Module Zapier
Zapier | |
---|---|
Numéro/ID du module | |
Doc utilisateur du module | This page |
Doc développeur du module | Module Zapier (developer) |
Introduction
This module is to manage links between Dolibarr and Zapier.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Create a Zapier developper account
At first, you need to have a Zapier developper account, create it here: Zapier Platform
Build and Deploy the "Zapier App" on Zapier platform
The Zapier App is a small package in javascript you have to deploy on Zapier so Zapier will be able to speak the language of your Dolibarr application.
Install Node.js
An easy option to get set up with Node.js is to visit [1](https://nodejs.org/en/download/) and download the official installer for your OS. If you're installing with a package manager it's even easier.
After installation, confirm that Node.js is ready to use:
node --version
Install the Zapier CLI
Next let's install the zapier CLI tools. This CLI utility will allow you to build your app, deploy it to the Zapier platform, do local testing, manage users and testers, view remote logs, collaborate with your team, and more:
cd dev/examples/zapier
npm install zapier-platform-cli
zapier --version
Run Zapier Login
Let's configure authentication between your dev environment and the Zapier platform. You'll use the email address and password you use to log in to the Zapier application.
zapier login
This command will set up a .zapierrc file in your home directory.
Install the Project
In zapier examples directory, run:
cd dev/examples/zapier
npm install
Deploying your App
Let's deploy it! When you're ready to try your code out on the Zapier platform use the push command. Only you will be able to see the app until you invite testers.
zapier register (the first time, choose name for example "My Dolibarr")
zapier push
After a push, the Application, with the name you defined during the register step, is available as a Private Application when creating a Zap.
You will find original tutorial here : [2](https://zapier.com/developer/start/introduction)
Creating a connection for the App
Enable the REST API in Dolibarr. They are used by Zapier.
Go into Zapier dashboard and create a Connection.
Enter the URL of your Dolibarr Login page and the login / pass of an existing account. For authentication, you must enter the login / pass of an existing account that will be used by Zapier to call APIs. Give the permission to this user according to the action that Zapier will ask to your Dolibarr.
Usage
Create a Zap
Create a ZAP that use the application you registered from the Zapier interface https://www.zapier.com