Connect Holded and monday.com to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Holded and monday.com together. Build enterprise-grade automation in minutes.

Our most popular template

Create new monday.com items from Holded sales invoices for seamless tracking
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Holded + monday.com
Create new Holded contacts when specific column values change in monday.com boards
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monday.com + Holded
Create new Holded quotes when specific column values change in monday.com boards
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monday.com + Holded

Create new monday.com items from Holded sales invoices for seamless tracking

Details

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Holded + monday.com

Create new Holded contacts when specific column values change in monday.com boards

Details

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monday.com + Holded

Create new Holded quotes when specific column values change in monday.com boards

Details

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monday.com + Holded

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Holded with monday.com - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Holded and monday.com, 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
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact Name
  Required
- 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
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write

- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write

- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write
- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

For AI agents & developers

Use Holded and monday.com with AI agents and code

Beyond Zap workflows. Call Holded and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Holded and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Archive Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Holded and monday.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* holded / monday action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Holded and monday.com

Create invoices for sales orders

When a new sales order is created in monday.com, Zapier creates a corresponding sales invoice in Holded. This simplifies the billing process, saving time and reducing errors when reflecting sales activity in your accounting records.

Business Owner

Try it

Update monday.com status when a new project is created

When a new project is created in Holded, Zapier updates a status column in monday.com to reflect this new project. This ensures all stakeholders see a synchronized workflow between tools used for management and operations.

Try it

Add new sales orders to monday.com as items

When a new sales order is created in Holded, Zapier adds it to monday.com as a new item in the specified board. This automation keeps your project management boards updated with relevant business data, ensuring team members always know the project's financial context.

Project Management

Try it

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your Holded to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Holded + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and monday.com

How can I integrate Holded with monday.com?

To integrate Holded with monday.com, you can use Zapier to create an automated workflow called 'Zap'. This allows you to connect specific triggers from Holded, like a new invoice being created, to actions in monday.com, such as updating an item or creating a new task.

What triggers and actions are available for the Holded and monday.com integration?

For the Holded and monday.com integration, some common triggers include 'New Invoice' or 'Updated Project' in Holded. Available actions in monday.com might be 'Create Item' or 'Update Column Value,' allowing seamless data flow between both applications.

Do I need coding skills to set up the integration between Holded and monday.com?

No coding skills are required. Our interface is user-friendly, enabling you to set up integrations between Holded and monday.com through simple steps like picking a trigger and corresponding action.

Can I customize what data gets transferred from Holded to monday.com?

Yes, you can customize the data transfer by selecting specific fields that are important for your workflow. For example, when a new client is added in Holded, you can choose to only transfer their contact information into a new item in monday.com.

Is it possible to automate financial reporting by integrating Holded and monday.com?

Yes, by setting up triggers such as 'New Invoice' or 'Expense' from Holded and actions like updating status boards or columns on monday.com, you can automate your financial reporting tasks.

How do I ensure data accuracy when transferring information between Holded and monday.com?

We recommend setting up filters within Zapier that will check for specific conditions before triggering any transfer between systems. This way, only accurate and necessary information will flow across platforms.

'I'm receiving errors during my integration setup. What should I do?'

'If you encounter errors during your integration setup between Holded and monday.com through our platform, check your trigger-event configurations first. Ensure that your chosen fields match exactly across both applications.'

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

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Related categories

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

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Connect Holded and monday.com to power AI-driven automation

Launch your first automated workflow

Create new monday.com items from Holded sales invoices for seamless tracking

Create new Holded contacts when specific column values change in monday.com boards

Create new Holded quotes when specific column values change in monday.com boards

Create new monday.com items from Holded sales invoices for seamless tracking

Create new Holded contacts when specific column values change in monday.com boards

Create new Holded quotes when specific column values change in monday.com boards

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Holded and monday.com with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Holded and monday.com

Create invoices for sales orders

Update monday.com status when a new project is created

Add new sales orders to monday.com as items

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about Holded + monday.com integrations

Connect Holded to monday.com on the world's largest no-code automation platform