Holded + sevDesk Integration

Integrate Holded to sevDesk in one click, or tell Integrately AI how you want each invoice handled. Sync customer records, generate matching invoices, update accounting entries, and log payments automatically.

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
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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
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk

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Ready Workflows Ready Workflows for Holded + sevDesk Integration

Create matching invoices, sync new contacts, log vouchers, update orders, and track payments, all in just one click.

Most popular automationmost-popular-automations
sevDesk + Holded Integration

Create Holded contact for new sevDesk contact

If you are using sevDesk, then you may want to also use Holded to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Holded.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + sevDesk flow

Connect your financial stack to customer platforms, spreadsheets, and team channels to keep every department aligned. Pick a combination and activate it in one click.

Holded
sevDesk
+
ShopifyShopify (3)
+
WooCommerceWooCommerce (3)
+
StripeStripe (3)
+
PayPalPayPal (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
S
H
S
When a Shopify order is created, create a sales invoice in Holded and generate an invoice in sevDesk.
New store orders immediately generate matching invoices in both Holded and sevDesk without manual data entry.
S
H
S
When a Shopify customer is created, create a contact in Holded and create a person contact in sevDesk.
New buyer profiles sync instantly from Shopify into Holded and sevDesk as clean contacts.
S
H
S
When a Shopify order is updated, update the contact in Holded and search the contact in sevDesk.
Store updates instantly refresh contact details across Holded and sevDesk records.

Supported triggers and actions for Holded and sevDesk

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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sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Create invoice in sevDesk
Generates invoices for sales transactions
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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What can you automate with Holded + sevDesk?

Streamline your financial operations and eliminate duplicate data entry with powerful automated workflows between Holded and sevDesk.

What you can automate?
๐Ÿงพ
Sync new invoices between platforms
Automatically generate a matching invoice in sevDesk the moment a new sales invoice is created in Holded. Your accounting records stay completely aligned with your company management tool.
๐Ÿ“‹
Capture all line items and details
Map complete item descriptions, quantities, and pricing data across your invoices instead of transferring summary amounts. Your accounting ledgers retain full transactional context.
๐Ÿ’ฌ
Alert your finance team instantly
Send instant notifications to your team channel in Slack whenever a major invoice or purchase is generated in Holded or sevDesk. Reviewers stay informed without checking dashboards manually.
๐Ÿ”€
Route transactions by criteria
Apply conditional logic to direct specific invoices or orders to designated accounting categories based on submitted department codes or custom field values.
๐Ÿ”„
Keep contact records synchronized
Automatically update organization and person contacts in sevDesk whenever client profiles or billing addresses are modified in Holded. Client data stays consistent everywhere.
๐Ÿ”
Search and update existing records
Search for contacts by email or phone before creating new entries, preventing duplicate profiles in your sevDesk and Holded databases. Clean data maintained automatically.
๐Ÿ’ณ
Handle payment and voucher events
Log payment receipts, vouchers, and credit notes across your software stack the moment transactions settle. Financial books reflect real-time cash flow.
๐Ÿ“Š
Extend workflows to spreadsheets
Connect your Holded and sevDesk automation flow to Google Sheets to maintain a secondary backup log of every financial transaction and customer record.
And much more...

Who is Holded + sevDesk integration for?

This integration helps finance teams, accountants, and business owners eliminate manual data entry and keep financial records perfectly aligned across Holded and sevDesk.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Client Accountants
Client Accountants
E-commerce Operators
E-commerce Operators
Operations Specialists
Operations Specialists
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial Controllers
You're reviewing financial statements and cash flow reports, but your accounting records lag behind your business management tool because every transaction is entered by hand, so the ledger balances you're reviewing are always a few hours out of date โ€” automating both apps means every new invoice lands in your accounting software instantly and your reporting stays accurate.
โšก
Sales Managers
You need to track deal closures and client onboarding without delay, but your billing team finds out about new agreements too late to issue timely invoices, so cash collection is slowed down โ€” connecting these apps means new client records trigger invoices immediately and your cash flow cycle moves faster.
๐Ÿค
Client Accountants
You answer to external stakeholders and auditors who expect flawless financial records, but manual data transfers between business tools create frequent discrepancies in client accounts, so reconciling books takes days โ€” with this integration, transaction data flows seamlessly between platforms and your audits are straightforward.
๐Ÿ›’
E-commerce Operators
The volume of daily orders is too high for anyone to keep up by hand, and manual invoice generation causes severe backlogs in your accounting department, so customer billing falls behind โ€” automating both apps means every new sale generates corresponding accounting records instantly without manual effort.
๐Ÿ”„
Operations Specialists
You own client onboarding workflows and depend on upstream sales data to provision accounts and issue billing, but missing handoffs stall your entire administrative pipeline, so administrative delays accumulate โ€” this integration means every new client profile triggers downstream setup tasks automatically.
๐Ÿ“‹
Bookkeepers
You need a reliable history of all company purchases and sales, but manual data entry gaps leave missing vouchers and untracked receipts in your ledgers, so monthly closing is painful โ€” automating both apps means every financial event is logged precisely across your entire accounting stack.
Our team

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Why choose Integrately to automate Holded + sevDesk

Build and manage your Holded + sevDesk 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 + sevDesk 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
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Holded to sevDesk?
Frequently Asked Questions
You can connect Holded to sevDesk in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for your exact financial workflow. It integrates smoothly with tools like Google Sheets, Slack, and Stripe.
Can I automatically create a sevDesk invoice when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, sevDesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and sevDesk?
Frequently Asked Questions
How are contacts handled between Holded and sevDesk?
Frequently Asked Questions
Can I sync purchases and vouchers between Holded and sevDesk?
Frequently Asked Questions
Do I need coding skills to automate Holded and sevDesk?
Frequently Asked Questions
Is the Holded and sevDesk integration free?
Frequently Asked Questions
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You Can Also Connect Holded or sevDesk With 1500+ Other Apps

Holded
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Connect Holded to CRMs, email tools, and inventory systems to manage your company operations.
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sevDesk
Popular sevDesk Integrations
Sync sevDesk with reporting tools, banks, and customer databases to keep financial data working across your stack.
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