Connect Holded and Stripe to unlock the power of automation
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Set up your first integration
Quickly connect Holded to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Holded and Stripe, 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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Practical ways you can use Holded and Stripe
Create payments for new Stripe charges
When a new charge is completed in Stripe, Zapier automatically creates a corresponding payment record in Holded, simplifying revenue tracking and ensuring financial records match. This automation reduces manual data entry time and helps maintain accuracy when high transaction volumes exist.
Business OwnerNotify about failed payments
When a payment attempt fails in Stripe, Zapier can notify the marketing team via email or Slack. This workflow helps the marketing team stay informed about potential revenue loss and proactively address customer retention strategies.
Marketing & Marketing OpsTrack sales orders as projects
When a new sales order is created in Holded, Zapier automatically creates a corresponding project in Holded’s project management module. This ensures sales orders are seamlessly integrated into your workflow and team members can track associated tasks and deliverables efficiently.
Project ManagementLearn how to automate Stripe on the Zapier blog
Frequently Asked Questions about Holded + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Stripe
How do I connect my Holded account with Stripe for seamless data transfer?
To connect your Holded account with Stripe, you need to use our integration platform where you can set Stripe as a trigger, such as a new payment, and Holded as an action, like invoice creation. Follow the step-by-step guide in our platform to authenticate both accounts and select your desired triggers and actions.
