Integrate Holded with Zoho Invoice

Send information between Holded and Zoho Invoice automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Zoho Invoice each time a new contact is created in Holded

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Zoho Invoice whenever 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 creates a new contact in Zoho Invoice.
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Generate a new contact in Zoho Invoice each time a new contact is created in Holded

Holded + Zoho Invoice

Build your own integrations between Holded and Zoho Invoice

Connect Holded and Zoho Invoice with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Contact group created

Triggers when a new contact group is created

Service created

Triggers when a new service is created

Payment created

Triggers when a new payment is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Warehouse created

Triggers when a new warehouse is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Estimate updated

Triggers when any detail of an existing estimate is updated

Recurring expense created

Triggers when a new recurring expense is created

Credit note updated

Triggers when the details of an existing credit note are updated

Timesheet updated

Triggers when the details of an existing timesheet are updated

Project updated

Triggers when any detail of an existing project is updated

Contact created

Triggers when a new contact is created

Payment received

Triggers when a new payment is received

Project created

Triggers when a new project is created

Item created

Triggers when a new item is created in the selected organization

Item updated

Triggers when any detail of an existing item is updated

Invoice created

Triggers when a new invoice is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Contact person created

Triggers when a new contact person is created for an existing contact

Estimate created

Triggers when a new estimate is created in the selected organization

Payment updated

Triggers when any detail of an existing payment is updated

Contact updated

Triggers when any detail of an existing contact is updated

Credit note created

Triggers when a new credit note is created

All Actions - Actions are the automated tasks

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

Create task

Creates a new task

Create product

Creates a new product

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Update project

Updates the details of an existing project

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update contact

Updates the details of an existing contact

Update sales channel

Updates the details of an existing sales channel

Update employee

Updates the details of an existing employee

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing document

Fetch employee

Fetches the details of an existing employee using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch project

Fetches the details of an existing project using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch document

Fetches the details of an existing document using ID

Fetch warehouse

Fetches the details of an existing warehouse 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 product

Fetches the details of an existing product using ID

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Stop timer

Stops the timer that is currently running

Send invoice

Sends an existing invoice to the specified recipients

Create recurring invoice

Creates a new recurring invoice

Start timer

Starts timer for the selected task

Create contact person

Creates a new contact person for the selected contact

Add address for customer

Adds address details for an existing customer

Create task

Creates a new task in the specified project

Request payment information

Sends a payment information request to the specified email address

Record payment

Records a payment for an existing invoice

Send retainer invoice

Sends a retainer invoice to the specified email address

Create retainer invoice

Creates a new retainer invoice

Create timesheet

Creates a new timesheet entry

Create item

Creates a new item

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create recurring expense

Creates a new recurring expense

Create contact

Creates a new contact

Send estimate

Sends an existing estimate to the specified recipients

Create project

Creates a new project

Update project

Updates the details of an existing project

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update timesheet

Updates the details of an existing timesheet

Update contact person

Updates the details of an existing contact person

Create payment link

Creates a payment link

Update invoice status

Updates the status of an existing invoice

Update payment link

Updates the details of an existing payment link

Update invoice

Updates the details of an existing invoice

Update estimate

Updates the details of an existing estimate

Update item

Updates the details of an existing item

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch payment

Fetches the details of an existing payment

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch item by ID

Fetches the details of an existing item by ID

Fetch project

Fetches the details of an existing project by ID

Fetch item by name

Fetches the details of an existing item by name

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch task

Fetches the details of an existing task by ID

Fetch estimate

Fetches the details of an existing invoice

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch contact by email

Fetches the details of an existing contact by email

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch contact by ID

Fetches the details of an existing contact by ID

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 Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

Build comprehensive workflows using

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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