Connect Holded and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Holded to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Holded and Microsoft Office 365, 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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Connect Holded and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Holded + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Microsoft Office 365
How do I integrate Holded with Microsoft Office 365?
To integrate Holded with Microsoft Office 365, you can use our platform to set up automated workflows that connect the two applications. By creating 'Zaps' you can establish triggers and actions without needing complex coding skills.
What triggers in Holded can prompt actions in Office 365?
Triggers in Holded such as a new invoice or updated customer information can prompt actions like creating a calendar event or sending an email in Office 365.
Can I automatically create tasks in Microsoft To Do from Holded activities?
Yes, you can set up a workflow to create tasks in Microsoft To Do whenever new activities are added in Holded, ensuring your tasks stay updated across platforms.
Is it possible to sync contact updates between Holded and Office 365?
Absolutely, you can synchronize contact updates so when a contact is updated in Holded, it automatically updates the corresponding entry in Office 365, maintaining consistency across your applications.
What kind of data synchronization is supported between these applications?
We support synchronization of various data types including contacts, calendar events, and tasks. This ensures seamless transitions and productivity across Holded and Office 365.
How often are the automatic synchronizations executed?
The frequency of automatic synchronizations can be set according to your needs. Typical intervals range from every five minutes to once daily depending on the workflow setup within our system.
Can I trigger an automated email notification through Outlook when generating an invoice on Holded?
Yes, when a new invoice is generated on Holded, you can trigger an automated email notification through Outlook to notify clients or team members efficiently.
