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Templates that use Holded List Documents
2 templates to get started in minutes, with a step-by-step guide and no code.

Weekly alert for unpaid Holded invoices
Every Monday it checks your unpaid Holded invoices older than 30 days and emails accounting the list and the outstanding amount.
Decision
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Executescript
Holded List Documents
+2
New
WorkflowView template

Monthly Holded sales report by email
On the 1st of every month it adds up last month invoices in Holded and emails management a summary with total, invoice count and top customers.
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Executescript
Holded List Documents
Send Mail
+1
New
WorkflowView template
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