All integrationsAccounting & Finance

Holded

Manage contacts, contact groups and services, and read invoices, products, payments, ledger entries, taxes, projects, tasks and treasury accounts.

actions
25
triggers
6

Triggers

Start a workflow when something happens in Holded.

  • New contactPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New servicePolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New productPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New paymentPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New projectPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New taskPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.

Actions

Steps a workflow can run in Holded.

  • List contactsList contacts.
  • Create a contactCreate a contact.
  • Get a contact by IDGet a contact by ID.
  • Update a contactUpdate a contact.
  • Delete a contactDelete a contact.
  • List contact groupsList contact groups.
  • Create a contact groupCreate a contact group.
  • Get a contact groupGet a contact group.
  • Update a contact groupUpdate a contact group.
  • Delete a contact groupDelete a contact group.
  • List servicesList services.
  • Create a serviceCreate a service.
  • Get a serviceGet a service.
  • Update a serviceUpdate a service.
  • Delete a serviceDelete a service.
  • List invoicesList invoices.
  • Get an invoiceGet an invoice.
  • List all productsList all products.
  • Get a product by IDGet a product by ID.
  • List paymentsList payments.
  • List ledger entriesList ledger entries.
  • List all taxesList all taxes.
  • List projectsList projects.
  • List all tasksList all tasks.
  • List treasury accountsList treasury accounts.

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