Connect Holded and Yext

Both apps 42Holded 29Yext 13

• 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 Contact

  Creates a contact (customer, supplier or lead) in Holded.

• Action
  Create Credit Note

  Creates a credit note in Holded with its line items.

• Action
  Create Deal

  Creates a deal (lead) in a Holded CRM funnel.

• Action
  Create Employee

  Creates an employee in Holded.

• Action
  Create Event

  Creates a CRM event in Holded.

• Action
  Create Payment

  Creates a payment or collection 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 for a contact, 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
  List contacts

  Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.

• Action
  List purchase invoices

  Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.

• Action
  List sales invoices

  Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.

• Action
  List sales orders

  Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.

• Action
  Mark Credit Note as Paid

  Records a payment against a credit note so it is marked as paid.

• Action
  Mark Invoice as Paid

  Records a payment against a sales invoice so it is marked as paid.

• Action
  Send Invoice

  Emails a sales invoice to the given recipients.

• Action
  Send Sales Receipt

  Emails a sales receipt to the given recipients.

• Action
  Update Contact

  Updates an existing Holded contact.

• Trigger
  New Entity

  Triggers when a new entity, such as a location, is added to your Yext Knowledge Graph.

• Trigger
  New Review

  Triggers when a new review of one of your locations arrives in Yext.

• Action
  Create User

  Creates a user in your Yext account.

• Action
  Delete Entity

  Deletes an entity from your Yext Knowledge Graph.

• Action
  Delete User

  Deletes a user from your Yext account.

• Action
  Get Entity

  Returns one Yext entity, such as a location, with all its fields.

• Action
  Get Review

  Returns one review with its rating, content and replies.

• Action
  List Entities

  Returns up to 50 entities (locations, events, FAQs and more) from your Yext Knowledge Graph, optionally limited to certain entity types.

• Action
  List Folders

  Returns the folders that organize your Yext entities.

• Action
  List Reviews

  Returns up to 50 reviews of your locations, with their average rating.

• Action
  List Users

  Returns up to 100 users of your Yext account.

• Action
  Reply to Review

  Posts a reply on a review, publicly or privately.

• Action
  Update Entity

  Updates the name, description or phone of an existing Yext entity; blank fields are left unchanged.

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