Connect Holded and ZarMoney to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create a class
Update a Class
Create a taxTypes
Add a customer
Update a customer
Create a Vendor
Find a Vendor
Find a customer
Delete a customer
Delete a vendor
Find or Create vendor
Find or Create Customer
Create a financial Account
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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.
Create Payment
Create a new payment.
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Frequently Asked Questions
To start, connect both your Holded and ZarMoney accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in ZarMoney (or vice versa).
Absolutely. You can customize how Holded data is recorded in ZarMoney. This includes choosing which data fields go into which fields of ZarMoney, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and ZarMoney 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 ZarMoney. 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.
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn MoreAbout ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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