Holded + Notion
Create Notion database items for new Holded sales orders
Effortlessly streamline your sales process with this workflow that connects Holded and Notion. When a new sales order is created in Holded, a corresponding database item is added in Notion, keeping your records up-to-date and organized. Save time and stay focused on growing your business by automating this crucial step in your sales pipeline.
Effortlessly streamline your sales process with this workflow that connects Holded and Notion. When a new sales order is created in Holded, a corresponding database item is added in Notion, keeping your records up-to-date and organized. Save time and stay focused on growing your business by automating this crucial step in your sales pipeline.
- When this happens...New Sales Order
Triggers when a new sales order is created
- automatically do this!Create Database Item
Creates an item in a database.
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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
