Holded + Tookan Integration

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Holded + Tookan Integration
1.
  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

2.
  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

  • Tookan
    Create pick up and delivery task in Tookan

    Automatically creates a new pick up task

  • Tookan
    Create pick up task in Tookan

    Automatically verify and validate a phone number

  • Tookan
    Create appointment task in Tookan
  • Tookan
    Create delivery task in Tookan

    Automatically creates a new task for the field workforce

  • Tookan
    Create field workforce task in Tookan

    Automatically creates a new pick up and delivery task

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