Holded + Slack Integration

Integrate Holded to Slack in one click, or tell Integrately AI how you want each invoice handled. Track financial operations, post alerts, update team channels, and keep accounting communication streamlined automatically.

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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
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
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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
  • Slack
    Get thread messages in Slack
  • Slack
    Search user in Slack
  • Slack
    Send channel message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack

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Ready Workflows Ready Workflows for Holded + Slack Integration

Create invoices, send internal team alerts, post accounting updates, and notify your finance managers, all in just one click.

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Connect more apps to your Holded + Slack flow

Automate data handoffs across your finance, CRM, and task management tools after every Holded and Slack update. Pick a combination and activate it in one click.

Holded
Slack
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
+
Google DriveGoogle Drive (5)
+
HubSpotHubSpot (5)
+
AsanaAsana (5)
H
S
S
When an invoice is created in Holded, record the payment in Stripe, and notify your finance channel in Slack.
Every new Holded invoice triggers a payment record in Stripe and posts an instant notification to Slack.
S
H
S
When a Stripe payment succeeds, create a sales invoice in Holded and alert your accounting channel in Slack.
Successful Stripe payments automatically generate a Holded invoice while updating your team in Slack.
H
S
S
When a purchase is created in Holded, verify the charge in Stripe and notify your operations team in Slack.
Holded purchase records are checked against Stripe charges and announced in Slack instantly.
H
C
S
S
Use ChatGPT to summarise every new Holded invoice, log the summary in Stripe, and post the brief in Slack.
AI summarises Holded invoices before storing billing data in Stripe and notifying Slack.
S
H
S
When a Stripe refund is processed, create a credit note in Holded and notify your finance team in Slack.
Stripe refunds instantly generate credit notes in Holded and post alerts in Slack.

Supported triggers and actions for Holded and Slack

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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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Get thread messages in Slack
Retrieves messages in a specific thread
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Search user in Slack
Searches for a user
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
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Add reminder in Slack
Schedule and set reminder for a date and time
Try it โ†’

What can you automate with Holded + Slack?

Connect your financial operations and team communication to remove manual bottlenecks and keep every department aligned.

What you can automate?
๐Ÿงพ
Trigger instant Slack alerts for every new Holded invoice
Notify your finance channel the moment an invoice or purchase is created in Holded. Your team stays informed without switching between multiple software tools.
๐Ÿ“‹
Capture every submitted invoice field automatically
Map all available line items, customer details, and tax amounts into your downstream tracking tools instead of manually copying information by hand.
๐Ÿ””
Notify the right team member the second transactions happen
Route specific billing alerts directly to the designated department channel or direct message in Slack for immediate review.
๐Ÿ”€
Route records based on submitted invoice criteria
Trigger different notification paths or downstream task assignments depending on invoice values, client tiers, or department codes.
๐Ÿ”„
Keep accounting records updated as details change
Automatically update customer profiles, contacts, and invoice statuses across your entire tool stack whenever modifications occur in Holded.
๐Ÿ”
Search and update records to prevent duplicates
Verify existing contact details and update current profiles rather than creating redundant entries in your database.
๐Ÿ’ณ
Handle later status changes like paid and refunded
Trigger automated workflows when invoices are marked as paid or credit notes are issued, keeping financial logs accurate.
๐Ÿ”—
Extend your financial workflows to connected apps
Connect your core Holded and Slack flow with tools like Stripe, QuickBooks Online, or Asana to build multi-app operational pipelines.
And much more...

Who is Holded + Slack integration for?

Finance and operations managers eliminate manual data entry, streamline invoice tracking, and keep internal team accounting communication instantly synchronized.

Finance directors
Finance directors
Operations managers
Operations managers
Account managers
Account managers
Accounting leads
Accounting leads
Project coordinators
Project coordinators
Business owners
Business owners
๐Ÿ“ˆ
Finance directors
You're reviewing company financials across multiple billing platforms but your reporting logs only update when someone manually exports records, so the revenue metrics you're optimising against are always a few hours behind โ€” with this integration, every new invoice lands in your channels instantly and your numbers stay current.
โšก
Operations managers
You need to track incoming purchase orders immediately, but manual handoffs mean critical notifications arrive hours too late for your team to act โ€” with this integration, every transaction alert triggers instant team updates so your department stays responsive.
๐Ÿค
Account managers
You answer to clients who expect prompt updates regarding their billing and account status, but juggling separate tools causes frustrating communication delays โ€” this integration means every invoice and payment syncs automatically to keep your team aligned.
๐Ÿ“Š
Accounting leads
The volume of daily invoices and purchases is too high for anyone to keep up by hand, leading to constant reconciliation errors in your ledgers โ€” with this integration, every record flows seamlessly between systems without manual copy-pasting.
๐Ÿ”„
Project coordinators
You own the delivery step and depend on finance to notify you when an order is finalized, but manual handoffs create bottlenecks โ€” automating both apps means every approved invoice instantly triggers your project workflows.
๐Ÿ—‚๏ธ
Business owners
You need a reliable transaction history across your entire stack, but fragmented software tools keep leaving costly gaps in your audit trail โ€” this integration means every single record is captured and reported without exception.
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 + Slack

Build and manage your Holded + Slack 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 + Slack 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?

1
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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 Slack?
Frequently Asked Questions
You can connect Holded to Slack in just 1 click using ready-made templates on Integrately or by asking Integrately AI to build your custom workflow with Stripe, QuickBooks Online, and Gmail.
Can I automatically send Slack notifications when a Holded invoice is created?
Frequently Asked Questions
Can I connect Holded, Slack, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Slack?
Frequently Asked Questions
How does Holded handle contact and invoice data in automations?
Frequently Asked Questions
How does Slack handle incoming alerts from Holded?
Frequently Asked Questions
Can I build Holded and Slack automations without coding?
Frequently Asked Questions
Is the Holded and Slack integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Slack With 1500+ Other Apps

Holded
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Slack
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