Integrate Holded with Forecast
Send information between Holded and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Forecast whenever a new task is initiated in Holded
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Forecast whenever a new task is initiated in Holded.
How it works
- The flow triggers when a new task is created in Holded.
- Zoho Flow creates a new task in Forecast.
Set up a new task in Forecast whenever a new task is initiated in Holded
Holded + Forecast
Start a new project in Forecast whenever a new project is launched in Holded
Enable seamless tracking and reporting by auto-creating projects in your project management platform from business management software. This flow will set up a new project in Forecast each time a new project is initiated in Holded.
How it works
- The flow triggers when a new project is created in Holded.
- Zoho Flow creates a new project in Forecast.
Start a new project in Forecast whenever a new project is launched in Holded
Holded + Forecast
Build your own integrations between Holded and Forecast
Connect Holded and Forecast with over 800+ 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Service created
Triggers when a new service is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product 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
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Payment created
Triggers when a new payment is created
Task created
Triggers when a new task is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create contact
Creates a new contact
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create product
Creates a new product
Create payment
Creates a new payment
Create project
Creates a new project
Create service
Creates a new service
Create task
Creates a new task
Create employee
Creates a new employee
Update sales channel
Updates the details of an existing sales channel
Update contact
Updates the details of an existing contact
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update project
Updates the details of an existing project
Update document
Updates the details of an existing document
Update contact group
Updates the details of an existing contact group
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 document
Fetches the details of an existing document 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 project
Fetches the details of an existing project using ID
Fetch service
Fetches the details of an existing service using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
