCloses a proposal in the system.
- Close a ShipmentCloses a shipment in the system.
- Close an OrderCloses an order in the system.
- Create a ContactCreates a new contact in the service.
- Create a ProposalCreates a proposal for a client or project.
- Create a ShipmentCreates a new shipment in the system.
- Create a Third PartyCreates a third party in the system.
- Create a UserCreates a new user in the system.
- Create OrderCreates an order in the system.
- Create Order LinesCreates order lines in a specified order.
- Delete a ContactDeletes a contact from the service.
- Delete a ThirdpartyDeletes a third party from the system.
- Delete an OrderDeletes an order.
- Download a DocumentDownloads a document from the service.
- Get a ContactRetrieves a contact from the service using the specified identifier.
- Get a ProductRetrieves a single product's details.
- Get a Third PartyRetrieves information about a specific third party.
- Get DocumentsReturns the list of documents for a dedicated element from its ID or reference.
- Get Order LinesRetrieves order lines for a specified order.
- List ContactsRetrieves a list of contacts from the service.
- List GroupsLists user groups.
- List Groups of a UserRetrieves a list of a user's groups.
- List OrdersRetrieves a list of orders from the service.
- List ProductsRetrieves a list of products from an account.
- List ProposalsRetrieves a list of proposals from the system.
- List ShipmentsRetrieves a list of shipments from the service.
- List ThirdpartiesRetrieves a list of third-party entities.
- List UsersRetrieves a list of users from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact by ID.
- Update a ProposalUpdates a proposal with new information or changes specific to the proposal.
- Update a ShipmentUpdates a shipment with the provided details.
- Update a Third PartyUpdates a third party by ID.
- Update a UserUpdates a user with new information.
- Update OrderUpdates an order based on provided details.
- Upload a DocumentUploads a document to the storage service.
- Validate a ProposalValidates a proposal to ensure it meets all required criteria and standards.
- Validate a ShipmentValidates a shipment to ensure its details are correct and complete.
- Validate an OrderValidates an order to ensure all details are correct before processing.
- Watch ContactsTriggers when a new contact has been added or updated.
- Watch OrdersTriggers when a new order is added or updated.
- Watch ProposalsTriggers when a new proposal is added or updated.
- Watch ShipmentsTriggers when a new shipment is created or updated.
Frequently asked questions
Common questions about connecting Apptivo and Dolibarr.
Connect your Apptivo and Dolibarr accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Close a Proposal" in Dolibarr. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Dolibarr has 39 actions (including Close a Proposal, Close a Shipment, and Close an Order). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Dolibarr automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Dolibarr) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Dolibarr automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Dolibarr integration.
- Apptivo and Dolibarr integration source code, module specs and credentials implementation.
- Our Apptivo and Dolibarr integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Dolibarr — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Dolibarr integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library