Integration / CRM

Holded integration

Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.

About Holded

Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place.

Example prompts

“Create invoices for approved sales orders”

“List unpaid invoices due this week”

“Find contacts missing tax details”

Available actions

Create Contact
Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
Create Invoice
Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
Delete Contact
Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.
Delete Invoice
Permanently delete one invoice and its recorded payments; its document number is not reused.
Find Contacts
Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
Find Invoices
Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
Get Contact
Return the complete profile of one contact by its Holded contact ID.
Get Invoice
Return full details, lines, totals, and payment summary for one invoice by its Holded ID.
Update Contact
Safely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
Update Invoice
Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verified result.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.