Holded + Podio Integration

Connect Holded to Podio - Automate your workflows in 1-click

Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Podio automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Holded & Podio using Integrately.
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Holded + Podio Integration
1.
  • Holded
    Purchase is created in Holded

    Triggers the automation when a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation when any invoice is added or modified

  • Podio
    Item is created in Podio

    Triggers the automation when a new item is created

  • Podio
    Task is created in Podio

    Triggers the automation when a new task is created

  • Podio
    Application is created in Podio

    Triggers the automation when a new application is created

  • Podio
    View is created in Podio

    Triggers the automation when a new view is created

  • Podio
    Organization is created in Podio

    Triggers the automation when a new organization is created

  • Podio
    Workspace is created in Podio

    Triggers the automation when a new workspace is created

2.
  • Holded
    Create contact in Holded

    Adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Finds information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Generates a new deal with

  • Holded
    Create credit note in Holded

    Generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Updates invoice status to paid

  • Holded
    Send invoice in Holded

    Generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Generates and launch new products

  • Holded
    Create event in Holded

    Adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Generates and process a payment transaction

  • Holded
    Create employee in Holded

    Adds a new contact to the contact list

  • Podio
    Create task in Podio

    Creates a new task

  • Podio
    Create status in Podio

    Generates a new status update

  • Podio
    Update status in Podio

    Updates the status of a particular object with latest information

  • Podio
    Update task in Podio

    Updates the task with new information or changes

  • Podio
    Search item in Podio

    Locates and retrieves particular item information

  • Podio
    Update item in Podio

    Updates an item with new information

  • Podio
    Create item in Podio

    Generates a new item

  • Podio
    Get item details by id in Podio

    Retrieves item details using its id

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