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Set up your first integration
Quickly connect Holded to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with Slack - 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 "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Holded and Slack, 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 Slack
Get Slack alerts for new sales invoices in Holded.
Business owners can stay informed about sales by setting up a Zap to notify them in Slack whenever a new sales invoice is created in Holded. This automation ensures you don't lose track of revenue events, enabling you to monitor business performance closely and address any issues quickly.
Business Owner
Alert Slack for new events in Holded CRM.
Engineering teams can stay connected to important developments by notifying a Slack channel when a new CRM event is created in Holded. This streamlines collaboration by sharing relevant updates in real-time, encouraging rapid responses to customer-related tasks or dependencies.
EngineeringNotify Slack about new projects in Holded.
Project managers can ensure seamless team communication by triggering Slack notifications whenever a new project is listed in Holded. This keeps everyone in the loop, reduces the need for manual updates, and can improve on-time delivery by ensuring tasks are picked up promptly.
Project ManagementLearn how to automate Slack on the Zapier blog
Frequently Asked Questions about Holded + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Slack
How do I integrate Holded with Slack?
To integrate Holded with Slack, you'll need to use our integration platform. First, select Holded and Slack as your two apps. From there, you can choose specific triggers (like 'New Invoice in Holded') to prompt actions in Slack (such as 'Send Channel Message'). Follow the step-by-step instructions to connect your accounts and set up your workflow.
What types of triggers are available in a Holded and Slack integration?
When integrating Holded with Slack, you can utilize triggers like 'New Contact' or 'Updated Deal' from Holded. These triggers can then activate actions within Slack, such as sending a customized message to a specific channel or user.
Which actions can be performed in Slack once integrated with Holded?
Once integrated with Holded, you can perform several actions in Slack using triggers from Holded. For instance, you could automatically post an update in a team channel when a new product is added in Holded or send a direct message when an invoice is paid.
Is it possible to customize the messages sent to Slack from Holded?
Yes, it's possible to customize messages sent to Slack based on specific triggers from Holded. You can craft personalized messages by including dynamic fields such as contact names, deal amounts, or dates pulled directly from your data in Holded.
Do I need any technical skills to set up the integration between Holded and Slack?
No technical skills are required to set up the integration between Holded and Slack. Our user-friendly platform guides you through the process with an intuitive interface where you select triggers and define what actions should follow.
Can I test the integration setup before fully implementing it?
Yes, testing is built into our integration setup process. After configuring your desired triggers and actions between Holded and Slack, you will have the opportunity to run tests ensuring everything functions as expected before activating the workflow.
How often do integrations between Holded and Slack run once set up?
Integrations between Holded and Slack typically run instantly or within minutes of the trigger event occurring in Holded. The routine checks for new data frequently so your workflows are updated without significant delay.
