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    Templates that use Holded List Contacts

    3 templates to get started in minutes, with a step-by-step guide and no code.

    Supplier PDF invoice to a Holded purchase with validation

    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.

    Base64 To File
    Webhook
    Decision
    End
    +8
    New
    WorkflowView template
    Create Holded customers from your web form without duplicates

    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.

    Webhook
    Decision
    End
    Holded Create Contact
    +3
    New
    WorkflowView template
    Automatic Holded invoice for every order, emailed to the customer

    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.

    Webhook
    Decision
    End
    Holded Create Contact
    +4
    New
    WorkflowView template

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