Automation

Automate Holded with thousands of apps through Make

Connect Holded with more than 3,000 apps through Make and build visual scenarios with no code. Create contacts, invoices or products in Holded from any app.

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Make

API sync

Holded

Scenarios

Actions

Searches

What can you do with Make and Holded?

Transfer data between your apps and Holded

Send information from your forms, online store or CRM to Holded, and look up Holded data from the rest of your tools. The Holded app in Make includes 38 modules.

Create records in Holded from other apps (Actions)

When something happens in another app, Make can create data in Holded. The 30 available actions include: create contacts, leads, products, projects, tasks, employees, time entries and sales documents such as invoices.

Look up Holded data in your scenarios (Searches)

Make includes eight search modules to query the information in your Holded account. For example, checking whether a contact already exists before creating it to avoid duplicates.

Design visual scenarios with no code

In Make, workflows are called scenarios and you build them by dragging modules onto a visual canvas. You can chain several steps, add conditions and see where your data flows at every moment.

Connect with thousands of third-party apps

Combine Holded with the more than 3,000 apps available in Make: spreadsheets, online stores, forms, marketing tools or your CRM. If an app is in Make, you can connect it with Holded.

Up and running in 3 steps

Generate your API Key in Holded

From Settings > Developers, create a new API Key. You will need it to authorize the connection from Make.

Create your Make account

Sign up for Make for free, create a scenario and add Holded as a module. Paste your API Key when asked for the connection.

Design and activate your scenario

Choose which data you want to move between your apps and Holded, test the scenario and activate it. Make will run it for you at the frequency you define.

Frequently asked questions

The Holded app in Make includes 38 modules: 30 actions and eight searches. You can create contacts, leads, products, projects, tasks, employees, time entries and sales documents such as invoices, plus look up data from your account in any scenario.

Yes. It is a verified app that Make maintains and supports. The connection uses your Holded API Key, the same one used by the rest of the API integrations.

No. Make scenarios are built in a visual editor by dragging modules, without writing code. You only need to generate your API Key in Holded, a one-minute step.

Both options are available. Zapier offers Holded triggers (for example, new sales invoice) and ready-made templates. Make stands out for its visual editor and because its free plan allows multi-step scenarios. Choose the tool you already use or the one that best fits your workflow.

Make has a free plan with 1,000 operations per month, no credit card required. On the Holded side you only need to generate your API Key from Settings > Developers.

Generate an API Key in Holded from Settings > Developers, create a scenario in Make, add a Holded module and paste the API Key when creating the connection. From there you can use any of the 38 modules.

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