Connect Holded and Preview (Mac) to Build Intelligent Automations

Choose a Trigger

Holded

When this happens...

Choose an Action

Preview (Mac)

Automatically do this!

Enable Integrations or automations with these events of Holded and Preview (Mac)

Enable Integrations or automations with these events of Holded and Preview (Mac)

Triggers

New Contact

New Contact

Trigger when a new contact created.

Request a new Trigger for Holded

Actions

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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Frequently Asked Questions

How do I start an integration between Holded and Preview (Mac)?

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

Can we customize how data from Holded is recorded in Preview (Mac)?

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

How often does the data sync between Holded and Preview (Mac)?

The data sync between Holded and Preview (Mac) 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 Preview (Mac)?

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 Preview (Mac)?

Yes, you can set conditional logic to control the flow of data between Holded and Preview (Mac). 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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Preview (Mac)

About Preview (Mac)

Preview is a versatile application for macOS users, designed to view and edit PDF files and images. It offers a range of features including annotation, document merging, and image editing, making it an essential tool for productivity and document management on Mac devices.

Learn More