STEP 1
Connect Dolibarr and Insightly
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Dolibarr and Insightly Integration
Keep Dolibarr and Insightly in sync by integrating their events and actions. When crm events happen in Dolibarr, update the Insightly automatically - without any line of code in visual workflow builder.
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Learn about Dolibarr and Insightly
Detailed info you need to know about Dolibarr and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Dolibarr to Insightly
Set up your Dolibarr and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dolibarr and Insightly 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 Dolibarr and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dolibarr and Insightly work in WEXTL?
WEXTL exposes actions and triggers for Dolibarr and Insightly 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.
Dolibarr triggersInsightly actions
Dolibarr modules
- Close an OrderCloses an order in the system.
- Close a ProposalCloses a proposal in the system.
- Close a ShipmentCloses a shipment 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 an OrderDeletes an order.
- Delete a ThirdpartyDeletes a third party from the system.
- 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 an OrderValidates an order to ensure all details are correct before processing.
- 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.
- 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.
Insightly modules
- Create a ContactCreates a new contact.
- Create a File Attachment on a ContactCreates a new file attachment on a contact.
- Create a File Attachment on a LeadCreates a new file attachment on a lead.
- Create a File Attachment on an OrganisationCreates a new file attachment on an organisation.
- Create a LeadCreates a new lead.
- Create a Lead SourceCreates a new lead source.
- Create a Lead StatusCreates a new lead status.
- Create a Link on a ContactCreates a new link on a contact.
- Create a Link on an OrganisationCreates a new link on an organisation.
- Create a Merged Document for a ContactCreates a new merged document for a contact.
- Create a Merged Document for a LeadCreates a new merged document for a lead.
- Create a Merged Document for an OrganisationCreates a new merged document for an organisation.
- Create an Activity Set on a ContactCreates a new activity set on a contact.
- Create an Activity Set on a LeadCreates a new activity set on a lead.
- Create an Activity Set on an OrganisationCreates a new activity set on an organisation.
- Create an OpportunityCreates a new opportunity.
- Create an OrganisationCreates a new organisation.
- Create a Note on a ContactCreates a new note on a contact.
- Create a Note on a LeadCreates a new note on a lead.
- Create a Note on an OrganisationCreates a new note on an organisation.
- Create a Tag on a ContactCreates a new tag on a contact.
- Create a Tag on a LeadCreates a new tag on a lead.
- Create a Tag on an OrganisationCreates a new tag on an organisation.
- Delete a ContactDeletes a contact.
- Delete a Contact's Custom Image FieldDeletes a contact's custom image field.
- Delete a Contact's ImageDeletes a contact's image.
- Delete a LeadDeletes a lead.
- Delete a Lead's Custom Image FieldDeletes a lead's custom image field.
- Delete a Lead's ImageDeletes a lead's image.
- Delete a Lead SourceDeletes a lead source.
- Delete a Lead StatusDeletes a lead status.
- Delete a Link on a ContactDeletes a link on a contact.
- Delete a Link on an OrganisationDeletes a link on an organisation.
- Delete an OrganisationDeletes an organisation.
- Delete an Organisation's Custom Image FieldDeletes an organisation's custom image field.
- Delete an Organisation's ImageDeletes an organisation's image.
- Delete a Tag from a ContactDeletes a tag from a contact.
- Delete a Tag from a LeadDeletes a tag from a lead.
- Delete a Tag from an OrganisationDeletes a tag from an organisation.
- Follow a ContactStarts following a contact.
- Follow a LeadStarts following a lead.
- Follow an OrganisationStarts following an organisation.
- Get a ContactReturns a single contact.
- Get a Contact's Custom Image FieldReturns a contact's custom image field.
- Get a Contact's ImageReturns a contact's image.
- Get a Follow State for a ContactReturns a single follow state for a contact.
- Get a Follow State for a LeadReturns a single follow state for a lead.
- Get a Follow State for an OrganisationReturns a single follow state for an organisation.
- Get a LeadReturns a single lead.
- Get a Lead's Custom Image FieldReturns a lead's custom image field.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Dolibarr and Insightly integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Dolibarr and Insightly.
Connect your Dolibarr and Insightly 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 Dolibarr's "Watch Contacts" fires, WEXTL can "Create a Contact" in Insightly. Dolibarr has 4 triggers (including Watch Contacts, Watch Orders, and Watch Proposals); Insightly has 125 actions (including Create a Contact, Create a File Attachment on a Contact, and Create a File Attachment on a Lead). 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. Dolibarr-to-Insightly 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 Dolibarr (or Insightly) 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 Dolibarr + Insightly 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 Dolibarr and Insightly integration.
- Dolibarr and Insightly integration source code, module specs and credentials implementation.
- Our Dolibarr and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dolibarr and Insightly — 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.
- Dolibarr integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library