Holded
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
10 actionsAPI key
What your bot can do in Holded
Looks up
- Find ContactsFind Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID.
- Find InvoicesFind Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date.
- Get ContactReturn the complete profile of one contact by its Holded contact ID.
- Get InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
Takes action
- Create ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
- Create InvoiceCreate a sales invoice for an existing contact and return its ID.
- Delete ContactPermanently delete one contact by ID.
- Delete InvoicePermanently delete one invoice and its recorded payments.
- Update ContactSafely change selected fields on a contact without clearing unspecified profile data.
- Update InvoiceSafely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments.
