Jira Service Desk + Holded Integration

Integrate Holded to Jira Service Desk in one click, or tell Integrately AI how you want each request handled. Create invoices, update contacts, alert your team, and track support tickets automatically.

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1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Jira Service Desk
    Search request in Jira Service Desk
  • Jira Service Desk
    Comment on request in Jira Service Desk
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
  • 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 + Jira Service Desk Integration

Capture support requests, create invoices, update contacts, notify your team, and track follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jira Service Desk + Holded Integration

Create Holded contact from new Jira Service Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Holded. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Holded integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Holded.

This makes it easy to keep track of your support tickets and contacts in one place.
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Connect more apps to your Holded + Jira Service Desk flow

Send details to your team chat, update shared drives, log accounting records, and notify customer support channels instantly. Pick a combination and activate it in one click.

Jira Service Desk
Holded
+
SlackSlack (3)
+
ConfluenceConfluence (2)
+
Google DriveGoogle Drive (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
GmailGmail (2)
+
ZoomZoom (2)
J
H
S
When a request is created in Jira Service Desk, create a sales invoice in Holded, and notify your support channel in Slack.
New Jira Service Desk requests instantly generate a sales invoice in Holded while your support team hears about it in Slack, eliminating manual data entry.
H
J
S
When a Holded purchase is created, create a request in Jira Service Desk, and alert your finance channel in Slack.
Every Holded purchase automatically opens a Jira Service Desk request so your team can track fulfillment, with instant alerts posted in Slack.
J
C
H
S
Use Claude to evaluate new Jira Service Desk requests, create an invoice in Holded if approved, and notify your team in Slack.
Claude reviews incoming Jira Service Desk requests for billing eligibility, automatically creates a Holded invoice, and alerts your team in Slack.

Supported triggers and actions for Jira Service Desk and Holded

Mix and match to build the exact automation you need

Jira Service Desk
Jira Service Desk Triggers & Actions
Request is created in Jira Service Desk
Triggers the automation when a new request is created
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Request is updated in Jira Service Desk
Triggers the automation when a request is updated
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Search request in Jira Service Desk
Searches for a request
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Comment on request in Jira Service Desk
Adds a comment to a request
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Create request in Jira Service Desk
Generates a new request
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Get attachment by ID in Jira Service Desk
Retrieves an attachment by its unique id
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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
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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
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What can you automate with Holded + Jira Service Desk?

Connect your support tickets and financial records to eliminate manual data entry and streamline your entire business workflow.

What you can automate?
🧾
Generate Holded invoices from Jira requests
Automatically create a sales invoice in Holded the moment a new request is created in Jira Service Desk. Eliminate manual data entry between your support queue and accounting system.
📝
Capture every submitted request field
Map all custom fields and details from Jira Service Desk directly into your Holded records instead of just basic names. Your accounting data becomes far more detailed for review.
🔔
Alert your team instantly on new tickets
Notify your finance or support channel the moment a new request or purchase is logged. Keep every department informed without checking multiple dashboards.
🔀
Route requests based on submitted criteria
Trigger different invoicing rules or team alerts depending on specific request types or categories submitted in Jira Service Desk.
🔄
Keep financial records synchronized
Update existing Holded invoices or contacts automatically whenever corresponding support requests change in Jira Service Desk.
🔍
Search and update contacts automatically
Check if a contact exists in Holded before creating a new record, preventing duplicate entries and keeping your customer database clean.
💳
Handle later status changes and payments
Mark invoices as paid or update purchase records in Holded when support requests reach resolution or fulfillment stages.
🌐
Extend your workflow to team chat apps
Connect your core Holded and Jira Service Desk automation with Slack to notify team members and collaborate on critical requests instantly.
And much more...

Who is Holded + Jira Service Desk integration for?

Finance and support teams connect Holded and Jira Service Desk to eliminate manual billing handoffs, maintain accurate financial records, and accelerate customer request resolution.

Finance Managers
Finance Managers
Support Team Leads
Support Team Leads
Client Success Directors
Client Success Directors
Operations Coordinators
Operations Coordinators
Billing Specialists
Billing Specialists
Service Desk Supervisors
Service Desk Supervisors
📈
Finance Managers
You review financial reports and reconcile billing statements every week, but your revenue figures are always delayed because support invoices wait in manual queues — automating both apps means every new ticket instantly generates a Holded invoice and your financial dashboard stays current.
⚡
Support Team Leads
You need to triage customer requests quickly, but your agents waste hours switching between support tickets and invoicing software to verify billing status — with this integration, every incoming request automatically links to active customer accounts and streamlines your support workflow.
📋
Client Success Directors
You answer to external stakeholders who demand transparent reporting on open service requests and active billing items, but compiling updates manually leads to constant errors — connecting these apps means your project records stay synchronized and client reviews run smoothly.
🔄
Operations Coordinators
The volume of daily customer requests and purchase orders is too high for anyone to keep up by hand, leading to missed invoices and unresolved tickets — this integration means every transaction flows automatically between your service desk and accounting platform without manual bottlenecks.
💼
Billing Specialists
You own the invoicing step of the customer lifecycle and depend on support agents to hand over ticket details before you can bill clients — automating both apps means invoice creation starts the moment a request is logged in Jira Service Desk.
🗂️
Service Desk Supervisors
You need a reliable audit history of every customer issue and associated purchase, but manual entry keeps leaving gaps in your records — connecting these apps means every request and invoice creates a complete, searchable history.
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Why choose Integrately to automate Jira Service Desk + Holded

Build and manage your Jira Service Desk + 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 Jira Service Desk + 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
Select Automation
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2
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 Holded to Jira Service Desk?
Frequently Asked Questions
You can connect Holded to Jira Service Desk in one click using pre-built templates or ask Integrately AI to build your automation. It links your support requests and accounting data instantly alongside apps like Slack, Google Drive, and Gmail.
Can I automatically create a Holded invoice when a Jira Service Desk request is created?
Frequently Asked Questions
Can I connect Holded, Jira Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Jira Service Desk?
Frequently Asked Questions
How does Holded handle contact and invoice data during automation?
Frequently Asked Questions
Can I track support requests and purchases in Jira Service Desk?
Frequently Asked Questions
Do I need coding skills to automate Holded and Jira Service Desk?
Frequently Asked Questions
Is the Holded and Jira Service Desk integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Jira Service Desk With 1500+ Other Apps

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