Connect Reclaim AI and Holded
Integrate Reclaim AI with Holded to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Reclaim AI when New Contact in Holded
Get Tasks from Reclaim AI when New Contact in Holded
Create Sales receipts in Holded when When a new task is created in Reclaim AI
List Treasury Accounts from Holded when When a new task is created in Reclaim AI
Create Purchase Order in Holded when When a new task is created in Reclaim AI
Popular Reclaim AI + Holded flows
Start from a real workflow other teams are already running.
Choose a trigger
Reclaim AI
When this happens...
When a new task is created
Choose an action
Holded
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
List Treasury Accounts
Create Task in Reclaim AI when New Contact in Holded
Use this flowGet Tasks from Reclaim AI when New Contact in Holded
Use this flowCreate Sales receipts in Holded when When a new task is created in Reclaim AI
Use this flowList Treasury Accounts from Holded when When a new task is created in Reclaim AI
Use this flowCreate Purchase Order in Holded when When a new task is created in Reclaim AI
Use this flowGet Sales invoices in Holded when When a new task is created in Reclaim AI
Use this flowCreate Employee in Holded when When a new task is created in Reclaim AI
Use this flowGet Sales orders in Holded when When a new task is created in Reclaim AI
Use this flowList Contact Groups in Holded when When a new task is created in Reclaim AI
Use this flowCreate Payment in Holded when When a new task is created in Reclaim AI
Use this flowSupported Triggers & Actions
Everything you can automate between Reclaim AI and Holded.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created in Reclaim AI.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Reclaim AI integrations.
Create Task
Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).
Get Tasks
Find or search tasks and filter results by status, title, priority, or event category.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
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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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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About Reclaim AI
Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.
Learn moreSimilar apps
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 Reclaim 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 Reclaim 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 Reclaim AI triggers actions in Holded, and a separate workflow where Holded triggers actions in Reclaim 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 Reclaim AI and Holded. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reclaim 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.
