Dolibarr and Shape Integration

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

Connect Dolibarr and Shape 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.

  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Dolibarr and Shape

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

  • Dolibarr

    • CRM
    • 4 triggers
    • 14 searches
    • 25 actions

    Open-source ERP and CRM suite for invoices, customers, and business operations. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Dolibarr to Shape

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

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

WEXTL exposes actions and triggers for Dolibarr and Shape 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 triggersShape actions

Dolibarr modules

  • Close a Proposal Closes a proposal in the system.
  • Close a Shipment Closes a shipment in the system.
  • Close an Order Closes an order in the system.
  • Create a Contact Creates a new contact in the service.
  • Create a Proposal Creates a proposal for a client or project.
  • Create a Shipment Creates a new shipment in the system.
  • Create a Third Party Creates a third party in the system.
  • Create a User Creates a new user in the system.
  • Create Order Creates an order in the system.
  • Create Order Lines Creates order lines in a specified order.
  • Delete a Contact Deletes a contact from the service.
  • Delete a Thirdparty Deletes a third party from the system.
  • Delete an Order Deletes an order.
  • Download a Document Downloads a document from the service.
  • Get a Contact Retrieves a contact from the service using the specified identifier.
  • Get a Product Retrieves a single product's details.
  • Get a Third Party Retrieves information about a specific third party.
  • Get Documents Returns the list of documents for a dedicated element from its ID or reference.
  • Get Order Lines Retrieves order lines for a specified order.
  • List Contacts Retrieves a list of contacts from the service.
  • List Groups Lists user groups.
  • List Groups of a User Retrieves a list of a user's groups.
  • List Orders Retrieves a list of orders from the service.
  • List Products Retrieves a list of products from an account.
  • List Proposals Retrieves a list of proposals from the system.
  • List Shipments Retrieves a list of shipments from the service.
  • List Thirdparties Retrieves a list of third-party entities.
  • List Users Retrieves a list of users from the service.
  • Make an API Call Performs an arbitrary authorized API call.
  • Update a Contact Updates a contact by ID.
  • Update a Proposal Updates a proposal with new information or changes specific to the proposal.
  • Update a Shipment Updates a shipment with the provided details.
  • Update a Third Party Updates a third party by ID.
  • Update a User Updates a user with new information.
  • Update Order Updates an order based on provided details.
  • Upload a Document Uploads a document to the storage service.
  • Validate a Proposal Validates a proposal to ensure it meets all required criteria and standards.
  • Validate a Shipment Validates a shipment to ensure its details are correct and complete.
  • Validate an Order Validates an order to ensure all details are correct before processing.
  • Watch Contacts Triggers when a new contact has been added or updated.
  • Watch Orders Triggers when a new order is added or updated.
  • Watch Proposals Triggers when a new proposal is added or updated.
  • Watch Shipments Triggers when a new shipment is created or updated.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

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

Automate Dolibarr and Shape on WEXTL®

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

Cancel anytime.

Frequently asked questions

Common questions about connecting Dolibarr and Shape.

How do I connect Dolibarr and Shape?

Connect your Dolibarr and Shape 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]

What can I automate between Dolibarr and Shape?

Example: when Dolibarr's "Watch Contacts" fires, WEXTL can "Add Calendar Event" in Shape. Dolibarr has 4 triggers (including Watch Contacts, Watch Orders, and Watch Proposals); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Dolibarr trigger actions in Shape, and Shape in Dolibarr?

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]

Do I need to write code to integrate Dolibarr and Shape?

No. Dolibarr-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Dolibarr integrate with Shape in real time?

Yes. Trigger-based automations start the moment Dolibarr (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Dolibarr + Shape integration?

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.

Do I need a paid plan to connect Dolibarr with Shape?

You can build your Dolibarr + Shape 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 Shape integration.

  1. Dolibarr and Shape integration source code, module specs and credentials implementation.
  2. Our Dolibarr and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Dolibarr and Shape — 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. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Dolibarr and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Dolibarr and Shape, or get started