Connect AgentX and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation
Get recent messages
New Agent
Fetch recent agent messages
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
Ready to use AgentX and Holded automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Create Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Send Message to Conversation
Send a message from Agent
List Agents
Show agents and apply filters
List Agent Conversations
Get agent conversations
List Workforces
List all workforces
Know More About Agentx and Holded Integrations
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Frequently Asked Questions
To start, connect both your AgentX and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Holded (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Holded typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and Holded. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn More
