Pick a template → connect your tools → go live in 2 minutes.
When a HubSpot deal reaches the Closed Won stage, DeskFerry creates or updates the matching Holded CRM contact and opens an invoice draft.
HubSpot: Deal moved to Closed Won
DeskFerry: Match & assign
Holded: Create or update contact
Holded: Open invoice draft
After Shopify captures a new paid order, DeskFerry generates a Holded invoice with line items, VAT codes, and customer details for accounting reconciliation.
Shopify (OAuth): Order paid
DeskFerry: Match & assign
Holded: Create invoice with line items
When Gmail receives a supplier receipt attachment, DeskFerry parses amounts and uploads the expense into Holded against the matching vendor.
Gmail: Receipt attachment received
DeskFerry: Match & assign
Holded: Create expense entry
An event occurs in Holded or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Holded and other tools — no manual work required.
Holded simplifies workflows, while DeskFerry empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue Holded invoices until payment lands.
Capture receipts from email or Slack and push to Holded with category and project pre-tagged.
Turn monthly Holded close into a tracked checklist with reminders and ownership across the team.
Digest Holded revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use Holded actions you can add to your agents instantly.
Custom API calls to Holded with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using API Key.
Choose "Holded" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Holded data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Smart Business Management Software for SMEs With DeskFerry, you can connect Holded to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a crm tool, Holded connects with other crm apps like bexio, ERPNext, Harvest, Invoice Ninja through DeskFerry's integration platform. Build multi-step automations that combine Holded with AI-powered decision making, data transformation, and cross-app orchestration.
Curated for Holded's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Holded.
