DocuWare + Holded Integration

Integrate DocuWare to Holded in one click, or tell Integrately AI how you want each document handled. Extract details, create invoices, update contact records, and notify your finance team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DocuWare
    Document is added in DocuWare Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare
  • 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 WorkflowsReady Workflows   for DocuWare + Holded Integration

Process documents, create invoices, update contact details, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your DocuWare + Holded flow

Send payment links, log files in cloud storage, create follow-up tasks, and alert your team. Pick a combination and activate it in one click.

DocuWare
Holded
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
+
QuickBooks OnlineQuickBooks Online (3)
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When a new document is added in DocuWare, create a sales invoice in Holded and send an email notification in Gmail
New DocuWare documents trigger a sales invoice in Holded and a notification email in Gmail instantly, eliminating manual data entry.
H
D
G
When an invoice is created in Holded, store the document in DocuWare and send a confirmation email in Gmail
Holded invoices trigger document archiving in DocuWare and a confirmation email in Gmail without manual effort.
H
D
G
When a purchase is created in Holded, update document index fields in DocuWare and email the vendor using Gmail
Holded purchases update DocuWare index fields and dispatch vendor emails via Gmail automatically.

Supported triggers and actions for DocuWare and Holded

Mix and match to build the exact automation you need

DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Replace a file in DocuWare
Replaces a file
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Delete document in DocuWare
Removes a particular document from the system
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Download document in DocuWare
Download a particular document to a location
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Update document index fields in DocuWare
Updates document index fields
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
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Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →
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
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Create contact in Holded
Adds a new contact to the database
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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 →

What can you automate with DocuWare + Holded?

Streamline document management and financial recordkeeping with powerful automated workflows.

What you can automate?
📄
Trigger Holded invoices from DocuWare documents
Automatically create a sales invoice in Holded the moment a new document is added in DocuWare. Eliminate manual data entry and speed up your billing cycles.
📑
Capture every submitted document field
Map all available document index fields and metadata into your Holded records instead of just basic names. Your accounts receivable database becomes much more detailed.
🔔
Notify your team instantly on key events
Send automated messages to your finance or accounting channel whenever a new document is processed or an invoice is generated, keeping everyone aligned.
🔀
Route records based on document values
Perform different actions depending on specific fields submitted in your DocuWare files, ensuring high-value orders receive priority handling.
🔄
Keep destinations updated as files change
Automatically update existing Holded contacts or document index fields whenever edits happen in DocuWare, maintaining absolute data consistency.
🔍
Prevent duplicate records with smart checks
Search for existing contacts by email or phone before creating new entries in Holded, ensuring your database remains clean and organized.
💳
Handle later status changes automatically
Update invoices when payments are received, mark credit notes as paid, or process refunds without manual intervention across your systems.
🔗
Extend your workflow to team communication apps
Connect your DocuWare and Holded pipeline with Slack or Gmail to notify stakeholders or send automated client follow-ups instantly.
And much more...

Who is DocuWare + Holded integration for?

Finance teams, operations managers, and administrative staff managing documents and invoices benefit by eliminating manual data entry between systems.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Administrative Clerks
Administrative Clerks
Billing Specialists
Billing Specialists
Compliance Officers
Compliance Officers
📈
Financial Controllers
You're reviewing revenue reports but your accounting ledgers only update when someone manually exports documents, so the figures you're analyzing are always hours behind — with this integration, every new document triggers instant invoicing and your financial data stays current.
Operations Managers
You need to act fast on incoming purchase requests, but approvals sit in a document queue until someone checks them manually — with this integration, every new purchase updates your records instantly and keeps your workflow moving.
🤝
Client Success Leads
You answer to clients asking about invoice status, but billing details are trapped in separate document management tools — with this integration, every transaction updates automatically so you can provide immediate status updates.
📦
Administrative Clerks
The volume of daily invoices and paperwork is too high for your team to process and file by hand without making mistakes — with this integration, every document handles archiving and invoicing automatically without manual data entry.
📋
Billing Specialists
You depend on upstream document approvals before creating sales invoices, leading to daily bottlenecks and delayed billing cycles — with this integration, every approved document instantly generates its invoice in Holded.
🗂️
Compliance Officers
You need a reliable audit history, but manual filing keeps leaving gaps between document storage and accounting ledgers — this integration means every record matches perfectly across systems with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate DocuWare + Holded

Build and manage your DocuWare + 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 DocuWare + 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 — 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?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DocuWare to Holded?
Frequently Asked Questions
You can connect DocuWare to Holded in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Gmail, Slack, and 1,500+ other apps.
Can I automatically create Holded invoices from new DocuWare documents?
Frequently Asked Questions
Can I connect DocuWare, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Holded?
Frequently Asked Questions
How does DocuWare handle document archiving with Holded?
Frequently Asked Questions
How are Holded invoices and contacts synchronized with DocuWare?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Holded?
Frequently Asked Questions
Is the DocuWare and Holded integration free?
Frequently Asked Questions
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