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Dolibarr

Dolibarr is an open source, free software package for companies of any size, foundations or freelancers. It includes different features for enterprise resource planning and customer relationship management. With Forms Bridge you can get your WordPress forms connected to your Dolibarr instance and convert web visitors to contacts and prospects or receive quotations and sell orders of your products directly from your website.

The addon

Dolibarr has a REST API as an optional module. Once enabled, a set of web services will be available to be called out of the box. This addon requires your instance to have this module enabled. Forms Bridge will use a variation of the generic REST API bridge class to work with this API. In addition, the addon comes with a suit of templates and workflow jobs to bridge your WordPress forms to the resources like contacts, prospects, quotations, sell orders and meetings.

Backend

To configure your Dolibarr’s REST API as a backend you will need to generate an API key. This API key is linked to a user. You can use your own user or create a new one for this purpose. To generate the key, you have to go to the user’s profile, click on Modify and then search for the Key for API field. You can manually type a key value, or click on the refresh button to get a random string. To finish, copy the key value and click on the Save button at the bottom of the screen.

Now go to the general settings page of Forms Bridge, open the backends panel and add a new backend with “Dolibarr” as name and your instance URL as the URL.

Once registered, on the headers table add a new header with DOLAPIKEY as name and your API key as the value. Now you have your backend ready to use.

Bridges

The addon’s bridge is an extension of the REST API. Because of this they looks so similar. Like the REST API bridge, the addon’s bridge requires, in addition to the common fields (name, backend, form) an endpoint and an HTTP method.

The bridge endpoint have to match with one of the available endpoints of your instance API. To get an overview of this endpoints you can use the API explorer. To get there, open a web browser, go to your ERP’s admin UI and go to Tools > API explorer, copy your API key on the field from the header and click on explore. After that you will reach the following page:

Open a service, copy the endpoint and use it as your bridge endpoint. For example, to get your forms bridged to the contacts web service, you have to use /api/index.php/thirdparties.

The bridge allows you to use 4 HTTP methods (GET, POST, PUT, DELETE). In most cases you only want to use the POST method as it is the standard method to write entries on a system through a REST API..

Templates

The addon comes packed with the following templates:

• Appointments 🔎
  Appointments form template. The resulting bridge will convert form submissions into events on the calendar linked to new contacts.

• Company Leads 🔎
  Leads form template. The resulting bridge will convert form submissions into company lead projects linked to new contacts.

• Company Proposals 🔎
  Quotations form template. The resulting bridge will convert form submissions into quotations linked to new companies.

• Company Prospects 🔎
  Leads form template. The resulting bridge will convert form submissions into company prospects linked to new contacts.

• Contacts 🔎
  Contact form template. The resulting bridge will convert form submissions into contacts.

• Customers 🔎
  Contact form template. The resulting bridge will convert form submissions into customers.

• Leads 🔎
  Lead form template. The resulting bridge will convert form submissions into lead projects linked to new contacts.

• Proposals 🔎
  Quotations form template. The resulting bridge will convert form submissions into quotations linked to new contacts.

• Prospects 🔎
  Lead form template. The resulting bridge will convert form submissions into prospect contacts.

• Company Appointments 🔎
  Appointments form template. The resulting bridge will convert form submissions into events on the calendar linked to new companies.

• Sale Orders 🔎
  Product sale order bridge template. The resulting bridge will convert WooCommerce orders into sale orders linked to new contacts. To work propertly, the bridge needs that your WooCommerce product sku values matches with the dolibarr’s product refs..

• Validated Sale Orders 🔎
  Product sale order bridge template. The resulting bridge will convert WooCommerce orders into validated sale orders linked to new third parties. To work properly, the bridge needs that your WooCommerce product sku values matches with the dolibarr’s product refs..

Workflow jobs

The addon comes packed with the following workflow jobs:

• Appointment attendee 🔎
  Create a contact and binds it to the appointment as an attendee

• Appointment dates 🔎
  Sets appointment start, end time and duration from datetime and duration fields.

• Contact 🔎
  Creates a contact and adds its ID to the contact_ids field of the payload

• Third party 🔎
  Creates a new third party and returns its ID as the socid of the payload.

• Country ID 🔎
  Check if country id is valid or replace its value if a country name or country iso2 code is passed

• Next code client 🔎
  Query for the next valid thirdparty code client

• Next project ref 🔎
  Query for the next valid project ref

• Products by reference 🔎
  Search for products on Dolibarr based on a list of references and returns its IDs.

• Skip if contact exists 🔎
  Aborts form submission if the contact exists

• Skip if thirdparty exists 🔎
  Aborts form submission if a thirdparty already exists

• Validate order 🔎
  Add a callback to the bridge submission to validate the order after its creation

• Format date fields 🔎
  Gets date, hour and minute fields and merge its values into a date with format Y-m-d H:M:S

• ISO2 country code 🔎
  Gets the ISO2 country code from country names and replace its value

• ISO3 country code 🔎
  Gets the ISO3 country code from country names and replace its value

Supported integrations