Connecteam + Holded
Send messages in Connecteam channels for new sales orders in Holded
Simplify your sales workflow with this automation. Whenever a new sales order is finalized in Holded, a message will be instantly sent to a designated channel or team in Connecteam. This way, your team stays updated promptly on all sales advances, enhancing collaboration and productivity.
Simplify your sales workflow with this automation. Whenever a new sales order is finalized in Holded, a message will be instantly sent to a designated channel or team in Connecteam. This way, your team stays updated promptly on all sales advances, enhancing collaboration and productivity.
- When this happens...New Sales Order
Triggers when a new sales order is created
- automatically do this!Send Message in Channel/Team
Send a message to a specific team or channel within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account before proceeding.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact 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
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
