Dolibarr and Salesmate Integration

Dolibarr icon
Salesmate icon
Dolibarr
Salesmate

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Dolibarr and Salesmate to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about Dolibarr and Salesmate

Detailed info you need to know about Dolibarr and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.

Dolibarr

Dolibarr icon

CRM4 triggers14 searches25 actionsOpen-source ERP and CRM suite for invoices, customers, and business operations. [5]

Salesmate

Salesmate icon

CRM1 trigger17 searches29 actionsManage contacts, companies, deals, activities, and notes in Salesmate CRM. [6]

How to connect Dolibarr to Salesmate

Set up your Dolibarr and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Dolibarr and Salesmate work in WEXTL?

WEXTL exposes actions and triggers for Dolibarr and Salesmate 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 triggersSalesmate actions

Dolibarr modules
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    Close a ProposalCloses a proposal in the system.
  • Dolibarr icon
    Close a ShipmentCloses a shipment in the system.
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    Close an OrderCloses an order in the system.
  • Dolibarr icon
    Create a ContactCreates a new contact in the service.
  • Dolibarr icon
    Create a ProposalCreates a proposal for a client or project.
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    Create a ShipmentCreates a new shipment in the system.
  • Dolibarr icon
    Create a Third PartyCreates a third party in the system.
  • Dolibarr icon
    Create a UserCreates a new user in the system.
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    Create OrderCreates an order in the system.
  • Dolibarr icon
    Create Order LinesCreates order lines in a specified order.
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    Delete a ContactDeletes a contact from the service.
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    Delete a ThirdpartyDeletes a third party from the system.
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    Delete an OrderDeletes an order.
  • Dolibarr icon
    Download a DocumentDownloads a document from the service.
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    Get a ContactRetrieves a contact from the service using the specified identifier.
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    Get a ProductRetrieves a single product's details.
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    Get a Third PartyRetrieves information about a specific third party.
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    Get DocumentsReturns the list of documents for a dedicated element from its ID or reference.
  • Dolibarr icon
    Get Order LinesRetrieves order lines for a specified order.
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    List ContactsRetrieves a list of contacts from the service.
  • Dolibarr icon
    List GroupsLists user groups.
  • Dolibarr icon
    List Groups of a UserRetrieves a list of a user's groups.
  • Dolibarr icon
    List OrdersRetrieves a list of orders from the service.
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    List ProductsRetrieves a list of products from an account.
  • Dolibarr icon
    List ProposalsRetrieves a list of proposals from the system.
  • Dolibarr icon
    List ShipmentsRetrieves a list of shipments from the service.
  • Dolibarr icon
    List ThirdpartiesRetrieves a list of third-party entities.
  • Dolibarr icon
    List UsersRetrieves a list of users from the service.
  • Dolibarr icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Dolibarr icon
    Update a ContactUpdates a contact by ID.
  • Dolibarr icon
    Update a ProposalUpdates a proposal with new information or changes specific to the proposal.
  • Dolibarr icon
    Update a ShipmentUpdates a shipment with the provided details.
  • Dolibarr icon
    Update a Third PartyUpdates a third party by ID.
  • Dolibarr icon
    Update a UserUpdates a user with new information.
  • Dolibarr icon
    Update OrderUpdates an order based on provided details.
  • Dolibarr icon
    Upload a DocumentUploads a document to the storage service.
  • Dolibarr icon
    Validate a ProposalValidates a proposal to ensure it meets all required criteria and standards.
  • Dolibarr icon
    Validate a ShipmentValidates a shipment to ensure its details are correct and complete.
  • Dolibarr icon
    Validate an OrderValidates an order to ensure all details are correct before processing.
  • Dolibarr icon
    Watch ContactsTriggers when a new contact has been added or updated.
  • Dolibarr icon
    Watch OrdersTriggers when a new order is added or updated.
  • Dolibarr icon
    Watch ProposalsTriggers when a new proposal is added or updated.
  • Dolibarr icon
    Watch ShipmentsTriggers when a new shipment is created or updated.
Salesmate modules
  • Salesmate icon
    Add ActivityCreates activity.
  • Salesmate icon
    Add CompanyCreates company.
  • Salesmate icon
    Add ContactCreates contact.
  • Salesmate icon
    Add DealCreates deal.
  • Salesmate icon
    Add Lookup Field ValueCreates lookup field value.
  • Salesmate icon
    Add NoteCreates note.
  • Salesmate icon
    Add ProductCreates product.
  • Salesmate icon
    Add Product VariantCreates product variant.
  • Salesmate icon
    Create Custom Module RecordCreates custom module record.
  • Salesmate icon
    Delete ActivityDeletes activity.
  • Salesmate icon
    Delete CompanyDeletes company.
  • Salesmate icon
    Delete ContactDeletes contact.
  • Salesmate icon
    Delete Custom Module RecordDeletes custom module record.
  • Salesmate icon
    Delete DealDeletes deal.
  • Salesmate icon
    Delete NoteDeletes note.
  • Salesmate icon
    Delete ProductDeletes product.
  • Salesmate icon
    Delete Products BulkDeletes products bulk.
  • Salesmate icon
    Fetch Lookup Field DetailsRetrieves lookup field details.
  • Salesmate icon
    Get Active UsersReturns active users.
  • Salesmate icon
    Get ActivityReturns activity.
  • Salesmate icon
    Get All NotesReturns all notes.
  • Salesmate icon
    Get CompanyReturns company.
  • Salesmate icon
    Get ContactReturns contact.
  • Salesmate icon
    Get Custom Module RecordReturns custom module record.
  • Salesmate icon
    Get DealReturns deal.
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    Get Module IDsReturns module ids.
  • Salesmate icon
    Get NoteReturns note.
  • Salesmate icon
    Get Note AttachmentReturns note attachment.
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    Make an API CallPerforms an arbitrary authorized API call.
  • Salesmate icon
    Pin NotePins note.
  • Salesmate icon
    Search ActivitiesSearches for activities.
  • Salesmate icon
    Search CompaniesSearches for companies.
  • Salesmate icon
    Search ContactsSearches for contacts.
  • Salesmate icon
    Search Custom Module RecordsSearches for custom module records.
  • Salesmate icon
    Search DealsSearches for deals.
  • Salesmate icon
    Search ProductsSearches for products.
  • Salesmate icon
    Unpin NoteUnpins note.
  • Salesmate icon
    Update ActivityUpdates activity.
  • Salesmate icon
    Update CompanyUpdates company.
  • Salesmate icon
    Update ContactUpdates contact.
  • Salesmate icon
    Update Custom Module RecordUpdates custom module record.
  • Salesmate icon
    Update DealUpdates deal.
  • Salesmate icon
    Update Multiple Lookup FieldsUpdates multiple lookup fields.
  • Salesmate icon
    Update NoteUpdates note.
  • Salesmate icon
    Update ProductUpdates product.
  • Salesmate icon
    Update Single Lookup FieldUpdates single lookup field.
  • Salesmate icon
    Watch New ContactsTriggers when new contacts occur.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Dolibarr and Salesmate integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Dolibarr [5]

Alternative integrations to Salesmate [6]

Try Dolibarr and Salesmate on WEXTL®

Claim your 3-day trial to build Dolibarr with Salesmate integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Dolibarr and Salesmate.

References

List of sources used to gather information about the Dolibarr and Salesmate integration.

  1. Dolibarr and Salesmate integration source code, module specs and credentials implementation.
  2. Our Dolibarr and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Dolibarr and Salesmate — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Dolibarr integration information
  6. Salesmate integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Dolibarr and Salesmate, or get started