Connect ConnectWise Manage and Holded

Both apps 38ConnectWise Manage 14Holded 24

• Trigger
  New Territory

  Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.

• Trigger
  New Ticket Note

  Triggers when a new note is added to a ConnectWise Manage service ticket.

• Trigger
  New/Updated Contact

  Triggers when a contact is created or updated in ConnectWise Manage.

• Trigger
  New/Updated Project

  Triggers when a project is created or updated in ConnectWise Manage.

• Trigger
  New/Updated Ticket

  Triggers when a service ticket is created or updated in ConnectWise Manage.

• Action
  Attach a File to a Record

  Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.

• Action
  Create Company

  Creates a new company in ConnectWise Manage.

• Action
  Create Ticket Note

  Adds a note to a ConnectWise Manage service ticket.

• Action
  Find Company

  Finds a company in ConnectWise Manage by name and returns the first match.

• Action
  Find Contact

  Finds a contact in ConnectWise Manage by email address.

• Action
  Find File

  Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.

• Action
  Find Ticket

  Finds a service ticket in ConnectWise Manage by summary, returning the newest match.

• Action
  Update Company

  Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.

• Action
  Update Ticket

  Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.

• 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 Credit Note

  Creates a credit note in Holded with its line items.

• Action
  Create Deal

  Creates a deal (lead) in a Holded CRM funnel.

• Action
  Create Employee

  Adds an employee to Holded Team.

• Action
  Create Event

  Creates a CRM event (call, meeting and so on) 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
  Mark Invoice as Paid

  Records a payment on a sales invoice, 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.

• Action
  Update Contact

  Updates the details of an existing Holded contact.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.