Holded + Metricool Integration

Integrate Holded to Metricool in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, schedule social media posts, update your content calendar, and log your payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
  • Metricool
    Post is published successfully in Metricool
  • Metricool
    Post is scheduled in Metricool
  • Metricool
    Post failed to publish in Metricool
  • Metricool
    Conversation is created (in a Network) in Metricool
  • Metricool
    GMB is reviewed in Metricool
  • Metricool
    Draft is added in planner in Metricool
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
  • Metricool
    Schedule post in Metricool
  • Metricool
    Create post in autolist in Metricool
  • Metricool
    Get post by id in Metricool
  • Metricool
    Send reply to GMB review in Metricool
  • Metricool
    Send a reply to conversation in Metricool

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Ready WorkflowsReady Workflows ย  for Holded + Metricool Integration

Schedule posts, create sales invoices, log payments, update client records, and track content performance, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Metricool flow

Connect financial records and social planning tools with your wider operational stack. Pick a combination and activate it in one click.

Holded
Metricool
+
ShopifyShopify (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
TrelloTrello (8)
S
H
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Create a sales invoice in Holded for every new Shopify order, and schedule a confirmation post in Metricool
Shopify orders instantly generate Holded sales invoices and trigger Metricool posts without manual data entry.
S
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Log every Shopify customer as a Holded contact, and update your Metricool autolist
New Shopify buyers become Holded contacts while updating your Metricool autolist for ongoing engagement.
S
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When a Shopify product is added, create a Holded product item and schedule a launch post in Metricool
Store inventory additions instantly create Holded product records and queue Metricool promotion posts.
S
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Create a Holded credit note for every Shopify refund, and log the update in Metricool
Store refunds automatically generate Holded credit notes and record the event in Metricool.
S
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If a Shopify order exceeds one thousand dollars, create a Holded sales order and schedule a high-tier Metricool post
High-value Shopify purchases create Holded sales orders and trigger specific Metricool announcements.
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When a Shopify fulfillment is completed, mark the Holded invoice as paid and log it in Metricool
Fulfilled orders automatically update Holded invoice statuses and record activity in Metricool.
S
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Use ChatGPT to analyze Shopify order feedback, create a Holded event, and schedule a follow-up in Metricool
ChatGPT summarizes Shopify feedback to schedule Holded events and queue Metricool follow-ups.
S
H
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Turn every Shopify order into a Holded sales invoice, create a Slack alert, and schedule a Metricool post
Shopify orders generate Holded invoices, notify Slack channels, and schedule Metricool posts.

Supported triggers and actions for Holded and Metricool

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Purchase is created in Holded
Triggers the automation when a new purchase is created
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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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Metricool
Metricool Triggers & Actions
Post is published successfully in Metricool
Triggers the automation when a post is successfully published
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Post is scheduled in Metricool
Triggers the automation when a post is scheduled to be published
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Post failed to publish in Metricool
Triggers the automation when a post fails to publish
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Conversation is created (in a Network) in Metricool
Triggers the automation when a conversation is created in a network
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GMB is reviewed in Metricool
Triggers the automation when a Google My Business listing is reviewed
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Draft is added in planner in Metricool
Triggers the automation when a new draft is added to the planner
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Schedule post in Metricool
Schedules a post
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Create post in autolist in Metricool
Creates a new post in the autolist
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Get post by id in Metricool
Retrieves a post based on its id
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Send reply to GMB review in Metricool
Sends a reply to a google my business review
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Send a reply to conversation in Metricool
Sends a reply to a conversation
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What can you automate with Holded + Metricool?

Streamline your accounting, customer management, and social media planning with powerful automated workflows.

What you can automate?
๐Ÿงพ
Create sales invoices from social milestones
Automatically generate Holded sales invoices whenever key milestones or content triggers occur in Metricool. Your billing workflow initiates the moment campaigns reach their goals.
๐Ÿ“‹
Capture every submitted contact detail
Map all incoming customer information from Holded and Metricool directly into your database. Ensure every contact profile is complete with names, emails, and phone numbers.
๐Ÿ””
Alert your team instantly on messaging apps
Send immediate notifications to your team channels the moment an invoice is created or a post fails in Metricool. Keep all departments informed without manual check-ins.
๐Ÿ”€
Route transactions based on submitted fields
Create different invoice types or schedule specific social posts depending on order values and customer tags. Automate complex routing rules without writing custom code.
๐Ÿ”„
Keep financial records continuously updated
Automatically update Holded contact details and invoice statuses whenever customer profiles change in connected apps. Maintain absolute accuracy across your billing records.
๐Ÿ”
Search and update instead of creating duplicates
Check existing database records by email or phone before creating new contacts in Holded. Prevent duplicate entries and keep your customer history clean and organized.
๐Ÿ’ณ
Handle later status changes like paid and refunded
Automatically mark invoices as paid in Holded or issue credit notes when transactions are refunded. Keep your accounts receivable balanced without manual bookkeeping.
๐Ÿ”—
Extend your workflow to Slack and Google Drive
Connect your Holded and Metricool core flow with Slack, Google Drive, or Trello. Build multi-app pipelines that handle document archiving and team alerts effortlessly.
And much more...

Who is Holded + Metricool integration for?

Connecting Holded and Metricool eliminates manual data entry, bridging financial accounting and social media management for growing businesses.

Finance Directors
Finance Directors
Social Media Managers
Social Media Managers
Agency Account Managers
Agency Account Managers
Operations Leads
Operations Leads
Sales Team Leads
Sales Team Leads
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Directors
You review revenue reports and billing metrics every week, but manual invoicing delays mean your financial dashboards are always out of date โ€” this integration means every new Holded invoice and Stripe payment updates your records instantly and keeps your financial history accurate.
โšก
Social Media Managers
You need to align campaign launches with actual sales milestones, but waiting for manual updates means your social posts miss key business events โ€” automating both apps means every invoice and order completion schedules corresponding Metricool posts automatically.
๐Ÿค
Agency Account Managers
You report campaign progress and billing details to clients weekly, but tracking data across disconnected software causes frustrating gaps โ€” connecting these apps means your client contact records and published posts stay synchronized without manual data sorting.
๐Ÿ“Š
Operations Leads
Your team handles high volumes of customer orders and support interactions, and manual copy-pasting between systems slows down fulfillment โ€” this integration means every customer action in Holded and Metricool flows smoothly into your operational stack.
๐Ÿ‘ฅ
Sales Team Leads
You depend on upstream billing events to trigger customer follow-ups, but delays in invoice creation leave reps waiting in the dark โ€” automating Holded and Metricool means your team receives instant triggers the moment a quote or sale is generated.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable history of all company transactions and marketing activities, but fragmented tools create constant data blind spots โ€” connecting these apps means your financial ledger and social calendar operate as a unified, complete system.
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 + Metricool

Build and manage your Holded + Metricool 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 + Metricool 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.
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 Metricool?
Frequently Asked Questions
You can connect Holded to Metricool in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map the fields for you. You can also extend your setup with apps like Shopify, Slack, and Google Drive.
Can I automatically create Holded sales invoices when a Metricool post is scheduled?
Frequently Asked Questions
Can I connect Holded, Metricool, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Metricool?
Frequently Asked Questions
How does Holded handle contact creation during automation?
Frequently Asked Questions
Can Metricool trigger workflows when posts fail to publish?
Frequently Asked Questions
Do I need coding skills to automate Holded and Metricool?
Frequently Asked Questions
Is the Holded and Metricool integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded With 1500+ Other Apps

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