Bring Holded into
the flow of work.

Contact12 capabilities+

• Archive contacts in bulk

  Archive multiple contacts at once

• Delete contacts in bulk

  Permanently delete multiple contacts at once

• Create a contact

  Create a new contact

• Delete a contact
• Get a contact

  Get a contact by ID

• Get a contact attachment

  Download a single attachment file from a contact

• Get many contacts
• Get the customer portal link

  Get the customer portal URL for a contact

• List contact attachments

  List every file attached to a contact

• Search contacts

  Search contacts by name (prefix match)

• Update a contact

  Update an existing contact (full replacement)

• Upload an attachment to a contact

  Attach a file (from a previous node's binary output) to a contact

Accounting4 capabilities+

• Create accounting account
• Create ledger entry
• List accounting accounts
• List ledger entries

Bank Account10 capabilities+

• Archive banking account
• Create bank movement
• Create banking account
• Delete banking account
• Get banking account
• List banking account bank movements
• List banking account cash movements
• List banking accounts
• Reconcile transactionwith document
• Update banking account

Billing Forecast5 capabilities+

• Create invoicing forecast
• Delete invoicing forecast
• Editinvoicing forecast
• Get invoicing forecast
• List invoicing forecasts

Booking7 capabilities+

• Create booking
• Delete booking
• Get booking
• Get booking location slots
• Get many bookings
• List booking locations
• Update booking

Contact Group5 capabilities+

• Create contact group
• Delete contact group
• Get contact group
• Get many contact groups
• Update contact group

Credit Note13 capabilities+

• Approve creditnote
• Attach creditnote file
• Create creditnote
• Create creditnote payment
• Delete creditnote
• Get creditnote
• Get creditnote attachment
• Get creditnote PDF
• List creditnote attachments
• List creditnotes
• Send creditnote
• Set creditnote pipeline
• Update creditnote

Delivery Note13 capabilities+

• Approve waybill
• Attach waybill file
• Create waybill
• Delete waybill
• Get waybill
• Get waybill attachment
• Get waybill PDF
• List waybill attachments
• List waybills
• Send waybill
• Set waybill pipeline
• Update waybill
• Update waybill tracking

Document1 capabilities+

• Convert document

Employee6 capabilities+

• Create employee
• Delete employee
• Get contract
• Get employee
• Get many employees
• Update employee

Employee Time Tracking10 capabilities+

• Clock in
• Clock out
• Create employee time
• Delete employee time
• Get employee time
• List all employee times
• List employee times
• Pause
• Unpause
• Update employee time

Estimate13 capabilities+

• Accept estimate
• Attach estimate file
• Create estimate
• Delete estimate
• Get estimate
• Get estimate attachment
• Get estimate PDF
• Get many estimates
• List estimate attachments
• Reject estimate
• Send estimate
• Set estimate pipeline
• Update estimate

Event5 capabilities+

• Create event
• Delete event
• Get event
• Get many events
• Update event

Expense Account5 capabilities+

• Create expenses account
• Delete expenses account
• Get expenses account
• List expenses accounts
• Update expenses account

Funnel5 capabilities+

• Create funnel
• Delete funnel
• Get funnel
• Get many funnels
• Update funnel

Inbox8 capabilities+

• Attach inbox
• Delete inbox
• Download inbox file
• Get inbox
• Get many inbox
• Preview inbox file
• Update inbox
• Upload inbox

Invoice17 capabilities+

• Approve invoice
• Attach invoice file
• Bulk approve invoices
• Bulk cancel invoices
• Bulk delete invoices
• Cancel invoice
• Create invoice
• Create invoice payment
• Delete invoice
• Get invoice
• Get invoice attachment
• Get invoice PDF
• Get many invoices
• List invoice attachments
• Send invoice
• Set invoice pipeline
• Update invoice

Numbering Series4 capabilities+

• Create numbering series
• Delete numbering series
• Get many numbering series
• Update numbering series

Opportunity12 capabilities+

• Create lead
• Create lead note
• Create lead task
• Delete lead
• Delete lead task
• Get lead
• List leads
• Update lead
• Update lead dates
• Update lead note
• Update lead stage
• Update lead task

Payment5 capabilities+

• Create payment
• Delete payment
• Get many payments
• Get payment
• Update payment

Payment Method5 capabilities+

• Create payment method
• Delete payment method
• Get many payment methods
• Get payment method
• Update payment method

Payroll Record5 capabilities+

• Create salary record
• Delete salary record
• Get salary record
• List salary records
• Update salary record

Price List5 capabilities+

• Create pricelist
• Delete pricelist
• Get pricelist
• List pricelists
• Update pricelist

Product12 capabilities+

• Create product
• Delete product
• Get many products
• Get product
• Get product image
• Get product main image
• Get product stock
• Get product stock transit
• List product images
• Update product
• Update product stock
• Upload product image

Production Order5 capabilities+

• Create production order
• Delete production order
• Get many production orders
• Get production order
• Update production order

Proforma12 capabilities+

• Approve proforma
• Attach proforma file
• Create proforma
• Delete proforma
• Get many proformas
• Get proforma
• Get proforma attachment
• Get proforma PDF
• List proforma attachments
• Send proforma
• Set proforma pipeline
• Update proforma

Project6 capabilities+

• Create project
• Delete project
• Get many projects
• Get project
• Get project summary
• Update project

Project Time Tracking6 capabilities+

• Create project time
• Delete project time
• Get project time
• List all project times
• List project times
• Update project time

Purchase12 capabilities+

• Approve purchase
• Attach purchase file
• Create purchase
• Create purchase payment
• Create purchase refund
• Delete purchase
• Get many purchases
• Get purchase
• Get purchase attachment
• List purchase attachments
• Set purchase pipeline
• Update purchase

Purchase Delivery Note6 capabilities+

• Approve purchase shipment
• Create purchase shipment
• Delete purchase shipment
• Get purchase shipment
• List purchase shipments
• Update purchase shipment

Purchase Order14 capabilities+

• Approve purchase order
• Attach purchase order file
• Create purchase order
• Delete purchase order
• Get many purchase orders
• Get purchase order
• Get purchase order attachment
• Get purchase order PDF
• Get purchase order received items
• List purchase order attachments
• Receive purchase order
• Send purchase order
• Set purchase order pipeline
• Update purchase order

Recurring Invoice7 capabilities+

• Create invoice recurring
• Delete invoice recurring
• Get invoice recurring
• Get recurring schedule
• List invoice recurrings
• Skip recurring occurrence
• Update invoice recurring

Remittance2 capabilities+

• Get many remittances
• Get remittance

Sales Channel5 capabilities+

• Create sales channel
• Delete sales channel
• Get many sales channels
• Get sales channel
• Update sales channel

Sales Credit Note13 capabilities+

• Approve receiptnote
• Attach receiptnote file
• Create receiptnote
• Create receiptnote payment
• Delete receiptnote
• Get receiptnote
• Get receiptnote attachment
• Get receiptnote PDF
• List receiptnote attachments
• List receiptnotes
• Send receiptnote
• Set receiptnote pipeline
• Update receiptnote

Sales Order16 capabilities+

• Approve sales order
• Attach sales order file
• Create sales order
• Delete sales order
• Get many sales orders
• Get sales order
• Get sales order attachment
• Get sales order PDF
• Get sales order shipped items
• List sales order attachments
• Send sales order
• Set sales order pipeline
• Ship sales order
• Ship sales order by lines
• Update sales order
• Update sales order tracking

Sales Receipt13 capabilities+

• Approve sales receipt
• Attach sales receipt file
• Create sales receipt
• Create sales receipt payment
• Delete sales receipt
• Get many sales receipts
• Get sales receipt
• Get sales receipt attachment
• Get sales receipt PDF
• List sales receipt attachments
• Send sales receipt
• Set sales receipt pipeline
• Update sales receipt

Service5 capabilities+

• Create service
• Delete service
• Get many services
• Get service
• Update service

Tag3 capabilities+

• Create tag
• Delete tag
• Get many tags

Task5 capabilities+

• Create task
• Delete task
• Get many tasks
• Get task
• Update task

Tax2 capabilities+

• Get keys by country
• Get many taxes

Usage2 capabilities+

• Get usage
• Get usage by type

Warehouse6 capabilities+

• Create warehouse
• Delete warehouse
• Get many warehouses
• Get warehouse
• Get warehouse stock
• Update warehouse