sales-&-crm · contact-management · proposal-&-invoice-management · 0 triggers · 10 actions
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags. Add Holded to your Stream Deck workflows with guided setup for the connection details it needs.
Add Holded to a workflow and pair it with a Stream Deck button to run it in one press — handy for sales-&-crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Holded.
Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.
Permanently delete one invoice and its recorded payments; its document number is not reused.
Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
Return the complete profile of one contact by its Holded contact ID.
Return full details, lines, totals, and payment summary for one invoice by its Holded ID.
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Holded. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Holded action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Holded workflows in minutes.