Integrate Holded with Ontraport
Send information between Holded and Ontraport automatically, without writing any code, using Zoho Flow.
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Create a new contact in Ontraport whenever a new contact is created in Holded
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Ontraport whenever a new contact is added in Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Create a new contact in Ontraport whenever a new contact is created in Holded
Holded + Ontraport
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Supported triggers and actions
Integrate Holded and Ontraport using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Contact group created
Triggers when a new contact group is created
Employee created
Triggers when a new employee is created
Product created
Triggers when a new product is created
Warehouse created
Triggers when a new warehouse is created
Project created
Triggers when a new project is created
Sales invoice created
Triggers when a new sales invoice is created
Contact created
Triggers when a new contact is created
Sales channel created
Triggers when a new sales channel is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Contact added
Triggers when a new contact is added
Tag removed
Triggers when the selected tag is removed for a contact
Tag added
Triggers when the selected tag is added to a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create contact
Creates a new contact
Create task
Creates a new task
Create document
Creates a new document
Create warehouse
Creates a new warehouse
Create payment
Creates a new payment
Create employee
Creates a new employee
Create service
Creates a new service
Create project
Creates a new project
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Update contact
Updates the details of an existing contact
Update contact group
Updates the details of an existing contact group
Update service
Updates the details of an existing service
Update warehouse
Updates the details of an existing warehouse
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update sales channel
Updates the details of an existing sales channel
Update document
Updates the details of an existing document
Fetch project
Fetches the details of an existing project using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch document
Fetches the details of an existing document using ID
Fetch task
Fetches the details of an existing task using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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