STEP 1
Connect Clientify 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.
Clientify and Dolibarr Integration
Build crm workflows between Clientify 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Clientify and Dolibarr
Detailed info you need to know about Clientify and Dolibarr integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Dolibarr
Set up your Clientify and Dolibarr integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify 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 Clientify and Dolibarr. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Dolibarr work in WEXTL?
WEXTL exposes actions and triggers for Clientify 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.
Clientify triggersDolibarr actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Dolibarr integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Dolibarr.
Connect your Clientify 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 Clientify's "Watch Contacts" fires, WEXTL can "Close a Proposal" in Dolibarr. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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. Clientify-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 Clientify (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 Clientify + 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 Clientify and Dolibarr integration.
- Clientify and Dolibarr integration source code, module specs and credentials implementation.
- Our Clientify and Dolibarr integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify 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.
- Clientify integration information
- Dolibarr integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library