Plumsail Documents + Holded Integrations
Zapier lets you send info between Plumsail Documents and Holded automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Triggers when a new contact is createdTry ItTriggerScheduled
New Sales Invoice
Triggers when a new sales invoice is createdTry ItTriggerScheduled
New Sales Order
Triggers when a new sales order is createdTry ItTriggerScheduled
Triggers when a new CRM Deal is createdTry ItTriggerScheduled
New Purchase Invoice
Triggers when a new Purchase invoice is createdTry ItTriggerScheduled
New Sales Receipt
Triggers when a new sales receipt has been createdTry ItTriggerScheduled
How to connect Plumsail Documents + Holded
- Step 1: Authenticate Plumsail Documents and Holded.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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