Cloudbeds + Holded

Generate sales invoices in Holded for new transactions in Cloudbeds

Streamline your financial processes by setting up this Cloudbeds-Holded integration. With this workflow, when a new transaction occurs in Cloudbeds, it directly results in creating a sales invoice in holded. This automation optimizes your time, reduces manual data entry, and improves accounting accuracy, keeping your business productive and efficient.

When this happens...
New Transaction
Triggers when a new transaction (credit or debit) is posted.
TriggerScheduled
automatically do this!
Create Sales Invoice
Creates a sales invoice
ActionWrite

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Supported triggers and actions

New Cancelled Guest
Triggers when a guest cancels their reservation.
Trigger
Scheduled
Try It
New Guest
Triggers when a new guest is created.
Trigger
Scheduled
Try It
New Reservation
Triggers when a new reservation is added.
Trigger
Scheduled
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Deal
Triggers when a new CRM Deal is created
Trigger
Scheduled
Try It

New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Scheduled
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Scheduled
Try It

- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- DateRequired
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice DateRequired
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product NameRequired
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document DateRequired
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document IDRequired
- Payment DateRequired
- Payment AmountRequired
- Treasury
Action
Write
- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- MessageRequired
Action
Write
- Contact IDRequired
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact NameRequired
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

New Checked-Out Guest
Triggers when a guest is checked out.
Trigger
Scheduled
Try It
New In-House Guest
Triggers when a guest status is marked as in-house.
Trigger
Scheduled
Try It
New Transaction
Triggers when a new transaction (credit or debit) is posted.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Scheduled
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Scheduled
Try It
- Contact NameRequired
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- AmountRequired
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt DateRequired
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document IDRequired
- Payment DateRequired
- Payment AmountRequired
- Treasury
Action
Write
- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- MessageRequired
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

About Cloudbeds

Cloudbeds is a hospitality management software platform with a property management system (PMS), channel manager, and booking engine.

Learn more

Related categories

Scheduling & Booking

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Cloudbeds + Holded

Generate sales invoices in Holded for new transactions in Cloudbeds

New Cancelled Guest

New Guest

New Reservation

API Request (Beta)

New Deal

New Purchase Invoice

New Sales Receipt

Create Credit Note

Create Employee

Create Sales Invoice

Create Product

Create Purchase Order

Create Sales Order

Mark Credit Note as Paid

Send Invoice

Update Contact

Find or Create Contact

New Checked-Out Guest

New In-House Guest

New Transaction

New Contact

New Sales Invoice

New Sales Order

Create Contact

Create Deal

Create Event

Create Payment

Create Purchase Invoice

Create Quote

Create Sales Receipt

Mark Invoice as Paid

Send Sales Receipt

Find Contact

About Cloudbeds

Related categories

About Holded

Related categories

Similar apps

Zapier Interfaces