Holded + SMTP Integration

Integrate Holded to SMTP in one click, or tell Integrately AI how you want each invoice handled. Trigger email deliveries, alert your team, update records, and keep your communication flowing 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
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2.

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Ready Workflows Ready Workflows for Holded + SMTP Integration

Send emails for new invoices, notify teams of purchases, route messages by client tier, and keep communications flowing, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + SMTP flow

Send transaction receipts to customers, update your billing records, alert your support team, and sync customer details across your entire stack. Pick a combination and activate it in one click.

Holded
SMTP
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StripeStripe (8)
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ShopifyShopify (8)
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GmailGmail (8)
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SlackSlack (8)
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HubSpotHubSpot (8)
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Google DriveGoogle Drive (8)
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Create a Stripe customer for every new invoice in Holded, and send a confirmation email via SMTP
New Holded invoices automatically create Stripe customers and trigger an SMTP email confirmation without manual data entry.
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Log every new Holded purchase in Stripe, and send an internal notification email via SMTP
Purchases recorded in Holded immediately generate Stripe records while sending an SMTP alert to your finance team.
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When a Holded invoice is updated, update the matching Stripe customer and send a status update via SMTP
Updated invoice records in Holded automatically refresh Stripe customer details and send an SMTP status update.
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Generate a Stripe payment record for every Holded purchase, and email the receipt via SMTP
Holded purchases instantly trigger Stripe payment creation and send a customer receipt through SMTP.
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If a Holded invoice exceeds 500, create a high-priority Stripe record and send an alert email via SMTP
High-value Holded invoices trigger priority Stripe record creation and an immediate SMTP notification to management.
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When a Holded invoice is marked paid, update the Stripe subscription status and send a confirmation via SMTP
Paid Holded invoices update Stripe subscription records and dispatch an SMTP confirmation email.
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Use Claude to summarise Holded invoice line items, create a Stripe billing note, and email the brief via SMTP
Claude analyses Holded invoice items, updates Stripe records, and sends an SMTP summary brief to your team.
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Turn every Holded purchase into a Stripe expense record, create a Slack notification, and email the log via SMTP
Holded purchases flow into Stripe expense logs while notifying Slack channels and sending an SMTP report.

Supported triggers and actions for Holded and SMTP

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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SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
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What can you automate with Holded + SMTP?

Streamline your billing communication by connecting Holded events directly to reliable SMTP email delivery.

What you can automate?
📧
Trigger instant emails from new Holded invoices
Automatically dispatch an email via SMTP the moment an invoice is created in Holded. Eliminate manual email composition and ensure customers receive their billing details without delay.
📋
Capture every submitted invoice field
Map all available invoice parameters, line items, and customer details directly into your outbound SMTP email templates. Your messages remain rich with accurate transaction data.
🔔
Alert the right team member immediately
Send internal notification emails through SMTP whenever a new purchase or invoice is logged in Holded. Keep your finance and operations personnel informed in real time.
🔀
Route emails based on transaction values
Send different email templates or target distinct recipient lists depending on specific invoice amounts or client tiers submitted in Holded.
🔄
Keep email records updated as invoices change
Automatically trigger update emails via SMTP whenever a Holded invoice is revised. Prevent miscommunication by ensuring stakeholders always see the latest figures.
🛡️
Prevent duplicate customer communications
Search existing contact records before sending emails, ensuring each client receives a clean, single communication per transaction event in Holded.
💳
Automate status change notifications
Send payment receipts and thank-you notes via SMTP the moment an invoice is marked as paid in Holded. Keep client relationships strong with timely acknowledgments.
🌐
Extend your workflow to Slack
Connect Holded and SMTP with Slack to post internal team alerts alongside your automated email dispatches, ensuring complete cross-channel visibility.
And much more...

Who is Holded + SMTP integration for?

Business owners, finance managers, and support teams using Holded and SMTP need reliable email delivery tied directly to company transactions without manual exporting delays.

Finance Managers
Finance Managers
Sales Operations Teams
Sales Operations Teams
Account Managers
Account Managers
Billing Support Staff
Billing Support Staff
Project Coordinators
Project Coordinators
Auditors and Compliance Officers
Auditors and Compliance Officers
📈
Finance Managers
You're reviewing financial transactions across multiple departments but your reporting sheets only update when someone manually exports records, so the revenue counts you're relying on are always hours behind — with this integration, every new invoice triggers instant communication and your financial tracking stays current.
Sales Operations Teams
You need to act fast when new client deals close, but notification bottlenecks leave you finding out about invoices too late — automating both apps means every purchase creates immediate email alerts so your team can initiate client follow-ups without delay.
🤝
Account Managers
You answer to clients who want to see billing progress and transaction confirmation right away, but manual email drafting slows down your response time — this integration means every Holded update instantly triggers professional email delivery so your clients stay informed.
📊
Billing Support Staff
The volume of daily invoices and customer purchases is too high for anyone to keep up with by hand, leading to missed notifications — connecting these apps means automated email dispatches handle high transaction volumes without dropping a single communication.
🔄
Project Coordinators
You own the project kickoff step and depend on someone upstream to hand over invoice details, causing frustrating operational waits — automating both apps means every new Holded record instantly triggers your project communication pipeline.
🗂️
Auditors and Compliance Officers
You need a reliable transaction history and keep finding gaps caused by manual email logging mistakes — this integration means every purchase and invoice generates verifiable email records automatically, eliminating compliance blind spots.
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 + SMTP

Build and manage your Holded + SMTP 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 + SMTP 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Holded to SMTP?
Frequently Asked Questions
You can connect Holded to SMTP in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation for your exact workflow with tools like Gmail, Slack, and HubSpot.
Can I automatically send emails when a new invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, SMTP, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and SMTP?
Frequently Asked Questions
How does Holded handle invoice data during the automation?
Frequently Asked Questions
How does SMTP deliver emails triggered by Holded?
Frequently Asked Questions
Do I need coding skills to set up Holded and SMTP integrations?
Frequently Asked Questions
Is the Holded and SMTP integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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