--- title: "Connect Basin and Holded - APIANT.ai" description: "When \"New Submission\" fires in Basin, your agent runs \"Create Purchase Invoice\" in Holded, or \"New Contact\" in Holded to \"Add project\" in Basin." canonical: "https://apiant.ai/connect/basin-to-holded" --- # Connect Basin and Holded When **New Submission** fires in [Basin](https://apiant.ai/connections/basin), your agent runs **Create Purchase Invoice** in [Holded](https://apiant.ai/connections/holded), or **New Contact** in Holded to **Add project** in Basin. Describe the whole flow and it is built, tested on every scenario and kept running. Basin **1** trigger Basin **11** actions Holded **6** triggers Holded **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Basin and Holded to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Basin and Holded can do together ### From Basin to Holded - When **New Submission** in Basin then **Create Purchase Invoice** in Holded - When **New Submission** in Basin then **Create Purchase Order** in Holded ### From Holded to Basin - When **New Contact** in Holded then **Add project** in Basin - When **New Deal** in Holded then **List projects** in Basin Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Basin and Holded ## Triggers and actions 7 triggers · 23 actions - Trigger **New Submission** Triggers when your form receives a submission. - Action **Add form** Create a new form under a project. - Action **Add project** Create a new project (form-organizing container). - Action **Delete form** Destroy a form. - Action **Delete submission** Destroy a submission. - Action **Get form** Retrieve a single form by id. - Action **Get submission** Retrieve a single submission by id. - Action **List forms** List all forms accessible to the account. - Action **List projects** List all projects accessible to the account. - Action **List submissions** List submissions for a form. - Action **Update form** Update a form's configuration (notifications, spam protection, branding, etc). - Action **Update submission** Update a submission's state fields (spam, read, trash). - Trigger **New Contact** Triggers when a new contact is created in Holded. - Trigger **New Deal** Triggers when a new deal (lead) is created in a Holded CRM funnel. - Trigger **New Purchase Invoice** Triggers when a new purchase invoice is created in Holded. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created in Holded. - Trigger **New Sales Order** Triggers when a new sales order is created in Holded. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created in Holded. - Action **Create Payment** Records a standalone payment in Holded. - Action **Create Product** Creates a product in Holded. - Action **Create Purchase Invoice** Creates a purchase invoice in Holded with its line items. - Action **Create Purchase Order** Creates a purchase order in Holded with its line items. - Action **Create Quote** Creates a quote (estimate) in Holded with its line items. - Action **Create Sales Invoice** Creates a sales invoice in Holded with its line items. - Action **Create Sales Order** Creates a sales order in Holded with its line items. - Action **Create Sales Receipt** Creates a sales receipt in Holded with its line items. - Action **Find Contact** Finds Holded contacts by phone, mobile or custom reference ID. - Action **Mark Credit Note as Paid** Records a payment on a credit note, marking it paid. - Action **Send Invoice** Emails a sales invoice to the given addresses. - Action **Send Sales Receipt** Emails a sales receipt to the given addresses. ## Each app on its own - [ **Basin** Basin is a simple form backend that allows you to collect submission data without writing a single line of...](https://apiant.ai/connections/basin) - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) Reviews ## What our customers say ## More from Basin - [ **Basin to FairTest** FairTest is a drug and alcohol testing management platform that helps organisations run random selections...](https://apiant.ai/connect/basin-to-fairtest) - [ **Basin to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/basin-to-hubspot) - [ **Basin to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/basin-to-salesforce) - [ **Basin to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/basin-to-slack) - [ **Basin to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/basin-to-google-sheets) - [ **Basin to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/basin-to-google-calendar) ## More into Holded - [ **Google Sheets to Holded** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-holded) - [ **Gmail to Holded** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-holded) - [ **Google Calendar to Holded** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-holded) - [ **Google Drive to Holded** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-holded) - [ **ActiveCampaign to Holded** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-holded) - [ **Airtable to Holded** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-holded) Questions ## Basin and Holded, answered ### ### What can start an automation from Basin? Any of Basin's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Holded when something happens in Basin? Any of Holded's 12 actions, including Create Payment, Create Product, Create Purchase Invoice and Create Purchase Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Holded to Basin? Yes. When something happens in Holded, your agent can act in Basin too. This page covers both directions: Holded's triggers and Basin's actions are listed here as well. ### ### Do I have to build a connector for Basin or Holded? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Basin and Holded without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.