Holded + Signaturit Integration

Integrate Holded to Signaturit in one click, or tell Integrately AI how you want each invoice handled. Generate signature requests, send documents for approval, update your contacts, and track signing status 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
  • Signaturit
    Document is signed in Signaturit 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
  • Signaturit
    Create a signature request in Signaturit
  • Signaturit
    Create a signature request from template in Signaturit
  • Signaturit
    Create a certified email in Signaturit
  • Signaturit
    Cancel a signature request in Signaturit
  • Signaturit
    Send a signature request reminder in Signaturit

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Ready WorkflowsReady Workflows ย  for Holded + Signaturit Integration

Generate signature requests for new invoices, send contract documents, update customer statuses, and alert your team, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Signaturit flow

Connect your finance and document workflows with CRMs, messaging platforms, and task trackers to keep teams aligned. Pick a combination and activate it in one click.

Holded
Signaturit
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HubSpotHubSpot (4)
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SlackSlack (3)
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StripeStripe (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
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When an invoice is created in Holded, create a signature request in Signaturit, and create a contact in HubSpot.
New Holded invoices automatically trigger a Signaturit signature request while creating a corresponding contact in HubSpot, eliminating manual data entry.
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H
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When a document is signed in Signaturit, mark the invoice as paid in Holded and update the deal in HubSpot.
Signed documents in Signaturit automatically update invoice statuses in Holded and advance the corresponding deal in HubSpot.
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If a new Holded invoice exceeds 1000, create a signature request in Signaturit and create a high-priority deal in HubSpot.
High-value invoices in Holded instantly trigger priority signature requests in Signaturit and create high-priority deals in HubSpot.
S
H
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Use Claude to summarise every signed Signaturit document, update the Holded contact, and create a follow-up task in HubSpot.
Claude analyses signed Signaturit documents to extract key terms, updating Holded contacts and scheduling follow-ups in HubSpot.

Supported triggers and actions for Holded and Signaturit

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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Signaturit
Signaturit Triggers & Actions
Instant
Document is signed in Signaturit
Triggers the automation when a document is signed
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Create a signature request in Signaturit
Generates a request for a signature
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Create a signature request from template in Signaturit
Generates a signature request based on a predefined template
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Create a certified email in Signaturit
Creates a new certified email
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Cancel a signature request in Signaturit
Cancels a signature request
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Send a signature request reminder in Signaturit
Sends a signature request reminder
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What can you automate with Holded + Signaturit?

Streamline your billing and electronic signing workflows with powerful, reliable automations.

What you can automate?
๐Ÿงพ
Trigger signature requests from new invoices
Automatically dispatch a Signaturit signature request the moment a new invoice is created in Holded. Eliminate manual document preparation and speed up agreement execution.
๐Ÿ“‹
Capture every submitted contact detail
Map names, emails, and billing amounts from Holded directly into Signaturit and your connected tools. Ensure no customer details are missed during document generation.
๐Ÿ””
Alert your team instantly on Slack
Notify your finance or sales channel the moment an invoice is issued or a contract is signed. Keep stakeholders informed without checking multiple dashboards.
๐Ÿ”€
Route workflows based on invoice values
Set conditional rules to handle high-value invoices differently from standard billing. Trigger priority signature requests or alert senior management automatically.
๐Ÿ”„
Keep payment statuses synchronized
Update invoice statuses in Holded automatically when documents are signed in Signaturit. Maintain absolute accuracy across your billing and legal records.
๐Ÿ”
Search and update existing contacts
Look up existing records in Holded before creating new entries to avoid duplicates. Keep your customer database clean and organized effortlessly.
๐Ÿ’ณ
Handle payment and signing milestones
Mark invoices as paid, send signature reminders, or cancel requests when deal terms change. Keep your entire lifecycle moving smoothly.
๐ŸŒ
Extend flows to popular CRM and task tools
Connect your Holded and Signaturit automation with HubSpot, Slack, Stripe, or Asana. Build robust multi-step pipelines tailored to your exact team processes.
And much more...

Who is Holded + Signaturit integration for?

Finance leaders, sales managers, and operations teams connect Holded and Signaturit to eliminate manual invoice tracking and speed up document execution.

Finance Managers
Finance Managers
Sales Executives
Sales Executives
Account Managers
Account Managers
Operations Leads
Operations Leads
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Finance Managers
You review revenue metrics and invoice aging reports every week, but billing records lag behind signed agreements because team members update spreadsheets manually โ€” this integration means every invoice and signed document syncs instantly and your financial reporting stays accurate.
โšก
Sales Executives
You need to close deals and trigger agreement signing without administrative delays, but switching between billing tools and signing software slows down your pipeline โ€” automating both apps means signature requests dispatch the moment an invoice is generated and deals move forward without friction.
๐Ÿค
Account Managers
Your clients expect rapid onboarding and seamless contract execution, but manual follow-ups cause missed steps and delayed document returns โ€” connecting these apps means contracts go out immediately upon invoice creation and your clients enjoy an effortless signing experience.
๐Ÿ“Š
Operations Leads
Your team handles high volumes of client invoices and contract renewals every day, but manual data entry across platforms creates errors and bottlenecks โ€” automating these workflows means every contact, invoice, and signature record updates seamlessly without manual intervention.
๐Ÿ“‹
Project Coordinators
You depend on finalized billing and signed agreements before scheduling client kickoff tasks, but waiting for manual handoffs stalls project starts โ€” with this integration, signed contracts instantly trigger task creation and your delivery teams begin work on time.
๐Ÿ—‚๏ธ
Compliance Officers
You require complete and auditable histories for every financial transaction and signed document, but scattered record-keeping leaves dangerous gaps โ€” automating this pair means every invoice status and executed signature logs reliably into your system of record.
Our team

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

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Why choose Integrately to automate Holded + Signaturit

Build and manage your Holded + Signaturit 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 + Signaturit 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 โ€” 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?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Holded to Signaturit?
Frequently Asked Questions
You can connect Holded to Signaturit in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom flows with HubSpot, Slack, and other apps.
Can I automatically create signature requests in Signaturit when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Signaturit, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Signaturit?
Frequently Asked Questions
How does Holded handle invoice data during automation?
Frequently Asked Questions
Can Signaturit trigger updates in Holded when a document is signed?
Frequently Asked Questions
Do I need coding skills to automate Holded and Signaturit?
Frequently Asked Questions
Is the Holded and Signaturit integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Holded
Popular Holded Integrations
Connect Holded to accounting, inventory, and payroll systems to streamline company management.
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Signaturit
Popular Signaturit Integrations
Sync Signaturit with document storage, CRM, and communication tools to accelerate agreement execution.