Templates that use Holded Create Contact
5 templates to get started in minutes, with a step-by-step guide and no code.
Supplier PDF invoice to a Holded purchase with validation
AI reads the PDF invoice, validates amounts and required fields, finds or creates the supplier in Holded and records the purchase; if anything fails it alerts you on Telegram.
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.
Automatic Holded invoice for every order, emailed to the customer
When an order comes in, it finds or creates the customer in Holded, issues the invoice and emails it from Holded.
Customer creation: from HubSpot to Holded
When a contact becomes a customer in HubSpot, it reads their data and creates them as a customer in Holded automatically.
Create each new Shopify customer in Holded
When a customer signs up in Shopify, it automatically creates them as a client contact in Holded, ready to be invoiced.
Already have a template code?
If someone gave you a FLGS-XXXX-XXXX code, import it from the Library in your Floogos account.
Open the Library