Holded + Simplero Integration

Integrate Holded to Simplero in one click, or tell Integrately AI how you want each contact handled. Create contacts, track purchases, update invoices, and sync subscriptions 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
  • Simplero
    Tag is added to contact in Simplero Instant
  • Simplero
    Tag is removed from contact in Simplero Instant
  • Simplero
    Purchase is created in Simplero Instant
  • Simplero
    Purchase is deleted in Simplero Instant
  • Simplero
    Subscription is created in Simplero Instant
  • Simplero
    Subscription is deleted in Simplero Instant
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
  • Simplero
    Search purchase by email in Simplero
  • Simplero
    Create or update contact in Simplero
  • Simplero
    Search contact by email in Simplero
  • Simplero
    Add tag to contact in Simplero
  • Simplero
    Remove tag from contact in Simplero
  • Simplero
    Subscribe to a List in Simplero
  • Simplero
    Unsubscribe from list in Simplero

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Ready WorkflowsReady Workflows   for Holded + Simplero Integration

Capture purchases, create contacts, update invoices, track subscriptions, and sync records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Simplero flow

Sync your financial records and course data with billing, email marketing, and communication tools. Pick a combination and activate it in one click.

Holded
Simplero
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ZoomZoom (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (4)
S
S
H
Create a Stripe customer for every new Simplero purchase, and create a contact in Holded.
Every Simplero purchase instantly generates a Stripe customer and a new contact in Holded without manual data entry.
H
S
S
Create a Stripe invoice for every new Holded invoice, and update the Simplero contact.
Holded invoices automatically generate matching Stripe invoices while keeping Simplero contacts updated.
H
S
S
Record every Holded purchase in Stripe, and search contact by email in Simplero.
Holded purchases trigger Stripe payment logs and verify existing Simplero contacts instantly.
S
S
H
When a Simplero subscription is created, update the payment in Stripe and create a sales invoice in Holded.
New Simplero subscriptions update Stripe payment records and generate sales invoices in Holded instantly.

Supported triggers and actions for Holded and Simplero

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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Simplero
Simplero Triggers & Actions
Instant
Tag is added to contact in Simplero
Triggers the automation when a tag is added
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Instant
Tag is removed from contact in Simplero
Triggers the automation when a tag is added
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Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
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Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
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Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
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Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
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Search purchase by email in Simplero
Find purchase by Email
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Create or update contact in Simplero
Adds or update contact information
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Search contact by email in Simplero
Finds and retrieves contact information using their email address
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Add tag to contact in Simplero
Assigns a tag to a contact
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Remove tag from contact in Simplero
Untag the contact
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Subscribe to a List in Simplero
Subscribes to a list
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Unsubscribe from list in Simplero
Removes email address from mailing list
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What can you automate with Holded + Simplero?

Streamline your company management and online course operations with powerful workflows designed to eliminate manual tasks.

What you can automate?
🔄
Sync purchases between Holded and Simplero
Automatically create contacts and record transactions across both platforms the moment a customer buys your course or product. Eliminate duplicate data entry completely.
📋
Capture every custom field and detail
Map all available purchase attributes and contact properties between Holded and Simplero instead of just basic names. Your records remain comprehensive and accurate.
🔔
Alert your team instantly on Slack
Send real-time notifications to your internal channels whenever a new purchase or subscription event occurs in either application.
🔀
Route records based on submitted tags
Apply conditional logic to handle contacts differently depending on specific tags or purchase tiers submitted during checkout.
📝
Keep contact records updated automatically
Ensure customer details modified in Holded reflect instantly in Simplero without requiring manual spreadsheet updates.
🔍
Search and update existing contacts
Prevent duplicate entries by searching for existing contacts by email before creating new profiles in either system.
💳
Manage subscriptions and status changes
Automatically handle subscription creations, cancellations, and renewals across your billing and course management software.
📊
Extend your workflow to Google Drive
Automatically create dedicated client folders in Google Drive whenever a new purchase is recorded in Holded and Simplero.
And much more...

Who is Holded + Simplero integration for?

Connecting Holded and Simplero eliminates manual data entry between your company management and online course platform, keeping financial records and member data synchronized for growing teams.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Agency Directors
Agency Directors
Course Administrators
Course Administrators
Operations Teams
Operations Teams
Data Auditors
Data Auditors
📈
Finance Managers
You review financial reports and rely on accurate transaction data, but your accounting ledger only updates when someone manually exports course sales, so the revenue figures you are reviewing are always a few hours behind — with this integration, every new purchase lands in your books instantly and your data stays current.
Customer Support Leads
You need to assist students the moment they enroll, but you find out about new course registrations too late because member data sits trapped in separate platforms — automating both apps means every new signup creates a contact immediately so your support team can reach out without delay.
🤝
Agency Directors
You answer to clients and stakeholders who want to see active course enrollment and billing progress, but compiling manual status reports takes hours every week — connecting these apps means your project metrics and invoices update automatically so reports are always ready.
📊
Course Administrators
The transaction volume is too high for anyone to keep up by hand, leading to missed customer records and mismatched subscriber lists — automating both apps means every purchase and subscription event syncs instantly without human intervention.
🔄
Operations Teams
You own member onboarding and depend on sales data upstream to trigger welcome sequences and account setups, but manual handoffs cause frustrating delays — with this integration, customer data flows directly from your sales tool to your delivery platform.
📁
Data Auditors
You need a reliable transaction history across your systems, but you keep finding gaps between your course platform and accounting software due to skipped manual entries — this integration means every transaction creates a complete audit trail automatically.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Holded + Simplero

Build and manage your Holded + Simplero 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 + Simplero 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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Frequently Asked Questions

How do I connect Holded to Simplero?
Frequently Asked Questions
You can connect Holded to Simplero in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts alongside Stripe, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create a Simplero contact when a purchase is made in Holded?
Frequently Asked Questions
Can I connect Holded, Simplero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Simplero?
Frequently Asked Questions
How does Holded handle purchase and invoice data sync in Integrately?
Frequently Asked Questions
How do Simplero subscriptions and tags sync with Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Simplero?
Frequently Asked Questions
Is the Holded and Simplero 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 Simplero With 1500+ Other Apps

Holded
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Simplero
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Sync Simplero with email marketing, CRM, and webinar platforms to grow and manage your online business.
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