Connect Holded and karlia to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
Ready to use Holded and karlia automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
New Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is updated.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
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.
List Sales Channels
Get all your sales channels
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Frequently Asked Questions
To start, connect both your Holded and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in karlia (or vice versa).
Absolutely. You can customize how Holded data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and karlia 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 karlia. 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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