Connect Holded and Gmail to Build Intelligent Automations

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Holded

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Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when a new contact created.

New mail matches your specified search criteria

New mail matches your specified search criteria

Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.

New Email

New Email

Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

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Do thisActions

Action is the task that follows automatically within your Holded integrations.

Create Contact

Create Contact

Create a new contact.

List Contacts

List Contacts

Get all your contact by phone number.

Update Contact

Update Contact

Update a specific contact.

Create Product

Create Product

Create a new product.

List Products

List Products

Get all your products.

Create Payment

Create Payment

Create a new payment.

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Step by step guides to integrate Holded and Gmail

Frequently Asked Questions

How do I start an integration between Holded and Gmail?

To start, connect both your Holded and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Gmail (or vice versa).

Can we customize how data from Holded is recorded in Gmail?

Absolutely. You can customize how Holded data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Holded and Gmail?

The data sync between Holded and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Holded to Gmail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Holded and Gmail?

Yes, you can set conditional logic to control the flow of data between Holded and Gmail. 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.

Holded

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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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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