Holded + Redbooth Integration

Integrate Holded to Redbooth in one click, or tell Integrately AI how you want each invoice handled. Track projects, assign tasks, manage deliverables, and update your team 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
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
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
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth

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Ready Workflows Ready Workflows for Holded + Redbooth Integration

Create tasks from new invoices, log purchases as project items, sync project updates, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Holded + Redbooth flow

Turn financial events and project updates into tasks, alerts, and docs across your workspace. Pick a combination and activate it in one click.

Holded
Redbooth
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
H
R
G
Create a Redbooth task for every new Holded invoice, and send a confirmation email in Gmail.
New Holded invoices instantly generate a Redbooth task and send an email notification in Gmail, removing manual handoffs.
R
H
G
When a Redbooth task is created, search the contact in Holded and send a status update email in Gmail.
Keep clients informed by emailing updates via Gmail when project tasks are created in Redbooth.
H
R
G
When a Holded purchase is created, create a Redbooth subtask and email the vendor using Gmail.
Track vendor purchases as subtasks in Redbooth and send confirmation emails via Gmail automatically.

Supported triggers and actions for Holded and Redbooth

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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Redbooth
Redbooth Triggers & Actions
Task is created in Redbooth
Triggers the automation when a new task is created
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Project is created in Redbooth
Triggers the automation when a new project is created
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Notification is created in Redbooth
Triggers the automation when a notification is created
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List is created in Redbooth
Triggers the automation when a new list is created
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Create task list in Redbooth
Creates a new task list
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Create project in Redbooth
Creates a new project
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Create subtask in Redbooth
Creates a subtask within a parent task
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Create task in Redbooth
Creates a new task
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Search task in Redbooth
Searches for a task
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Create comment in Redbooth
Generates a new comment
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What can you automate with Holded + Redbooth?

Streamline your financial administration and project collaboration with powerful automated workflows.

What you can automate?
🔄
Create Redbooth tasks from new Holded invoices
Trigger project task creation automatically whenever an invoice is created in Holded. Eliminate manual copying and ensure your project team starts work immediately.
📋
Capture every submitted invoice detail
Map complete invoice metadata, line items, and customer info into Redbooth tasks. Your project board receives every detail required for execution.
🔔
Notify the right team member instantly
Send alerts and project updates the moment billing events occur. Keep stakeholders informed without switching between platforms.
🔀
Route tasks based on submitted fields
Create different project lists or subtasks in Redbooth depending on the category or department specified in your Holded invoice or purchase.
🔄
Keep project records continuously updated
Ensure task statuses and project deliverables reflect the latest financial events and administrative updates without manual intervention.
🔍
Search and update contacts automatically
Locate existing records by email or phone in Holded when new tasks or projects are initiated, preventing duplicate contact creation.
💳
Handle later status changes and payments
Trigger follow-up actions and task updates when invoices are marked as paid or credit notes are issued in Holded.
🔌
Extend your workflow to external apps
Connect your Holded and Redbooth flows with Slack, Gmail, or Trello to build comprehensive cross-platform automation pipelines.
And much more...

Who is Holded + Redbooth integration for?

Teams managing company operations and project delivery rely on this connection to eliminate manual data entry and keep billing and task workflows perfectly aligned.

Finance Managers
Finance Managers
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Account Executives
Account Executives
Business Owners
Business Owners
📈
Finance Managers
You're managing company invoices in Holded but your project teams track deliverables elsewhere, so financial milestones and project timelines frequently fall out of sync — automating both apps means every new invoice instantly generates a corresponding task and your operational records stay current.
Project Managers
You need to kick off project tasks the moment a client order or invoice is approved, but manual handoffs cause delays and missed steps — this integration means every new Holded invoice creates a Redbooth task automatically so your team can start working right away.
🤝
Client Success Leads
You answer to clients who want visibility into project progress following financial transactions, but gathering status updates requires jumping between separate software tools — automating both apps means client billing events and project task creation happen in one unified motion.
📊
Operations Directors
The volume of company purchases and client invoices is too high for anyone to keep up by hand, leading to gaps between accounting and project execution — with this integration, every purchase or invoice triggers structured task workflows across your workspace instantly.
👥
Account Executives
You close deals and generate invoices in Holded, but depend on delivery teams to pick up the work in Redbooth without manual re-typing — connecting these apps means your project team receives tasks and customer context the second billing is initiated.
📁
Business Owners
You need a reliable history of company activities across financial management and project delivery, but separate tools keep leaving scattered records — automating both apps means your business transactions and task lists remain perfectly synchronized at all times.
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 + Redbooth

Build and manage your Holded + Redbooth 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 + Redbooth 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
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Holded to Redbooth?
Frequently Asked Questions
You can connect Holded to Redbooth in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It links your favorite tools like Slack, Gmail, and Trello instantly.
Can I automatically create Redbooth tasks from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Redbooth, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Redbooth?
Frequently Asked Questions
How are contacts handled when linking Holded and Redbooth?
Frequently Asked Questions
Can I manage Redbooth project creation from Holded purchases?
Frequently Asked Questions
Do I need coding skills to automate Holded and Redbooth?
Frequently Asked Questions
Is the Holded and Redbooth integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Redbooth With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with accounting, CRM, and payment tools to streamline billing operations.
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Redbooth
Popular Redbooth Integrations
Sync Redbooth with communication, document, and tracking tools to optimize team collaboration.
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No popular apps found