Action catalog
SpeakDo only executes actions declared in a closed catalog: 60 actions to date, including 31 reads and 29 writes that always require your confirmation. The actions actually offered depend on your ERP, permissions, modules and business profile.
This page is generated from SpeakDo's code (action manifests and ERP bindings): figures and compatibility are never typed by hand.
Actions by category#
| Category | Actions |
|---|---|
| Customers and prospects (6) | Search for a customer, prospect or supplier · Create a new third party · Get a customer brief · Find the customer you are visiting · Identify a company · Identify a contact |
| Quotations (3) | Create a quotation · Add a line to a quotation · Search quotations |
| Invoices and documents (2) | Search invoices · Send a document by e-mail |
| Interventions (6) | Create an intervention · Add a line to an existing intervention · Search interventions · Add a report to an intervention · Turn an intervention into an invoice · Change an intervention's status |
| Projects and tasks (5) | Create a task · Search tasks · Update a task's progress · Search projects · Get a project brief |
| Calendar and reminders (3) | Create a reminder or appointment · Search reminders and appointments · Edit an appointment |
| Tickets (3) | Create a ticket · Search tickets · Add a message to a ticket |
| Equipment (Gestion de Parc) (11) | Search equipment · List a customer's equipment · View an equipment record · Select a piece of equipment · Add equipment to the inventory · Edit equipment · Copy an equipment location · List an equipment's tickets · Open a ticket on equipment · Update an equipment ticket · Comment on an equipment ticket |
| Orders, stock and shipping (10) | Search orders · Check an order's availability · Search products · Search shipments · Create a shipment · Validate a shipment · Stock issue · Stock receipt · Stock transfer · Get a warehouse brief |
| Search, records and system (11) | Show an object's detailed record · Open a record in the ERP · List objects · List and download an object's documents · List linked objects · Change an object's status · Create a generic object · List available actions · Describe capabilities · Check active modules · Switch working mode |
Compatibility by ERP#
Dolibarr: 60 actions out of 60. ERPNext: 11 bound actions (2 of them writes), 3 with no equivalent, the others not available. See Dolibarr compatibility and ERPNext compatibility.
Verification levels#
- Declared: the action exists in the catalog.
- Bound: it is connected to a given ERP's API.
- Executable: it can be offered to a user of that ERP.
- Tested: it is covered by automated tests (against a simulator or official definitions).
- Validated on a real ERP: it has been executed on a real instance. The documentation only states this when it is proven.