Bind ERP + Holded Integration

Integrate Bind ERP to Holded in one click, or tell Integrately AI how you want each invoice handled. Sync financial records, track payments, update contacts, and trigger follow-ups automatically.

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1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • 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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Ready Workflows Ready Workflows for Bind ERP + Holded Integration

Create sales invoices, sync contacts, track purchase records, and update payment statuses, all in just one click.

Most popular automationmost-popular-automations
Bind ERP + Holded Integration

Create Holded contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Holded to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, 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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Connect more apps to your Bind ERP + Holded flow

Streamline payments, notify your team, and keep your accounting records updated across your stack after your core automation runs. Pick a combination and activate it in one click.

Bind ERP
Holded
+
StripeStripe (4)
+
Mercado PagoMercado Pago (4)
+
WhatsAppWhatsApp (4)
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GmailGmail (4)
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Google SheetsGoogle Sheets (4)
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SlackSlack (4)
B
H
S
When an invoice is created in Bind ERP, create a sales invoice in Holded and record the charge in Stripe.
Bind ERP invoices instantly generate Holded sales invoices and log the corresponding charge in Stripe without manual data entry.
H
B
S
When a purchase is created in Holded, create a product in Bind ERP and record the payment in Stripe.
Holded purchase entries update your Bind ERP product catalog and log payment records in Stripe automatically.
B
H
S
If a Bind ERP invoice is created, create a sales invoice in Holded and update the customer profile in Stripe.
New Bind ERP invoices trigger Holded sales invoices and ensure customer records are updated in Stripe.
B
C
H
S
Use ChatGPT to analyse Bind ERP invoices, create a sales invoice in Holded, and log the payout in Stripe.
ChatGPT reviews Bind ERP invoices before creating Holded sales invoices and logging payouts in Stripe.

Supported triggers and actions for Bind ERP and Holded

Mix and match to build the exact automation you need

Bind ERP
Bind ERP Triggers & Actions
Quote is created in Bind ERP
Triggers the automation when a new quote is created
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Prospect is created in Bind ERP
Triggers the automation when a new prospect is added
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Invoice is created in Bind ERP
Triggers the automation when any invoice is added or modified
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Product is created in Bind ERP
Triggers the automation when a new product is created
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Activity is scheduled in Bind ERP
Triggers the automation when a activity is scheduled
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Inventory is updated in Bind ERP
Triggers the automation when the inventory levels change
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Create prospect in Bind ERP
Generates a new porspect
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Create activity in Bind ERP
Generates a new activity or task
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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 Bind ERP + Holded?

Connect your management and accounting workflows to sync invoices, manage contacts, and eliminate manual data entry.

What you can automate?
🧾
Sync invoices between Bind ERP and Holded automatically
Generate Holded sales invoices the moment an invoice is created in Bind ERP. Your billing records remain perfectly matched without manual re-keying.
📋
Capture every submitted field across both platforms
Map detailed line items, pricing, and tax information from Bind ERP into Holded accurately. Your financial records capture every detail submitted by your team.
🔔
Notify your team as soon as transactions happen
Alert your finance or sales channel in Slack the second an invoice or purchase order is generated. Keep all departments aligned in real time.
🔀
Route transactions based on specific submitted values
Send high-value invoices to priority accounting workflows while routing standard orders to routine folders. Handle different transaction types dynamically.
🔄
Keep records updated as transaction statuses change
Update existing contacts and invoices in Holded whenever corresponding updates occur in Bind ERP. Prevent duplicate entries and outdated information.
🔍
Search and update contacts instead of creating duplicates
Search contacts by email in Holded before creating new entries, updating existing profiles automatically when returning customers place new orders.
💳
Handle later payment events and status updates
Mark invoices as paid, create credit notes, or update purchase records in Holded as transactions progress through their lifecycle.
⚡
Extend your financial workflows to Google Sheets
Log every Bind ERP transaction and Holded invoice into Google Sheets for custom reporting and executive review.
And much more...

Who is Bind ERP + Holded integration for?

Finance professionals, sales managers, and operations teams looking to eliminate manual data entry between Bind ERP and Holded.

Finance managers
Finance managers
Sales directors
Sales directors
Account executives
Account executives
Operations leads
Operations leads
Billing specialists
Billing specialists
Compliance officers
Compliance officers
📈
Finance managers
You're reviewing financial ledgers and cash flow statements, but your accounting tools only update when someone manually exports records, so the totals you're reporting against are always a few hours behind — with this integration, every new invoice lands in your books instantly and your financial data stays current.
⚡
Sales directors
You need to act fast on new quotes and prospect conversions, and you find out too late when billing data gets stuck in transit — automating both apps means every quote and order syncs immediately so your team can close deals without delay.
🤝
Account executives
You answer to clients who want to see prompt invoices and project progress updates, but manual data transfers cause frustrating delays — connecting these apps means your documents arrive on time and client communications stay accurate.
📊
Operations leads
The volume of daily orders and purchase records is too high for anyone to keep up by hand, leading to missed entries and reconciliation errors — this integration means every transaction flows securely between your management systems without manual intervention.
🔄
Billing specialists
You own the invoicing workflow and depend on upstream data to hand off billing tasks, but delayed records bottleneck your daily output — automating both apps means your queue stays populated with verified records the moment they are created.
🗂️
Compliance officers
You need a reliable audit history and keep finding gaps in customer and invoice records across separate platforms — with this integration, every transaction and contact detail logs correctly so your records remain complete and audit-ready.
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Why choose Integrately to automate Bind ERP + Holded

Build and manage your Bind ERP + 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 Bind ERP + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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 — 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?

1
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2
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Frequently Asked Questions

How do I connect Bind ERP to Holded?
Frequently Asked Questions
You can connect Bind ERP to Holded in 1 click using ready workflows on Integrately. Choose a pre-built template, connect your accounts, or ask Integrately AI to build your automation instantly.
Can I automatically sync Bind ERP invoices to Holded?
Frequently Asked Questions
Can I connect Bind ERP, Holded, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Bind ERP and Holded?
Frequently Asked Questions
How do new invoices in Bind ERP trigger actions in Holded?
Frequently Asked Questions
How are purchase records handled when syncing Holded with Bind ERP?
Frequently Asked Questions
Do I need coding skills to automate workflows between Bind ERP and Holded?
Frequently Asked Questions
Is the Bind ERP and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Bind ERP or Holded With 1500+ Other Apps

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Holded
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Sync Holded with payment gateways, communication platforms, and document managers to keep your accounting stack connected.
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