When Task is updated in Microsoft To-Do > Check any condition > Create contact in Holded
Microsoft To-Do + Holded Integration
Microsoft To-Do + Holded Integration
Integrate Holded to Microsoft To-Do in one click, or tell Integrately AI how you want each invoice handled. Track follow-ups, create tasks, update checklists, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Microsoft To-Do- Task is completed in Microsoft To-Do
- Task is updated in Microsoft To-Do
- Task list is created in Microsoft To-Do
Purchase is created in Holded- Invoice is created in Holded
2.
- Create task in Microsoft To-Do
- Complete task in Microsoft To-Do
- Update task in Microsoft To-Do
- Create task list in Microsoft To-Do
- Get task by id in Microsoft To-Do
- Delete task in Microsoft To-Do
- Search task in Microsoft To-Do
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
Trusted by experts at...
Ready Workflows for Holded + Microsoft To-Do Integration
Create tasks from new invoices, update lists when purchases happen, track follow-ups, and keep your team aligned, all in just one click.
Most popular automations
When Task is updated in Microsoft To-Do > Check any condition > Create employee in Holded
Microsoft To-Do + Holded Integration
When Task is completed in Microsoft To-Do > Search contact by email in Holded > Check any condition > (If found) > Create credit note in Holded
Microsoft To-Do + Holded Integration
When Task is completed in Microsoft To-Do > Search contact by phone in Holded > Check any condition > (If found) > Create credit note in Holded
Microsoft To-Do + Holded Integration
When Task is completed in Microsoft To-Do > Create credit note in Holded
Microsoft To-Do + Holded Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Holded + Microsoft To-Do flow
Send details to your team, log transactions in sheets, and trigger follow-up actions across your stack. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Stripe (3)
Stripe (3) +
Trello (3)
Trello (3) +
HubSpot (3)
HubSpot (3) +
Google Drive (3)
Google Drive (3) H
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Create a Microsoft To-Do task when an invoice is created in Holded, and send a confirmation email in Gmail
New Holded invoices instantly generate a Microsoft To-Do task and send an email notification via Gmail, eliminating manual handoffs.
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When a purchase is created in Holded, add a Microsoft To-Do task and email the supervisor via Gmail
Keep supervisors informed of new purchases in Holded by automatically creating task reminders and sending update emails.
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When a Microsoft To-Do task is completed, update Holded and email the client via Gmail
Finished tasks in Microsoft To-Do trigger client emails in Gmail and log updates in Holded for seamless tracking.
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Use Gemini to draft an email from a Holded invoice, create a Microsoft To-Do task, and send it via Gmail
Gemini drafts tailored messages from Holded invoices, creating Microsoft To-Do review tasks and sending emails automatically.
Supported triggers and actions for Microsoft To-Do and Holded
Mix and match to build the exact automation you need
Microsoft To-Do Triggers & Actions
Task list is created in Microsoft To-Do
Triggers the automation when a new task list is created
Try it → What can you automate with Holded + Microsoft To-Do?
Streamline your company management and daily task lists by connecting financial events to automated workflows.
🧾
Create tasks from new invoices automatically
Every time an invoice is created in Holded, a corresponding task is added to Microsoft To-Do. Eliminate manual task creation and keep your daily checklist synchronized with company billing.
📝
Capture every submitted invoice field
Map detailed line items, amounts, and client names from Holded invoices directly into Microsoft To-Do task descriptions for complete operational context.
🔔
Notify the right person immediately
Trigger urgent Microsoft To-Do tasks the moment a purchase or invoice is logged in Holded so team members can take action right away.
🔀
Route tasks based on submitted invoice details
Send high-value invoices to priority task lists in Microsoft To-Do while routing standard invoices to regular queues automatically.
🔄
Keep task status updated as records change
Update Microsoft To-Do tasks whenever invoice details or contact information change in Holded to maintain accurate records.
🔍
Search and update instead of creating duplicates
Check existing Microsoft To-Do lists before adding new tasks, updating current items when repeat invoices or purchases occur.
💳
Handle payment and completion status updates
Mark tasks complete in Microsoft To-Do when financial milestones are reached, keeping your Holded records accurate and up to date.
🌐
Extend your workflow to external apps
Connect Holded and Microsoft To-Do with Slack, Gmail, or Google Drive to notify teams, archive files, or send client emails.
And much more...
Who is Holded + Microsoft To-Do integration for?
Business owners, accountants, and project managers struggling to turn financial events into actionable daily tasks benefit by keeping their company records and work lists perfectly synchronized.
Finance Managers
Operations Directors
Account Executives
Billing Specialists
Project Coordinators
Business Owners
📈
Finance Managers
You're reviewing company revenue in Holded but your task lists only update when someone manually types out reminders, so your collection schedules are always a few hours behind — with this integration, every new invoice generates a task instantly and your workflow stays current.
⚡
Operations Directors
You manage purchasing approvals in Holded but find out about delayed vendor tasks too late in the week, so operational bottlenecks stall your progress — with this integration, every new purchase creates an immediate task and your team acts on time.
🤝
Account Executives
You answer to clients who want to see prompt follow-up after billing, but manual handoffs between finance tools cause frustrating delays — with this integration, every billing event triggers a task and your client progress stays fully transparent.
📊
Billing Specialists
The volume of daily invoices is too high for anyone to keep up by hand, leading to missed follow-ups and disorganized task lists — with this integration, every invoice automatically generates a task and your daily queue stays organized.
👥
Project Coordinators
You own task execution in Microsoft To-Do and depend on finance to hand over details from Holded, resulting in constant communication gaps — with this integration, every transaction automatically creates a task and handoffs happen instantly.
📁
Business Owners
You need a reliable audit history of every company task tied to financial records, but keep finding gaps between your apps — with this integration, every invoice and purchase creates tracked tasks and your operational history remains complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft To-Do + Holded
Build and manage your Microsoft To-Do + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft To-Do + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Microsoft To-Do + Holded Now 
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Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Holded to Microsoft To-Do?
You can connect Holded to Microsoft To-Do in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows.
Can I automatically create Microsoft To-Do tasks from new Holded invoices?
Can I connect Holded, Microsoft To-Do, and Slack?
What is a good Zapier alternative for Holded and Microsoft To-Do?
How are new invoices handled when created in Holded?
Can Microsoft To-Do task completions update Holded records?
Do I need coding skills to automate Holded and Microsoft To-Do?
Is the Holded and Microsoft To-Do integration free?
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