Connect Holded and Mercury Connect

Both apps 43Holded 29Mercury Connect 14

• 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
  Deleted Opportunity

  Triggers when an opportunity is deleted in Mercury.

• Trigger
  Deleted Person

  Triggers when a person is deleted in Mercury.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Mercury.

• Trigger
  New Person

  Triggers when a new person is created in Mercury.

• Trigger
  Opportunity Status Updated

  Triggers when an opportunity's status changes in Mercury.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated in Mercury.

• Trigger
  Updated Person

  Triggers when a person is updated in Mercury.

• Action
  Attach a Person to an Opportunity

  Attaches an existing person to an opportunity as a related party, such as the primary applicant.

• Action
  Create Opportunity

  Creates a new opportunity (loan deal) in Mercury and returns its ID.

• Action
  Create Person

  Creates a new person (contact) in Mercury and returns the new person's ID.

• Action
  Find an Opportunity

  Finds the first opportunity in Mercury whose name matches.

• Action
  Find a Person

  Finds the first person in Mercury whose name matches.

• Action
  Update an Opportunity

  Updates an existing opportunity in Mercury.

• Action
  Update a Person

  Updates an existing person (contact) in Mercury.

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