Using Dolibarr node in the n8n automation platform: Difference between revisions

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Using Dolibarr node in the n8n automation platform (view source)

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== Connecting to n8n ==
==Connecting to n8n==
As explained in previous parts, once you have created your n8n self-hosted instance on your computer and started it with the command :
As explained in previous parts, once you have created your n8n self-hosted instance on your computer and started it with the command :
```bash
```bash
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![Connecting to n8n](./screenshots/connecting_to_n8n.png)
![Connecting to n8n](./screenshots/connecting_to_n8n.png)


== Creating a Workflow using Dolibarr Node ==
==Creating a Workflow using Dolibarr Node==
When you have signed in, you can create you first Workflow and selected the Dolibarr node.
When you have signed in, you can create you first Workflow and selected the Dolibarr node.


To do that you just have to click on `Add Workflow` to create one and click on the `+` to add a node to your Workflow. It will open a search bar in which you can search `dolibarr` to find it.
To do that you just have to click on '''Add Workflow''' to create one and click on the '''+''' to add a node to your Workflow. It will open a search bar in which you can search '''dolibarr''' to find it.


<br />
[[File:Dolibarr node.png|center|thumb|Dolibarr Node]]


![Dolibarr Node](./screenshots/dolibarr_node.png)


== Explanation of the different functionnalities ==
==Explanation of the different functionnalities==
![Different scenarios](./screenshots/different_scenarios.png)
[[File:Different scenarios.png|center|thumb|Different scenarios]]
 


Here are the different Dolibarr functionnalities we have implemented in n8n.
Here are the different Dolibarr functionnalities we have implemented in n8n.


=== General informations ===
===General informations===


==== Credentials ====
====Credentials====
For every Dolibarr node you will have to setup up your credentials in order to connect your Dolibarr instance to n8n.
For every Dolibarr node you will have to setup up your credentials in order to connect your Dolibarr instance to n8n.


You can connect to your Dolibarr from the `Credentials` tab or directly from a Dolibarr node.
You can connect to your Dolibarr from the '''Credentials''' tab or directly from a Dolibarr node.
[[File:Credentials.png|center|thumb|Credentials]]


![Credentials](./screenshots/credentials.png)


You have to indicate you base URL which is your instance URL.
You have to indicate you base URL which is your instance URL.
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And your API key that you can find in your account parameters when connecting in Dolibarr.
And your API key that you can find in your account parameters when connecting in Dolibarr.


==== Fields in every node ====
====Fields in every node====
![Add event in n8n](./screenshots/add_event_n8n.png)
[[File:Add event n8n.png|center|thumb|Add event n8n]]
 


For every Dolibarr node there will be some fields that will be the same.
For every Dolibarr node there will be some fields that will be the same.


These fiels are the first three one on the picture below :
These fiels are the first three one on the picture below :
- `Credential` to connect with : this is where you can set your `credentials` as explained just before,
- `Resource` : this is where you just which module of Dolibarr it will affect, there are 4 options : Calendar, Task, Document and Custom API Call (use this one only if you know what you are doing),
- `Operation` : this is in this field where you select this kind of operation you want to do on this specific resource, for now it only support creation operation


=== Creating a Calendar Event ===
* '''Credential''' to connect with : this is where you can set your `credentials` as explained just before,
* '''Resource''' : this is where you just which module of Dolibarr it will affect, there are 4 options : Calendar, Task, Document and Custom API Call (use this one only if you know what you are doing),
* '''Operation''' : this is in this field where you select this kind of operation you want to do on this specific resource, for now it only support creation operations.
 
===Creating a Calendar Event===
The first node is used to create an event in the calendar in Dolibarr.
The first node is used to create an event in the calendar in Dolibarr.


![Add event in n8n](./screenshots/add_event_n8n.png)
![Add event in n8n](./screenshots/add_event_n8n.png)


If you have selected the `Create an Event` and have alreary set your credentials the first three fields will be already completed.
If you have selected the `Create an Event` and have alreary set your credentials the first three fields will be already completed.
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<br />
<br />


==== Creating an event in Calendar when an event is created in Google Calendar ====
====Creating an event in Calendar when an event is created in Google Calendar====
To produce this use case you will have to connect a `Google Calendar Trigger node` on the `Dolibarr node`.
To produce this use case you will have to connect a `Google Calendar Trigger node` on the `Dolibarr node`.


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- `{{$json.start.dateTime }}` correspond to the ending time of the Google Calendar event.
- `{{$json.start.dateTime }}` correspond to the ending time of the Google Calendar event.


==== Creating an event in Calendar when an email is received ====
====Creating an event in Calendar when an email is received====
To produce this use case you will have to connect an `Email Trigger node` on the `Dolibarr node`, for example the `Email Trigger (IMAP) node` or the `Gmail Trigger node`.
To produce this use case you will have to connect an `Email Trigger node` on the `Dolibarr node`, for example the `Email Trigger (IMAP) node` or the `Gmail Trigger node`.


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The second screenshot correspond to a possible configuration of the `Dolibarr Create an event Node` with the `Email Trigger (IMAP) node` when the `Email From` and `Email Subject` fields will be implemented in the Dolibarr interface in future updates.
The second screenshot correspond to a possible configuration of the `Dolibarr Create an event Node` with the `Email Trigger (IMAP) node` when the `Email From` and `Email Subject` fields will be implemented in the Dolibarr interface in future updates.


=== Creating a document ===
===Creating a document===
The second node is used to create create a document on a specific Dolibarr module. ![Add event in n8n](./screenshots/add_document_n8n.png)
The second node is used to create create a document on a specific Dolibarr module. ![Add event in n8n](./screenshots/add_document_n8n.png)


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- `Create Subdirectories if Necessary ?` is an additionnal field that when activated creates a Subdirectory for your file if this is necessery (this field is optional).
- `Create Subdirectories if Necessary ?` is an additionnal field that when activated creates a Subdirectory for your file if this is necessery (this field is optional).


==== Add a document in Dolibarr Document Gestion containing Zoom meeting information ====
====Add a document in Dolibarr Document Gestion containing Zoom meeting information====
To produce this use case you will have to connect an `Zoom Get Meeting node` on the `Dolibarr node` with a `n8n Trigger node` at the beggining og the workflow.
To produce this use case you will have to connect an `Zoom Get Meeting node` on the `Dolibarr node` with a `n8n Trigger node` at the beggining og the workflow.


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Finally, the additional Field `Overwrite File If Already Exists` is activated to be able ot overwrite the file with more or different informations  from the Zoom meeting if wanted.
Finally, the additional Field `Overwrite File If Already Exists` is activated to be able ot overwrite the file with more or different informations  from the Zoom meeting if wanted.


=== Creating a Project Task ===
===Creating a Project Task===
![Add task on n8n](./screenshots/add_task_n8n.png)
![Add task on n8n](./screenshots/add_task_n8n.png)


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A possible configuration for creating a document having zoom meeting inf
A possible configuration for creating a document having zoom meeting inf


==== Creating a Task in Dolibarr when a Github issue is received ====
====Creating a Task in Dolibarr when a Github issue is received====
To produce this use case you will have to connect a `Github Trigger node` on the `Dolibarr node`.
To produce this use case you will have to connect a `Github Trigger node` on the `Dolibarr node`.


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- `{{$json.body.issue.created_at }}` correspond to creation date of the issue.
- `{{$json.body.issue.created_at }}` correspond to creation date of the issue.


=== Conclusion ===
===Conclusion===
This tutorial helped you understand how to configure a Dolibarr node in n8n and how they work in order to make you build the example use cases or custom use cases using already existing Dolibarr node functionnalities.
This tutorial helped you understand how to configure a Dolibarr node in n8n and how they work in order to make you build the example use cases or custom use cases using already existing Dolibarr node functionnalities.
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