--- title: Holded slug: holded description: How to integrate Holded with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_holded.png docTags: createdAt: 2025-02-03T13:28:18.713Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/holded.png" alt="Holded logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Holded](https://www.holded.com) directly. ::: # Requirements To use the Holded app in Make, you must have an active Holded account and an API Key, [create your account on Holded](https://www.holded.com). For subscription, refer to the [Holded pricing page](https://www.holded.com). # Connect Holded and Make To get started, you must first create a connection between Holded and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Holded account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Holded account Before you create the connection in Make, you should first obtain your **API Key** in your Holded account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings** in the top navigation bar. ::: :::WorkflowBlockItem Click** Developers** in the** Settings** menu. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/holded_API_Key) ::: :::WorkflowBlockItem Copy the** API key** displayed on the** API keys** page. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://developers.holded.com/reference/api-key-1) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Holded module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Holded modules After connecting to the Holded app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Adds a new contact to your contact list. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your CRM system. ::: :::ExpandableHeading ### Create a Product Creates a new product entry in your selected system or database. ::: :::ExpandableHeading ### Create a Project Creates a new project within your selected workspace or account. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected project or workspace. ::: :::ExpandableHeading ### Create a Time Tracking Creates a time tracking entry for a specified employee. ::: :::ExpandableHeading ### Create an Employee Adds a new employee record to your system. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Lead Deletes a selected lead from your account. ::: :::ExpandableHeading ### Delete a Payment Deletes a selected payment record from your account. ::: :::ExpandableHeading ### Delete a Product Deletes a selected product from your inventory. ::: :::ExpandableHeading ### Delete a Project Deletes a selected project from your account. ::: :::ExpandableHeading ### Delete a Task Deletes a selected task from your account. ::: :::ExpandableHeading ### Delete a Time Tracking Deletes a selected time tracking entry from your account. ::: :::ExpandableHeading ### Delete an Employee Deletes a selected employee record from the system. ::: :::ExpandableHeading ### Get a Contact Fetches detailed information for a specified contact. ::: :::ExpandableHeading ### Get a Lead Fetches detailed information about a particular lead. ::: :::ExpandableHeading ### Get a Payment Fetches detailed information about a particular payment transaction. ::: :::ExpandableHeading ### Get a Product Fetches detailed information about a specific product. ::: :::ExpandableHeading ### Get a Project Fetches detailed information about a specified project. ::: :::ExpandableHeading ### Get a Task Fetches detailed information about a particular task. ::: :::ExpandableHeading ### Get a Time Tracking Retrieves detailed information about a specific time tracking entry. ::: :::ExpandableHeading ### Get an Employee Fetches detailed information about a specific employee. ::: :::ExpandableHeading ### List Contacts Fetches and displays a list of all contacts from your account. ::: :::ExpandableHeading ### List Employees Fetches a list of all employees from your account. ::: :::ExpandableHeading ### List Leads Fetches a list of leads from your connected account. ::: :::ExpandableHeading ### List Payments Fetches a list of all payment transactions from your account. ::: :::ExpandableHeading ### List Products Fetches and displays a list of available products from your account. ::: :::ExpandableHeading ### List Projects Fetches and displays a list of all available projects from your account. ::: :::ExpandableHeading ### List Tasks Fetches and displays a list of all tasks from your account. ::: :::ExpandableHeading ### List Time Trackings Retrieves a list of recorded time entries from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Contact Updates the details of a selected contact. ::: :::ExpandableHeading ### Update a Lead Updates the details of a selected lead in your system. ::: :::ExpandableHeading ### Update a Product Updates the details of a selected product. ::: :::ExpandableHeading ### Update a Project Updates the details of a selected project. ::: :::ExpandableHeading ### Update a Time Tracking Updates the details of a selected time tracking entry. ::: :::ExpandableHeading ### Update an Employee Updates the details of a selected employee in your system. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Holded resources You can have access to more resources related to this app on the following links - [Holded topics on Make community](https://community.make.com/search?q=Holded) - [Holded website](https://www.holded.com) - [Holded API documentation](https://developers.holded.com/reference) - [Holded page on make](https://www.make.com/en/integrations/holded) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::