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Dolibarr compatibility

Dolibarr is the original and most complete integration: all 60 actions in the catalog are executable there, depending on your permissions and modules. They declare compatibility with Dolibarr 18.0 to 23.0 (latest tested version).

Required modules#

Most actions rely on standard Dolibarr modules (third parties, proposals, orders, invoices, interventions, projects, calendar, tickets, stock, shipments): an action is only offered if the matching module is active (see the “Check active modules” action). Equipment actions also require a third-party module:

Gestion de Parc module (Code42) required : 11 actions (tested against a simulator, real-instance validation to be confirmed)
osCSS equipment ticket extension required

Actions#

Action	Identifier	Type	Dolibarr
Search for a customer, prospect or supplier	`thirdparty.search`	Read	18.0 – 23.0
Create a new third party	`thirdparty.create`	Write — confirmation required	18.0 – 23.0
Get a customer brief	`thirdparty.brief`	Read	18.0 – 23.0
Find the customer you are visiting	`thirdparty.nearby`	Read	18.0 – 23.0
Identify a company	`thirdparty.identify`	Read	18.0 – 23.0
Identify a contact	`contact.identify`	Read	18.0 – 23.0
Create a quotation	`proposal.create`	Write — confirmation required	18.0 – 23.0
Add a line to a quotation	`proposal.line.create`	Write — confirmation required	18.0 – 23.0
Search quotations	`proposal.search`	Read	18.0 – 23.0
Search invoices	`invoice.search`	Read	18.0 – 23.0
Send a document by e-mail	`document.send`	Write — confirmation required	18.0 – 23.0
Create an intervention	`intervention.create`	Write — confirmation required	18.0 – 23.0
Add a line to an existing intervention	`intervention.line.create`	Write — confirmation required	18.0 – 23.0
Search interventions	`intervention.search`	Read	18.0 – 23.0
Add a report to an intervention	`intervention.note.create`	Write — confirmation required	18.0 – 23.0
Turn an intervention into an invoice	`intervention.invoice.create`	Write — confirmation required	18.0 – 23.0
Change an intervention's status	`intervention.set_status`	Write — confirmation required	18.0 – 23.0
Create a task	`task.create`	Write — confirmation required	18.0 – 23.0
Search tasks	`task.search`	Read	18.0 – 23.0
Update a task's progress	`task.update`	Write — confirmation required	18.0 – 23.0
Search projects	`project.search`	Read	18.0 – 23.0
Get a project brief	`project.brief`	Read	18.0 – 23.0
Create a reminder or appointment	`event.create`	Write — confirmation required	18.0 – 23.0
Search reminders and appointments	`event.search`	Read	18.0 – 23.0
Edit an appointment	`event.update`	Write — confirmation required	18.0 – 23.0
Create a ticket	`ticket.create`	Write — confirmation required	18.0 – 23.0
Search tickets	`ticket.search`	Read	18.0 – 23.0
Add a message to a ticket	`ticket.message.create`	Write — confirmation required	18.0 – 23.0
Search equipment	`equipment.search`	Read	18.0 – 23.0 · Gestion de Parc module (Code42) required
List a customer's equipment	`equipment.list`	Read	18.0 – 23.0 · Gestion de Parc module (Code42) required
View an equipment record	`equipment.get`	Read	18.0 – 23.0 · Gestion de Parc module (Code42) required
Select a piece of equipment	`equipment.select`	Read	18.0 – 23.0 · Gestion de Parc module (Code42) required
Add equipment to the inventory	`equipment.create`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required
Edit equipment	`equipment.update`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required
Copy an equipment location	`equipment.copy_location`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required
List an equipment's tickets	`equipment.ticket.list`	Read	18.0 – 23.0 · Gestion de Parc module (Code42) required, osCSS equipment ticket extension required
Open a ticket on equipment	`equipment.ticket.create`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required, osCSS equipment ticket extension required
Update an equipment ticket	`equipment.ticket.update`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required, osCSS equipment ticket extension required
Comment on an equipment ticket	`equipment.ticket.comment`	Write — confirmation required	18.0 – 23.0 · Gestion de Parc module (Code42) required, osCSS equipment ticket extension required
Search orders	`order.search`	Read	18.0 – 23.0
Check an order's availability	`order.availability`	Read	18.0 – 23.0
Search products	`product.search`	Read	18.0 – 23.0
Search shipments	`shipment.search`	Read	18.0 – 23.0
Create a shipment	`shipment.create`	Write — confirmation required	18.0 – 23.0
Validate a shipment	`shipment.validate`	Write — confirmation required	18.0 – 23.0
Stock issue	`stock.issue`	Write — confirmation required	18.0 – 23.0
Stock receipt	`stock.receive`	Write — confirmation required	18.0 – 23.0
Stock transfer	`stock.transfer`	Write — confirmation required	18.0 – 23.0
Get a warehouse brief	`warehouse.brief`	Read	18.0 – 23.0
Show an object's detailed record	`object.get`	Read	18.0 – 23.0
Open a record in the ERP	`object.get_url`	Read	18.0 – 23.0
List objects	`object.list`	Read	18.0 – 23.0
List and download an object's documents	`object.list_documents`	Read	18.0 – 23.0
List linked objects	`object.list_linked`	Read	18.0 – 23.0
Change an object's status	`object.set_status`	Write — confirmation required	18.0 – 23.0
Create a generic object	`object.create`	Write — confirmation required	18.0 – 23.0
List available actions	`actions.list`	Read	18.0 – 23.0
Describe capabilities	`capabilities.describe`	Read	18.0 – 23.0
Check active modules	`system.check_modules`	Read	18.0 – 23.0
Switch working mode	`profile.switch`	Write — confirmation required	18.0 – 23.0