Holded + Lob Integration

Integrate Holded to Lob in one click, or tell Integrately AI how you want each invoice handled. Create and mail physical letters, send postcards, verify addresses, and keep your customers informed automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • 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
  • Lob
    Send letter in Lob
  • Lob
    Send postcard in Lob
  • Lob
    Verify US address in Lob
  • Lob
    Verify international address in Lob

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Ready Workflows Ready Workflows for Holded + Lob Integration

Send letters for new invoices, dispatch postcards for purchases, verify mailing addresses, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Lob flow

Extend your mailing automation by syncing payment records, alerting your team, and updating tracking sheets the moment mail goes out. Pick a combination and activate it in one click.

Holded
Lob
+
ShopifyShopify (3)
+
StripeStripe (3)
+
SlackSlack (2)
+
GmailGmail (2)
+
HubSpotHubSpot (2)
+
Google SheetsGoogle Sheets (2)
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H
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Create a Holded sales invoice for every new Shopify order, and send a confirmation letter via Lob.
Every new Shopify order creates a sales invoice in Holded and triggers a Lob confirmation letter without manual data entry.
S
H
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When a Shopify refund is processed, create a credit note in Holded, and send a postcard via Lob.
Process refunds in Shopify, log credit notes in Holded, and notify customers instantly with a Lob postcard.
S
H
L
Verify the shipping address using Lob whenever a Shopify order creates a customer in Holded.
Verify Shopify customer addresses in Lob and save clean contact data directly into Holded.

Supported triggers and actions for Holded and Lob

Mix and match to build the exact automation you need

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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Lob
Lob Triggers & Actions
No trigger is available
Send letter in Lob
Sends a letter
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Send postcard in Lob
Sends a physical postcard to a designated recipient
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Verify US address in Lob
Validates and ensure accuracy of us addresses
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Verify international address in Lob
Verify the validity of an international address
Try it →

What can you automate with Holded + Lob?

Streamline your billing and physical mail workflows by connecting Holded events directly to Lob actions.

What you can automate?
📨
Send physical letters for new invoices
Trigger a Lob physical letter automatically the moment a new invoice or sales document is created in Holded.
📬
Capture every submitted address field
Map customer address details accurately from Holded records into Lob mailing templates without missing lines.
🔔
Notify your team as mail goes out
Alert team members instantly when a letter or postcard is successfully dispatched for a Holded transaction.
🔀
Route mail based on invoice amounts
Send letters for high-value invoices and postcards for standard purchases by filtering based on submitted fields.
🔄
Keep records updated as data changes
Update contact details in Holded whenever address verification results return updated formatting from Lob.
🔍
Search and update existing contacts
Check if a contact exists in Holded before creating duplicate entries during mail generation.
🏷️
Handle later status changes and payments
Trigger follow-up mailings when an invoice is marked as paid or a credit note is created in Holded.
🔗
Extend your workflow to team channels
Connect your Holded and Lob automation to Slack or Google Sheets for comprehensive team tracking.
And much more...

Who is Holded + Lob integration for?

Finance teams, operations managers, and accounting departments eliminate manual mailing tasks and keep physical correspondence synchronized with Holded records.

Finance Managers
Finance Managers
Operations Coordinators
Operations Coordinators
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Finance Managers
You're reviewing monthly billing reports but your invoice logs only update when someone manually checks records, so the totals you're reconciling against are always a few hours behind — with this integration, every new invoice triggers mail and updates your records instantly.
Operations Coordinators
You need to dispatch physical letters fast for new purchases, and you find out too late when paperwork stalls — with this integration, every new purchase triggers address verification and mailing without delay.
🤝
Account Managers
You answer to clients who want to see prompt physical correspondence for their orders, but manual printing slows you down — this integration means every invoice automatically dispatches the correct letter or postcard.
📊
Billing Specialists
The volume of invoices and orders is too high for anyone to keep up by hand at the post office — automating both apps means every document triggers physical mail distribution seamlessly.
💼
Sales Representatives
You own the customer follow-up and depend on accounting to hand over invoice details before you reach out — connecting these apps means contact records and correspondence happen in correct sequence.
📋
Compliance Officers
You need a reliable history of all physical mail sent to clients and keep finding gaps in manual logs — this integration means every piece of mail sent via Lob is tracked against your Holded records.
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 Holded + Lob

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

1,500+ apps connected
1,500+ apps connected
Connect Holded + Lob 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
Select a trigger from Google Sheets
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 Lob?
Frequently Asked Questions
You can connect Holded to Lob in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside popular apps like Slack, HubSpot, and Google Sheets.
Can I send physical mail automatically when a new invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Lob, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Lob?
Frequently Asked Questions
How do Holded invoices trigger Lob letters?
Frequently Asked Questions
Can Lob verify addresses before sending mail from Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Lob?
Frequently Asked Questions
Is the Holded and Lob integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Holded or Lob With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with CRM, accounting, and inventory tools to manage company operations and financial tracking seamlessly.
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Lob
Popular Lob Integrations
Sync Lob with marketing, CRM, and customer support tools to trigger physical mail campaigns and address checks.
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