Integrate Holded with Twilio

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Send a welcome email in Twilio when a new contact is created in Holded

Send personalized welcome emails to every new contact in your business management software. This flow will send a welcome email in Twilio when a new contact is created in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a welcome email in Twilio when a new contact is created in Holded

Holded + Twilio

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Supported triggers and actions

Integrate Holded and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Contact created

Triggers when a new contact is created

Payment created

Triggers when a new payment is created

Project created

Triggers when a new project is created

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Task created

Triggers when a new task is created

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message sent or received

Triggers when a new SMS is sent or received

SMS message received

Triggers when a new SMS message is received

All Actions - Actions are the automated tasks

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Create service

Creates a new service

Create employee

Creates a new employee

Create payment

Creates a new payment

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create task

Creates a new task

Create contact

Creates a new contact

Create product

Creates a new product

Create project

Creates a new project

Update service

Updates the details of an existing service

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update contact group

Updates the details of an existing contact group

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update warehouse

Updates the details of an existing warehouse

Fetch employee

Fetches the details of an existing employee using ID

Fetch project

Fetches the details of an existing project using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch service

Fetches the details of an existing service using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch document

Fetches the details of an existing document using ID

Fetch payment

Fetches the details of an existing payment using ID

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

What is Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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