Connect Holded and Totango to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Get User
List Events
List Touchpoint Type
List Touchpoint Tags
List Activity Types
List Teams
List Objective Status
List Objective Category
List Objective Templates
List Tasks
Create Task
Ready to use Holded and Totango automations
Actions and Triggers
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
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 Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Totango (or vice versa).
Absolutely. You can customize how Holded data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and Totango 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 Totango. 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.
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