Copilot + Holded Integration
Connect Copilot to Holded in 1 click
Free forever.Use premium features free for 14 days.1.
Payment is succeed in Copilot Instant- Client is created in Copilot Instant
- Client is updated in Copilot Instant
- Client is deleted in Copilot Instant
- Client is activated in Copilot Instant
- Client custom Field is updated in Copilot Instant
- Company is created in Copilot Instant
- Company is updated in Copilot Instant
- Company is deleted in Copilot Instant
- Contract is requested in Copilot Instant
- Contract is signed in Copilot Instant
- File is created in Copilot Instant
- File is updated in Copilot Instant
- File is deleted in Copilot Instant
- Folder is created in Copilot Instant
- Folder is updated in Copilot Instant
- Folder is deleted in Copilot Instant
- Form response is completed in Copilot Instant
- Internal user is created in Copilot Instant
- Internal user is deleted in Copilot Instant
- Invoice is created in Copilot Instant
- Invoice is updated in Copilot Instant
- Invoice is deleted in Copilot Instant
- Invoice is sent in Copilot Instant
- Invoice is paid in Copilot Instant
- Invoice is voided in Copilot Instant
- Message channel is created in Copilot Instant
- Message is sent in Copilot Instant
- Note is created in Copilot Instant
- Note is updated in Copilot Instant
- Note is deleted in Copilot Instant
- Notification is created in Copilot Instant
- Price is created in Copilot Instant
- Product is created in Copilot Instant
- Product is updated in Copilot Instant
- Task is created in Copilot Instant
- Task is updated in Copilot Instant
- Task is archived in Copilot Instant
- Task is deleted in Copilot Instant
- Task is completed in Copilot Instant
- Payment is failed in Copilot Instant
- Link is created in Copilot Instant
- Link is updated in Copilot Instant
- Link is deleted in Copilot Instant
- Subscription is created in Copilot Instant
- Subscription is canceled in Copilot Instant
Purchase is created in Holded- Invoice is created in Holded
2.
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Top 10 Most Popular Copilot Automations from
Integrately Community
Just click on the workflow you want to automate
Create Copilot(Under review) task for new Trackabi task
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Create Copilot(Under review) task for new Trackabi task
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create Copilot(Under review) task for new Sharetribe contact
Create Copilot(Under review) task for new Zoho Expense customer
Create Copilot(Under review) task for new Smart Emailing contact
Create Copilot(Under review) task for updated Smart Emailing contact
Create Copilot(Under review) task for new MyGadgetRepairs task
Create Copilot(Under review) task for new MyGadgetRepairs contact
Create Copilot(Under review) task for new MyGadgetRepairs event
Create Copilot(Under review) task for new Smart Emailing contact
Create Copilot(Under review) task for updated Smart Emailing contact
Create Copilot(Under review) task for new MyGadgetRepairs task
Create Copilot(Under review) task for new MyGadgetRepairs contact
Create Copilot(Under review) task for new MyGadgetRepairs event
Top 10 Most Popular Holded Automations from
Integrately Community
Most popular
01
Create Holded creditnote for new WhatsApp message
02
Create Holded contact for new Google Sheets row
03
Create Holded contact for new Notion database item
04
Create Holded contact for new WordPress user
05
Create Holded creditnote for new Trello message
Most popular
01
Create Holded creditnote for new WhatsApp message
02
Create Holded contact for new Google Sheets row
03
Create Holded contact for new Notion database item
04
Create Holded contact for new WordPress user
05
Create Holded creditnote for new Trello message
06
Create Holded contact for new Coda row
07
Create Holded contact for new EasyCSV data
08
Create Holded contact for new Bubble data thing
09
Create Holded contact for new MySQL row
10
Create Holded contact for new SeaTable row
How Integrately Works?
1
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2
Connect Accounts
3
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Connect Copilot + Holded Now 
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You Can Also Connect Copilot or Holded With 1400+ Other Apps
Copilot
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
Holded
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.
