Holded + Platform.ly Integration

Integrate Holded to Platform.ly in one click, or tell Integrately AI how you want each invoice handled. Sync contact details, update tags, trigger follow-ups, and keep your marketing data current automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
Arrow Right
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
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Holded + Platform.ly Integration

Create contacts, update tags, sync marketing data, and trigger engagement workflows, all in just one click.

Most popular automationmost-popular-automations
Platform.ly + Holded Integration

Create Holded contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Holded contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Activate
Platform.ly + Holded Integration

Create Holded deal for new Platform.ly contact

This automation makes it easy to create new deals in Holded when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, a new deal will automatically be created in Holded.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
Activate
  • 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 + Platform.ly flow

Streamline financial records, marketing campaigns, and customer data across your entire tech stack. Pick a combination and activate it in one click.

Holded
Platform.ly
+
StripeStripe (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
AsanaAsana (4)
+
Google SheetsGoogle Sheets (4)
H
S
P
When an invoice is created in Holded, create a customer in Stripe and create a contact in Platform.ly.
New Holded invoices instantly generate a Stripe customer and a Platform.ly contact without manual data entry.
H
S
P
When a purchase is created in Holded, update the contact in Platform.ly and record the transaction in Stripe.
Purchases logged in Holded update your Platform.ly contact records and log transaction details in Stripe instantly.
H
S
P
When an invoice is marked as paid in Holded, add a tag in Platform.ly and send a confirmation via Stripe.
Paid Holded invoices add a designated tag in Platform.ly and trigger a receipt confirmation in Stripe.
H
S
P
Create a quote in Holded, update the contact in Platform.ly, and generate a payment link in Stripe.
Holded quotes automatically update Platform.ly contact records and prepare a Stripe payment link.

Supported triggers and actions for Holded and Platform.ly

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
Try it →
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
Try it →
Create contact in Holded
Adds a new contact to the database
Try it →
Search contact by email in Holded
Finds and retrieves contact information using their email address
Try it →
Update contact in Holded
Updates contact information with new details
Try it →
Search contact by phone in Holded
Finds information about a contact using the phone number
Try it →
Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
Try it →
Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
Try it →
Create deal in Holded
Generates a new deal with
Try it →
Create credit note in Holded
Generates a credit note for returned items
Try it →
Mark invoice as paid in Holded
Updates invoice status to paid
Try it →
Send invoice in Holded
Generates and send invoices to clients
Try it →
Create sales receipt in Holded
Generates and send sales receipts to customers
Try it →
Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
Try it →
Create quote in Holded
Generates a new quote with pre-filled information
Try it →
Create sales order in Holded
Generates a new sales order with pre-filled details
Try it →
Create product in Holded
Generates and launch new products
Try it →
Create event in Holded
Adds a new contact to the contact list
Try it →
Create payment in Holded
Generates and process a payment transaction
Try it →
Create employee in Holded
Adds a new contact to the contact list
Try it →
Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
Try it →
Tag is created in Platform.ly
Triggers the automation when a tag is added
Try it →
Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
Try it →
Segment is created in Platform.ly
Triggers the automation when a segment is created
Try it →
Create Contact in Platform.ly
Adds a new contact to the database
Try it →
Update Contact in Platform.ly
Updates contact information with new details
Try it →
Add tag to a contact in Platform.ly
Adds a tag to a contact
Try it →
Search contact in Platform.ly
Finds and retrieves contact information
Try it →
Add note to contact in Platform.ly
Adds notes to a contact's profile
Try it →
Remove tag from contact in Platform.ly
Untag the contact
Try it →
Remove all tags from contact in Platform.ly
Removes all tags from a contact
Try it →
Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
Try it →
Remove segment from contact in Platform.ly
Removes a segment from a contact
Try it →
Remove all segments from contact in Platform.ly
Removes all segments from a contact
Try it →

What can you automate with Holded + Platform.ly?

Streamline your accounting and marketing operations by connecting every financial trigger to automated customer engagement workflows.

What you can automate?
🔄
Create Platform.ly contacts from Holded invoices
Turn every new invoice created in Holded into an active contact in Platform.ly automatically. Eliminate manual data entry between your billing and marketing software.
📋
Capture every submitted invoice field
Map detailed billing line items, purchase amounts, and customer details into your Platform.ly contact profiles. Maintain comprehensive customer records for targeted campaigns.
🔔
Trigger engagement sequences instantly
Notify your marketing workflows the moment a new purchase or invoice is logged in Holded. Ensure prospects receive timely onboarding and follow-up messaging.
🔀
Route contacts based on purchase values
Apply specific tags or segments in Platform.ly depending on the invoice total or product purchased in Holded. Deliver tailored messaging based on customer tier.
⏱️
Keep contact records synchronized
Automatically update Platform.ly contact information whenever customer details or billing addresses change in Holded. Keep your marketing database accurate and up to date.
🔍
Search and update existing contacts
Search for contacts by email or phone in Holded before updating records in Platform.ly. Prevent duplicate profiles and maintain clean marketing lists.
💳
Handle payment status updates
Update contact tags or remove segments in Platform.ly the moment an invoice is marked as paid or a credit note is issued in Holded.
🔗
Extend your workflow to Stripe
Connect Holded and Platform.ly with Stripe to log charge details and customer records simultaneously across billing, marketing, and payment platforms.
And much more...

Who is Holded + Platform.ly integration for?

Accounting and marketing teams depend on accurate customer data, but manual syncing leaves records fragmented and campaigns misaligned with real financial milestones.

Finance Managers
Finance Managers
Marketing Directors
Marketing Directors
Account Executives
Account Executives
E-Commerce Managers
E-Commerce Managers
Sales Operations Leads
Sales Operations Leads
Customer Success Leads
Customer Success Leads
📈
Finance Managers
You're reconciling financial accounts and tracking invoices in Holded, but your marketing metrics only update when someone manually exports customer lists, so the revenue counts you're reporting against are always a few hours behind — with this integration, every new invoice lands in your marketing platform instantly and your data stays current.
⚡
Marketing Directors
You need to trigger email sequences the moment a customer completes a purchase in Holded, but manual list updates mean leads wait days for onboarding messages — automating both apps means every transaction immediately creates a contact and triggers tailored campaigns without manual delay.
📋
Account Executives
You're issuing quotes and sales orders in Holded for prospective clients, but client engagement history remains scattered across tools, making it difficult to review proposal statuses before follow-up calls — connecting these apps means your contact records update automatically with every issued quote.
📊
E-Commerce Managers
The volume of new orders and invoices flowing into Holded is too high for anyone to keep up with by hand, leading to missing customer records in your engagement platform — this integration means every single purchase creates an updated contact record instantly.
🤝
Sales Operations Leads
You own the handoff from signed quote to active customer onboarding, but depend on someone upstream to manually notify marketing when invoices are paid — automating both apps means payment milestones update contact tags and trigger next steps in real time.
🗂️
Customer Success Leads
You need a reliable history of customer purchases and invoices to manage account health, but keep finding gaps where manual data entry was missed — with this integration, every transaction, invoice, and purchase is logged accurately without exception.
Try This Integration – No Code Neededarrow right
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 Holded + Platform.ly

Build and manage your Holded + Platform.ly 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 + Platform.ly 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Holded + Platform.ly Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Holded + Platform.ly Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Holded to Platform.ly?
Frequently Asked Questions
You can connect Holded to Platform.ly instantly using 1-click ready workflows on Integrately. Select a pre-built template, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create Platform.ly contacts from Holded invoices?
Frequently Asked Questions
Can I connect Holded, Platform.ly, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Platform.ly?
Frequently Asked Questions
How does Holded handle invoice and purchase data during automation?
Frequently Asked Questions
How does Platform.ly manage contact tags and custom fields?
Frequently Asked Questions
Do I need coding skills to automate Holded and Platform.ly?
Frequently Asked Questions
Is the Holded and Platform.ly integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Holded or Platform.ly With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with accounting, invoicing, and inventory management tools to keep financial operations structured.
See All
Holded Integrations arrow right
No popular apps found
Platform.ly
Popular Platform.ly Integrations
Sync Platform.ly with email marketing, CRM, and analytics tools to enhance customer engagement campaigns.
See All
Platform.ly Integrations arrow right
No popular apps found