Holded
Smart Business Management Software for SMEs
Integrate the Holded API with the Salesforce API
Setup the Holded API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Holded and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Holded with Salesforce#
Popular Holded and Salesforce Triggers#
Emit new event when an existing contact is created in Holded. See the docs.
Emit new event when invoice is generated in Holded. See the docs.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Popular Holded and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Deliver an email with a document to a contact through Holded. See the docs.
Overview of Holded#
The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.
Connect Holded#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
holded: {
type: "app",
app: "holded",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.holded.com/api/invoicing/v1/contacts`,
headers: {
"Accept": `application/json`,
"key": `${this.holded.$auth.api_key}`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies