Asana + Holded Integration

Integrate Asana to Holded in one click, or tell Integrately AI how you want each task handled. Convert completed tasks into sales invoices, update your accounting records, alert your team, and trigger follow-ups automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Holded flow

Notify your team, organise supporting documents in cloud storage, and trigger follow-up communications once your tasks and invoices are updated. Pick a combination and activate it in one click.

Asana
Holded
+
SlackSlack (4)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
A
H
S
Create a Holded sales invoice for every new Asana task, and notify your finance team in Slack
New Asana tasks generate corresponding sales invoices in Holded instantly while notifying your finance channel in Slack, removing manual data entry entirely.
H
A
S
Create an Asana task for every new Holded purchase, and alert your purchasing team in Slack
Purchases created in Holded automatically open a corresponding task in Asana and alert your purchasing channel in Slack, keeping inventory and tasks in sync.
A
H
S
When an Asana task is completed, mark the matching Holded invoice as paid and notify your team in Slack
Completed Asana tasks trigger invoice payment updates in Holded and send team updates in Slack, keeping financial records current.
H
A
S
Open a follow-up task in Asana for every new Holded invoice, and notify your project managers in Slack
New Holded invoices automatically generate follow-up tasks in Asana and alert project managers in Slack.

Supported triggers and actions for Asana and Holded

Mix and match to build the exact automation you need

Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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What can you automate with Asana + Holded?

Connect your project workflows to your accounting systems to eliminate manual data entry and streamline operations.

What you can automate?
๐Ÿงพ
Create sales invoices from completed tasks
Generate Holded sales invoices automatically the moment an Asana task is completed or created. Your billing department stays aligned with active project milestones.
๐Ÿ“‹
Capture every submitted task and invoice field
Map all available task details and invoice line items between Asana and Holded without losing critical project notes or pricing specifics.
๐Ÿ””
Alert your team instantly on new activity
Notify project managers and finance personnel immediately when tasks are created or invoices are issued across Asana and Holded.
๐Ÿ”€
Route records based on task priority or tier
Apply conditional logic to create priority sales invoices in Holded when high-priority tasks are updated in Asana.
๐Ÿ”„
Keep project destinations up to date
Synchronize status changes, payments, and updates seamlessly between Asana tasks and Holded financial records.
๐Ÿ”
Search and update instead of creating duplicates
Look up existing contacts and tasks in Asana and Holded before creating new records, keeping your databases clean.
๐Ÿ’ณ
Handle later status changes and payments
Mark invoices as paid in Holded automatically when corresponding project deliverables are completed in Asana.
๐Ÿ’ฌ
Extend your workflow to team messaging apps
Trigger automated notifications in Slack whenever tasks and invoices interact between Asana and Holded.
And much more...

Who is Asana + Holded integration for?

Project managers, finance teams, and business owners eliminate manual handoffs, keep accounting records synchronized, and track deliverables effortlessly across Asana and Holded.

Financial analysts
Financial analysts
Operations managers
Operations managers
Account managers
Account managers
Billing coordinators
Billing coordinators
Project coordinators
Project coordinators
Business auditors
Business auditors
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue metrics across projects but your accounting ledger only updates when someone manually exports task records, so the financial reports you're presenting are always a few hours behind โ€” with this integration, every completed task triggers billing records instantly and your data stays current.
โšก
Operations managers
You need to act fast on client purchases and incoming orders, but you find out too late when billing data gets stuck in email threads โ€” this integration means every new purchase creates project tasks immediately and your team responds without delay.
๐Ÿค
Account managers
You answer to clients who want to see project progress and billing alignment, but tracking updates manually across separate tools leads to miscommunication โ€” connecting these apps means every invoice status change updates your task boards automatically and your clients stay informed.
๐Ÿ’ผ
Billing coordinators
The volume of client tasks and invoices is too high for anyone to keep up by hand, resulting in missed billable hours and delayed invoicing โ€” automating both apps means every task completion generates sales invoices instantly and your billing cycle runs smoothly.
๐Ÿ”„
Project coordinators
You own the project execution phase and depend on someone upstream to hand over approved invoices before you start work, but handoffs get delayed โ€” this integration means new invoices open project tasks in Asana instantly and your team starts execution right away.
๐Ÿ“‹
Business auditors
You need a reliable history of task completions and financial transactions, but you keep finding gaps between project management records and accounting books โ€” with this integration, every activity links task milestones to invoices cleanly and your audit trail remains complete.
Our team

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Why choose Integrately to automate Asana + Holded

Build and manage your Asana + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Asana + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Asana to Holded?
Frequently Asked Questions
You can connect Asana to Holded in 1 click using ready-made templates on Integrately. Choose your trigger and action, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Holded sales invoices from completed Asana tasks?
Frequently Asked Questions
Can I connect Asana, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Holded?
Frequently Asked Questions
How does Asana task data transfer to Holded?
Frequently Asked Questions
Can Holded purchases create tasks in Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Holded?
Frequently Asked Questions
Is the Asana and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Asana or Holded With 1500+ Other Apps

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Holded
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