--- title: "Connect Holded and Trigger - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"Add task activity\" in Trigger, or \"New Company\" in Trigger to \"Create Purchase Invoice\" in Holded." canonical: "https://apiant.ai/connect/holded-to-trigger" --- # Connect Holded and Trigger When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **Add task activity** in [Trigger](https://apiant.ai/connections/trigger), or **New Company** in Trigger 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 Trigger **1** trigger Trigger **12** 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 Trigger 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 Trigger can do together ### From Holded to Trigger - When **New Contact** in Holded then **Add task activity** in Trigger - When **New Deal** in Holded then **Create New Task** in Trigger ### From Trigger to Holded - When **New Company** in Trigger then **Create Purchase Invoice** in Holded - When **New Company** in Trigger 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 Trigger ## Triggers and actions 7 triggers · 24 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 Company** Triggers when a new company is added to your Trigger account. - Action **Add task activity** Adds an activity (a note or a time log) to a task in Trigger. - Action **Create New Company** Creates a new company (client) in your Trigger account. - Action **Create New Project** Creates a new project under a company in Trigger. - Action **Create New Task** Creates a new task in a Trigger project. - Action **Delete task** Deletes a task in Trigger. - Action **Get company** Returns a single company by its ID. - Action **Get project** Returns a single project of a company by its ID. - Action **Get task** Returns a single task by its ID. - Action **List users** Returns all users of the connected Trigger account. - Action **Update company** Updates an existing company in Trigger. Only the fields you fill in are changed. - Action **Update project** Updates an existing project's name, description, status, due date, billing and visibility settings. Fields left blank are not changed. - Action **Update task** Updates an existing task in a Trigger project. ## 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) - [ **Trigger** Trigger is cloud software for project management, collaboration, and time tracking.](https://apiant.ai/connections/trigger) 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 Trigger - [ **HubSpot to Trigger** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trigger) - [ **Salesforce to Trigger** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trigger) - [ **Slack to Trigger** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trigger) - [ **Google Sheets to Trigger** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trigger) - [ **Gmail to Trigger** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trigger) - [ **Google Calendar to Trigger** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trigger) Questions ## Holded and Trigger, 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 Trigger when something happens in Holded? Any of Trigger's 12 actions, including Create New Company, Create New Project, Create New Task and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trigger to Holded? Yes. When something happens in Trigger, your agent can act in Holded too. This page covers both directions: Trigger's triggers and Holded's actions are listed here as well. ### ### Do I have to build a connector for Holded or Trigger? 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 Trigger 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.