Holded

holded is a cloud based platform for smbs offering invoicing, accounting, inventory, hr, and crm tools integrating holded with make com enables automated invoice creation, real time financial updates, and streamlined contact or project management across business workflows this is ai generated content based on official holded documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www holded com directly requirements to use the holded app in make, you must have an active holded account and an api key, https //www holded com for subscription, refer to the https //www holded com connect holded and {{product name}} to get started, you must first create a connection between holded and {{product name}} , allowing the two services to communicate obtain your api key in your holded account create the connection in make obtain your api key in your holded account before you create the connection in {{product name}} , you should first obtain your api key in your holded account to obtain your api key navigate to settings in the top navigation bar click developers in the settings menu copy the api key displayed on the api key s page you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developers holded com/reference/api key 1 create the connection in {{product name}} https //www make com/en/register , add the holded module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your holded account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page holded modules after connecting to the holded app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your contact list create a lead creates a new lead record in your crm system create a product creates a new product entry in your selected system or database create a project creates a new project within your selected workspace or account create a task creates a new task in your selected project or workspace create a time tracking creates a time tracking entry for a specified employee create an employee adds a new employee record to your system delete a contact permanently removes a selected contact from your account delete a lead deletes a selected lead from your account delete a payment deletes a selected payment record from your account delete a product deletes a selected product from your inventory delete a project deletes a selected project from your account delete a task deletes a selected task from your account delete a time tracking deletes a selected time tracking entry from your account delete an employee deletes a selected employee record from the system get a contact fetches detailed information for a specified contact get a lead fetches detailed information about a particular lead get a payment fetches detailed information about a particular payment transaction get a product fetches detailed information about a specific product get a project fetches detailed information about a specified project get a task fetches detailed information about a particular task get a time tracking retrieves detailed information about a specific time tracking entry get an employee fetches detailed information about a specific employee list contacts fetches and displays a list of all contacts from your account list employees fetches a list of all employees from your account list leads fetches a list of leads from your connected account list payments fetches a list of all payment transactions from your account list products fetches and displays a list of available products from your account list projects fetches and displays a list of all available projects from your account list tasks fetches and displays a list of all tasks from your account list time trackings retrieves a list of recorded time entries from your account make an api call executes a custom api request to the connected service using your authorized credentials update a contact updates the details of a selected contact update a lead updates the details of a selected lead in your system update a product updates the details of a selected product update a project updates the details of a selected project update a time tracking updates the details of a selected time tracking entry update an employee updates the details of a selected employee in your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} holded resources you can have access to more resources related to this app on the following links https //community make com/search?q=holded https //www holded com https //developers holded com/reference https //www make com/en/integrations/holded