Bookafy + Holded Integration

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

Leverage Bookafy automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. 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 Bookafy & Holded using Integrately.
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Bookafy + Holded Integration

Create Holded deal for new Bookafy event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Bookafy, it will trigger a corresponding deal creation in Holded.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Bookafy + Holded Integration
1.
  • Bookafy
    Appointment is created in Bookafy

    Triggers the automation whenever a new appointment is created

  • Bookafy
    Customer is created in Bookafy

    Triggers the automation whenever a new customer is created

  • Bookafy
    Appointment type is created in Bookafy

    Triggers the automation whenever a new appointment is created

  • Bookafy
    User is created in Bookafy

    Triggers the automation whenever a new user is created

  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

2.
  • Bookafy
    Create a appointment in Bookafy

    Automatically schedule a new appointment

  • Bookafy
    Create a customer in Bookafy

    Automatically adds a new customer to the database

  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

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Bookafy is a tool that works like your personal calendar. You can add your meetings, appointments and events and then share it with others for them to book their own appointments. It's the easiest way to manage meetings!

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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.

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