Connect Holded and Contextual AI
Integrate Holded with Contextual AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Holded + Contextual AI flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Contextual AI
Automatically do this!
Create Datastore
List Datastores
Get Datastore Metadata
Reset Datastore
Delete Datastore
List Documents
Get Document Metadata
Delete Document
List Agents
Create Agent
Delete Agent
Reset Agent
Get Agent Metadata
Create Datastore in Contextual AI when New Contact in Holded
Use this flowList Datastores in Contexualai when New Contact in Holded
Use this flowGet Datastore Metadata in Contexualai when New Contact in Holded
Use this flowReset Datastore in Contexualai when New Contact in Holded
Use this flowDelete Datastore in Contextual AI when New Contact in Holded
Use this flowList Documents in Contexualai when New Contact in Holded
Use this flowGet Document Metadata in Contexualai when New Contact in Holded
Use this flowDelete Document from Contextual AI when New Contact in Holded
Use this flowList Agents in Contexualai when New Contact in Holded
Use this flowCreate Agent in Contexualai when New Contact in Holded
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Contextual AI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Contextual AI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Holded and Contextual AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Contextual AI. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Contextual AI, and a separate workflow where Contextual AI triggers actions in Holded. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Holded and Contextual AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Contextual AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
