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How Zapier works
Zapier makes it easy to integrate Holded with WHMCS - 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 Client" in WHMCS.
You’re connected!
Zapier seamlessly connects Holded and WHMCS, automating your workflow.
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Frequently Asked Questions about Holded + WHMCS integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and WHMCS
What is required to integrate Holded with WHMCS?
To integrate Holded with WHMCS, you will need accounts on both platforms and appropriate permissions to access their respective APIs. Our integration supports triggers from WHMCS to create actions in Holded, such as generating invoices or updating client information.
Can I automatically create invoices in Holded from WHMCS orders?
Yes, our integration allows you to set up a trigger for new orders in WHMCS that can automatically create an invoice in Holded. This ensures that all financial documentation is consistent across platforms.
How do updates in client data reflect between the two systems?
When client data is updated in WHMCS, we can trigger an update action within Holded. This keeps your customer records synchronized without manual intervention.
Are there any limitations on the data types that can be synced between Holded and WHMCS?
Currently, our integration primarily focuses on synchronizing financial documents such as invoices and customer details. Other data types may require additional customization or third-party tools.
Is it possible to track payment status from Holded within WHMCS?
Yes, by setting up appropriate triggers, payment status changes recorded in Holded can be reflected in WHMCS, allowing for seamless tracking of transaction statuses across both platforms.
What support options are available if I encounter issues with the integration?
If you experience any difficulties with the integration between Holded and WHMCS, our support team is available to assist you. We also provide detailed documentation for troubleshooting common issues related to triggers and actions within the integration setup.
Can I customize which events trigger actions between Holded and WHMCS?
Certainly! Our integration allows customization of triggers so you can decide which particular activities initiate actions across platforms. This customization ensures that only relevant events lead to automated processes according to your business needs.
Connect Holded and WHMCS 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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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
- Contact NameRequired
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
ActionWrite
