Flowlu + Holded Integration

Integrate Flowlu to Holded in one click, or tell Integrately AI how you want each invoice handled. Generate sales invoices, update your client records, alert your team, and track payments automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu
  • 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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Ready Workflows Ready Workflows for Flowlu + Holded Integration

Create invoices, update client accounts, log transactions, alert your team, and track payments, all in just one click.

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Connect more apps to your Flowlu + Holded flow

Connect your finance stack to communication channels, task boards, and CRM platforms as soon as your core records update. Pick a combination and activate it in one click.

Flowlu
Holded
+
HubSpotHubSpot (8)
+
StripeStripe (8)
+
AsanaAsana (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
F
H
H
Create a sales invoice in Holded when an invoice is created in Flowlu, and create a contact in HubSpot
Flowlu invoices appear in Holded instantly while creating a matching contact in HubSpot, keeping your billing and CRM updated without manual entry.
H
F
H
When a purchase is created in Holded, create a task in Flowlu and create a deal in HubSpot
New Holded purchases instantly open a follow-up task in Flowlu and record a deal in HubSpot, keeping your team aligned on every transaction.
F
H
H
When a CRM account is created in Flowlu, create a contact in Holded and update the contact in HubSpot
New Flowlu CRM accounts immediately populate your Holded contacts and update HubSpot records so client data is uniform everywhere.
H
F
H
Create a task in Flowlu when an invoice is created in Holded, and log a note in HubSpot
Holded invoices automatically trigger project tasks in Flowlu and log engagement notes in HubSpot for complete operational visibility.
F
H
H
If a new Flowlu CRM account is an enterprise tier, create a sales invoice in Holded and create a priority deal in HubSpot
Enterprise accounts in Flowlu instantly generate customized sales invoices in Holded and high-priority deals in HubSpot.
F
H
H
When a project is created in Flowlu, create a sales order in Holded and update the deal in HubSpot
New projects in Flowlu generate matching sales orders in Holded and advance the corresponding deal stage in HubSpot.
F
H
H
Use Claude to analyze whether new Flowlu invoices meet enterprise criteria, create a sales invoice in Holded, and log a deal in HubSpot
Claude evaluates new Flowlu invoices so high-value accounts get specialized sales invoices in Holded and dedicated deals in HubSpot.
F
H
H
When an invoice is created in Flowlu, create a purchase invoice in Holded, update the project in Flowlu, and create a task in HubSpot
Comprehensive multi-app pipelines synchronize Flowlu billing events with Holded purchase orders, project updates, and HubSpot tasks.

Supported triggers and actions for Flowlu and Holded

Mix and match to build the exact automation you need

Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
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Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
Try it โ†’
Create invoice item in Flowlu
Generates and add a new item to an invoice
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Search opportunity source in Flowlu
Try it โ†’
Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
Try it โ†’
Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
Try it โ†’
Create invoices in Flowlu
Generates invoices and send them to clients
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
Try it โ†’
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
Try it โ†’
Create contact in Holded
Adds a new contact to the database
Try it โ†’
Search contact by email in Holded
Finds and retrieves contact information using their email address
Try it โ†’
Update contact in Holded
Updates contact information with new details
Try it โ†’
Search contact by phone in Holded
Finds information about a contact using the phone number
Try it โ†’
Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
Try it โ†’
Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
Try it โ†’
Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
Try it โ†’
Create quote in Holded
Generates a new quote with pre-filled information
Try it โ†’
Create sales order in Holded
Generates a new sales order with pre-filled details
Try it โ†’
Create product in Holded
Generates and launch new products
Try it โ†’
Create event in Holded
Adds a new contact to the contact list
Try it โ†’
Create payment in Holded
Generates and process a payment transaction
Try it โ†’
Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Flowlu + Holded?

Connect Flowlu and Holded to synchronize your projects, invoices, and client records automatically.

What you can automate?
๐Ÿงพ
Create Holded invoices from Flowlu records
Generate sales invoices in Holded automatically whenever a new invoice or project is created in Flowlu. Eliminate manual copy-pasting between your digital workplace and accounting tool.
๐Ÿ“‹
Capture every custom field and line item
Map all available Flowlu invoice details and project attributes into Holded fields instead of basic summaries. Your accounting records capture the complete financial scope.
๐Ÿ””
Alert your team instantly on communication channels
Send instant notifications to your finance or operations channels whenever a new invoice or purchase transaction is recorded between Flowlu and Holded.
๐Ÿ”€
Route transactions based on custom values
Execute different automation branches depending on invoice amounts, client tiers, or project categories submitted in Flowlu.
๐Ÿ”„
Keep financial records synchronized as data changes
Update existing Holded invoices and contact profiles automatically whenever corresponding tasks or project details are modified in Flowlu.
๐Ÿ”
Search and update existing accounts without duplicates
Check whether client records already exist in Holded before creating new entries, preventing duplicate contacts and messy billing histories.
๐Ÿ’ณ
Handle later billing events and payment updates
Trigger follow-up tasks and status changes in Flowlu when invoices are marked as paid or purchases are finalized in Holded.
๐ŸŒ
Extend your workflow to Slack, HubSpot, and Stripe
Connect your Flowlu and Holded automation to powerful third-party apps like Slack or Stripe for multi-step financial pipelines.
And much more...

Who is Flowlu + Holded integration for?

Teams managing projects in Flowlu and finances in Holded eliminate manual data entry, streamline client onboarding, and maintain accurate financial records.

Business analysts and financial controllers
Business analysts and financial controllers
Operations managers
Operations managers
Client success leads
Client success leads
High-volume billing teams
High-volume billing teams
Sales representatives
Sales representatives
Accounting specialists
Accounting specialists
๐Ÿ“ˆ
Business analysts and financial controllers
You're pulling reports from Flowlu and reconciling accounts in Holded by hand, but your revenue figures are always delayed because manual data entry cannot keep up with transaction volume โ€” automating both apps means every invoice and purchase record syncs instantly and your financial dashboards stay current.
โšก
Operations managers
You need to initiate project tasks the moment client billing is approved, but delays between Flowlu and Holded leave your delivery teams waiting for work orders โ€” connecting these apps means every billing event immediately triggers the right operational task without human lag.
๐Ÿค
Client success leads
You answer to clients who expect rapid onboarding and flawless invoice delivery, but fragmented records between your digital workplace and accounting tool cause embarrassing communication gaps โ€” with this integration, every client account and invoice syncs automatically so your client communications are always accurate.
๐Ÿ“Š
High-volume billing teams
The volume of invoices and client accounts is too high for anyone to keep up by hand, leading to costly billing errors and missing customer records โ€” automating both apps means high-volume transaction processing runs reliably in the background without manual data transfer.
๐Ÿ’ผ
Sales representatives
You close deals in Flowlu and depend on finance teams to set up billing in Holded, but handoffs stall when requests get buried in email threads โ€” this integration means closed accounts automatically generate sales invoices and CRM updates instantly.
๐Ÿ—‚๏ธ
Accounting specialists
You need a reliable audit history across your software stack, but manual copying leaves frustrating gaps between project records and accounting entries โ€” connecting these apps means every transaction and client profile is logged accurately every single time.
Our team

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Why choose Integrately to automate Flowlu + Holded

Build and manage your Flowlu + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flowlu + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Flowlu to Holded?
Frequently Asked Questions
You can connect Flowlu to Holded in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It takes less than two minutes to link your accounts along with Slack, HubSpot, and 1,500+ other tools.
Can I automatically create Holded invoices from Flowlu invoice records?
Frequently Asked Questions
Can I connect Flowlu, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Holded?
Frequently Asked Questions
How does Flowlu handle invoice creation triggers here?
Frequently Asked Questions
Can Holded purchases trigger Flowlu tasks?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Holded?
Frequently Asked Questions
Is the Flowlu and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Flowlu or Holded With 1500+ Other Apps

Flowlu
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Holded
Popular Holded Integrations
Sync Holded with payment processors, e-commerce stores, and reporting tools to keep financial data unified.
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