--- title: "Connect GoSquared and Holded - APIANT.ai" description: "When \"User Entered Smart Group\" fires in GoSquared, your agent runs \"Create Purchase Invoice\" in Holded." canonical: "https://apiant.ai/connect/gosquared-to-holded" --- # Connect GoSquared and Holded When **User Entered Smart Group** fires in [GoSquared](https://apiant.ai/connections/gosquared), your agent runs **Create Purchase Invoice** in [Holded](https://apiant.ai/connections/holded), or **New Contact** in Holded to **Track Event** in GoSquared. Describe the whole flow and it is built, tested on every scenario and kept running. GoSquared **2** triggers GoSquared **10** 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 GoSquared 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 GoSquared and Holded can do together ### From GoSquared to Holded - When **User Entered Smart Group** in GoSquared then **Create Purchase Invoice** in Holded - When **User Exited Smart Group** in GoSquared then **Create Purchase Order** in Holded ### From Holded to GoSquared - When **New Contact** in Holded then **Track Event** in GoSquared - When **New Deal** in Holded then **Add transaction** in GoSquared 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 GoSquared and Holded ## Triggers and actions 8 triggers · 22 actions - Trigger **User Entered Smart Group** Triggers when a user enters a specific Smart Group. - Trigger **User Exited Smart Group** Triggers when a user exits a specific Smart Group. - Action **Add transaction** Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor. - Action **Create or Update Profile** Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties. - Action **Get now overview** Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages. - Action **Get person** Returns a single People CRM profile with all the properties set on it. - Action **List chats** Returns the active live chat conversations for a GoSquared project. - Action **List people** Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted. - Action **List sites** Returns all GoSquared projects/sites the account owns or has shared access to. - Action **List smart groups** Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies. - Action **Track Event** Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor. - Action **Track Pageview** Records a pageview for a visitor on a page of your GoSquared project. - 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 - [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared) - [ **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 GoSquared - [ **GoSquared to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gosquared-to-hubspot) - [ **GoSquared to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gosquared-to-salesforce) - [ **GoSquared to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gosquared-to-slack) - [ **GoSquared to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gosquared-to-mailchimp) - [ **GoSquared to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gosquared-to-stripe) - [ **GoSquared to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/gosquared-to-shopify) ## 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 ## GoSquared and Holded, answered ### ### What can start an automation from GoSquared? Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Holded when something happens in GoSquared? 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 GoSquared? Yes. When something happens in Holded, your agent can act in GoSquared too. This page covers both directions: Holded's triggers and GoSquared's actions are listed here as well. ### ### Do I have to build a connector for GoSquared 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 GoSquared 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.