Productive.io + Holded Integration

Integrate Holded to Productive.io in one click, or tell Integrately AI how you want each invoice handled. Generate tasks, update budgets, notify your team, and track project profitability automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.

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Ready Workflows Ready Workflows for Holded + Productive.io Integration

Create tasks from new invoices, update project budgets, notify your team, and track agency profitability, all in just one click.

Most popular automationsmost-popular-automations
  • 1of27
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 + Productive.io flow

Teams often need to notify stakeholders, assign project tasks, and log financial records after a workflow finishes. Pick a combination and activate it in one click.

Productive.io
Holded
+
SlackSlack (4)
+
AsanaAsana (4)
+
Google DriveGoogle Drive (4)
+
HubspotHubspot (4)
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GmailGmail (4)
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StripeStripe (4)
H
P
S
When an Invoice is created in Holded, create a task in Productive.io and notify your team on Slack
New Holded invoices instantly generate corresponding Productive.io tasks while your team receives an instant alert on Slack.
P
H
S
When a Deal is created in Productive.io, create a sales order in Holded and post an update in Slack
New Productive.io deals generate corresponding sales orders in Holded with your sales channel notified in Slack.
P
H
S
When a Task is created in Productive.io, create a purchase invoice in Holded and notify your finance channel in Slack
New Productive.io tasks generate purchase invoices in Holded while your finance team gets notified on Slack.
P
H
S
When an Expense is created in Productive.io, create a purchase invoice in Holded and alert your team in Slack
Productive.io expenses are automatically recorded as purchase invoices in Holded and announced in Slack.

Supported triggers and actions for Productive.io and Holded

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Update task in Productive.io
Updates the task details
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Update Contact in Productive.io
Updates the contact details
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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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 + Productive.io?

Streamline your agency operations by connecting financial management with project tracking.

What you can automate?
🔄
Sync invoices and tasks automatically
Turn every new invoice created in Holded into an active task in Productive.io instantly. Eliminate manual handoffs between your finance and project management teams.
📋
Capture every submitted invoice field
Map all line items, tax amounts, and customer details from Holded directly into Productive.io tasks. Ensure your project boards contain all necessary billing data.
🔔
Alert the right team member instantly
Notify project leads on Slack or via email the moment a new invoice or task is generated. Keep everyone informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Create priority tasks in Productive.io for high-value Holded invoices while routing standard invoices to general project lists. Handle workflows intelligently.
📝
Keep project records continuously updated
Reflect changes in Productive.io tasks or Holded invoices across both systems automatically. Maintain accurate records throughout the project lifecycle.
🔍
Search and update instead of duplicating
Look up existing contacts and tasks before creating new entries in Holded or Productive.io. Keep your databases clean and free from duplicate records.
💳
Handle payment and status changes
Trigger follow-up tasks in Productive.io when invoices are paid or marked as settled in Holded. Keep operational workflows aligned with financial status.
🌐
Extend workflows to popular apps
Connect your Holded and Productive.io flows with Slack, Google Drive, or Gmail to notify stakeholders and archive documents automatically.
And much more...

Who is Holded + Productive.io integration for?

Connecting Holded and Productive.io eliminates manual data entry between your financial records and project management workflows.

Agency Directors
Agency Directors
Project Managers
Project Managers
Client Account Leads
Client Account Leads
Operations Managers
Operations Managers
Finance Controllers
Finance Controllers
Billing Specialists
Billing Specialists
📈
Agency Directors
You review financial reports in Holded to evaluate agency profitability, but billing figures lag behind active tasks because staff manually export invoices — with this integration, every new invoice triggers immediate task creation and your performance numbers stay current.
Project Managers
You need to kick off billable work the moment a client contract or deal closes in Productive.io, but find out about signed agreements hours too late — this integration means every new deal instantly generates your project tasks without administrative delays.
🤝
Client Account Leads
You answer client inquiries about billing status and project deliverables, but constantly switch between accounting and task boards to find answers — connecting these apps means your team accesses complete financial and task records in one place.
📊
Operations Managers
Your high-volume agency handles dozens of tasks and invoices daily, making manual cross-platform updates impossible to sustain without errors — automating both apps means every invoice and task syncs reliably without human intervention.
💼
Finance Controllers
You depend on project teams to log billable expenses and tasks so accounting can issue accurate invoices in Holded, but missing records delay billing cycles — with this integration, expense and task creation automatically feeds your invoicing pipeline.
🗂️
Billing Specialists
You audit financial ledgers and project histories for discrepancies, but recurring manual copy-paste errors leave frustrating gaps in your audit trail — this integration means every record matches perfectly across Holded and Productive.io.
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 Productive.io + Holded

Build and manage your Productive.io + 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 Productive.io + 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
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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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 Productive.io?
Frequently Asked Questions
You can connect Holded to Productive.io in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Asana, and 1,500+ other apps.
Can I automatically create Productive.io tasks from Holded invoices?
Frequently Asked Questions
Can I connect Holded, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Productive.io?
Frequently Asked Questions
How does Holded handle invoice and contact data in automations?
Frequently Asked Questions
How does Productive.io manage tasks and deals during syncing?
Frequently Asked Questions
Do I need coding skills to connect Holded and Productive.io?
Frequently Asked Questions
Is the Holded and Productive.io integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Productive.io With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with accounting, invoicing, and payment platforms to streamline financial operations.
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Productive.io
Popular Productive.io Integrations
Sync Productive.io with time tracking, communication, and CRM tools to optimize agency workflows.