Connect Formitize and Holded

Both apps 48Formitize 19Holded 29

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• 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 Contact

  Creates a contact (customer, supplier or lead) 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

  Creates an employee in Holded.

• Action
  Create Event

  Creates a CRM event in Holded.

• Action
  Create Payment

  Creates a payment or collection 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 for a contact, 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
  List contacts

  Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.

• Action
  List purchase invoices

  Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.

• Action
  List sales invoices

  Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.

• Action
  List sales orders

  Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.

• Action
  Mark Credit Note as Paid

  Records a payment against a credit note so it is marked as paid.

• Action
  Mark Invoice as Paid

  Records a payment against a sales invoice so it is marked as paid.

• Action
  Send Invoice

  Emails a sales invoice to the given recipients.

• Action
  Send Sales Receipt

  Emails a sales receipt to the given recipients.

• Action
  Update Contact

  Updates 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.