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Quickly connect Holded to Notion with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Holded with Notion - 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 "Archive Database Item" in Notion.
You’re connected!
Zapier seamlessly connects Holded and Notion, automating your workflow.
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Frequently Asked Questions about Holded + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Notion
How can I integrate Holded with Notion using Zapier?
You can integrate Holded with Notion through Zapier by setting up Zaps, which are automated workflows that connect apps. First, choose Holded and select a trigger event, such as 'New Invoice Created'. Next, choose Notion and select an action, like 'Create Database Item'. This setup will create a new database entry in Notion each time a new invoice is created in Holded.
What are the available triggers for Holded when integrating with Notion?
For integrations between Holded and Notion via Zapier, available triggers include events such as 'New Contact', 'Invoice Updated', or 'New Sale'. These triggers allow you to automatically push data to Notion whenever any of these events occur in your Holded account.
Can I update existing entries in Notion from changes in Holded?
Yes, using Zaps on Zapier, you can update existing entries in Notion. For example, when an invoice status changes in Holded (such as being marked paid), you can set an action to update the corresponding database item in Notion. Choose the 'Update Database Item' action for this purpose.
Is it possible to synchronize contacts between Holded and Notion?
You can synchronize contacts by setting up a two-way integration via Zapier. By defining triggers like 'New Contact' or 'Contact Updated' from either app, you automate the creation or update of contact details across both platforms.
Are there any specific actions supported in Notion for this integration?
In the context of integrating with Holded through Zapier, specific actions supported by Notion include creating new database items and updating existing ones. These actions allow you to map entries from your business processes efficiently into organized records within your chosen databases on Notion.
How often does data sync between Holded and Notion take place via Zapier?
Zaps generally run every few minutes; however, depending on your Zapier plan, the frequency may vary. Free plans typically offer 15-minute updates, while premium plans might sync every 5 minutes. This frequency ensures data remains reasonably up-to-date across platforms.
Can I automate tasks other than invoicing using this integration?
Certainly! Beyond invoicing tasks, you can automate various other processes like updating inventory levels or managing project tasks across platforms with our flexible triggers and actions framework provided through Zapier's integration support for both apps.
Practical ways you can use Holded and Notion
Automated Budget Tracking
This workflow involves automatically gathering financial data, categorizing expenses, and generating periodic reports to provide business owners with real-time budget insights.
Business Owner
Automated Code Review Alerts
This workflow automatically triggers alerts when code is committed and ensures assigned reviewers assess it on time, improving development pipeline efficiency.
EngineeringTask Prioritization System
A workflow to streamline project tasks by automatically analyzing deadlines, resource allocation, and dependencies, and organizing tasks in a priority-based sequence.
Project ManagementSupported 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
- Contact NameRequired
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
ActionWrite
