Connect Holded and Cognitive Invoice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
- Request a new Action for Cognitive Invoice
Enable Integrations or automations with these events of Holded and Cognitive Invoice
Enable Integrations or automations with these events of Holded and Cognitive Invoice
Triggers
New Contact
Trigger when a new contact created.
Actions
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
Create Payment
Create a new payment.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Holded and Cognitive Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Cognitive Invoice (or vice versa).
Absolutely. You can customize how Holded data is recorded in Cognitive Invoice. This includes choosing which data fields go into which fields of Cognitive Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and Cognitive Invoice 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 Holded and Cognitive Invoice. 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 Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn MoreAbout Cognitive Invoice
Cognitive Invoice is a platform built on deep learning which automates invoice processing workflows. Automate invoice data extraction, build your workflows to ingest, capture, validate and post invoices to system of your choice – no coding required.
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