Holded + SendGrid Integration

Integrate Holded to SendGrid in one click, or tell Integrately AI how you want each invoice handled. Create customer contacts, send branded emails, and keep your billing records updated automatically.

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for Holded + SendGrid Integration

Create contacts, send branded emails, update customer records, and manage billing communications, all in just one click.

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 + SendGrid flow

Sync your billing data with store orders, CRM records, and team notifications as soon as an invoice is generated. Pick a combination and activate it in one click.

Holded
SendGrid
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StripeStripe (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
H
S
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When an invoice is created in Holded, create a customer in Stripe and send a confirmation email via SendGrid.
New Holded invoices automatically create customers in Stripe and trigger a welcome email in SendGrid without manual entry.
H
S
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When a purchase is created in Holded, create a customer in Stripe and send a purchase notification via SendGrid.
Every purchase in Holded instantly registers a Stripe customer and notifies the buyer through SendGrid.
H
S
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When an invoice is created in Holded, create a payment link in Stripe and email it using SendGrid.
Generate Stripe payment links from new Holded invoices and deliver them instantly via SendGrid.
H
S
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When a purchase is created in Holded, record the customer in Stripe and send a receipt via SendGrid.
Keep Stripe customer records updated after every Holded purchase and dispatch digital receipts through SendGrid.

Supported triggers and actions for Holded and SendGrid

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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SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
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Send email in SendGrid
Sends an email to a recipient
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What can you automate with Holded + SendGrid?

Streamline your billing and customer communications by connecting your invoice creation and email workflows.

What you can automate?
⚡
Automate client email delivery from new invoices
Trigger branded SendGrid emails instantly whenever a new invoice is created in Holded, eliminating manual sending routines.
📋
Capture every submitted contact detail
Map customer names, emails, and billing amounts directly into SendGrid contacts to keep your mailing lists completely up to date.
🔔
Notify buyers the moment transactions occur
Send instant purchase confirmations and receipts through SendGrid as soon as a purchase or invoice is logged in Holded.
🔀
Route communications based on invoice values
Send different email templates or priority notifications through SendGrid depending on specific criteria submitted in your Holded invoices.
🔄
Keep contact records synchronized continuously
Automatically update existing SendGrid subscriber profiles whenever customer information changes or updates in Holded.
🛡️
Prevent duplicate records across systems
Use upsert operations to create or update contacts cleanly in SendGrid without generating redundant entries for repeat buyers.
📊
Manage status changes and payment updates
Trigger follow-up emails and notification sequences when invoice statuses or purchase records are updated in Holded.
🔗
Extend your workflow to team channels
Connect Holded and SendGrid with Slack to notify internal teams whenever new billing emails are successfully dispatched.
And much more...

Who is Holded + SendGrid integration for?

Business owners, finance managers, and support teams who manage company billing and customer communications can automate client onboarding and remove manual email tasks.

Finance managers
Finance managers
Sales executives
Sales executives
Account managers
Account managers
Operations leads
Operations leads
Billing specialists
Billing specialists
Administrative directors
Administrative directors
📈
Finance managers
You're generating invoices in Holded but tracking client follow-ups manually in separate spreadsheets, so payment statuses are always out of date — this integration means every new invoice triggers an automated email through SendGrid and your records stay accurate.
⚡
Sales executives
You need to act fast when new billing records appear, but manual communication delays your outreach by hours — automating both apps means contact updates and emails happen instantly.
🤝
Account managers
You answer to clients who want immediate confirmation after every billing event, but manual sending creates frustrating bottlenecks — this integration means every invoice automatically dispatches branded emails.
📦
Operations leads
The volume of invoices and purchases is too high for anyone to keep up by hand, leading to missed customer communications — connecting these apps means your workflow handles every record without manual intervention.
💼
Billing specialists
You own the invoicing process and depend on timely customer data handoffs to send payment links and notices — automating both apps means contact syncs and email deliveries happen without lag.
🗂️
Administrative directors
You need a reliable transaction history across your financial and communication tools, but manual entry keeps leaving gaps — automating both apps means every record and message is perfectly logged.
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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 + SendGrid

Build and manage your Holded + SendGrid 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 + SendGrid 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
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Select a trigger from Google Sheets
2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to SendGrid?
Frequently Asked Questions
You can connect Holded to SendGrid in 1 click using ready workflows or Integrately AI. Select a template, link your accounts, and sync invoices with tools like Stripe, HubSpot, and Slack.
Can I automatically send emails in SendGrid when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, SendGrid, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and SendGrid?
Frequently Asked Questions
How does Holded handle contact creation during invoicing?
Frequently Asked Questions
Can SendGrid update contact records automatically?
Frequently Asked Questions
Do I need coding skills to automate Holded and SendGrid?
Frequently Asked Questions
Is the Holded and SendGrid integration free?
Frequently Asked Questions
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