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Connect Holded and Sub-Zap by Zapier to unlock the power of automation

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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 Sub-Zap by Zapier - 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 Sub-Zap by Zapier

An action is what takes place after the automation is triggered. For example, with Sub-Zap by Zapier, the action could be "Call a Sub-Zap."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Holded to Sub-Zap by Zapier

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 have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Holded to Sub-Zap by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Holded and Sub-Zap by Zapier 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.

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.

  • Holded triggers, actions, and search
    New Contact

    Triggers when a new contact is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Sales Invoice

    Triggers when a new sales invoice is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    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
  • Holded triggers, actions, and search
    New Deal

    Triggers when a new CRM Deal is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Purchase Invoice

    Triggers when a new Purchase invoice is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    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

Learn how to automate Holded on the Zapier blog

Learn how to automate Sub-Zap by Zapier on the Zapier blog

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