Connect Revolut Business and Holded to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Revolut Business with Holded - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Transaction" from Revolut Business.
Add your action
An action happens after the trigger—such as "Create Contact" in Holded.
You’re connected!
Zapier seamlessly connects Revolut Business 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.
- Transaction typesRequired
- Subscribed accounts
Try ItTriggerPolling- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling
- ID
- Name
- Currency Code
ActionSearch- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerPolling
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Connect Revolut Business 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about Revolut Business + Holded integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Revolut Business and Holded
How do I integrate my Revolut Business account with Holded?
To integrate your Revolut Business account with Holded, navigate to the integrations section in your settings of both platforms. From there, you can select the integration option and follow the guided steps which include authentication and setting up desired automations such as syncing bank transactions from Revolut to Holded.
What are the prerequisites for integrating Revolut Business with Holded?
Before setting up the integration, ensure that you have active accounts on both Revolut Business and Holded. You need to have administrative privileges to allow API access during the setup process. Also, check for any software or app updates that might be required on either platform.
Can I automatically sync transactions from Revolut Business to Holded?
Yes, one of the primary triggers you can set up in our integration is the automatic syncing of bank transactions. This involves linking your accounts so that every transaction recorded in Revolut is seamlessly updated in your accounting records on Holded.
Are there actions available for invoice management in this integration?
Certainly. You can create actions such as generating invoices within Holded whenever a payment is made through Revolut Business. This automation helps maintain accurate financial records without manual entry.
Is it possible to set alerts for specific triggers or actions within this integration?
Yes, you can configure alerts based on specific triggers or actions, such as when a large transaction occurs or when an invoice is overdue. These notifications help keep you informed about critical financial events without routinely checking both platforms.
What should I do if my transaction data isn't syncing correctly between Revolut Business and Holded?
First, ensure that you've set up the integration properly according to our guidelines. Double-check your internet connectivity and API access permissions on both platforms. If issues persist, contact our support team for further assistance.
Can I customize which data fields are transferred between systems?
Our integration allows for some customization in terms of data fields transferred between systems. However, certain essential fields like transaction amounts and dates will automatically sync to ensure consistency across your financial records.
