Holded + Rise Integration

Integrate Holded to Rise in one click, or tell Integrately AI how you want each user handled. Create new training profiles, track course completions, update accounts, and send notifications 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
  • Rise
    Course Completed in Rise Instant
  • Rise
    Course Submitted in Rise Instant
  • Rise
    User created in Rise Instant
  • Rise
    Enrollment created in Rise Instant
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
  • Rise
    Create invitation in Rise
  • Rise
    Search User in Rise
  • Rise
    Search Invitation in Rise

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Ready WorkflowsReady Workflows   for Holded + Rise Integration

Create training users from new purchases, record course completions, update billing records, and keep teams informed, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Rise flow

Sync training progress with your wider business stack, notify team channels, update HR records, and automate follow-ups. Pick a combination and activate it in one click.

Holded
Rise
+
SlackSlack (4)
+
BambooHRBambooHR (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
TypeformTypeform (4)
H
R
S
Create a Rise user when a Holded purchase is created, and notify your sales team on Slack
New Holded purchases immediately provision training profiles in Rise and alert your sales team in Slack.
H
R
S
When a course is completed in Rise, create a sales invoice in Holded and post an update in Slack
Completed training sessions generate Holded sales invoices instantly while notifying your team in Slack.
H
R
S
When a Rise user is created, update the matching Holded contact and alert your support channel in Slack
New Rise user profiles update corresponding Holded contacts and notify your support channel in Slack.
H
R
S
Create a purchase invoice in Holded for every Rise enrollment, and confirm it in Slack
New course enrollments automatically generate purchase invoices in Holded and notify your finance team in Slack.

Supported triggers and actions for Holded and Rise

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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Rise
Rise Triggers & Actions
Instant
Course Completed in Rise
Triggers the automation when a course is completed
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Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
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Instant
User created in Rise
Triggers the automation when a new user is created
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Instant
Enrollment created in Rise
Triggers the automation when a new enrollment is created
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Create invitation in Rise
Sends a new invitation
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Search User in Rise
Searches for a user
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Search Invitation in Rise
Searches for an invitation
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What can you automate with Holded + Rise?

Streamline your training operations and financial management with powerful automated workflows between Holded and Rise.

What you can automate?
🚀
Instant Training Provisioning From Purchases
Create a Rise user account the moment a new customer purchase is registered in Holded. Eliminate manual data entry and onboard learners instantly.
📋
Capture Every Submitted Field
Map all available purchase and enrollment details into separate data fields instead of just basic names. Your records become a more complete source for review.
🔔
Notify the Right Team Member Immediately
Alert your sales or support team the second a course is completed or an invoice is paid. Ensure rapid follow-up and prompt customer communication.
🔀
Conditional Routing Based on Submitted Data
Route participants to specific training paths or generate different invoice tiers depending on the specific product purchased in Holded.
🔄
Keep Destination Records Up to Date
Automatically update customer contact information and training status across both platforms whenever changes occur in your workflow.
🔍
Search and Update Instead of Duplicating
Check whether a customer already exists before creating new entries. Prevent duplicate records and keep your database clean.
💳
Handle Later Status Changes and Payments
Trigger automated follow-up steps when invoices are marked as paid or course enrollments are successfully submitted.
🔌
Extend Your Workflow to Slack
Connect your core Holded and Rise automation to Slack to broadcast important milestone alerts directly to your team channels.
And much more...

Who is Holded + Rise integration for?

Finance managers, training coordinators, and operations teams rely on Holded + Rise integration to eliminate manual data entry, keep participant records synchronized, and streamline administrative workflows.

Finance Managers
Finance Managers
Training Coordinators
Training Coordinators
Client Success Managers
Client Success Managers
Operations Leads
Operations Leads
Sales Representatives
Sales Representatives
HR Administrators
HR Administrators
📈
Finance Managers
You're reconciling training invoices against customer accounts manually, but your billing sheets only update when someone exports payment records, so your revenue numbers are always lagging behind — this integration means every new purchase creates accurate records instantly and your financial data stays current.
Training Coordinators
You need to provision participant accounts as soon as orders clear, and you find out about new course enrollments too late to schedule onboarding sessions properly — with this integration, every new customer generates a training invitation instantly and your classes start on time.
📋
Client Success Managers
You answer to external stakeholders who want to see real-time course progress and account histories, but copying data between platforms takes hours every week — automating both apps means completion milestones update your company records automatically and your reports are always ready.
🔄
Operations Leads
The volume of new customer purchases and training sign-ups is too high for anyone to keep up by hand, leading to missed student accounts and billing discrepancies — connecting these apps means every transaction flows smoothly across systems without manual intervention.
💼
Sales Representatives
You own the account follow-up and depend on billing teams to hand over customer details after a purchase, causing frustrating delays in client outreach — this integration means every new customer triggers instant notifications and your team can reach out immediately.
🗂️
HR Administrators
You need a reliable history of employee training records and keep finding gaps where completed courses failed to log in personnel files — automating both apps means every completed session updates employee profiles seamlessly and your database remains complete.
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 + Rise

Build and manage your Holded + Rise 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 + Rise 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 Rise?
Frequently Asked Questions
You can connect Holded to Rise in 1-click using ready-made automations on Integrately, or ask Integrately AI to build your exact workflow. You can also connect Slack, Gmail, Stripe, and 1,500+ other apps effortlessly.
Can I automatically create a Rise training user when a purchase is made in Holded?
Frequently Asked Questions
Can I connect Holded, Rise, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Rise?
Frequently Asked Questions
How does Holded handle contact updates during automation?
Frequently Asked Questions
Can Rise trigger updates when a course is completed?
Frequently Asked Questions
Do I need coding skills to automate Holded and Rise?
Frequently Asked Questions
Is the Holded and Rise integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

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Rise
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