Connect Holded and Pitchit
Integrate Holded with Pitchit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Holded when When a new pitch is created in Pitchit
List Contacts from Holded when When a new pitch is created in Pitchit
Update Contact in Holded when When a new pitch is created in Pitchit
Create Product in Holded when When a new pitch is created in Pitchit
List Products in Holded when When a new pitch is created in Pitchit
Popular Holded + Pitchit flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Pitchit
Automatically do this!
Add Lead to Pitchit
Create Contact in Holded when When a new pitch is created in Pitchit
Use this flowList Contacts from Holded when When a new pitch is created in Pitchit
Use this flowUpdate Contact in Holded when When a new pitch is created in Pitchit
Use this flowCreate Product in Holded when When a new pitch is created in Pitchit
Use this flowList Products in Holded when When a new pitch is created in Pitchit
Use this flowList Sales Channels from Holded when When a new pitch is created in Pitchit
Use this flowCreate Payment in Holded when When a new pitch is created in Pitchit
Use this flowList Payments in Holded when When a new pitch is created in Pitchit
Use this flowGet Taxes from Holded when When a new pitch is created in Pitchit
Use this flowCreate Purchase Order in Holded when When a new pitch is created in Pitchit
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Pitchit.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
When a new pitch is created
Runs the workflow automatically when a new pitch is created in Pitchit.
When a meeting is booked
Runs the workflow automatically whenever a meeting is booked in the account.
When a lead's priority changes
Runs the workflow automatically whenever any lead's priority is changed.
When a lead's insights are updated
Runs the workflow automatically whenever any lead's insights are updated in the account.
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
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 Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Pitchit 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 Pitchit 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 Pitchit. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Pitchit, and a separate workflow where Pitchit 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 Pitchit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Pitchit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
