Dolibarr is a powerful open-source ERP and CRM that helps businesses efficiently manage their sales, finances, project management, and more. However, to further enhance its usability, it’s often necessary to connect Dolibarr with other applications.

This is where Zapier comes in—a workflow automation platform that allows you to connect over 5,000 apps without needing any coding skills. In this article, we will explore how to integrate Dolibarr with Zapier to automate your business processes.

1. Why Integrate Dolibarr with Zapier?

Integrating Dolibarr with Zapier allows you to automate repetitive tasks by creating workflows called "Zaps". These Zaps trigger automatic actions whenever a specific event occurs in Dolibarr.

Benefits of Dolibarr + Zapier Integration

✅ Saves time – No need to manually enter data across different apps.
✅ Reduces human errors – Automatic synchronization minimizes mistakes and omissions.
✅ Extensive connectivity – Connects with over 5,000 applications (Google Sheets, Slack, Trello, Gmail, HubSpot, etc.).
✅ Automates processes – Automatically manages contacts, invoices, orders, and more.
✅ No technical skills required – User-friendly interface makes automation easy.

By integrating Zapier, Dolibarr becomes an even more powerful ERP, allowing seamless communication with other tools without manual effort.

2. How Does Zapier Work?

Zapier works based on a trigger-action system:

1. A trigger – An event that happens in Dolibarr (e.g., a new customer is created, an invoice is validated).
2. An action – A task automatically performed in another app (e.g., adding the customer to a CRM, sending an email, updating a Google Sheet).

Examples of Possible Automations

• Automatically add a new Dolibarr customer to a CRM (HubSpot, Pipedrive, Salesforce).
• Send a Slack or Microsoft Teams notification when a new invoice is validated.
• Update a Google Sheets file each time a new order is placed.
• Create a Trello or Asana task when a new project is added in Dolibarr.
• Send an email via Gmail or Mailchimp whenever a new prospect is added.

3. Setting Up Dolibarr Integration with Zapier

Step 1: Enable Dolibarr’s REST API

Zapier uses Dolibarr’s REST API to interact with data. To enable it:

1. Log in as an administrator in Dolibarr.
2. Navigate to "Home" → "Setup" → "Modules/Applications".
3. Search for the "REST API" module and activate it.
4. In the Configuration tab, generate an API key to authenticate Zapier.

Note: Ensure that the REST API is accessible externally by properly configuring your server.

Step 2: Connect to Zapier

1. Create an account on Zapier if you don’t already have one (https://zapier.com).
2. Click on "Make a Zap".
3. Search for Dolibarr in the list of available applications (if Dolibarr is not listed, you can use Webhooks by Zapier).
4. Enter your API key generated earlier and connect your Dolibarr instance.

Step 3: Create Your First Zap

We will illustrate an automation example with Zapier: Automatically adding a Dolibarr customer to Google Sheets.

1. Define the Trigger

• Select Dolibarr as the app.
• Choose the event "New Customer Created".
• Test the connection to ensure Zapier retrieves the data correctly.

2. Define the Action

• Select Google Sheets as the app.
• Choose the action "Add a new row to a spreadsheet".
• Connect your Google account.
• Select the file and sheet where new customers will be added.
• Map the spreadsheet columns to the customer data retrieved from Dolibarr.

3. Test and Activate the Zap

• Perform a test run to verify that the customer is added to Google Sheets.
• If everything works, activate the Zap.

From now on, every new customer added in Dolibarr will automatically be recorded in Google Sheets!

4. Examples of Zaps to Automate Dolibarr

1. Send an Automatic Email When an Invoice is Validated

• Trigger: An invoice is validated in Dolibarr.
• Action: Send an email via Gmail or Outlook to the client with the invoice attached.

2. Create a Ticket in a Support Tool (Zendesk, Freshdesk, Trello)

• Trigger: A customer creates a support ticket in Dolibarr.
• Action: A ticket is automatically opened in Zendesk or a Trello card is updated.

3. Sync Dolibarr Contacts with a CRM (HubSpot, Pipedrive, Salesforce)

• Trigger: A new customer is added in Dolibarr.
• Action: The contact is automatically created in HubSpot with all details.

4. Add a New Asana Task When a Project Is Created

• Trigger: A new project is added in Dolibarr.
• Action: An Asana task is automatically created to track progress.

5. Publish a Slack or Microsoft Teams Message When an Order Is Placed

• Trigger: A new order is recorded.
• Action: A notification is sent in a Slack/Teams channel.

5. Conclusion

Integrating Dolibarr with Zapier opens up endless automation possibilities, helping increase productivity and eliminate time-consuming manual tasks. By connecting Dolibarr with Google Sheets, Slack, Trello, HubSpot, Mailchimp, Gmail, and more, you create a fully interconnected ERP system that operates effortlessly.

In summary, with Zapier, you can:

✔ Sync customer data with a CRM
✔ Automate email notifications and reminders
✔ Update databases without manual intervention
✔ Improve collaboration by integrating Dolibarr with Trello, Asana, or Slack

With this integration, you save time, reduce errors, and streamline business processes—all while ensuring a seamless workflow.

So, are you ready to automate Dolibarr?