Holded + Lodgify Integration

Integrate Holded to Lodgify in one click, or tell Integrately AI how you want each booking handled. Generate sales invoices, update your accounting records, alert your team, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Lodgify
    Booking is created in Lodgify Instant
  • Lodgify
    Booking status is changed to booked in Lodgify Instant
  • Lodgify
    Booking is updated in Lodgify Instant
  • Lodgify
    Booking status is changed to open in Lodgify Instant
  • Lodgify
    Booking status is changed to declined in Lodgify Instant
  • Lodgify
    Booking status is changed to tentative in Lodgify Instant
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2.
  • 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
  • Lodgify
    Create booking in Lodgify

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Ready Workflows Ready Workflows for Holded + Lodgify Integration

Generate invoices from new bookings, update accounting records, log customer details, alert your team, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Lodgify + Holded Integration

Create Holded deal for new Lodgify event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Lodgify, it will trigger a corresponding deal creation in Holded.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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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 + Lodgify flow

Process payments, sync marketing contacts, log accounting entries, alert teams, and manage project tasks right after your core workflows run. Pick a combination and activate it in one click.

Holded
Lodgify
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StripeStripe (8)
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MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
+
Google DriveGoogle Drive (8)
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AsanaAsana (8)
L
H
S
When Booking is created in Lodgify, Create sales invoice in Holded, and create a payment in Stripe.
New Lodgify bookings instantly generate sales invoices in Holded and process customer payments in Stripe without manual data entry.
L
H
S
When Booking status is changed to booked in Lodgify, Create sales receipt in Holded, and create a customer in Stripe.
Confirmed Lodgify bookings record sales receipts in Holded and create customer profiles in Stripe automatically.
L
H
S
When Booking is updated in Lodgify, Update contact in Holded, and update the customer in Stripe.
Updated Lodgify booking details refresh contact records in Holded and customer profiles in Stripe instantly.
L
H
S
When Booking status is changed to tentative in Lodgify, Create quote in Holded, and create an invoice in Stripe.
Tentative Lodgify reservations generate sales quotes in Holded and preliminary invoices in Stripe automatically.
L
H
S
If booking amount is high, Create sales invoice in Holded and create a priority charge in Stripe.
High-value Lodgify bookings trigger priority sales invoices in Holded and custom charges in Stripe based on total revenue.
L
H
S
When Booking status is changed to declined in Lodgify, Mark credit note as paid in Holded, and refund the transaction in Stripe.
Declined Lodgify bookings update credit notes in Holded and trigger transaction refunds in Stripe instantly.
L
H
S
Use Claude to analyse whether new Lodgify bookings match VIP criteria. If they do, Create sales invoice in Holded and create a priority charge in Stripe.
Claude evaluates new Lodgify bookings to generate specialized sales invoices in Holded and process priority charges in Stripe.
L
H
S
G
When Booking is created in Lodgify, Create sales invoice in Holded, create a payment in Stripe, and create a tracking folder in Google Drive.
Every new Lodgify booking triggers a Holded invoice, processes a Stripe payment, and generates a Google Drive folder.

Supported triggers and actions for Holded and Lodgify

Mix and match to build the exact automation you need

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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Lodgify
Lodgify Triggers & Actions
Instant
Booking is created in Lodgify
Triggers the automation when a new booking is created
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Instant
Booking status is changed to booked in Lodgify
Triggers the automation when a booking status is changed to booked
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Instant
Booking is updated in Lodgify
Triggers the automation when a booking is updated
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Instant
Booking status is changed to open in Lodgify
Triggers the automation when a booking status is changed to open
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Instant
Booking status is changed to declined in Lodgify
Triggers the automation when a booking status is changed to declined
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Instant
Booking status is changed to tentative in Lodgify
Triggers the automation when a booking status is changed to tentative
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Create booking in Lodgify
Creates a new booking in the system. You can optionally upgrade an existing enquiry to a booking using the 'from' parameter.
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What can you automate with Holded + Lodgify?

Streamline your vacation rental billing, guest management, and accounting operations with targeted automation.

What you can automate?
๐Ÿงพ
Generate invoices instantly from new bookings
Create sales invoices in Holded the moment a new booking is created in Lodgify. Eliminate manual data entry and ensure billing happens on time.
๐Ÿ“‹
Capture every custom guest request and detail
Map all available booking fields, guest notes, and custom requirements into your accounting and CRM records instead of just basic names.
๐Ÿ””
Alert your team the second reservations arrive
Send instant notifications to your sales or operations channels in Slack whenever a booking status changes to confirmed or tentative.
๐Ÿ”€
Route bookings based on submitted values
Apply conditional rules to route high-value reservations to VIP workflows while handling standard bookings through regular channels.
๐Ÿ”„
Keep accounting records updated as bookings change
Automatically update contact information and invoice statuses in Holded whenever guest details are modified in Lodgify.
๐Ÿ›ก๏ธ
Prevent duplicate records across your systems
Search existing contacts and invoices before creating new entries, ensuring your databases remain clean and deduplicated.
โŒ
Handle cancellations and refunds seamlessly
Automatically issue credit notes and settle financial records in Holded when booking statuses change to declined in Lodgify.
๐Ÿ’ณ
Extend your workflow to payment gateways
Trigger Stripe payment processing alongside your Holded invoicing and Lodgify reservations in a single multi-step automation.
And much more...

Who is Holded + Lodgify integration for?

Vacation rental owners, property managers, and accounting teams can eliminate manual data entry and keep booking records and billing synchronized across platforms.

Finance Managers
Finance Managers
Property Managers
Property Managers
Account Coordinators
Account Coordinators
Reservation Agents
Reservation Agents
Operations Supervisors
Operations Supervisors
Audit Specialists
Audit Specialists
๐Ÿ“ˆ
Finance Managers
You're reconciling rental revenue across systems but your accounting ledger only updates when someone manually exports booking data, so the financial reports you're reviewing against are always a few hours behind โ€” this integration means every new booking record lands in your billing software instantly and your books stay current.
โšก
Property Managers
You need to act fast on guest inquiries and property preparations, but reservation updates sit unread in your platform until someone checks them manually โ€” automations both apps means every booking change triggers immediate invoicing and task creation so your team acts without delay.
๐Ÿ“Š
Account Coordinators
You answer to property owners who want to see real-time booking and revenue progress, but compiling data across spreadsheets takes hours every week โ€” connecting these apps means all reservation metrics update automatically and your reports are always ready.
๐Ÿ”„
Reservation Agents
The booking volume is too high for anyone to keep up by hand with repetitive data entry between rental software and accounting tools โ€” integrating these apps means every new reservation generates invoices and contact records without human intervention.
๐Ÿ‘ฅ
Operations Supervisors
You own the guest staging step and depend on booking platforms to hand over reservation details before you can assign tasks โ€” this integration means every confirmed stay instantly schedules preparation work on your team boards.
๐Ÿ“‘
Audit Specialists
You need a reliable transaction history for tax and compliance, but manual entry keeps leaving gaps between bookings and invoices โ€” automating both apps means every payment and reservation matches perfectly with zero missing records.
Our team

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

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Why choose Integrately to automate Holded + Lodgify

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

1,500+ apps connected
1,500+ apps connected
Connect Holded + Lodgify 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 Holded to Lodgify?
Frequently Asked Questions
You can connect Holded to Lodgify in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically generate Holded invoices from new Lodgify bookings?
Frequently Asked Questions
Can I connect Holded, Lodgify, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Lodgify?
Frequently Asked Questions
How does Holded handle contact updates from Lodgify?
Frequently Asked Questions
Can I track Lodgify booking statuses in Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Lodgify?
Frequently Asked Questions
Is the Holded and Lodgify integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Lodgify With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with CRM, billing, and reporting tools to keep your company finances and customer data synchronized.
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Lodgify
Popular Lodgify Integrations
Sync Lodgify with messaging, calendar, and task management apps to streamline guest communications and property operations.
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Lodgify Integrations arrow right
No popular apps found