Bookafy + Holded Integration

Connect Bookafy to Holded in 1 click

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Popular Bookafy + Holded Workflows

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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
  • Bookafy
    Customer is created in Bookafy
  • Bookafy
    Appointment type is created in Bookafy
  • Bookafy
    User is created in Bookafy
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
2.
  • Bookafy
    Create a appointment in Bookafy
  • Bookafy
    Create a customer in Bookafy
  • 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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