Connect Reflect and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
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
Ready to use Reflect and Holded automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Link
Triggers when a new link is created
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Reflect integrations.
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
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Frequently Asked Questions
To start, connect both your Reflect and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in Holded (or vice versa).
Absolutely. You can customize how Reflect data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Reflect and Holded 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 Reflect and Holded. 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
Learn MoreAbout Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn More
