Integrate Holded with Shortcut

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

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Start a new project in Shortcut whenever a new project is launched in Holded

Reduce discrepancies between business management software and project management solution by auto-syncing project details. This flow will generate a new project in Shortcut whenever a new project is created 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 Shortcut.
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Start a new project in Shortcut whenever a new project is launched in Holded

Holded + Shortcut

Build your own integrations between Holded and Shortcut

Connect Holded and Shortcut 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 Shortcut 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

Milestone created

Triggers when a new milestone is created

Story created

Triggers when a new story is created in a project

Comment added

Triggers when a new comment is added

Project created

Triggers when a new project is created

Epic created

Triggers when a new epic is created

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 team

Creates a new team

Create iteration

Creates a new iteration

Create category

Creates a new category

Create story

Creates a new story in the selected project

Create milestone

Creates a new milestone

Create epic

Creates a new epic

Create comment

Creates a new comment in a selected story

Create project

Creates a new project

Create label

Creates a new label

Update epic

Updates the details of an existing epic

Update label

Updates the details of an existing label

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update team

Update details of an existing team

Fetch epic

Fetch the details of an existing epic using ID

Fetch team

Fetch the details of an existing team using 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 Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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 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.

Neville Mader

Director, Perth Security Services

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