Alegra + Holded Integration

Integrate Alegra to Holded in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, sync contacts, log payments, and update your company records automatically.

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Alegra + Holded Integration

Create sales invoices, sync contacts, log payments, update purchase records, and track financial data, all in just one click.

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Alegra + Holded Integration

Create Holded contact for new Alegra contact

If you are using Alegra, then you may want to also use Holded to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Holded.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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  • 1of1
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Connect more apps to your Alegra + Holded flow

Keep your store orders, payment receipts, and team communications aligned with your financial records. Pick a combination and activate it in one click.

Alegra
Holded
+
ShopifyShopify (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
S
H
A
Add every new Shopify order to Holded as a sales invoice, and create a matching invoice in Alegra.
Shopify orders flow straight into Holded as sales invoices and register in Alegra within seconds, eliminating manual data entry between your store and financial tools.
S
H
A
When a Shopify customer is created, create a contact in Holded and create a contact in Alegra.
New Shopify customers appear instantly in Holded and Alegra as contacts, keeping your client database updated across all platforms.
S
H
A
When a Shopify product is added, create a product in Holded and create an item in Alegra.
New Shopify products populate your Holded product catalog and Alegra inventory items automatically, keeping your offerings synchronized.

Supported triggers and actions for Alegra and Holded

Mix and match to build the exact automation you need

Alegra
Alegra Triggers & Actions
Invoice is created in Alegra
Triggers the automation when any invoice is added or modified
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Item is created in Alegra
Triggers the automation when a new item is created
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Contact is created in Alegra
Triggers the automation when a new contact is created
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Estimate is created in Alegra
Triggers the automation when a new estimate is created
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Create invoice in Alegra
Generates invoices for sales transactions
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Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in costa rica
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Create invoice in Peru in Alegra
Generates invoices for businesses in peru
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Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
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Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
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Create invoice in Colombia in Alegra
Generates invoices for colombian clients
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Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
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Send Invoice by mail in Alegra
Sends an invoice by mail
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Create invoice payment in Alegra
Generates and process invoice payments
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Search invoice in Alegra
Locates and retrieves invoices with
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Create contact in Alegra
Adds a new contact to the database
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Update contact in Alegra
Updates contact information with new details
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Search contact in Alegra
Finds and retrieves contact information
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Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
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Create contact in chile in Alegra
Adds a new contact to the address book in chile
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Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
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Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
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Create contact in Peru in Alegra
Adds a new contact to the database for peru
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Create contact in Colombia in Alegra
Adds a new contact with colombian details
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Update contact in Colombia in Alegra
Updates contact information in colombia
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Create item in Costa Rica in Alegra
Creates a new item in costa rica
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Update item in Alegra
Updates an item with new information
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Create item in Alegra
Generates a new item
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Create item in Mexico in Alegra
Generates new item listings in mexico
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Search item in Alegra
Locates and retrieves particular item information
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Create remission in Alegra
Creates a new remission
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Create estimate in Alegra
Adds a new contact to the contact list
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Send estimate by mail in Alegra
Sends an estimate by mail
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Create tax in Alegra
Creates a new tax entry
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Search tax in Alegra
Searches for a tax
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
Try it โ†’
Create contact in Holded
Adds a new contact to the database
Try it โ†’
Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Alegra + Holded?

Streamline your financial workflows by synchronizing invoices, contacts, payments, and product data between Alegra and Holded automatically.

What you can automate?
๐Ÿงพ
Sync invoices between Alegra and Holded instantly
Create sales invoices in Holded the moment a new invoice is generated in Alegra. Eliminate duplicate data entry and maintain accurate records across both platforms.
๐Ÿ“ฆ
Transfer complete line items and tax details
Map all available item descriptions, tax calculations, and pricing details from Alegra straight into Holded. Every financial document arrives complete and ready for review.
๐Ÿ””
Alert your finance team on Slack immediately
Send automated notifications to your finance or accounting channel whenever a new invoice or payment is recorded. Keep team members informed without manual status checks.
๐Ÿ”€
Route high-value invoices based on submitted criteria
Apply conditional rules to direct specific invoices or orders to designated ledgers and accounts in Holded and Alegra based on transaction amounts.
๐Ÿ”„
Keep destination records updated as changes occur
Automatically update contact information, billing addresses, and item details across both applications whenever a modification happens in either system.
๐Ÿ”
Prevent duplicates by searching existing contacts
Perform automatic searches for existing client records before creating new contacts in Holded or Alegra, keeping your customer database clean and organized.
๐Ÿ’ณ
Handle payment status updates and credits automatically
Mark invoices as paid, create credit notes, and log payment receipts across both apps the moment a transaction settles or a refund is issued.
๐Ÿ“Š
Extend your workflow to Google Sheets for reporting
Log every automated invoice and contact synchronization into Google Sheets alongside Alegra and Holded for custom financial analysis and executive reporting.
And much more...

Who is Alegra + Holded integration for?

Financial managers, accountants, business owners, and sales teams seeking streamlined bookkeeping across multiple entities will find this integration essential.

Financial directors
Financial directors
Sales managers
Sales managers
Accountants
Accountants
Operations leads
Operations leads
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Financial directors
You're reviewing monthly finance reports generated in Alegra, but the numbers never match your Holded dashboard because entries are logged manually days later โ€” automating both apps means your financial statements reflect real-time revenue across all entities.
โšก
Sales managers
You're closing deals and generating estimates in Alegra, but your team finds out about unpaid invoices too late when checking Holded โ€” with this integration, every payment status syncs instantly so nobody chases settled accounts.
๐Ÿ’ผ
Accountants
You're compiling tax records and invoice histories for external auditors in Alegra, but tracking corresponding purchases in Holded takes hours of manual reconciliation โ€” integrating these apps means every transaction aligns automatically for seamless audit reporting.
โš™๏ธ
Operations leads
You're processing high volumes of daily invoices and customer contacts in Alegra, but manual data entry into Holded leads to missed records and duplicate entries โ€” automating both apps means every contact and invoice transfers instantly without human error.
๐Ÿ“‹
Billing specialists
You're creating sales invoices in Alegra, but billing teams depending on Holded for fulfillment wait hours for manual handoffs โ€” connecting these apps means order details flow straight to your billing queue the moment they are generated.
๐Ÿข
Business owners
You're maintaining company financial records in Alegra, but audit gaps appear when transaction histories between Holded and Alegra drift apart โ€” this integration means your transaction ledgers remain completely synchronized at all times.
Our team

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Why choose Integrately to automate Alegra + Holded

Build and manage your Alegra + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Alegra + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Alegra to Holded?
Frequently Asked Questions
You can connect Alegra to Holded in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for your workflow.
Can I automatically sync my Alegra invoices to Holded?
Frequently Asked Questions
Can I connect Alegra, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and Holded?
Frequently Asked Questions
How does Alegra handle contact and invoice data syncing?
Frequently Asked Questions
How does Holded process new purchase invoices and sales orders?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Alegra and Holded integration free?
Frequently Asked Questions
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