Connect Holded and SmartEmailing

Both apps 35Holded 18SmartEmailing 17

• 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
  New Contact

  Triggers when a new contact is added to your SmartEmailing account.

• Trigger
  Updated Contact

  Triggers when an existing contact is updated in SmartEmailing.

• Action
  Add Contact list

  Creates a new contact list in SmartEmailing.

• Action
  Add Custom field

  Creates a new contact custom field in SmartEmailing with the given name and type.

• Action
  Delete Contact

  Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.

• Action
  Get Contact

  Returns a single contact by email address or ID, including contact list memberships and custom field values.

• Action
  Get Contact list

  Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.

• Action
  List Contact lists

  Returns all contact lists in your SmartEmailing account.

• Action
  List Contacts

  Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.

• Action
  List Contacts in list

  Returns the contacts that belong to a contact list, with their details and list memberships.

• Action
  List Custom fields

  Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.

• Action
  List Newsletters

  Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.

• Action
  Send custom email

  Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.

• Action
  Send transactional email

  Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a chosen contact list.

• Action
  Update Contact email address

  Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.

• Action
  Update Contact list

  Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.

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