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Model your business processes in Dolibarr: a visual builder chaining steps with owner, delay and type, versioned templates, roles instead of people, running instances, user tasks, validations with reasons, business rules, automatic actions, dynamic forms, notifications, history and cycle-time reporting.
Turn every validated customer invoice into a structured e-invoice flow: Factur-X, UBL and CII formats, buyer identifiers taken from the invoice, a field-level compliance report that names what is missing, lifecycle tracking from generated to closed, status log, compliance rate and dashboard.
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Manage your Infomaniak newsletters directly from Dolibarr: create campaigns, manage subscribers and schedule sends without leaving your ERP. Please note this module is experimental. Make sure to verify your data.
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Please note this module is experimental. Make sure to verify your data.
The Infomaniak Newsletters module connects your Dolibarr to your Infomaniak newsletter account via the official API. From your ERP, you can create and manage email campaigns, add Dolibarr contacts as subscribers, organize them into groups and schedule newsletter sends. Campaign content is edited directly in the Infomaniak interface (direct link from Dolibarr). A dedicated tab on each contact card lets you see which groups and segments the contact belongs to, and subscribe them to a group in one click.
Features:
Create and manage newsletter campaigns from Dolibarr
Set sender address, sender name, language and subject
View recipient count and campaign status
Send a test email to any address
Schedule sending at a specific date and time
Dedicated tab on contact cards: subscribe to a group, view groups and segments
Create new subscriber groups from Dolibarr
Secure connection via Infomaniak API key