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    Sales & CRM
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    Create Holded customers from your web form without duplicates

    Every sign-up received by webhook is looked up by email in Holded: if it already exists nothing happens, otherwise it creates the customer and alerts accounting.

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    Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.

    Workflow diagram: Create Holded customers from your web form without duplicates

    What it does

    Avoid duplicates and manual copying. When someone signs up or asks for a quote on your website, the workflow checks by email whether they are already a Holded customer. If they exist, it returns their ID; if not, it creates them as a customer and emails accounting to complete the tax data.

    What you need: a Holded API key and an SMTP account for the internal alert. Your form must send nombre, email and, optionally, telefono.

    How to use it: install the template, connect Holded and SMTP, set the accounting email and point your form to the webhook URL.

    How to set it up

    1. 1

      Connect the holded credential

      This template uses holded in: Buscar por email, Crear cliente. Create or pick the credential and assign it in those nodes.

    2. 2

      Connect the smtp credential

      This template uses smtp in: Avisar a administración. Create or pick the credential and assign it in those nodes.

    3. 3

      Copy the webhook URL (Recibir alta)

      A new URL is generated on install. Paste it into the external system that must call this workflow.

    4. 4

      Set the accounting email

      In the Avisar a administración node replace administracion@tuempresa.com with the address that should receive the alerts.

    5. 5

      Test the sign-up

      Send a POST to the webhook URL with {"nombre":"Ana López","email":"ana@example.com","telefono":"+34600111222"}. The customer is created in Holded; if you repeat the call it answers created:false.

    6. 6

      Activate the workflow

      Workflows are installed inactive. Once everything is set, activate it.

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    Try it in under 5 minutes

    Create the template in your account, connect your credentials and activate it when you are ready.

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