FacturaDirecta + Holded
Create new FacturaDirecta clients from new contacts in Holded
Effortlessly streamline your workflow between Holded and FacturaDirecta. Whenever a new contact is added to your Holded database, this automation creates a new client in your FacturaDirecta system instantly. It saves time spent on manual data entry and ensures consistent client information across both platforms. Tailor-made for businesses seeking seamless client management.
Effortlessly streamline your workflow between Holded and FacturaDirecta. Whenever a new contact is added to your Holded database, this automation creates a new client in your FacturaDirecta system instantly. It saves time spent on manual data entry and ensures consistent client information across both platforms. Tailor-made for businesses seeking seamless client management.
- When this happens...New Contact
Triggers when a new contact is created
- automatically do this!Create Client
Triggers when a new contact is added.
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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
