Alegra + Holded Integration

Connect Alegra to Holded - Automate your workflows in 1-click

Set up Alegra automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Alegra & Holded using Integrately.

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Ready Workflows For Alegra + Holded Integration

Just click on the workflow you want to automate

Create Holded deal for new Alegra invoice

Alegra + Holded Integration

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Create Holded contact for new Alegra contact

If you are using Alegra, then you may want to also use Holded to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Holded.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Your Own Alegra & Holded Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Alegra
Triggers the automation whenever any invoice is added or modified
Item is created in Alegra
Triggers the automation whenever a new item is created
Contact is created in Alegra
Triggers the automation whenever a new contact is created
Estimate is created in Alegra
Triggers the automation whenever a new estimate is created
Purchase is created in Holded
Triggers the automation whenever a new purchase is created
Invoice is created in Holded
Triggers the automation whenever any invoice is added or modified

Create invoice in Alegra
Automatically generates invoices for sales transactions
Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in Costa Rica
Create invoice in Peru in Alegra
Automatically generates invoices for businesses in Peru
Create invoice in Mexico in Alegra
Automatically generates invoices compliant with Mexican tax laws
Create invoice in Chile in Alegra
Automatically generates invoices for business transactions in Chile
Create invoice in Colombia in Alegra
Automatically generates invoices for Colombian clients
Create invoice in Argentina in Alegra
Automatically generates invoices in compliance with Argentina's invoicing regulations
Send Invoice by mail in Alegra
Automatically sends an invoice by mail
Create invoice payment in Alegra
Automatically generates and process invoice payments
Search invoice in Alegra
Automatically locate and retrieve invoices with
Create contact in Alegra
Automatically adds a new contact to the database
Update contact in Alegra
Automatically updates contact information with new details
Search contact in Alegra
Automatically finds and retrieves contact information
Create contact in Argentina in Alegra
Automatically adds a new contact to the address book for Argentina
Create contact in chile in Alegra
Automatically adds a new contact to the address book in Chile
Create contact in Costa Rica in Alegra
Automatically adds new contacts to your database in Costa Rica
Create contact in Mexico in Alegra
Automatically adds a new contact to the database with a Mexican address
Create contact in Peru in Alegra
Automatically adds a new contact to the database for Peru
Create contact in Colombia in Alegra
Automatically adds a new contact with Colombian details
Update contact in Colombia in Alegra
Automatically updates contact information in Colombia
Create item in Costa Rica in Alegra
Automatically creates a new item in Costa Rica
Update item in Alegra
Automatically updates an item with new information
Create item in Alegra
Automatically generates a new item
Create item in Mexico in Alegra
Automatically generates new item listings in Mexico
Search item in Alegra
Automatically locate and retrieve particular item information
Create remission in Alegra
Automatically creates a new remission
Create estimate in Alegra
Automatically adds a new contact to the contact list
Send estimate by mail in Alegra
Automatically sends an estimate by mail
Create tax in Alegra
Automatically creates a new tax entry
Search tax in Alegra
Automatically searches for a tax
Create contact in Holded
Automatically adds a new contact to the database
Search contact by email in Holded
Automatically finds and retrieves contact information using their email address
Update contact in Holded
Automatically updates contact information with new details
Search contact by phone in Holded
Automatically find information about a contact using the phone number
Create sales invoice in Holded
Automatically generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Automatically generates a purchase invoice for a sales transaction
Create deal in Holded
Automatically generates a new deal with
Create credit note in Holded
Automatically generates a credit note for returned items
Mark invoice as paid in Holded
Automatically updates invoice status to paid
Send invoice in Holded
Automatically generates and send invoices to clients
Create sales receipt in Holded
Automatically generates and send sales receipts to customers
Mark credit note as paid in Holded
Automatically updates credit note status to paid when payment is received
Create quote in Holded
Automatically generates a new quote with pre-filled information
Create sales order in Holded
Automatically generates a new sales order with pre-filled details
Create product in Holded
Automatically generates and launch new products
Create event in Holded
Automatically adds a new contact to the contact list
Create payment in Holded
Automatically generates and process a payment transaction
Create employee in Holded
Automatically adds a new contact to the contact list

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Integrate Alegra & Holded In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Alegra or Holded With 1200+ Other Apps

Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.

See Alegra Integrations

Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.

See Holded Integrations