Envoy for Visitors + Holded Integration

Integrately lets you integrate Envoy for Visitors and Holded instantly - without any learning curve.

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Create Your Own Envoy for Visitors & Holded Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Visitor is invited in Envoy for Visitors
Triggers the automation when a visitor is invited
Instant
Visitor is signed-in in Envoy for Visitors
Triggers the automation when a visitor signs-in
Instant
Visitor is signed-out in Envoy for Visitors
Triggers the automation when a visitor is signed-out
Instant
Purchase is created in Holded
Triggers the automation when a new purchase is created
Invoice is created in Holded
Triggers the automation when any invoice is added or modified

Create pre-registration in Envoy for Visitors
Creates a new pre-registration
Create contact in Holded
Adds a new contact to the database
Search contact by email in Holded
Finds and retrieves contact information using their email address
Update contact in Holded
Updates contact information with new details
Search contact by phone in Holded
Finds information about a contact using the phone number
Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
Create deal in Holded
Generates a new deal with
Create credit note in Holded
Generates a credit note for returned items
Mark invoice as paid in Holded
Updates invoice status to paid
Send invoice in Holded
Generates and send invoices to clients
Create sales receipt in Holded
Generates and send sales receipts to customers
Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
Create quote in Holded
Generates a new quote with pre-filled information
Create sales order in Holded
Generates a new sales order with pre-filled details
Create product in Holded
Generates and launch new products
Create event in Holded
Adds a new contact to the contact list
Create payment in Holded
Generates and process a payment transaction
Create employee in Holded
Adds a new contact to the contact list

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Integrate Envoy for Visitors & Holded In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Envoy for Visitors or Holded With 1200+ Other Apps

Envoy for Visitors is an iPad visitor sign-in app that replaces physical and paper-based visitor sign-in book. It also reduces administrative burden of managing visitors by automating tasks like pre-registration, host notifications and NDA signing.

See Envoy for Visitors Integrations

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.

See Holded Integrations