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Set up your first integration
Quickly connect Holded to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Holded.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Holded and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling - Contact NameRequired
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
ActionWrite
- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerPolling - Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- DateRequired
- Contact NameRequired
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
ActionWrite
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Practical ways you can use Holded and monday.com
Create invoices for sales orders
When a new sales order is created in monday.com, Zapier creates a corresponding sales invoice in Holded. This simplifies the billing process, saving time and reducing errors when reflecting sales activity in your accounting records.
Business Owner
Update monday.com status when a new project is created
When a new project is created in Holded, Zapier updates a status column in monday.com to reflect this new project. This ensures all stakeholders see a synchronized workflow between tools used for management and operations.
ITAdd new sales orders to monday.com as items
When a new sales order is created in Holded, Zapier adds it to monday.com as a new item in the specified board. This automation keeps your project management boards updated with relevant business data, ensuring team members always know the project's financial context.
Project ManagementLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Holded + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and monday.com
How can I integrate Holded with monday.com?
To integrate Holded with monday.com, you can use Zapier to create an automated workflow called 'Zap'. This allows you to connect specific triggers from Holded, like a new invoice being created, to actions in monday.com, such as updating an item or creating a new task.
What triggers and actions are available for the Holded and monday.com integration?
For the Holded and monday.com integration, some common triggers include 'New Invoice' or 'Updated Project' in Holded. Available actions in monday.com might be 'Create Item' or 'Update Column Value,' allowing seamless data flow between both applications.
Do I need coding skills to set up the integration between Holded and monday.com?
No coding skills are required. Our interface is user-friendly, enabling you to set up integrations between Holded and monday.com through simple steps like picking a trigger and corresponding action.
Can I customize what data gets transferred from Holded to monday.com?
Yes, you can customize the data transfer by selecting specific fields that are important for your workflow. For example, when a new client is added in Holded, you can choose to only transfer their contact information into a new item in monday.com.
Is it possible to automate financial reporting by integrating Holded and monday.com?
Yes, by setting up triggers such as 'New Invoice' or 'Expense' from Holded and actions like updating status boards or columns on monday.com, you can automate your financial reporting tasks.
How do I ensure data accuracy when transferring information between Holded and monday.com?
We recommend setting up filters within Zapier that will check for specific conditions before triggering any transfer between systems. This way, only accurate and necessary information will flow across platforms.
'I'm receiving errors during my integration setup. What should I do?'
'If you encounter errors during your integration setup between Holded and monday.com through our platform, check your trigger-event configurations first. Ensure that your chosen fields match exactly across both applications.'
