Invoice Ninja + Holded Integration

Integrate Holded to Invoice Ninja in one click, or tell Integrately AI how you want each invoice handled. Create invoices, sync contacts, update payment statuses, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
Arrow Right
2.
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja
  • 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 Holded + Invoice Ninja Integration

Sync invoices, create contacts, update payment statuses, alert your team, and record payments, all in just one click.

Most popular automationsmost-popular-automations
Invoice Ninja + Holded Integration

Create Holded deal from new Invoice Ninja client

Anytime a new client is created in your Invoice Ninja, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Invoice Ninja - Holded integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Invoice Ninja + Holded Integration

Create Holded contact for new Invoice Ninja client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Invoice Ninja - Holded integration, anytime a new Invoice Ninja client is created, an Holded contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Invoice Ninja flow

Connect your billing stack with CRM, messaging, and email tools to keep every team aligned. Pick a combination and activate it in one click.

Invoice Ninja
Holded
+
StripeStripe (3)
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
S
H
I
When a Stripe charge succeeds, create a sales invoice in Holded, and create an invoice in Invoice Ninja.
Successful Stripe charges instantly generate corresponding invoices in both Holded and Invoice Ninja without manual data entry.
S
I
H
When a Stripe payment fails, update the invoice in Invoice Ninja, and create an event in Holded.
Failed Stripe payments immediately flag the invoice in Invoice Ninja and log an event in Holded for tracking.
S
H
I
When a Stripe customer is created, create a contact in Holded, and create a client in Invoice Ninja.
New Stripe customers automatically populate as contacts in Holded and clients in Invoice Ninja instantly.

Supported triggers and actions for Invoice Ninja and Holded

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it โ†’
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it โ†’
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
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Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
Try it โ†’
Search invoice in Invoice Ninja
Locates and retrieves invoices with
Try it โ†’
Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
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Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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Holded
Holded Triggers & Actions
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Purchase is created in Holded
Triggers the automation when a new purchase is created
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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
Try it โ†’
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
Try it โ†’
Create quote in Holded
Generates a new quote with pre-filled information
Try it โ†’
Create sales order in Holded
Generates a new sales order with pre-filled details
Try it โ†’
Create product in Holded
Generates and launch new products
Try it โ†’
Create event in Holded
Adds a new contact to the contact list
Try it โ†’
Create payment in Holded
Generates and process a payment transaction
Try it โ†’
Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Holded + Invoice Ninja?

Connect Holded and Invoice Ninja to streamline your invoicing, manage client records, and sync payment statuses effortlessly.

What you can automate?
๐Ÿงพ
Sync invoices automatically between Holded and Invoice Ninja
Generate matching invoices in Invoice Ninja the moment a new invoice is created in Holded. Keep your accounting and billing systems fully synchronised.
๐Ÿ“‹
Capture every line item and client detail
Map available invoice fields, taxes, and customer data across both platforms instead of re-typing records by hand. Your billing records remain precise.
๐Ÿ””
Alert your team as soon as invoices happen
Notify finance staff or accounting channels instantly when new invoices are issued or payments are logged. Prevent missed follow-ups and delays.
๐Ÿ”€
Route invoices based on submitted client tiers
Apply conditional logic to direct specific invoices or purchases to designated channels or folders based on transaction criteria.
๐Ÿ”„
Keep payment and invoice statuses up to date
Ensure that payment marks and status changes in one app reflect immediately in the other without manual verification.
๐Ÿ”
Search records before creating duplicates
Look up existing contacts and clients by email or phone before generating new entries in Holded or Invoice Ninja. Maintain clean databases.
๐Ÿ’ณ
Handle later milestones like payments and credits
Automate workflows for subsequent billing events such as payment receipts, credit notes, and quotes as transactions progress.
๐Ÿ’ฌ
Extend your workflow straight into Slack
Connect your core billing pair with Slack to post automated notifications and keep your entire team updated in real time.
And much more...

Who is Holded + Invoice Ninja integration for?

Teams managing company finances, client billing, and accounting records benefit from eliminating manual duplicate data entry between Holded and Invoice Ninja.

Accountants and Finance Teams
Accountants and Finance Teams
Sales Managers
Sales Managers
Business Owners
Business Owners
Operations Teams
Operations Teams
Project Managers
Project Managers
Billing Specialists
Billing Specialists
๐Ÿ“Š
Accountants and Finance Teams
You're reviewing monthly billing across systems, but your financial reports never quite match up because manual entries get missed โ€” connecting these apps means your billing records stay perfectly aligned.
๐ŸŽฏ
Sales Managers
You need to track deal closures and invoice generation instantly, but status updates arrive hours late in your system โ€” with this integration, every new billing event flows straight through without delay.
๐Ÿ’ผ
Business Owners
You answer to stakeholders who want to see real-time revenue progress, but your invoicing data is scattered across tools โ€” this integration means your financial overview updates automatically.
โš™๏ธ
Operations Teams
The invoice volume is too high for anyone to keep up by hand, leading to missed client records and ledger gaps โ€” automating both apps means every client and invoice is logged instantly.
๐Ÿ“‹
Project Managers
You own project delivery and depend on billing triggers to start client work, but handoffs are constantly delayed โ€” automating both apps means your team is alerted the moment an invoice clears.
๐Ÿ—‚๏ธ
Billing Specialists
You need a reliable audit history and keep finding discrepancies between your company tools โ€” connecting these apps means every transaction and contact is accurately recorded.
Our team

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Why choose Integrately to automate Invoice Ninja + Holded

Build and manage your Invoice Ninja + 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 Invoice Ninja + 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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Frequently Asked Questions

How do I connect Holded to Invoice Ninja?
Frequently Asked Questions
You can connect Holded to Invoice Ninja in one click using ready-made templates on Integrately or by using Integrately AI to build custom workflows linking Holded, Invoice Ninja, Slack, and other tools.
Can I automatically sync new Holded invoices to Invoice Ninja?
Frequently Asked Questions
Can I connect Holded, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Invoice Ninja?
Frequently Asked Questions
How does Holded handle contact creation during automation?
Frequently Asked Questions
Can Invoice Ninja track payments automatically when an invoice is marked paid?
Frequently Asked Questions
Is any coding required to set up this integration?
Frequently Asked Questions
Is the Holded and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Invoice Ninja With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded to CRMs, payment gateways, and reporting tools to manage company operations.
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Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with client portals, email tools, and payment platforms to streamline billing.