STEP 1
Connect Dolibarr and Planhat
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 Planhat Integration
Build crm workflows between Dolibarr and Planhat 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 Dolibarr and Planhat
Detailed info you need to know about Dolibarr and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Dolibarr to Planhat
Set up your Dolibarr and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dolibarr and Planhat 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 Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dolibarr and Planhat work in WEXTL?
WEXTL exposes actions and triggers for Dolibarr and Planhat 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 triggersPlanhat 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.
Planhat modules
- Bulk Insert MetricsSends dimension data metrics to Planhat for companies, end users, assets, or projects.
- Bulk Upsert a ConversationCreates or updates a conversation in bulk.
- Bulk Upsert AssetsCreates or updates multiple assets in a single request.
- Bulk Upsert IssuesCreates or updates multiple issues in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Bulk Upsert NotesCreates or updates one or multiple notes in Planhat.
- Bulk Upsert TasksCreates or updates multiple tasks.
- Bulk Upsert TicketsCreates or updates multiple tickets in the system.
- Bulk Upsert Time EntryCreates or updates multiple time entries.
- Bulk Upsert TimesheetsCreates or updates timesheets.
- Bulk Upsert UsersCreates or updates multiple users.
- Create a ConversationCreates a new conversation in Planhat linked to a company.
- Create a Duplicate Time EntryCreates a duplicate time entry.
- Create a NoteCreates a note conversation associated with a company.
- Create a TaskCreates a new task.
- Create a Time EntryCreates a new time entry in the system for a specific user or task.
- Create a TimesheetCreates a new timesheet.
- Create a UserCreates a new user in the system.
- Create an AssetCreates a new asset in Planhat.
- Create an InvoiceCreates a new invoice linked to a company in Planhat.
- Create an IssueCreates a new issue in Planhat and optionally associates it with companies and end users.
- Create or Update Multiple InvoicesCreates or updates multiple invoices in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Delete a ConversationDeletes an existing conversation.
- Delete a NoteDeletes an existing note.
- Delete a TaskDeletes an existing task.
- Delete a TicketDeletes an existing ticket.
- Delete a Time EntryDeletes an existing time entry.
- Delete a TimesheetDeletes an existing timesheet.
- Delete a UserDeletes an existing user.
- Delete an AssetDeletes an existing asset.
- Delete an InvoiceDeletes an invoice using its Planhat Invoice ID.
- Delete an IssueDeletes an existing issue.
- Get a ConversationRetrieves a specific conversation using its Planhat ID or external ID.
- Get a NoteRetrieves a specific note.
- Get a TaskRetrieves a single task.
- Get a Time EntryRetrieves a specific time entry using its ID.
- Get a TimesheetRetrieves a timesheet by its specific ID.
- Get a UserRetrieves a single specific user.
- Get an AssetRetrieves a specific asset from Planhat using its Asset ID, external ID, or source ID.
- Get an InvoiceRetrieves a single invoice.
- Get an IssueRetrieves a specific issue using its Planhat ID or source ID.
- List AssetsRetrieves a list of assets from Planhat with optional filtering, sorting, and field selection.
- List ConversationsRetrieves a list of conversations with optional filtering, sorting, and field selection.
- List Dimension DataRetrieves all dimension data.
- List IssuesRetrieves all issues from a Planhat account.
- List NotesRetrieves all notes from a Planhat account.
- List TasksRetrieves all tasks.
- List TicketsRetrieves all tickets.
- List Time EntriesRetrieves all time entries.
- List TimesheetsRetrieves all timesheets.
- List UsersRetrieves all users.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Dolibarr and Planhat 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 Planhat.
Connect your Dolibarr and Planhat 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 "Bulk Insert Metrics" in Planhat. Dolibarr has 4 triggers (including Watch Contacts, Watch Orders, and Watch Proposals); Planhat has 60 actions (including Bulk Insert Metrics, Bulk Upsert a Conversation, and Bulk Upsert Assets). 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-Planhat 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 Planhat) 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 + Planhat 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 Planhat integration.
- Dolibarr and Planhat integration source code, module specs and credentials implementation.
- Our Dolibarr and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dolibarr and Planhat — 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
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library