Integration
Connect Holded and Secureframe
When New Contact fires in Holded, your agent runs Update a User in Secureframe, or New Trust Center Request in Secureframe to Create Purchase Invoice in Holded. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Holded and Secureframe to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Holded and Secureframe can do together
From Holded to Secureframe
When New Contact in Holded
then Update a User in Secureframe
When New Deal in Holded
then Link a User Account in Secureframe
From Secureframe to Holded
When New Trust Center Request in Secureframe
then Create Purchase Invoice in Holded
When New Trust Center Request in Secureframe
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 Secureframe
Triggers and actions 7 triggers · 42 actions
Trigger
New ContactTriggers when a new contact is created in Holded.
Trigger
New DealTriggers when a new deal (lead) is created in a Holded CRM funnel.
Trigger
New Purchase InvoiceTriggers when a new purchase invoice is created in Holded.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created in Holded.
Trigger
New Sales OrderTriggers when a new sales order is created in Holded.
Trigger
New Sales ReceiptTriggers when a new sales receipt is created in Holded.
Action
Create PaymentRecords a standalone payment in Holded.
Action
Create ProductCreates a product in Holded.
Action
Create Purchase InvoiceCreates a purchase invoice in Holded with its line items.
Action
Create Purchase OrderCreates a purchase order in Holded with its line items.
Action
Create QuoteCreates a quote (estimate) in Holded with its line items.
Action
Create Sales InvoiceCreates a sales invoice in Holded with its line items.
Action
Create Sales OrderCreates a sales order in Holded with its line items.
Action
Create Sales ReceiptCreates a sales receipt in Holded with its line items.
Action
Find ContactFinds Holded contacts by phone, mobile or custom reference ID.
Action
Mark Credit Note as PaidRecords a payment on a credit note, marking it paid.
Action
Send InvoiceEmails a sales invoice to the given addresses.
Action
Send Sales ReceiptEmails a sales receipt to the given addresses.
Trigger
New Trust Center RequestTriggers when a new Trust Center request is created in Secureframe.
Action
Archive an Integration ConnectionArchives an integration connection in Secureframe and returns the archived connection.
Action
Archive a VendorArchives a vendor in Secureframe and returns the archived vendor.
Action
Create a Test EvidenceUploads an evidence file to a test and returns the created evidence record.
Action
Get a Cloud ResourceReturns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
Action
Get a ControlReturns a single Secureframe control by its ID, including its attributes.
Action
Get a DeviceReturns a single device tracked in Secureframe, including its ID, type and attributes.
Action
Get a FrameworkReturns a single Secureframe compliance framework by its ID.
Action
Get an Integration ConnectionReturns a single Secureframe integration connection by its ID, including its type and attributes.
Action
Get a RepositoryReturns a single Secureframe repository by its ID, including its type and attributes.
Action
Get a TestReturns a single Secureframe test by its ID, including its type and attributes.
Action
Get a Trust Center RequestReturns a single Trust Center request, identified by its ID, including its details and attributes.
Action
Get a UserReturns a single Secureframe user by ID, including the user's attributes.
Action
Get a User AccountReturns a single Secureframe user account by its ID. An error occurs if the user account is not found.
Action
Get a VendorReturns a single vendor from your Secureframe account by its ID.
Action
Get EvidenceReturns a single Secureframe evidence record by its ID.
Action
Link a User AccountLinks a Secureframe user account to a personnel record and returns the updated user account.
Action
List Cloud ResourcesReturns the cloud resources in your Secureframe company, optionally narrowed by a search query.
Action
List ControlsReturns the controls in your Secureframe account, optionally narrowed by a search query.
Action
List DevicesReturns the devices tracked in your Secureframe account, optionally narrowed by a search query.
Action
List FrameworksReturns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
Action
List Integration ConnectionsReturns the integration connections in your Secureframe company, optionally narrowed by a search query.
Action
List RepositoriesReturns the repositories in your Secureframe account, optionally narrowed by a search query.
Action
List TestsReturns the tests in your Secureframe account, optionally narrowed by a search query.
Action
List Trust Center RequestsReturns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
Action
List User AccountsReturns the user accounts in your Secureframe company, optionally narrowed by a search query.
Action
List UsersReturns the users in your Secureframe company, optionally narrowed by a search query.
Action
List VendorsReturns the vendors in your Secureframe account, optionally narrowed by a search query.
Action
Update a RepositoryUpdates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
Action
Update a TestUpdates an existing Secureframe test with the attribute values you provide and returns the updated test.
Action
Update a UserUpdates a Secureframe user with the attribute values you provide and returns the updated user.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Holded
Holded to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Holded to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Holded to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Holded to MailchimpMailchimp marketing automation and email platform.
Holded to StripeStripe is a payment processing platform for online businesses.
Holded to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Secureframe
HubSpot to SecureframeHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SecureframeSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SecureframeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SecureframeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SecureframeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SecureframeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Holded and Secureframe, 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 Secureframe when something happens in Holded?
Any of Secureframe's 30 actions, including Create a Test Evidence, Update a Repository, Update a Test and Update a User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Secureframe to Holded?
Yes. When something happens in Secureframe, your agent can act in Holded too. This page covers both directions: Secureframe's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded or Secureframe?
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 Secureframe 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.