Connect Holded and MarketSharp

Both apps 53Holded 29MarketSharp 24

• 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.

• Trigger
  New or Updated Contact

  Triggers when a MarketSharp contact is created or modified.

• Trigger
  New or Updated Inquiry

  Triggers when a MarketSharp inquiry (lead) is created or modified.

• Action
  Add calendar event

  Creates a calendar event in MarketSharp, optionally emailing the event's resources.

• Action
  Create Activity

  Creates an activity (task) on a MarketSharp contact.

• Action
  Create or Update Appointment

  Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.

• Action
  Create or Update Job

  Creates a job and its contract for a MarketSharp contact, or updates an existing job.

• Action
  Delete calendar event

  Deletes a calendar event, either a single occurrence or an entire recurring series.

• Action
  Delete opportunity note

  Deletes a note from an opportunity (inquiry) in MarketSharp.

• Action
  Find Appointments

  Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.

• Action
  Find Contacts

  Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.

• Action
  Find Inquiries

  Searches inquiries by name, business, address, email or phone and returns the matching inquiries.

• Action
  Get Appointment

  Returns one MarketSharp appointment by its ID.

• Action
  Get Contact

  Returns one MarketSharp contact by its ID, with name, address, emails and phones.

• Action
  Get Inquiry

  Returns one MarketSharp inquiry (lead) by its ID.

• Action
  Get Job

  Returns one MarketSharp job by its ID.

• Action
  List Contact Inquiries

  Returns every inquiry (lead) on a MarketSharp contact.

• Action
  List Contact Notes

  Returns the notes on a MarketSharp contact.

• Action
  List divisions

  Returns all divisions defined for the connected MarketSharp company.

• Action
  List Employees

  Returns the employees of the MarketSharp company.

• Action
  List pricebook items

  Returns the company's pricebook: every product type with its product details, unit prices and units of measure.

• Action
  List Primary Lead Sources

  Returns the company's active primary lead sources.

• Action
  List secondary lead sources

  Returns the company's secondary lead sources, optionally including inactive ones.

• Action
  Result appointment

  Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.

• Action
  Update calendar event

  Updates an existing MarketSharp calendar event, optionally emailing the event's resources.

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