Holded + Todoist Integration

Integrate Holded to Todoist in one click, or tell Integrately AI how you want each invoice handled. Track your work, update your tasks, notify your team, and manage follow-ups 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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist 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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Holded + Todoist Integration

Capture new invoices, create matching tasks, organise your projects, keep your lists updated, all in just one click.

Most popular automationsmost-popular-automations
  • 1of10
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 + Todoist flow

Send details to your team, log transactions, and keep your entire stack updated after every invoice or task. Pick a combination and activate it in one click.

Holded
Todoist
+
GmailGmail (4)
+
SlackSlack (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
ShopifyShopify (3)
H
T
G
Create a Todoist task for every new Holded invoice, and send a confirmation email in Gmail
New Holded invoices instantly generate a Todoist task and send a confirmation email via Gmail, removing manual notifications.
T
H
G
When a Todoist task is completed, mark the invoice as paid in Holded and send a status update in Gmail
Completed Todoist tasks automatically mark Holded invoices as paid and notify stakeholders via Gmail.
H
T
G
When a Holded purchase is created, create a tracking task in Todoist and email the team in Gmail
Holded purchases immediately generate Todoist tracking tasks and notify your team in Gmail.
H
T
G
Use Claude to summarise Holded invoice feedback in Gmail, create a task in Todoist, and email the client
Claude summarises invoice notes from Gmail, creates a Todoist task, and emails follow-ups automatically.

Supported triggers and actions for Holded and Todoist

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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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Holded + Todoist?

Streamline your billing and task tracking with ready-to-run automation recipes.

What you can automate?
Turn every new invoice into a task
Automatically create a Todoist task the moment an invoice is created in Holded, eliminating manual data entry between your accounting and project tools.
📋
Capture every submitted invoice field
Map all available line items and metadata from Holded straight into your Todoist task descriptions so your team has complete context.
🔔
Notify the right person instantly
Trigger instant team alerts or email notifications whenever a financial document is processed or a task is updated.
🔀
Route tasks based on invoice values
Assign different priority levels or project boards in Todoist depending on the department or amount specified in your Holded invoice.
🔄
Keep records updated as items change
Ensure your project tasks reflect the latest updates whenever invoice details are modified in Holded.
🛡️
Prevent duplicate task creation
Check existing task lists before generating new items to ensure clean project boards without redundant entries.
Handle later status changes automatically
Mark invoices as paid in Holded the moment related completion milestones are reached in Todoist.
🌐
Extend your workflow to Gmail
Connect Holded and Todoist with Gmail to send automated confirmation emails and status summaries to clients.
And much more...

Who is Holded + Todoist integration for?

Operations teams, finance managers, and project leaders eliminate manual data transfer between billing and task management.

Finance Managers
Finance Managers
Project Leads
Project Leads
Account Managers
Account Managers
Operations Teams
Operations Teams
Task Coordinators
Task Coordinators
Business Owners
Business Owners
📈
Finance Managers
You're reviewing invoices in Holded but your project tracking tasks live elsewhere, so the status counts you report on are always a few hours behind — with this integration, every new invoice creates a task instantly and your operations stay current.
Project Leads
You need to act fast when new client purchases arrive, and you find out too late because details stay trapped in accounting software — connecting these apps means every purchase creates a task immediately and your team starts work right away.
🤝
Account Managers
You answer to clients who want to see steady progress on their deliverables, but manual status updates leave blind spots in your timeline — automating both apps means every task completion reflects in your records and client reporting stays accurate.
📦
Operations Teams
The volume of daily orders and invoices is too high for anyone to keep up by hand without missing critical action items — automating both apps means every document generates a task automatically and nothing falls through the cracks.
📋
Task Coordinators
You own the next step in the workflow and depend on someone upstream to hand over billing details before you can start — with this integration, task creation happens the moment an invoice is generated and your queue stays full.
🔍
Business Owners
You need a reliable audit history of every company transaction, but manual entry keeps leaving gaps between finance and task tracking — automating both apps means every record matches up and your operational history remains complete.
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 + Todoist

Build and manage your Holded + Todoist 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 + Todoist 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
Price Comparison with Popular Alternatives
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in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Holded to Todoist?
Frequently Asked Questions
You can connect Holded to Todoist easily using ready-made workflows on Integrately or by asking Integrately AI to build the automation. With 1-click setup, you can link Holded, Todoist, and tools like Gmail, Slack, and Shopify in minutes.
Can I automatically create Todoist tasks from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Todoist?
Frequently Asked Questions
How does Holded handle invoice data when transferring to Todoist?
Frequently Asked Questions
Can Todoist task updates trigger changes in Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Todoist?
Frequently Asked Questions
Is the Holded and Todoist integration free?
Frequently Asked Questions
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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 Todoist With 1500+ Other Apps

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Todoist
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