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Holded integration

Invoicing, contacts and accounting for small businesses and freelancers.

Accounting and finance2 triggers · 8 actions
Connect Holded freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New invoice or other document” happens in Holded, check the details with AI, then “Create invoice or other document” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New invoice or other document

    Triggers when an invoice, estimate, delivery note or other document is created in Holded.

  • WHEN
    New contact

    Triggers when a client, supplier or lead is added in Holded.

Actions

Then Calibra can do this for you
  • DO
    Create invoice or other document

    Create an invoice, estimate, delivery note, order or other document in Holded.

  • DO
    Find invoices or other documents

    List documents of one type between two dates, optionally for one contact and only unpaid ones.

  • DO
    Send document by email

    Send an invoice or other document from Holded to one or more email addresses.

  • DO
    Record payment

    Mark an invoice as paid (fully or partially) in Holded.

  • DO
    Download document PDF

    Get the PDF of an invoice or other document to attach or save it.

  • DO
    Create contact

    Add a client, supplier or lead in Holded.

  • DO
    Find contact

    Find contacts by email, NIF/CIF (Spanish tax ID), phone or name.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Ready-made workflows with Holded

Install, connect your apps and switch on.
Holded invoice for every Stripe saleWhen you get paid on Stripe, the invoice is created in Holded and sent to the customer. Stripe · Holded Daily summary of unpaid invoicesEvery weekday morning you get an email listing the Holded invoices that are still unpaid. Holded · Gmail New Holded customers in Google SheetsEvery new Holded contact is added to a spreadsheet. Holded · Google Sheets Online store: Holded invoice for every WooCommerce orderEvery new order in your WooCommerce store creates an invoice in Holded and sends it to the customer. WooCommerce · Holded Shopify store: Holded invoice sent to the customerEvery paid Shopify order creates its invoice in Holded and sends it to the customer. Shopify · Holded PrestaShop store: Holded invoice for every orderEvery new PrestaShop order is invoiced in Holded and you get an email alert. PrestaShop · Holded · Gmail

Questions

Is the Holded integration free?

Yes. Holded is available on every Calibra plan, including the free plan, which needs no card.

How is Holded usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Holded without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Holded for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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