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Set up your first integration
Quickly connect Holded to Webhooks by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with Webhooks by Zapier - 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 "Custom Request" in Webhooks by Zapier.
You’re connected!
Zapier seamlessly connects Holded and Webhooks by Zapier, 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 Webhooks by Zapier
Alert owners when new sales invoices are created
When a new sales invoice is created in Holded, Zapier can send a webhook notification to a specific URL. This allows the business owner to stay informed in real-time whenever an invoice is generated, helping them monitor their cash flow effectively and make quick decisions when needed.
Business Owner
Sync new contacts to external IT systems
Zapier enables seamless integration between Holded and IT systems by triggering a webhook whenever a new contact is created in Holded. This allows IT to automatically populate the contact into their internal systems, saving time and ensuring consistency across platforms.
ITUpdate external system with new sales funnel data
When a new sales funnel is added in Holded, Zapier can send the data using a webhook to update an external marketing dashboard or CRM tool. This ensures the marketing team can continuously align their strategies with up-to-date funnel information, improving their efficiency and decision-making.
Marketing & Marketing OpsLearn how to automate Webhooks by Zapier on the Zapier blog
Frequently Asked Questions about Holded + Webhooks by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Webhooks by Zapier
How do I integrate Holded with Webhooks by Zapier?
To integrate Holded with Webhooks by Zapier, you need to create a new Zap in your Zapier account, select the appropriate trigger from Holded, and choose 'Webhooks by Zapier' as your action. This process will require configuring your webhook to send the right data when triggered by an event in Holded.
What triggers are available for Holded in Zapier?
We offer several triggers for Holded, such as 'New Invoice', 'Updated Contact', and 'New Customer'. These triggers help initiate workflows when specific events occur in your Holded account.
Can I use Webhooks by Zapier to automate contact updates from Holded?
Yes, using the 'Updated Contact' trigger in Holded, you can set an action to update a contact through Webhooks by Zapier. This allows for seamless automation whenever a contact is modified in your system.
Is it possible to create custom events using Webhooks with data from Holded?
Absolutely. You can configure custom webhooks that receive specific data points from events triggered in Holded. By setting up tailored triggers and actions, you can manage complex workflows suited to your business needs.
What kind of actions can be executed via Webhooks once triggered by an event in Holded?
Once a webhook is triggered by an event in Holded, various actions can be performed such as sending data to another application, updating records, or creating new entries. The flexibility of webhooks allows them to adapt actions based on how you configure them.
Do I need coding skills to set up webhooks between Holded and other apps via Zapier?
No coding skills are required. Our user-friendly interface allows you to set up webhooks with just clicks while configuring triggers and actions between applications like Holded without needing any code experience.
How do I test if my webhook integration between Holded and another app is working correctly?
You should use the test feature during setup within our platform where you can simulate a trigger from Holded and verify that the appropriate action occurs via the configured webhook.
