Airtable + Holded
Create Airtable records from new Holded purchase invoices
Streamline your financial management process with this automation. When a new purchase invoice is generated in the Holded app, this workflow promptly creates a corresponding record in Airtable. This smooth and efficient process ensures that all purchase data is methodically organized, thus reducing time spent on manual data entry and enhancing your financial tracking abilities.
Streamline your financial management process with this automation. When a new purchase invoice is generated in the Holded app, this workflow promptly creates a corresponding record in Airtable. This smooth and efficient process ensures that all purchase data is methodically organized, thus reducing time spent on manual data entry and enhancing your financial tracking abilities.
- When this happens...New Purchase Invoice
Triggers when a new Purchase invoice is created
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
