Holded Integration
Connect Holded to Arahi's no-code AI agents and automate workflows in minutes.
About the Holded integration
Smart Business Management Software for SMEs With Arahi AI, you can connect Holded to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- keys
Holded automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue Holded invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to Holded with category and project pre-tagged.
- Monthly close checklist
- Turn monthly Holded close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest Holded revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Holded workflow examples
- Create Holded contacts from HubSpot deals
When a HubSpot deal reaches the Closed Won stage, Arahi creates or updates the matching Holded CRM contact and opens an invoice draft.
HubSpot deal Closed Won creates Holded contact and draft invoice.
- Post Shopify orders to Holded invoices
After Shopify captures a new paid order, Arahi generates a Holded invoice with line items, VAT codes, and customer details for accounting reconciliation.
Shopify order paid triggers Holded invoice creation with Spanish VAT.
- Sync Holded expenses from Gmail receipts
When Gmail receives a supplier receipt attachment, Arahi parses amounts and uploads the expense into Holded against the matching vendor.
Gmail receipt email posts expense entry into Holded.