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How Zapier works
Zapier makes it easy to integrate Holded with Jira Software Cloud - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Holded.
Add your action
An action happens after the trigger—such as "Add Attachment to Issue" in Jira Software Cloud.
You’re connected!
Zapier seamlessly connects Holded and Jira Software Cloud, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling - Contact 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
ActionWrite
- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerPolling - Contact 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
ActionWrite
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Frequently Asked Questions about Holded + Jira Software Cloud integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Jira Software Cloud
How can I set up an integration between Holded and Jira Software Cloud?
To set up an integration between Holded and Jira Software Cloud, you need to use our platform to create a new Zap that connects the two applications. You'll choose Holded as the trigger app and Jira Software Cloud as the action app, specifying the trigger events from Holded like a new invoice or updated project, and corresponding actions in Jira such as creating an issue or updating a task.
What types of trigger events for Holded can be used to initiate actions in Jira?
You can use various triggers from Holded, such as ‘New Invoice’, ‘Updated Project’, or ‘New Contact’. When any of these triggers occur, they can prompt automatic actions in your linked Jira account, like creating an issue or posting a comment on a specific task.
Can information be automatically synchronized between Holded and Jira?
Yes, with our integration setup, information can be automatically synchronized. For example, when you update a project status in Holded, the change can immediately reflect in Jira by updating or creating related tasks or issues.
What do I need before integrating Holded with Jira Software Cloud?
Before integrating Holded with Jira Software Cloud, ensure you have admin access to both applications. You also need active accounts on both platforms. It’s essential to decide which events should serve as triggers on the Holded side and what corresponding actions should take place within Jira.
Is it possible to customize which data fields are transferred from Holded to Jira?
Yes, during the integration setup process, you can specify which data fields from your trigger event in Holded are included when configuring the actions in Jira. This allows for tailored data mapping based on your workflows.
How does error handling work when automating tasks between Holded and Jira?
In case of errors when automating tasks between Holded and Jira – such as failed triggers or misconfigured actions – our system provides notifications detailing what went wrong so you can troubleshoot effectively. Adjustments may be made directly within our dashboard interface.
Are there pre-built templates for connecting Holded with Jira Software Cloud available?
We offer several pre-built templates that simplify connecting Holded with Jira Software Cloud. These templates are designed based on common use cases and allow users to quickly deploy integrations without extensive customization.