Holded

Create a new contact (customer, supplier, or lead) in Holded with full profile data including name, email, tax ID, and address.

Update an existing Holded contact's fields — name, email, phone, address, payment terms, or custom attributes — without recreating the record.

Search Holded contacts by name, email, or tax ID and return the first matching record's full profile.

Return an existing Holded contact matching the provided identifier, or create one if none exists — the idempotent contact-management operation.

Generate a new sales invoice in Holded with line items, quantities, tax settings, and payment terms, ready to send or approve.

Send an existing Holded invoice to the client by email directly from within the platform, using Holded's templated delivery system.

Record a payment against a Holded invoice, marking it as paid with the payment date and method, updating cash-flow reports automatically.

Generate a credit note in Holded against an existing invoice, capturing the reason, amount, and tax treatment for the reversal.

Mark a Holded credit note as settled once the refund has been issued, updating the ledger balance correctly.

Create a new sales quote in Holded with line items, discount, and expiry date — ready to send to the prospect for approval.

Create a confirmed sales order in Holded, converting intent into a fulfilment-ready document that updates inventory and triggers delivery.

Raise a new purchase order in Holded addressed to a supplier, with line items, quantities, and expected delivery date.

Record a supplier invoice in Holded as a purchase invoice, capturing the amount, tax, and payment due date for accounts-payable tracking.

Record an outgoing payment in Holded against a purchase invoice or expense, updating the treasury balance and cash-flow report.

Create a sales receipt in Holded for cash or immediate-payment transactions, capturing the amount, items, and tax without generating a separate invoice first.

Email a Holded sales receipt to the buyer directly from the platform, delivering a PDF copy as confirmation of payment received.

Create a new deal in Holded's CRM pipeline with title, estimated value, stage, and assigned owner.

Create a new employee record in Holded HR, capturing name, role, department, start date, and payroll data.

Create a CRM activity or calendar event in Holded linked to a contact or deal, capturing type, date, and notes.

Add a new product or service to the Holded catalogue with name, SKU, price, tax group, and stock settings.

Fires within about a minute of a new contact being created in Holded, giving downstream systems a hook to react to every new customer or supplier entry.

Fires within about a minute of a new deal being created in Holded's CRM, letting other systems react to every new sales opportunity.

Fires within about a minute of a new sales invoice being created in Holded, enabling payment chasing, analytics, and downstream sync.

Fires within about a minute of a new purchase invoice being recorded in Holded, allowing AP workflows, approval routing, and ledger sync.

Fires within about a minute of a new sales order being created in Holded, enabling warehouse pick-list creation, courier booking, and customer confirmation.

Fires within about a minute of a new sales receipt being created in Holded, allowing immediate accounting sync and customer communication.