Kanban Tool + Holded Integration

Integrate Holded to Kanban Tool in one click, or tell Integrately AI how you want each invoice handled. Create project tasks, update contacts, notify your team, and track workflow progress automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kanban Tool
    Task is created in Kanban Tool
  • Kanban Tool
    Task is moved in Kanban Tool
  • Kanban Tool
    Task is updated in Kanban Tool
  • Kanban Tool
    Task is archived in Kanban Tool
  • Kanban Tool
    Checklist item is created in Kanban Tool
  • Kanban Tool
    Board is created in Kanban Tool
  • Kanban Tool
    Swimlane is created in Kanban Tool
  • Kanban Tool
    Card type is created in Kanban Tool
  • Kanban Tool
    Workflow stage is created in Kanban Tool
  • Kanban Tool
    Comment is created in Kanban Tool
  • Kanban Tool
    Activity is created on board in Kanban Tool
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • Kanban Tool
    Create task in Kanban Tool
  • Kanban Tool
    Move task in Kanban Tool
  • Kanban Tool
    Delete task in Kanban Tool
  • Kanban Tool
    Search task in Kanban Tool
  • Kanban Tool
    Get task details in Kanban Tool
  • Kanban Tool
    Archive task in Kanban Tool
  • Kanban Tool
    Update task in Kanban Tool
  • Kanban Tool
    Create checklist item in Kanban Tool
  • Kanban Tool
    Complete checklist item in Kanban Tool
  • Kanban Tool
    Delete checklist item in Kanban Tool
  • Kanban Tool
    Create comment in Kanban Tool
  • 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 WorkflowsReady Workflows   for Kanban Tool + Holded Integration

Create project tasks from new invoices, update contact details, track milestones, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Holded + Kanban Tool flow

Extend your automation with payments, CRM records, and team notifications once your core flow finishes. Pick a combination and activate it in one click.

Kanban Tool
Holded
+
StripeStripe (5)
+
SlackSlack (5)
+
HubSpotHubSpot (5)
+
GmailGmail (5)
+
Google DriveGoogle Drive (5)
+
TrelloTrello (5)
S
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When a Stripe charge is created, create a sales invoice in Holded and create a task in Kanban Tool.
Stripe payments instantly generate a sales invoice in Holded and a tracking task in Kanban Tool, removing manual data entry.
S
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When a Stripe customer is created, create a contact in Holded and create a task in Kanban Tool.
New Stripe customers become Holded contacts and trigger onboarding tasks in Kanban Tool automatically.
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When a Stripe invoice is paid, mark the invoice as paid in Holded and move the task in Kanban Tool.
Paid Stripe invoices update your Holded records and advance your Kanban Tool project stage.
S
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When a Stripe subscription fails, update the contact in Holded and archive the task in Kanban Tool.
Failed subscriptions update Holded contact details and archive obsolete Kanban Tool tasks.
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Use ChatGPT to review Stripe charge data, create a sales invoice in Holded, and create a task in Kanban Tool.
ChatGPT processes Stripe payment notes to create structured Holded invoices and Kanban Tool tasks.

Supported triggers and actions for Kanban Tool and Holded

Mix and match to build the exact automation you need

Kanban Tool
Kanban Tool Triggers & Actions
Task is created in Kanban Tool
Triggers the automation when a new task is created
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Task is moved in Kanban Tool
Triggers the automation when a task is moved with
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Task is updated in Kanban Tool
Triggers the automation when any task is updated
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Task is archived in Kanban Tool
Triggers the automation when any task is archived
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Checklist item is created in Kanban Tool
Triggers the automation when a new checklist item is created
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Board is created in Kanban Tool
Triggers the automation when a new board is created
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Swimlane is created in Kanban Tool
Triggers the automation when a new swimlane is created
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Card type is created in Kanban Tool
Triggers the automation when a new type of card is created
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Workflow stage is created in Kanban Tool
Triggers the automation when a workflow stage is created
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Comment is created in Kanban Tool
Triggers the automation when a new comment is created
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Activity is created on board in Kanban Tool
Triggers the automation when any activity is created in the particular board
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Create task in Kanban Tool
Creates a new task
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Move task in Kanban Tool
Transfer the task to a new location
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Delete task in Kanban Tool
Removes a particular task
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Search task in Kanban Tool
Searches for a task
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Get task details in Kanban Tool
Retrieves details about a task from the designated source
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Archive task in Kanban Tool
Move completed tasks to a designated archive folder
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Update task in Kanban Tool
Updates the task with new information or changes
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Create checklist item in Kanban Tool
Generates a checklist item in a particular checklist
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Complete checklist item in Kanban Tool
Mark checklist item as complete
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Delete checklist item in Kanban Tool
Removes an item from a checklist
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Create comment in Kanban Tool
Generates a new comment
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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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
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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
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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What can you automate with Holded + Kanban Tool?

Connect Holded and Kanban Tool to streamline invoicing, project task creation, and team communication.

What you can automate?
🔄
Create Kanban Tool tasks from new Holded invoices
Generate project tasks in Kanban Tool automatically whenever a new invoice or purchase is created in Holded. Remove manual handoffs between accounting and delivery teams.
📋
Capture every submitted invoice and purchase field
Map all available Holded invoice details into separate Kanban Tool task fields instead of basic summaries. Your project boards become more useful references for execution.
🔔
Notify your team the moment work arrives
Send instant alerts to your team channels whenever a new Holded document triggers a Kanban Tool task. Keep everyone informed of incoming project commitments.
🔀
Route tasks based on submitted invoice values
Apply conditional logic to route high-value Holded purchases as priority Kanban Tool tasks while standard orders follow normal workflows.
🔄
Keep project stages and contact records aligned
Update Holded contacts and invoices automatically whenever tasks move across workflow stages in Kanban Tool. Maintain consistent data across both systems.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Holded before creating new records, updating contact details when repeat clients generate new invoices.
💳
Handle payments and status changes automatically
Mark Holded invoices as paid and archive matching Kanban Tool tasks when projects reach completion or payments clear.
🔗
Extend your workflow with team messaging apps
Connect Slack or Gmail to your Holded and Kanban Tool flow to send automated customer emails and team channel notifications.
And much more...

Who is Holded + Kanban Tool integration for?

Connect Holded and Kanban Tool to bridge financial records and visual project management for finance, operations, and leadership teams.

Finance managers
Finance managers
Project managers
Project managers
Client success leads
Client success leads
Operations directors
Operations directors
Sales representatives
Sales representatives
Business owners
Business owners
📈
Finance managers
You review financial reports and rely on accurate revenue figures, but your task boards and accounting ledgers live in separate tools so invoice statuses are always out of alignment — automating both apps means every new invoice automatically triggers project tasks and your records stay current.
Project managers
You need to kick off client work the moment billing is confirmed, but manual handoffs cause frustrating delays and missed deadlines — with this integration, every new Holded invoice creates a Kanban Tool task instantly so your team starts work without delay.
🤝
Client success leads
You answer client inquiries about project onboarding progress, but finding updates requires checking multiple disconnected systems — connecting these apps means project movements update contact records automatically and keep client answers accurate.
📊
Operations directors
You oversee high volumes of purchases and customer signups that overwhelm manual data entry and risk costly errors — automating both apps means every transaction populates your workflow tasks and accounting ledgers without manual copying.
💼
Sales representatives
You depend on finance and delivery teams to pick up closed deals, but communication gaps leave you chasing status updates across channels — this integration means won deals and invoices automatically trigger Kanban Tool tasks so fulfillment begins immediately.
🗂️
Business owners
You need a reliable audit history of financial transactions and project execution, but manual record-keeping leaves persistent gaps in your data — connecting these apps means every invoice, purchase, and task update is logged reliably across your entire stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Kanban Tool + Holded

Build and manage your Kanban Tool + 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 Kanban Tool + 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 — 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to Kanban Tool?
Frequently Asked Questions
You can connect Holded to Kanban Tool in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, HubSpot, and Gmail.
Can I automatically create Kanban Tool tasks from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Kanban Tool, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Kanban Tool?
Frequently Asked Questions
How do Holded invoices trigger Kanban Tool tasks?
Frequently Asked Questions
Can I update Kanban Tool tasks when Holded contacts change?
Frequently Asked Questions
Do I need coding skills to automate Holded and Kanban Tool?
Frequently Asked Questions
Is the Holded and Kanban Tool integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Kanban Tool With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with accounting, invoicing, and payment platforms to manage financial workflows across your business stack.
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Kanban Tool
Popular Kanban Tool Integrations
Sync Kanban Tool with project management, collaboration, and task tracking tools to keep team workflows connected.