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Holded + monday.com

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

Seamlessly track sales invoices and manage inventory with this efficient workflow between Holded and monday.com. When a new sales invoice is generated in Holded, it will automatically create a corresponding item in your monday.com board, keeping your team informed and your inventory up-to-date without manual intervention.

Seamlessly track sales invoices and manage inventory with this efficient workflow between Holded and monday.com. When a new sales invoice is generated in Holded, it will automatically create a corresponding item in your monday.com board, keeping your team informed and your inventory up-to-date without manual intervention.

  1. When this happens...
    HoldedHolded
    New Sales Invoice

    Triggers when a new sales invoice is created

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Holded triggers, actions, and search

    New Contact

    Triggers when a new contact is created

    Trigger
    Scheduled
    Try It
    • 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

    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

    • DateRequired

    • Name

    • Units

    • SKU

    • Subtotal

    • Discount (%)

    • Tax Rate (%)

    • Taxes

    • Document Number

    • Currency

    • Tags

    Action
    Write
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holded logo

About Holded

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

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

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.

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