Holded + Trello Integration

Integrate Holded to Trello in one click, or tell Integrately AI how you want each invoice handled. Track project tasks, update boards, notify your team, and manage follow-ups 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
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
  • Trello
    Find card in Trello
  • Trello
    Get checklist item by id in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Get board by ID in Trello
  • Trello
    Get list by ID in Trello
  • Trello
    Get member by ID in Trello
  • Trello
    Get organization by ID in Trello
  • Trello
    Get label by ID in Trello
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello

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Ready Workflows Ready Workflows for Holded + Trello Integration

Track project tasks, organise cards, keep boards updated, alert your team, and manage follow-ups, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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Connect more apps to your Holded + Trello flow

Automate billing updates, team alerts, customer records, and document management once your core tasks finish. Pick a combination and activate it in one click.

Holded
Trello
+
StripeStripe (4)
+
SlackSlack (4)
+
ShopifyShopify (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
HubspotHubspot (3)
S
T
H
When a new Stripe charge succeeds, create a card in Trello, and create a sales invoice in Holded.
Stripe payments instantly generate a Trello card and log a sales invoice in Holded without manual data entry.
S
T
H
When a Stripe customer is created, create a contact in Holded, and add a card in Trello.
New Stripe customers automatically populate your Holded contacts and generate a onboarding card in Trello.
S
T
H
When a Stripe subscription fails, create a card in Trello, and mark the invoice as paid in Holded.
Failed Stripe subscriptions trigger a Trello review card and update billing records in Holded.
S
C
T
H
Use ChatGPT to summarise Stripe payment notes, create a card in Trello, and record a payment in Holded.
ChatGPT extracts payment notes from Stripe to build a detailed Trello card and log the transaction in Holded.

Supported triggers and actions for Holded and Trello

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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Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
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Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
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Instant
Card is updated in Trello
Triggers the automation when a card is updated
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Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
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Card is archived in Trello
Triggers the automation when a card is archived
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Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
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Notification is created in Trello
Triggers the automation when a notification is created
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Checklist is created in Trello
Triggers the automation when a new checklist is created
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Instant
Activity is created in Trello
Triggers the automation when a new activity is created
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Member is added to card in Trello
Triggers the automation when a member is assigned to a card
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Board is added in Trello
Triggers the automation when a new board is added
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Label is created in Trello
Triggers the automation when a new label is created
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Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
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List is created in Trello
Triggers the automation when a new list is created
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Find card in Trello
Locates a card within the application
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Get checklist item by id in Trello
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Find checklist item in Trello
Searches and locates a item in the checklist
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Get board by ID in Trello
Retrieve board by ID
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Get list by ID in Trello
Retrieve list by ID
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Get member by ID in Trello
Retrieve member by ID
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Get organization by ID in Trello
Retrieve organization by ID
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Get label by ID in Trello
Retrieve label by ID
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Create card in Trello
Generates a new card for a task
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Update card in Trello
Updates the information on the selected card
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Move card to list in Trello
Relocates a particular card to a list
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Add member to card in Trello
Assigns a team member to a task card
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Archive card in Trello
Move card to an archive section for future reference
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Get attachments of card in Trello
Retrieves attachments associated with a card
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Get card by ID in Trello
Retrieves a card using its id
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Create board in Trello
Generates a new board
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Search board in Trello
Searches for a board
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Copy board in Trello
Duplicate the entire content of the current board
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Close board in Trello
Close an existing board
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Create checklist Item in Trello
Generates a checklist item in a particular checklist
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Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
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Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
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Search list on board in Trello
Searches for a list in a board
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Create custom field in Trello
Creates a new marketing campaign
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Assign member to board in Trello
Adds a member to a designated board
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Search member in Trello
Searches for a member with
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Add checklist to card in Trello
Adds a checklist with tasks to a card
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Find checklist in Trello
Locate and access a predefined checklist with
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Delete checklist in card in Trello
Removes the entire checklist from the particular card
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Create list in Trello
Generates a new list
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Create comment in Trello
Generates a new comment
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Add label to card in Trello
Adds a label to a card in the particular list
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Add existing label to card in Trello
Adds an existing label to a card
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Remove label in Trello
Removes a label
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Add label to board in Trello
Creates a label on a board
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Find label on board in Trello
Locate and extract label information from a board
Try it โ†’

What can you automate with Holded + Trello?

Streamline your administrative tasks and project tracking with powerful automated workflows connecting Holded and Trello.

What you can automate?
๐Ÿงพ
Create Trello cards from Holded invoices
Generate task cards on your Trello boards automatically the moment a new invoice or purchase is created in Holded. Eliminate manual copying and keep project teams informed instantly.
๐Ÿ“‹
Capture complete financial data
Map detailed line items, pricing, and client notes from Holded directly into your Trello card descriptions. Ensure your team has every piece of information needed to execute tasks.
๐Ÿ””
Alert your team instantly
Notify team members on collaboration channels the second a financial milestone or new invoice is registered. Keep stakeholders aligned without sending manual status updates.
๐Ÿ”€
Route tasks based on invoice values
Trigger different board assignments or priority labels in Trello depending on specific monetary thresholds or client types submitted in Holded.
๐Ÿ”„
Keep project boards up to date
Reflect changes in customer contact details or billing statuses across your Trello workspace automatically whenever records update in Holded.
๐Ÿ”
Prevent duplicate records
Search existing contacts and project boards before creating new entries, ensuring your workspace remains clean and organized without redundant cards.
โœ…
Manage later status changes
Update Trello card checklists or move tasks across lists automatically when invoices are marked as paid or credit notes are processed in Holded.
๐Ÿ’ฌ
Extend flows to communication channels
Combine Holded and Trello with Slack to announce project kickoff milestones and billing updates in your main company channels.
And much more...

Who is Holded + Trello integration for?

Connect Holded and Trello to eliminate manual handoffs between financial records and project boards across your entire organization.

Finance Managers
Finance Managers
Project Managers
Project Managers
Client Services Directors
Client Services Directors
Operations Leads
Operations Leads
Sales Teams
Sales Teams
Business Owners
Business Owners
๐Ÿ“Š
Finance Managers
You're tracking company revenue and managing invoicing in Holded, but your financial reports lag because project statuses are updated manually in separate tools โ€” automating both apps means every invoice instantly triggers board updates so your revenue tracking stays accurate.
๐Ÿ“‹
Project Managers
You're overseeing client deliverables and organizing tasks in Trello, but onboarding milestones get missed when billing details aren't shared on time โ€” integrating these apps means every new invoice automatically opens a tracking card so project workflows start without delay.
๐Ÿค
Client Services Directors
You're managing ongoing client relationships and scheduling check-ins, but account renewals stall when team boards don't reflect billing changes โ€” this integration means every updated account status in Holded immediately refreshes your Trello workflow.
โš™๏ธ
Operations Leads
You're coordinating multi-step procurement processes and purchase orders, but manual data entry causes bottlenecks between finance and fulfillment โ€” automating both apps means every new purchase order instantly generates structured project tasks.
๐Ÿ“ˆ
Sales Teams
You're closing deals and generating sales documents in Holded, but handoffs to implementation boards take hours of copying and pasting โ€” with this integration, closed sales instantly populate your delivery boards with complete client data.
๐Ÿข
Business Owners
You're monitoring overall company growth and operational efficiency, but fragmented software tools create blind spots in your daily workflow โ€” connecting these apps means your financial management and project execution operate as one unified system.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Holded + Trello

Build and manage your Holded + Trello 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 + Trello 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Holded to Trello?
Frequently Asked Questions
You can connect Holded and Trello in 1 click using ready workflows on Integrately, or use Integrately AI to build custom sequences linking your finance and project apps with tools like Slack and Gmail.
Can I automatically create Trello cards from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Trello, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Trello?
Frequently Asked Questions
How does Holded handle invoice data during automation?
Frequently Asked Questions
Can Trello trigger actions in Holded when cards move?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Holded and Trello integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Trello With 1500+ Other Apps

Holded
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Trello
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Sync Trello with project tracking, task management, and communication apps to keep team collaboration seamless.
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