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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