Integrate Holded with Zoho Invoice
Send information between Holded and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in Zoho Invoice.
Generate a new contact in Zoho Invoice each time a new contact is created in Holded
Holded + Zoho Invoice
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Supported triggers and actions
Integrate Holded and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product 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
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Sales channel created
Triggers when a new sales channel is created
Employee created
Triggers when a new employee is created
Warehouse created
Triggers when a new warehouse is created
Payment updated
Triggers when any detail of an existing payment is updated
Item updated
Triggers when any detail of an existing item is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Estimate created
Triggers when a new estimate is created in the selected organization
Project created
Triggers when a new project is created
Contact person created
Triggers when a new contact person is created for an existing contact
Invoice updated
Triggers when any detail of an existing invoice is updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Item created
Triggers when a new item is created in the selected organization
Contact updated
Triggers when any detail of an existing contact is updated
Project updated
Triggers when any detail of an existing project is updated
Credit note created
Triggers when a new credit note is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Timesheet created
Triggers when a new timesheet is created
Payment received
Triggers when a new payment is received
Estimate updated
Triggers when any detail of an existing estimate is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Create warehouse
Creates a new warehouse
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create project
Creates a new project
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing 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
Fetch contact
Fetches the details of an existing contact using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch contact group
Fetches the details of an existing contact group 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 task
Fetches the details of an existing task 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 employee
Fetches the details of an existing employee using ID
Send estimate
Sends an existing estimate to the specified recipients
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Stop timer
Stops the timer that is currently running
Request payment information
Sends a payment information request to the specified email address
Create timesheet
Creates a new timesheet entry
Create invoice
Creates a new invoice
Add address for customer
Adds address details for an existing customer
Send retainer invoice
Sends a retainer invoice to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Record payment
Records a payment for an existing invoice
Create project
Creates a new project
Create task
Creates a new task in the specified project
Create estimate
Creates a new estimate
Create contact person
Creates a new contact person for the selected contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Update timesheet
Updates the details of an existing timesheet
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update contact person
Updates the details of an existing contact person
Update invoice status
Updates the status of an existing invoice
Update item
Updates the details of an existing item
Create payment link
Creates a payment link
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Fetch estimate
Fetches the details of an existing invoice
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch project
Fetches the details of an existing project by ID
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 task
Fetches the details of an existing task by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
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 ID
Fetches the details of an existing item by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by name
Fetches the details of an existing item by name
Fetch contact by display name
Fetches the details of an existing contact by display 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.
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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.
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