ClickFunnels + Holded

Generate purchase invoices in Holded for new paid one-time orders in ClickFunnels

Easily manage your sales process with this powerful workflow. Whenever a one-time order is paid in ClickFunnels, a purchase invoice will be immediately generated in your Holded account. This ensures seamless financial tracking of your e-commerce transactions, while saving you ample time by eliminating the need for manual data entry. This workflow provides a simple and effective solution to maintaining and organizing your financial records.

Easily manage your sales process with this powerful workflow. Whenever a one-time order is paid in ClickFunnels, a purchase invoice will be immediately generated in your Holded account. This ensures seamless financial tracking of your e-commerce transactions, while saving you ample time by eliminating the need for manual data entry. This workflow provides a simple and effective solution to maintaining and organizing your financial records.

  1. When this happens...
    ClickFunnelsClickFunnels
    One-Time Order Paid

    Triggers when a customer pays a one-time order.

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Purchase Invoice

    Creates a purchase invoice

    ActionWrite
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Supported triggers and actions

    • CourseRequired

    Trigger
    Instant
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    • Funnel

    • Page

    Trigger
    Instant
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    • CourseRequired

    Trigger
    Instant
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  • ClickFunnels triggers, actions, and search

    Opportunity Moved Stages

    Triggers when an Opportunity moves from one stage to another.

    Trigger
    Instant
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About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.
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Related categories

  • Website & App Building
holded logo
holded logo

About Holded

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

Related categories

  • CRM (Customer Relationship Management)

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