Connect Microsoft Sharepoint and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
New List Created
New List Item Created
Updated List Item
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
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 Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find a list item by ID or by matching field values.
Create Contact
Create a new contact.
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Step by step guides to integrate Microsoft Sharepoint and Holded
Frequently Asked Questions
To start, connect both your Microsoft Sharepoint and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in Holded (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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