Connect Holded and SERA Systems to Build Intelligent Automations

Choose a Trigger

Holded

When this happens...

Choose an Action

SERA Systems

Automatically do this!

Enable Integrations or automations with these events of Holded and SERA Systems

Enable Integrations or automations with these events of Holded and SERA Systems

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 SERA Systems?

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

Can we customize how data from Holded is recorded in SERA Systems?

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

How often does the data sync between Holded and SERA Systems?

The data sync between Holded and SERA Systems 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 SERA Systems?

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 SERA Systems?

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

About SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

Learn More