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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 "Get Activity" from Clinked.

Add your action

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

You’re connected!

Zapier seamlessly connects Clinked 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.

- Activity
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Folder
Trigger
Polling
Try It
Members
Account members
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It

- Group
  Required
- Id
  Required
- Trigger
  Required
Trigger
Polling
Try It
- Group
  Required
- FriendlyName
  Required
- Description
Action
Write

- Group
  Required
- Event
  Required
- Name
- Description
- Location
- Assign yourself
- Start Date
- End Date
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Write
- Group
  Required
- Name of the Group Duplicate
  Required
Action
Write
- Group
  Required
- Id
  Required
- New note content
  Required
- FriendlyName
- Sharing
- MemberPermission
- VersionSummary
Action
Write
- Group
  Required
- Name
  Required
Action
Write
- Group
  Required
- Id
  Required
- Status
  Required
Action
Write
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Username
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Search or write
- Group
  Required
- Folder
- Name
  Required
Action
Search or write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Search or write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Search or 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

- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Folder
Trigger
Polling
Try It
New Group
Triggers when new group is created.
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Context Type
  Required
- Context ID
  Required
- File ID
  Required
- Friendly Name
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write
- Group
  Required
- Folder
- File
  Required
- File Name
Action
Write
- Name
  Required
- FriendlyName
  Required
Action
Write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Write
- Group
  Required
- Emails of members you would like to invite
  Required
- Message
  Required
- Permission
  Required
- Send a reminder after 3 days
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Write
- Group
  Required
- Folder
- File
  Required
- File Name
  Required
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- File Name
  Required
- File
  Required
Action
Search or write
- Name
  Required
- FriendlyName
  Required
Action
Search or write
- Group
  Required
- Name
  Required
Action
Search or write
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
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

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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 Clinked 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 Clinked 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 Clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

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About Holded

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

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