Holded + Zoho Invoice
Create new Holded contacts from new Zoho Invoice invoices
Streamline your invoicing and contact management process with this efficient workflow. Upon generating a new invoice in Zoho Invoice, a related contact will be created in the Holded app. This automation saves you valuable time and ensures smooth data transfer between Zoho Invoice and Holded. Enhance your productivity by managing your contacts and invoices seamlessly.
Streamline your invoicing and contact management process with this efficient workflow. Upon generating a new invoice in Zoho Invoice, a related contact will be created in the Holded app. This automation saves you valuable time and ensures smooth data transfer between Zoho Invoice and Holded. Enhance your productivity by managing your contacts and invoices seamlessly.
- When this happens...
New InvoiceTriggers when a new sales invoice is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a Contact in Holded
ActionWriteCreate a new record or update an existing record in your app.
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Organization
ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
ContactRequired
Salutation
First Name
Last Name
Email
Phone
Mobile
Skype
Designation
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note DateRequired
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Terms
Shipping Charge
Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Estimate Number
Customer NameRequired
Estimate Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Estimate Notes
Estimate Terms
Shipping Charge
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
Tax Exemption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Contact Name
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Contact Person Phone Number
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Order
Triggers when a new sales order is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Funnel
Contact
Deal Name
Deal Value
Deal Potential
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Contact Name
Start
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bank
Contact
AmountRequired
Description
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Document Number
Name
Units
Subtotal
Discount
Tax Rate (%)
Taxes
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Sales Channel
Document Number
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country Code
Description
Notes
Receipt DateRequired
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax (%)
Taxes
Shipping Cost
Shipping Tax
Receipt Number
Currency
Due Date
Warehouse
Sales Channel
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Contact Email
Contact Code
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Payment ModeRequired
AmountRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
Customer ID
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Payment Gateway
Paypal Payment Method
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice DateRequired
DescriptionRequired
RateRequired
Retainer Invoice Notes
Retainer Invoice Terms
Send Retainer Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
HSN or SAC
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
ReasonRequired
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Deal
Triggers when a new CRM Deal is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Send Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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 DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Invoice Number
Currency
Due Date
Warehouse
Sales Channel
Numbering Series
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Description
Price
Tax (%)
Cost
Barcode
SKU
Weight (kg)
Stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Document DateRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Contact Code
Trade Name
Email
Mobile Phone
Phone
IBAN
SWIFT
Sepa Reference
Sepa Date
Address
Citry
Postal Code
Province
Country
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Holded
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