--- title: "Connect Holded and OneDeck - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"Create Record\" in OneDeck, or \"Record Created\" in OneDeck to \"Create Purchase Invoice\" in Holded." canonical: "https://apiant.ai/connect/holded-to-onedeck" --- # Connect Holded and OneDeck When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **Create Record** in [OneDeck](https://apiant.ai/connections/onedeck), or **Record Created** in OneDeck to **Create Purchase Invoice** in Holded. Describe the whole flow and it is built, tested on every scenario and kept running. Holded **6** triggers Holded **12** actions OneDeck **2** triggers OneDeck **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Holded and OneDeck 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 Holded and OneDeck can do together ### From Holded to OneDeck - When **New Contact** in Holded then **Create Record** in OneDeck - When **New Deal** in Holded then **Update Record** in OneDeck ### From OneDeck to Holded - When **Record Created** in OneDeck then **Create Purchase Invoice** in Holded - When **Record Updated** in OneDeck then **Create Purchase Order** in Holded 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 Holded and OneDeck ## Triggers and actions 8 triggers · 26 actions - 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. - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. ## Each app on its own - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) Reviews ## What our customers say ## More from Holded - [ **Holded to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/holded-to-hubspot) - [ **Holded to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/holded-to-salesforce) - [ **Holded to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/holded-to-slack) - [ **Holded to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/holded-to-mailchimp) - [ **Holded to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/holded-to-stripe) - [ **Holded to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/holded-to-shopify) ## More into OneDeck - [ **HubSpot to OneDeck** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-onedeck) - [ **Google Sheets to OneDeck** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-onedeck) - [ **Gmail to OneDeck** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-onedeck) - [ **Google Calendar to OneDeck** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onedeck) - [ **Google Drive to OneDeck** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-onedeck) - [ **Mailchimp to OneDeck** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-onedeck) Questions ## Holded and OneDeck, answered ### ### What can start an automation from Holded? Any of Holded's 6 triggers in the catalog, including New Contact, New Deal, New Purchase Invoice and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in OneDeck when something happens in Holded? Any of OneDeck's 14 actions, including Create Record, Update board, Update Record and Update workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OneDeck to Holded? Yes. When something happens in OneDeck, your agent can act in Holded too. This page covers both directions: OneDeck's triggers and Holded's actions are listed here as well. ### ### Do I have to build a connector for Holded or OneDeck? 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 Holded and OneDeck 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.