Holded + Signaturely Integration

Integrate Holded to Signaturely in one click, or tell Integrately AI how you want each document handled. Send signing requests, track document completions, update your invoices, and notify your team 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
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
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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
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for Holded + Signaturely Integration

Send signing requests when invoices are created, track document completions, update client records, and notify your team, 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 + Signaturely flow

Sync client sign-offs with your CRM, billing tools, and team channels the moment documents are completed. Pick a combination and activate it in one click.

Holded
Signaturely
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
H
S
S
Create a Stripe customer when an invoice is created in Holded, and send the signing request in Signaturely.
New Holded invoices automatically set up your billing records in Stripe and dispatch signature requests through Signaturely without manual data entry.
S
H
S
When a Signaturely document is completed, record the payment in Holded and update the customer in Stripe.
Signed contracts in Signaturely automatically update your financial records in Holded and adjust your customer details in Stripe.
H
S
S
When a Holded purchase is created, create a customer in Stripe and send a verification document in Signaturely.
New purchases in Holded instantly establish billing profiles in Stripe and trigger verification paperwork via Signaturely.

Supported triggers and actions for Holded and Signaturely

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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Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
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Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
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Create signing request in Signaturely
Sends a new signing request
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Search document in Signaturely
Locates and retrieves document based on search criteria
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What can you automate with Holded + Signaturely?

Streamline your document signing and invoicing workflows with robust automated connections.

What you can automate?
✍️
Trigger signing requests from invoices
Automatically generate a Signaturely signing request the moment an invoice is created in Holded. Eliminate manual document creation and accelerate client sign-offs.
📋
Capture every submitted field accurately
Map all available contact and billing details from your Holded invoices directly into Signaturely agreements. Ensure contract information remains precise and complete.
🔔
Notify your team on document completion
Send instant alerts to your team channels as soon as a client completes a Signaturely document. Keep sales and finance informed of closed agreements without delay.
🔀
Route requests based on invoice values
Send standard contracts or priority agreements depending on the specific amounts submitted in your Holded invoices. Direct paperwork to the right workflow automatically.
🔄
Keep financial records up to date
Automatically mark invoices as paid in Holded the moment a Signaturely document is completed. Keep your accounting ledgers perfectly synchronized.
🔍
Search and update existing contacts
Look up existing client records in Holded before creating new entries or updating contact details. Prevent duplicate profiles across your database.
Handle later status changes smoothly
Process credit notes, payment receipts, and purchase updates automatically as document stages shift. Maintain total visibility over your transaction lifecycle.
🔗
Extend flows to Slack and beyond
Connect your Holded and Signaturely core workflows with Slack, Gmail, Google Drive, and other essential tools to build comprehensive business operations.
And much more...

Who is Holded + Signaturely integration for?

Teams managing company billing and client document signing rely on seamless record synchronization to eliminate manual data entry errors and accelerate contract execution.

Finance directors
Finance directors
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Billing coordinators
Billing coordinators
Compliance officers
Compliance officers
📈
Finance directors
You're reviewing revenue reports every week but your accounting ledger only updates when someone manually reconciles signed contracts, so the financial figures you're analyzing are always lagging behind — this integration means every completed agreement updates your records instantly and your data stays current.
Sales managers
You need to track deal execution rapidly, but contract statuses and invoice generation happen in silos, so you find out about delayed sign-offs too late to intervene — with this integration, every document event flows directly into your management workflow and alerts your team immediately.
🤝
Account executives
You answer to clients who want immediate confirmation of their orders and agreements, but manual paperwork handoffs cause frustrating delays, so client satisfaction drops — automating both apps means every signing request goes out instantly and your client onboarding runs without friction.
🔄
Operations leads
The volume of client invoices and contracts is too high for your staff to keep up by hand, leading to missed follow-ups and unrecorded payments, so administrative backlogs pile up — connecting these apps means every transaction generates required paperwork automatically and your queue stays clear.
📋
Billing coordinators
You own the invoice creation step and depend on sales reps to initiate contracts upstream, but missing handoffs stall your billing cycle, so invoicing deadlines get missed — this integration means new records flow seamlessly from sales to finance and your billing runs on schedule.
🗂️
Compliance officers
You need a reliable history of every financial transaction and signed agreement, but manual filing leaves scattered gaps in your audit trail, so compliance reviews become stressful — automating both apps means every document and invoice is logged reliably and your records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Holded + Signaturely

Build and manage your Holded + Signaturely 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 + Signaturely 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 Signaturely?
Frequently Asked Questions
You can connect Holded to Signaturely in 1 click using ready-made templates on Integrately, or use Integrately AI to configure your custom workflow alongside Stripe, Slack, and Gmail.
Can I automatically create Signaturely signing requests when a new invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Signaturely, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Signaturely?
Frequently Asked Questions
How does Holded handle invoice data during automation?
Frequently Asked Questions
How does Signaturely handle document signing triggers?
Frequently Asked Questions
Can I automate this integration without coding skills?
Frequently Asked Questions
Is the Holded and Signaturely integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Signaturely With 1500+ Other Apps

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Signaturely
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Sync Signaturely with CRM, document storage, and communication platforms to streamline contract execution and client onboarding.