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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Delete Client" from Billed.

Add your action

An action happens after the trigger—such as "Create Contact" in Holded.

You’re connected!

Zapier seamlessly connects Billed and Holded, 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.

Delete Client
Triggers when a client is deleted.
Trigger
Instant
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Delete Expense
Triggers when an expense is deleted.
Trigger
Instant
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Delete Item
Triggers when an item is deleted.
Trigger
Instant
Try It
Delete Project
Triggers when a project is deleted.
Trigger
Instant
Try It
Delete Timelog
Triggers when a timelog is deleted.
Trigger
Instant
Try It

Edit Estimate
Triggers when an estimate is edited.
Trigger
Instant
Try It
Edit Invoice
Triggers when an invoice is edited.
Trigger
Instant
Try It

Edit Payment
Triggers when a payment is updated.
Trigger
Instant
Try It
Edit Task
Triggers when a task is edited.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when an expense is created.
Trigger
Instant
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New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Payment
Triggers when a payment is created.
Trigger
Instant
Try It
New Task
Triggers when a task is created.
Trigger
Instant
Try It
- Client ID
  Required
Action
Write
- Expense ID
  Required
Action
Write
- Item Id
  Required
Action
Write
- Project ID
  Required
Action
Write
- Timelog ID
  Required
Action
Write
- Template ID
  Required
- Discount ID
  Required
- Discount Amount
  Required
- Tax Type
  Required
- Tax Amount
  Required
- Tax Label
  Required
- Tax Prices Included
  Required
- Client
  Required
- Total Estimate Amount
  Required
- Item Purchase Price
  Required
- Item Selling Price
  Required
- Item Quantity
  Required
- Item Title
  Required
- Item Totals
  Required
- Item Discount Id
  Required
- Item Discount Amount
  Required
- Item Tax Id
  Required
- Item Tax Amount
  Required
Action
Write
- Template ID
  Required
- Discount Type
  Required
- Discount Amount
  Required
- Tax Type
  Required
- Tax Amount
  Required
- Tax Label
  Required
- Tax Prices Included
  Required
- Client
  Required
- Item Purchase Price
  Required
- Item Selling Price
  Required
- Item Quantity
  Required
- Item Title
  Required
- Item Totals
  Required
- Item Discount Id
  Required
- Item Discount Amount
  Required
- Item Tax Id
  Required
- Item Tax Amount
  Required
- Total Invoice Discount
- Total Invoice Tax
- Total Invoice Amount
  Required
Action
Write
- Payment Amount
  Required
- Invoice
  Required
- Payment Method
  Required
- Note
Action
Write
- Task Title
  Required
- Project
  Required
- Task Priority
- Estimate Budget
- Estimate TIme
- Task notes
- Mark Completed
Action
Write
- Timelog ID
  Required
- End Timestamp
  Required
Action
Write
- Estimate ID
  Required
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Estimate Amount
- Item Purchase Price
- Item Selling Price
- Item Quantity
- Item Title
- Item Totals
- Item Discount Id
- Item Discount Amount
- Item Tax Id
- Item Tax Amount
Action
Write
- Invoice ID
  Required
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Invoice Discount
- Total Invoice Tax
- Invoice Total Amount
- Item Purchase Price
- Item Unit Cost
- Item Quantity
- Item Title
- Item Total
- Item Discount ID
- Item Discount Amount
- Item Tax ID
- Item Tax Amount
Action
Write
- ID
  Required
- Payment Amount
- Invoice
- Payment Method
- Note
Action
Write
- Task ID
  Required
- Task Title
- Task Priority
- Estimate Budget
- Estimate Time
- Task notes
- Mark Completed
Action
Write
New Contact
Triggers when a new contact is created
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact Name
  Required
- 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
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

Delete Estimate
Triggers when an estimate is deleted.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Delete Payment
Triggers when a payment is deleted.
Trigger
Instant
Try It
Delete Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Edit Client
Triggers when a client is edited.
Trigger
Instant
Try It
Edit Expense
Triggers when an expense is edited.
Trigger
Instant
Try It
Edit Item
Triggers when an item is updated.
Trigger
Instant
Try It
Edit Project
Triggers when a project is edited.
Trigger
Instant
Try It
Edit Timelog
Triggers when a timelog is edited.
Trigger
Instant
Try It
New Estimate
Triggers when an estimate is created.
Trigger
Instant
Try It
New Expense Category
Triggers when a expense category is created.
Trigger
Instant
Try It
New Item
Triggers when a new item is created.
Trigger
Instant
Try It
New Project
Triggers when a project is created.
Trigger
Instant
Try It
New Timelog
Triggers when a timelog is created.
Trigger
Instant
Try It
- Estimate ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Payment ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Client Name
  Required
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
Action
Write
- Merchant Details
  Required
- Image Attachment
- Billable to client
- Total Expense
  Required
- Category
  Required
- Client
- Description
- Expense Timestamp
  Required
- Grand Totals
  Required
- Add Markup
Action
Write
- Item Title
  Required
- Description
- Selling Price
  Required
- Purchase Price
  Required
Action
Write
- Project Title
  Required
- Hourly Rate
  Required
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
  Required
- Is Task Based Estimate
  Required
- Estimate Amount
Action
Write
- Billable
- Description
- Project
  Required
- Task
  Required
- Start Timestamp
  Required
Action
Write
- ID
  Required
- Client Name
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
Action
Write
- ID
  Required
- Merchant Details
- Image Attachment
- Billable to client
- Total Expense
- Category
- Client
- Description
- Expense Timestamp
- Grand Total
- Add Markup
Action
Write
- Item Title
- Description
- Selling Price
- Purchase Price
- Item ID
  Required
Action
Write
- Project ID
  Required
- Project Title
- Hourly Rate
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
- Is Task Based Estimate
- Estimate Amount
Action
Write
- Timelog ID
  Required
- Billable
- Description
- Start Timestamp
- End Timestamp
Action
Write
New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Billed and Holded 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Billed to Holded integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Billed

Online Invoicing Made Easy. With our clean, simple design, creating an invoice couldn’t be easier. Choose from our ready-made templates or start with a blank canvas to create something unique.

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Related categories

Accounting

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn moreLearn moreHelpHelp