Integrate Holded with Forecast

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

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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
  1. The flow triggers when a new task is created in Holded.
  2. Zoho Flow creates a new task in Forecast.
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Set up a new task in Forecast whenever a new task is initiated in Holded

Holded + Forecast

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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
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in Forecast.
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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 700+ 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

Task created

Triggers when a new task 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

Contact group created

Triggers when a new contact group is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Project created

Triggers when a new project is created

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create service

Creates a new service

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create task

Creates a new task

Create product

Creates a new product

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create document

Creates a new document

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

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

Update project

Updates the details of an existing project

Fetch warehouse

Fetches the details of an existing warehouse using ID

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 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 document

Fetches the details of an existing document 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 contact

Fetches the details of an existing contact using ID

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create label

Creates a new label

Create project

Creates a new project

Create time registration

Creates a new time registration

Create client

Creates a new client

Create task

Creates a new task

Create subtask

Creates a new sub task/to-do

Add person

Adds a new person

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.

CRM

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.

Project Management

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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