Holded

holded.com
Commerce Marketing tools CRM

Holded is an invoicing and business management platform designed to help companies handle billing, client records, and day-to-day financial administration in one place. It supports managing contacts and issuing invoices with clear visibility over what’s been created and sent, making it easier to stay organized when handling recurring client work.

Connect Holded so BOBs can react the moment your business creates new financial records. When a new invoice is created, BOBs can update invoice details, ensure the right client/contact exists (creating it when needed), and send a tailored email to the client—so your outreach keeps pace with invoicing without manual copying or chasing.

When new contacts are created, BOBs can coordinate the next best step: enrich the contact information in Holded, align it with your invoicing data, and trigger the appropriate email follow-up so your pipeline stays clean and consistent. This enables use cases like faster invoicing cycles, reduced admin time, fewer missed follow-ups, and more reliable client communication across your business.

What can BOBs do with Holded?

Perform actions

  • Create Contact
  • List Payment Method Options
  • Send Email
  • Update Invoice

Listen to real-time events

  • New Contact Created
  • New Invoice Created