⚙️ Save time and reduce errors — automate tasks and alerts in Dolibarr CRM. Learn how to streamline follow-ups, reminders, and data entry.
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⚙️ How to Automate Tasks and Notifications
Automation in Dolibarr can simplify your workflow, reduce repetitive work, and make sure nothing falls through the cracks. From sending email reminders to updating statuses, here’s how to set up automation to boost your productivity.
🔁 What Can You Automate?
With Dolibarr’s built-in tools and third-party modules, you can automate:
- 📩 Email notifications and follow-up reminders
- 🕓 Task assignments and due date alerts
- 🔄 Status changes based on activity
- ✅ Task creation from sales, project, or support events
- 🔔 In-app or email alerts for overdue items
🛠️ Setting Up Email Notifications
- Go to Setup > Emails > Email Templates
- Create or customize a template for:
- New proposals
- Late invoices
- Meeting reminders
- Assign the template to a specific module trigger (e.g., invoice validation, project task start)
💡 Pro Tip: Use tokens like {CLIENT_NAME} or {INVOICE_REF} to personalize messages.
🔧 Automating Task Creation
Dolibarr allows rules-based task creation via:
- Commercial workflows (e.g., auto-create task when quote is accepted)
- Project templates with predefined milestones
- Triggers for support tickets and CRM records
Go to Setup > Module > Projects to enable default task behaviors.
🔔 Using Triggers & Scheduled Jobs
Advanced automation can be created using:
- Triggers (automatic actions on create/edit/delete events)
- Scheduled Jobs (cron) to batch-send reminders or sync data
Enable triggers in Home > Admin Tools > Triggers and assign cron tasks via your server or hosting panel.
🧠 Recommended Automations
- New opportunity → auto-create a task to follow up in 3 days
- Invoice overdue → send a reminder email to the client
- Project created → notify team lead and assign kickoff task
- Ticket resolved → email the client and update internal status
🔐 Permissions and Safety
Only users with admin or manager rights can create/edit automation rules. Changes should be tested in a staging environment when possible to avoid conflicts or duplicate messages.
🛟 Need Help?
- 📝 Open a support ticket to request a custom automation
- 💬 Use live chat for real-time troubleshooting
- 📚 Browse the Knowledge Base for rule setup and module integration examples
Automation keeps your business running smoother — so your team can focus on results, not reminders.