Integrate Holded with Shortcut
Send information between Holded and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new project is created in Holded.
- Zoho Flow creates a new project in Shortcut.
Start a new project in Shortcut whenever a new project is launched in Holded
Holded + Shortcut
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Supported triggers and actions
Integrate Holded and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales channel created
Triggers when a new sales channel is created
Project created
Triggers when a new project is created
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
Contact created
Triggers when a new contact is created
Product created
Triggers when a new product is created
Contact group created
Triggers when a new contact group is created
Employee created
Triggers when a new employee is created
Sales invoice created
Triggers when a new sales invoice is created
Warehouse created
Triggers when a new warehouse 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 product
Creates a new product
Create document
Creates a new document
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
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 contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
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 warehouse
Updates the details of an existing warehouse
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 contact
Fetches the details of an existing contact 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 sales channel
Fetches the details of an existing sales channel 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
Fetch project
Fetches the details of an existing project using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment 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.
Similar apps
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.
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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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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
Endless integrations. End to manual work.
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