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Integrate Holded with Quotient to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Holded with Quotient - no code necessary. See how you can get setup in minutes.

Select a trigger from Holded

A trigger is an event that starts your Zap and runs the workflow. For example, with Holded, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Quotient

An action is what takes place after the automation is triggered. For example, with Quotient, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Holded to Quotient

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Holded to Quotient with a Zapier template.

Our most popular template

Create Holded quotes when new Quotient quotes are accepted
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Quotient + Holded

Create Holded quotes when new Quotient quotes are accepted

Quotient + Holded

Make work flow with AI

Level up your Holded to Quotient integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Holded and Quotient to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Holded and Quotient to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created
Trigger
Scheduled
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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 Name
  Required
- 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 ID
- Contact Name
  Required
- Deal Value
- Deal Potential
- Due Date
Action
Write

- Contact Name
  Required
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact ID
- Amount
  Required
- Description
- Date
  Required
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
- Date
  Required
- Notes
- Invoice Number
- Contact Name
  Required
- 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
- Date
  Required
- Notes
- Sales Channel
- Invoice Number
- Contact Name
  Required
- 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
- Date
  Required
- Contact Name
  Required
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Date
  Required
- Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Document ID
  Required
Action
Search
Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
Try It
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Try It
Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
Try It
- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
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
- Date
  Required
- Contact Name
  Required
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- Contact Name
  Required
- Last Name
  Required
- Contact Email
- 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
- Date
  Required
- Contact Name
  Required
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Contact Name
  Required
- Description
- Price
- Tax Rate (%)
- 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
- Date
  Required
- Notes
- Warehouse
- Sales Channel
- Contact Name
  Required
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice 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
- Date
  Required
- Notes
- Warehouse
- Contact Name
  Required
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Date
  Required
- Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
- Contact Name
  Required
- Contact Code
- Trade Name
- Contact Email
- Mobile Phone
- Phone Number
- IBAN
- Swift
- Sepa Reference
- Sepa Date
- Address
- City
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Document ID
  Required
- 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
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- Contact Email
- First Name
  Required
- Last Name
- Company
- Phone Number
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

About Holded

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn more Help

Related categories

Proposal & Invoice Management

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