Holded automation for invoices, clients, and reports
Create Holded invoices from Shopify orders, capture leads from Gmail, and alert Slack when payments need attention.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Holded.
Update records in Holded automatically when data changes in the apps your team already uses.
Log Holded activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Holded
Ready-made flows built with Holded — preview one, then make it yours.
Ready to use Holded automations
Triggers and Actions in Holded Automations
viaSocket makes it simple to connect Holded and automate repetitive tasks.
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 contact by ID and choose which fields to change.
Create Product
Create a new product and configure name, type, stock, price, SKU, tags, taxes, variants, and pack items.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Real-world use cases of Holded integrations
See how Holded integrates with popular apps to automate tasks and streamline your workflow.
Create Holded invoices when Shopify orders are marked paid, keeping sales and billing aligned.
Send Holded payment reminders to Slack when invoices pass due date, so collections get attention.
Capture new Holded leads from Gmail inquiries, then create follow-up tasks for sales.
Update Holded customer records from Google Sheets pricing changes, keeping account details current.
Route approved Holded quotes into your CRM, so sales and finance share the same deal status.
Push Holded expense totals into a spreadsheet after month-end closing for cleaner reporting.
How to get started with Holded automations
Automate when something happens in Holded
Login -> Create new flow -> Select trigger -> Search Holded -> Choose the trigger from the list
Take action in Holded when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Holded -> Choose the action from the list
Trigger
Action
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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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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