Create Holded creditnote for new Microsoft Teams message
Microsoft Teams + Holded Integration
Microsoft Teams + Holded Integration
Integrate Holded to Microsoft Teams in one click, or tell Integrately AI how you want each invoice handled. Notify your team, create channels, schedule online meetings, and track follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
Purchase is created in Holded- Invoice is created in Holded
2.
- Get chat message in Microsoft Teams
- Search user in Microsoft Teams
- Send channel message in Microsoft Teams
- Send chat message in Microsoft Teams
- Create channel in Microsoft Teams
- Search channel in Microsoft Teams
- Create online meeting in Microsoft Teams
- Get user by ID in Microsoft Teams
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
Trusted by experts at...
Ready Workflows for Holded + Microsoft Teams Integration
Notify your team about new invoices, post chat messages, create online meetings, and coordinate company operations, all in just one click.
Most popular automation
Create Holded creditnote for new Microsoft Teams message
Microsoft Teams + Holded Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Holded + Microsoft Teams flow
Keep accounting records updated, notify stakeholders, and log every document across your entire toolstack. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
HubSpot (4)
HubSpot (4) +
Google Drive (4)
Google Drive (4) +
Asana (4)
Asana (4) H
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Create a customer in Stripe when an invoice is created in Holded, and notify your team in Microsoft Teams
New Holded invoices automatically create Stripe customers and alert your team in Microsoft Teams, eliminating manual billing setup.
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When a chat message is received in Microsoft Teams, create a payment in Holded and log the charge in Stripe
Log payments in Holded and Stripe instantly when team members submit chat details in Microsoft Teams.
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When a purchase is created in Holded, create a payout record in Stripe and post an update in Microsoft Teams
Track Holded purchases with Stripe payouts and notify your accounting channel in Microsoft Teams.
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When a new chat is created in Microsoft Teams, search contact by email in Holded and update Stripe customer data
Match Holded contacts and update Stripe customer profiles automatically when a new chat starts in Microsoft Teams.
Supported triggers and actions for Microsoft Teams and Holded
Mix and match to build the exact automation you need
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it → Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it → New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it → What can you automate with Holded + Microsoft Teams?
Connect your financial records and team communication to eliminate manual data entry and keep everyone aligned.
🔄
Sync invoices and team notifications instantly
Automatically notify your Microsoft Teams channel the moment a new invoice is created in Holded. Your team stays informed without manual status checks.
📝
Capture every submitted invoice and purchase field
Map all available Holded invoice and purchase details into Microsoft Teams messages instead of basic text summaries. Your team gets complete context.
🔔
Alert the right person as soon as events happen
Direct specific Holded purchase or invoice alerts to designated Microsoft Teams channels and users automatically. Appropriate team members respond faster.
🔀
Route workflows based on submitted field values
Trigger different Microsoft Teams actions depending on invoice amounts or client details submitted in Holded. High-value transactions route to leadership channels.
📊
Keep destination records up to date as things change
Automatically update contact information and chat details across Holded and Microsoft Teams whenever records are modified. Avoid outdated information.
🔍
Search and update instead of creating duplicates
Check existing records by email or phone in Holded before creating new contacts or updating profiles via Microsoft Teams interactions. Keep databases clean.
💳
Handle payments and later status changes
Trigger automated team notifications and record updates when invoices are paid, purchases are logged, or credit notes are issued in Holded.
🔗
Extend your core flow to popular third-party apps
Connect Holded and Microsoft Teams with tools like QuickBooks Online, HubSpot, or Gmail to build multi-step automations that span your entire tech stack.
And much more...
Who is Holded + Microsoft Teams integration for?
Finance teams, project managers, and business owners who manage company operations in Holded and need real-time communication across Microsoft Teams.
Financial analysts and CFOs
Operations managers
Account managers
Customer support leads
Sales team leads
Administrative staff
📈
Financial analysts and CFOs
You review revenue reports and financial metrics in Holded, but your team chat updates lag behind actual billing events so your financial summaries are always missing context — with this integration, every new invoice triggers instant Microsoft Teams notifications and your reporting stays current.
🚨
Operations managers
You oversee company workflows in Holded and need to respond to urgent purchases immediately, but manual notification delays mean issues are caught too late — with this integration, every purchase event posts straight to your Microsoft Teams channel so your team can act instantly.
📋
Account managers
You manage client relationships and depend on up-to-date billing records to show progress during client reviews, but scattered data leads to miscommunication — with this integration, every contact and invoice change syncs automatically and keeps your team aligned.
⚡
Customer support leads
You handle high volumes of client inquiries and need immediate access to contact profiles, but manual lookups between tools slow down response times — with this integration, chat messages instantly reference Holded records and streamline your support workflow.
🤝
Sales team leads
You depend on finance handoffs to initiate client onboarding after a sale, but manual notification bottlenecks stall your pipeline — with this integration, every new invoice triggers team alerts and project tasks so your sales-to-delivery handoff is seamless.
🗂️
Administrative staff
You maintain company records across Holded and Microsoft Teams, but manual data entry introduces gaps and missing document links — with this integration, every transaction and message is logged automatically to ensure a reliable audit history.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Teams + Holded
Build and manage your Microsoft Teams + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Teams + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Teams + Holded Now 
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Frequently Asked Questions
How do I connect Holded to Microsoft Teams?
You can connect Holded to Microsoft Teams in 1 click using ready templates or Integrately AI. Start from the Holded and Microsoft Teams integration to link your accounts instantly along with tools like Stripe, Gmail, and QuickBooks Online.
Can I automatically notify my Microsoft Teams channel when a new Holded invoice is created?
Can I connect Holded, Microsoft Teams, and HubSpot?
What is a good Zapier alternative for Holded and Microsoft Teams?
How are customer contacts handled between Holded and Microsoft Teams?
Can I trigger online meetings or chat messages in Microsoft Teams from Holded events?
Do I need coding skills to automate Holded and Microsoft Teams?
Is the Holded and Microsoft Teams integration free?
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