Using Dolibarr node in the n8n automation platform

Table of Contents

1. [Connecting to n8n](#Connecting-to-n8n) 2. [Creating a Workflow using Dolibarr Node](#creating-a-workflow-using-dolibarr-node) 3. [Explanation of the different functionnalities](#explanation-of-the-different-functionnalities) 1. [General informations](#general-informations) 1. [Credentials](#credentials) 2. [Fields in every node](#fields-in-every-node) 2. [Creating a Calendar Event](#creating-a-calendar-event) 1. [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) 2. [Creating an event in Calendar when an email is received](#creating-an-event-in-calendar-when-an-email-is-received) 3. [Creating a document](#creating-a-document) 1. [Add a document in Dolibarr Document Gestion containing Zoom meeting information](#add-a-document-in-dolibarr-document-gestion-containing-zoom-meeting-information) 4. [Creating a Project Task](#creating-a-project-task) 1. [Creating a Task in Dolibarr when a Github issue is received](#creating-a-task-in-dolibarr-when-a-github-issue-is-received) 4. [Conclusion](#conclusion)

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 : ```bash n8n start ``` or ```bash n8n ``` you just have to press `o` on your terminal to open n8n in your browser.

You should arrive to the following connexion screen where you can enter your connexion informations.

![Connecting to n8n](./screenshots/connecting_to_n8n.png)

Creating a Workflow using 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.

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

Explanation of the different functionnalities

![Different scenarios](./screenshots/different_scenarios.png)

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

1. General informations

1. Credentials

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.

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

You have to indicate you base URL which is your instance URL.

And your API key that you can find in your account parameters when connecting in Dolibarr.

1. Fields in every node

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

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 : - `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.

1. Creating a Calendar Event

The first node is used to create an event in the calendar in Dolibarr.

![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.

For the next fields : - `Event Name` corresponds with the `Label` field in Dolibarr interface (this field is required), - `Description` corresponds with the `Descriptio` field (this field is optional), - `Event Type` corresponds with the `Type` type field, three options are available : `Intervention on site`, `Meetings` and `Reception of Email` (this field is required), - `Beginning Date of Event` corresponds with the left date in the `Date` field (this field is required), - `End Date of Event` corresponds with the right date in the `Date` field (this field is required), - `Email From` is not corresponding to any field for now on Dolibarr but since this field is present in Dolibarr AP, it is possible that is the next updates a dedicated Mail Sender field will be available on Dolibarr interface (this field is optional), - `Email Subject` is also not corresponding to ant field for now on Dolibarr and as the the previous one we can expect to the a dedicated field appears is the next updates (this field is optional).

![Add event in Dolibarr](./screenshots/add_event_dolibarr.png)