Integration
Connect Holded and Vaiz
When New Contact fires in Holded, your agent runs Create Task in Vaiz, or New Task in Vaiz 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 Vaiz 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 Vaiz can do together
From Holded to Vaiz
When New Contact in Holded
then Create Task in Vaiz
When New Deal in Holded
then Edit Task in Vaiz
From Vaiz to Holded
When New Task in Vaiz
then Create Purchase Invoice in Holded
When Task Completed in Vaiz
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 Vaiz
Triggers and actions 9 triggers · 25 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 TaskTriggers when a new task is created in Vaiz, optionally limited to one board or project.
Trigger
Task CompletedTriggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.
Trigger
Task Group ChangedTriggers when a task moves to a different group (column) on its board.
Action
Add commentPosts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.
Action
Create TaskCreates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.
Action
Delete commentDeletes a comment from a Vaiz task or document.
Action
Edit TaskUpdates an existing Vaiz task. Only the fields you fill in are changed.
Action
Get milestoneReturns a single Vaiz milestone by its ID.
Action
Get projectReturns a single Vaiz project by its ID, including its name, description, team, color and dates.
Action
Get taskReturns a Vaiz task by its human-readable ID or database ID, including its custom field values.
Action
List milestonesReturns all milestones in the connected Vaiz space, with their dates, task counts and status.
Action
List projectsReturns all projects in the connected Vaiz space.
Action
List tasksReturns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.
Action
Move taskMoves a task to another group (column) on its board, optionally at a given position.
Action
Update commentEdits the text of an existing comment and adds, reorders or removes its attached files.
Action
Update milestoneUpdates an existing milestone's name, description, dates, tags or color.
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 Vaiz
HubSpot to VaizHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to VaizSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to VaizSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to VaizGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VaizGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VaizGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Holded and Vaiz, 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 Vaiz when something happens in Holded?
Any of Vaiz's 13 actions, including Create Task, Update comment, Update milestone and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vaiz to Holded?
Yes. When something happens in Vaiz, your agent can act in Holded too. This page covers both directions: Vaiz's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded or Vaiz?
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 Vaiz 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.