Holded + SignRequest Integration

Integrate Holded to SignRequest in one click, or tell Integrately AI how you want each invoice handled. Trigger electronic signatures, track document status, update your accounting records, 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
  • SignRequest
    Document is signed in SignRequest Instant
  • SignRequest
    Signee viewed the document in SignRequest Instant
  • SignRequest
    Document is declined in SignRequest 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
  • SignRequest
    Send sign request from template in SignRequest
  • SignRequest
    Send SignRequest in SignRequest

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Ready WorkflowsReady Workflows   for Holded + SignRequest Integration

Send sign requests from invoices, track document signatures, update payment statuses, alert your team, and log records, 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 + SignRequest flow

Connect your core automation to CRMs, storage, messaging, and task management tools to keep your entire business aligned. Pick a combination and activate it in one click.

Holded
SignRequest
+
HubSpotHubSpot (4)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
AsanaAsana (3)
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Create a HubSpot contact and send a SignRequest when an invoice is created in Holded
New Holded invoices automatically trigger a SignRequest and create a corresponding contact in HubSpot without manual data entry.
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H
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Create a HubSpot task and update Holded when a document is signed in SignRequest
Signed SignRequest documents automatically update Holded records and create follow-up tasks in HubSpot.
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When a SignRequest document is declined, create a deal in HubSpot and update Holded
Declined SignRequest documents immediately create a deal in HubSpot and update contact details in Holded.
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When an invoice is created in Holded, send a SignRequest, create a HubSpot contact, and notify your team in Slack
New invoices in Holded trigger a SignRequest, create a HubSpot contact, and post an alert to Slack.

Supported triggers and actions for Holded and SignRequest

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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SignRequest
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
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Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
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Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
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Send sign request from template in SignRequest
Sends a sign request using a template
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Send SignRequest in SignRequest
Sends a sign request
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What can you automate with Holded + SignRequest?

Streamline your document signing workflows by connecting billing events directly to electronic signatures.

What you can automate?
📄
Trigger sign requests from new invoices
Automatically dispatch a SignRequest the moment an invoice is created in Holded. Eliminate manual email attachments and speed up contract execution.
✍️
Capture signature events across your workflow
Detect when documents are signed, viewed, or declined in SignRequest. Keep your accounting and CRM platforms perfectly in sync with client actions.
🔔
Alert your team instantly on completion
Send instant notifications to your team channels whenever a client signs or declines an agreement. Keep stakeholders informed without checking dashboards.
🔀
Route workflows based on document status
Take different actions depending on whether a document is signed or declined. Update contact records or create follow-up tasks automatically.
🔄
Keep records updated as status changes
Automatically update customer contact details and invoice statuses in Holded as soon as document milestones are reached in SignRequest.
🔍
Search and update contacts without duplicates
Search existing contacts by email or phone before creating new records, ensuring your database remains clean and free of duplicate entries.
💳
Handle invoice payments and billing updates
Mark invoices as paid or create sales receipts in Holded the moment agreements are finalized or payments are confirmed.
💬
Extend your automation with Slack
Trigger your core Holded and SignRequest workflow and post instant updates to Slack channels so your entire team stays coordinated.
And much more...

Who is Holded + SignRequest integration for?

Finance teams, sales professionals, and operations managers eliminate manual document handling and keep their business records perfectly synchronized.

Financial Managers
Financial Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Directors
Operations Directors
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Financial Managers
You manage company accounts in Holded but billing records only update after manual reviews, so your revenue reports are always lagging behind — with this integration, every signed agreement and invoice update syncs instantly and your financial data stays current.
Sales Representatives
You need to dispatch agreements immediately when deals close, but manual document creation slows down your sales cycle — automating both apps means every new invoice triggers a sign request instantly and your deals progress without delay.
🤝
Account Managers
You answer to clients who expect rapid onboarding and contract turnaround, but tracking documents manually leads to oversight — connecting these apps means every signature updates your records automatically and client onboarding starts right away.
📊
Operations Directors
Your transaction volume is too high for anyone to keep up with manual data entry across billing and signing tools — automating both apps means every document status change flows directly into your system without human intervention.
📋
Project Coordinators
You depend on upstream billing events to kick off project tasks, but communication gaps delay your project start dates — integrating these apps means every invoice creation triggers your downstream workflows instantly.
🗂️
Compliance Officers
You need a reliable audit history of every signed agreement, but manual record-keeping keeps leaving gaps in your database — with this integration, every document status change is logged accurately and your audit trail remains 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 + SignRequest

Build and manage your Holded + SignRequest 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 + SignRequest 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
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Frequently Asked Questions

How do I connect Holded to SignRequest?
Frequently Asked Questions
You can connect Holded to SignRequest in just one click using ready-made templates on Integrately, or ask Integrately AI to build the workflow and map your fields.
Can I automatically send a SignRequest when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, SignRequest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and SignRequest?
Frequently Asked Questions
How does Holded handle contact data during document signing?
Frequently Asked Questions
Can I track document status updates from SignRequest?
Frequently Asked Questions
Do I need coding skills to automate Holded and SignRequest?
Frequently Asked Questions
Is the Holded and SignRequest integration free?
Frequently Asked Questions
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You Can Also Connect Holded or SignRequest With 1500+ Other Apps

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SignRequest
Popular SignRequest Integrations
Connect SignRequest with CRM, document storage, and communication platforms to streamline contract execution.