Integrate Holded with PipelineDeals
Send information between Holded and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Holded and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Sales channel created
Triggers when a new sales channel is created
Sales invoice created
Triggers when a new sales invoice is created
Service created
Triggers when a new service is created
Contact created
Triggers when a new contact is created
Payment created
Triggers when a new payment is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Warehouse created
Triggers when a new warehouse is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
All Actions - Actions are the automated tasks
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create service
Creates a new service
Create employee
Creates a new employee
Create payment
Creates a new payment
Create product
Creates a new product
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Update sales channel
Updates the details of an existing sales channel
Update project
Updates the details of an existing project
Update contact
Updates the details of an existing contact
Fetch payment
Fetches the details of an existing payment using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch product
Fetches the details of an existing product using ID
Fetch service
Fetches the details of an existing service using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch document
Fetches the details of an existing document using ID
Fetch contact
Fetches the details of an existing contact using ID
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
