--- title: "Connect Holded and TimelinesAI - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"Send Uploaded File to Existing Chat\" in TimelinesAI." canonical: "https://apiant.ai/connect/holded-to-timelinesai" --- # Connect Holded and TimelinesAI When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **Send Uploaded File to Existing Chat** in [TimelinesAI](https://apiant.ai/connections/timelinesai), or **New Incoming Chat** in TimelinesAI 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 TimelinesAI **6** triggers TimelinesAI **1** action 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 TimelinesAI 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 TimelinesAI can do together ### From Holded to TimelinesAI - When **New Contact** in Holded then **Send Uploaded File to Existing Chat** in TimelinesAI ### From TimelinesAI to Holded - When **New Incoming Chat** in TimelinesAI then **Create Purchase Invoice** in Holded - When **New Outgoing Chat** in TimelinesAI 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 TimelinesAI ## Triggers and actions 12 triggers · 13 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 **New Incoming Chat** Triggers when a new incoming chat is created. - Trigger **New Outgoing Chat** Triggers when a new outgoing chat is created. - Trigger **New Received Message** Triggers when a new incoming message is received. - Trigger **New Sent Message** Triggers when a new message is sent. - Trigger **New Uploaded File** Triggers when new uploaded_file is created. - Trigger **New Whatsapp Account** Triggers when new whatsapp_accounts is created. - Action **Send Uploaded File to Existing Chat** Sends uploaded file to existing chat. ## 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) - [ **TimelinesAI** TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with...](https://apiant.ai/connections/timelinesai) 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 TimelinesAI - [ **Instagram to TimelinesAI** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-timelinesai) - [ **HubSpot to TimelinesAI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timelinesai) - [ **Salesforce to TimelinesAI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timelinesai) - [ **Slack to TimelinesAI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timelinesai) - [ **Google Sheets to TimelinesAI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-timelinesai) - [ **Google Calendar to TimelinesAI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timelinesai) Questions ## Holded and TimelinesAI, 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 TimelinesAI when something happens in Holded? Any of TimelinesAI's 1 action, including Send Uploaded File to Existing Chat. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TimelinesAI to Holded? Yes. When something happens in TimelinesAI, your agent can act in Holded too. This page covers both directions: TimelinesAI's triggers and Holded's actions are listed here as well. ### ### Do I have to build a connector for Holded or TimelinesAI? 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 TimelinesAI 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.