STEP 1
Connect Dolibarr and Perfex CRM
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 Perfex CRM Integration
Build crm workflows between Dolibarr and Perfex CRM 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 Dolibarr and Perfex CRM
Detailed info you need to know about Dolibarr and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Dolibarr to Perfex CRM
Set up your Dolibarr and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dolibarr and Perfex CRM 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 Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dolibarr and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Dolibarr and Perfex CRM 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 triggersPerfex CRM actions
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.
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Delete an InvoiceDeletes a specified invoice from the system.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- Get an InvoiceRetrieves an invoice's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Dolibarr and Perfex CRM 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 Perfex CRM.
Connect your Dolibarr and Perfex CRM 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 Perfex CRM. Dolibarr has 4 triggers (including Watch Contacts, Watch Orders, and Watch Proposals); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create 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-Perfex CRM 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 Perfex CRM) 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 + Perfex CRM 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 Perfex CRM integration.
- Dolibarr and Perfex CRM integration source code, module specs and credentials implementation.
- Our Dolibarr and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dolibarr and Perfex CRM — 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
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library