Holded + Wrike Integration

Integrate Holded to Wrike in one click, or tell Integrately AI how you want each invoice handled. Track project delivery, update task statuses, alert your team, and manage resources automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Holded + Wrike Integration

Capture invoices, organise tasks, keep projects updated, alert your team, and manage timelines, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Holded + Wrike flow

Connect tools for communication, emails, finance, storage, payments, and CRM once your core process finishes. Pick a combination and activate it in one click.

Holded
Wrike
+
SlackSlack (4)
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GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
HubspotHubspot (3)
H
W
S
Create a Wrike task from every new Holded invoice, and notify your finance team instantly in Slack
New Holded invoices appear in Wrike as tasks within seconds and your finance channel hears about it in Slack, so nobody re-types details or misses a billing event.
H
W
S
Create a Wrike project from every new Holded purchase invoice, and post an update in Slack
Purchase invoices in Holded instantly generate a Wrike project and notify your team in Slack, removing manual setup tasks.
H
W
S
When a Wrike task status is changed, mark the Holded invoice as paid and post the update in Slack
Task completions in Wrike automatically mark Holded invoices as paid and notify your team in Slack.
H
W
S
Use Claude to summarise every new Holded invoice, create a Wrike task with the notes, and post the brief in Slack
Claude turns Holded invoice details into structured Wrike tasks while Slack alerts your team with the summary.

Supported triggers and actions for Holded and Wrike

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Purchase is created in Holded
Triggers the automation when a new purchase is created
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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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Holded + Wrike?

Streamline your billing and project management operations with automated workflows designed for your exact business processes.

What you can automate?
๐Ÿงพ
Create Wrike tasks from Holded invoices automatically
Turn every invoice created in Holded into a structured task in Wrike instantly. Eliminate manual data entry between your billing and project management tools.
๐Ÿ“‹
Capture every submitted invoice field
Map all available Holded invoice details into Wrike task descriptions and custom fields. Ensure your team has complete context for every project.
๐Ÿ””
Alert the right team member immediately
Notify staff in Slack or via email the moment an invoice is generated or a project task status changes. Keep communication channels active and informed.
๐Ÿ”€
Route tasks based on invoice values
Apply conditional logic to direct high-value invoices to senior project managers while routine tasks go to standard queues.
๐Ÿ”„
Keep project records continuously updated
Synchronize status changes between Holded invoices and Wrike tasks so your entire team views real-time progress.
๐Ÿ”
Prevent duplicate task creation
Search existing project records before generating new tasks from Holded events to keep your Wrike boards clean and organized.
๐Ÿ’ณ
Handle later payment status updates
Mark Holded invoices as paid automatically when Wrike tasks reach completion stages, keeping financial accounts reconciled.
๐ŸŒ
Extend your workflow to external apps
Connect your Holded and Wrike core flow with Slack, Gmail, QuickBooks Online, or Stripe to build multi-step company pipelines.
And much more...

Who is Holded + Wrike integration for?

Finance and project management teams eliminate manual data entry between billing systems and delivery boards to keep company operations running smoothly.

Finance Managers
Finance Managers
Project Coordinators
Project Coordinators
Account Managers
Account Managers
Operations Leads
Operations Leads
Team Leads
Team Leads
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You're reviewing billing logs in Holded but project teams track deliverables in Wrike, so your financial reporting metrics are always out of sync โ€” with this integration, every invoice update flows directly into your project boards and keeps metrics aligned.
โšก
Project Coordinators
You need to kick off tasks the moment an invoice is generated, but waiting for manual handoffs causes project delays โ€” automating both apps means tasks are created instantly upon invoice creation so your team starts work without delay.
๐Ÿค
Account Managers
You answer to clients asking about project delivery timelines while your billing data sits in a separate tool, making status updates slow โ€” connecting these apps means project boards reflect billing events immediately for accurate reporting.
๐Ÿ”„
Operations Leads
The volume of daily invoices and project tasks is too high for staff to keep up by hand, leading to missed entries โ€” with this integration, every record transfers automatically across your workflow without manual errors.
๐ŸŽฏ
Team Leads
You depend on upstream finance records to assign project resources, but communication gaps slow down team allocation โ€” this integration means every new invoice triggers task creation so resources are assigned right away.
๐Ÿ“‹
Business Owners
You need a reliable audit history between financial accounts and project execution tracking, but manual logs keep showing gaps โ€” connecting these apps means every transaction and task links together reliably.
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 + Wrike

Build and manage your Holded + Wrike 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 + Wrike 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
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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 Wrike?
Frequently Asked Questions
You can connect Holded to Wrike in one click using ready templates on Integrately, or ask Integrately AI to build the workflow for you. It integrates smoothly with Slack, Gmail, and 1,500+ other apps.
Can I automatically create Wrike tasks when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Wrike?
Frequently Asked Questions
How does Holded handle invoice data during automation?
Frequently Asked Questions
Can Wrike task status changes update Holded records?
Frequently Asked Questions
Do I need coding skills to automate Holded and Wrike?
Frequently Asked Questions
Is the Holded and Wrike integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Wrike With 1500+ Other Apps

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Wrike
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Connect Wrike to task management, communication, and document tools to keep project execution aligned.
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