Checkfront + Holded Integration

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

Leverage Checkfront 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 Checkfront & Holded using Integrately.
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Ready Workflows For Checkfront + Holded Integration

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Checkfront + Holded Integration

Create Holded deal for new Checkfront 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 Checkfront, 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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Checkfront + Holded Integration
1.
  • Checkfront
    Booking is created in Checkfront

    Triggers the automation when a new booking is created

    Instant
  • Checkfront
    Booking is changed in Checkfront

    Triggers the automation when a booking is updated

    Instant
  • Checkfront
    Item is created in Checkfront

    Triggers the automation when a new item is created

    Instant
  • Checkfront
    Item is changed in Checkfront

    Triggers the automation when any item is updated

    Instant
  • Holded
    Purchase is created in Holded

    Triggers the automation when a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation when any invoice is added or modified

2.
  • Holded
    Create contact in Holded

    Adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Finds information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Generates a new deal with

  • Holded
    Create credit note in Holded

    Generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Updates invoice status to paid

  • Holded
    Send invoice in Holded

    Generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Generates and launch new products

  • Holded
    Create event in Holded

    Adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Generates and process a payment transaction

  • Holded
    Create employee in Holded

    Adds a new contact to the contact list

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Integrate Checkfront & Holded In 1 Click
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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!

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