Connect Recall.ai and Holded
Integrate Recall.ai with Holded to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Holded when New Recording Becomes Ready in Recall.ai
List Contacts from Holded when New Recording Becomes Ready in Recall.ai
Update Contact in Holded when New Recording Becomes Ready in Recall.ai
List Expense Accounts from Holded when New Recording Becomes Ready in Recall.ai
Create Product in Holded when New Recording Becomes Ready in Recall.ai
Popular Recall.ai + Holded flows
Start from a real workflow other teams are already running.
Choose a trigger
Recall.ai
When this happens...
New Recording Becomes Ready
New Transcript Completed
New Webhook Event
Choose an action
Holded
Automatically do this!
Create Contact
List Contacts
Update Contact
List Expense Accounts
Create Product
List Products
List Sales Channels
List Warehouses
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Orders
Create Sales Invoice
Get Sales Orders
Get Sales invoices
Create Sales Order
Create Sales Receipt
Get Sales Receipts
List Contact Groups
List Remittances
List Services
Get Funnels
List Leads
List Purchase Documents
Get Booking Locations
List Bookings
Get Projects
List Tasks
List Employees
List Accounting Accounts
Create Event
Create Employee
List Documents
List Treasury Accounts
Update Employee
List CRM Events
Create Lead
List Funnels
Create Project
Create Contact in Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Contacts from Holded when New Recording Becomes Ready in Recall.ai
Use this flowUpdate Contact in Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Expense Accounts from Holded when New Recording Becomes Ready in Recall.ai
Use this flowCreate Product in Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Products from Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Sales Channels from Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Warehouses from Holded when New Recording Becomes Ready in Recall.ai
Use this flowCreate Payment in Holded when New Recording Becomes Ready in Recall.ai
Use this flowList Payments in Holded when New Recording Becomes Ready in Recall.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Recall.ai and Holded.
When this happensTriggers
A trigger is an event that starts a workflow.
New Recording Becomes Ready
Runs when a recording becomes ready and its media is available; you can set the lookback window (minutes).
New Transcript Completed
Runs when a transcript finishes processing.
New Webhook Event
Runs when Recall.ai sends a bot, recording or transcript status event to your webhook.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Recall.ai integrations.
Get Bot
Get a bot with its status history, recordings and download links.
List Bots
List bots filtered by status, platform, meeting link or join time.
Update Scheduled Bot
Change the name, join time, meeting link or settings of a bot that has not joined yet.
Send Bot to Meeting
Send a bot to a Zoom, Google Meet, Teams or Webex meeting now or at a set time to record and transcribe it.
Delete Scheduled Bot
Delete a scheduled bot that has not joined its meeting yet.
Send Chat Message
Send a chat message from a bot into its meeting.
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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From idea to automation.
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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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About Recall.ai
Recall.ai provides developer APIs for recording, transcribing, and analyzing meetings across Zoom, Google Meet, Microsoft Teams, Webex and more. Send meeting bots, get recordings and transcripts, and schedule bots from connected calendars.
Learn more
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recall.ai and Holded 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 Recall.ai and Holded 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 Holded. No coding required.
Yes. You can set up a workflow where Recall.ai triggers actions in Holded, and a separate workflow where Holded triggers actions in Recall.ai. 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 Recall.ai and Holded. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recall.ai and Holded integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
