Holded + Smartsheet Integration

Automatically adds a new contact to the database

Automatically finds and retrieves contact information using their email address

Automatically updates contact information with new details

Automatically find information about a contact using the phone number

Automatically generates a new sales invoice with pre-filled details

Automatically generates a purchase invoice for a sales transaction

Automatically generates a new deal with

Automatically generates a credit note for returned items

Automatically updates invoice status to paid

Automatically generates and send invoices to clients

Automatically generates and send sales receipts to customers

Automatically updates credit note status to paid when payment is received

Automatically generates a new quote with pre-filled information

Automatically generates a new sales order with pre-filled details

Automatically generates and launch new products

Automatically adds a new contact to the contact list

Automatically generates and process a payment transaction

Automatically adds a new contact to the contact list

Automatically searches and retrieve a row of data within a dataset

Automatically updates a specified row in a spreadsheet or database

Automatically adds a new row to the particular spreadsheet

Automatically sends a row

Automatically duplicates a row of data within a spreadsheet

Automatically relocates a selected row of data to a new position within the spreadsheet

Automatically adds a discussion thread to a row

Automatically creates a new sheet from a template

Automatically shares a sheet

Automatically creates a new sheet based on an existing one

Automatically sends a sheet

Automatically creates a new workspace

Automatically duplicates a workspace to create a new identical workspace

Automatically shares a workspace

Automatically duplicate a folder and all its contents