Create Holded deal for new Zendesk ticket
Zendesk + Holded Integration
Holded + Zendesk Integration
Integrate Holded to Zendesk in one click, or tell Integrately AI how you want each invoice handled. Track customer issues, update support records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
Ticket is updated in Zendesk- Ticket is solved in Zendesk
- Ticket is created in Zendesk
- Ticket is created in view in Zendesk
- Activity(Audit) is added for specific ticket in Zendesk
- View is created in Zendesk
- User is created in Zendesk
- Group is created in Zendesk
- Organization is created in Zendesk
2.
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
- Get organization by id in Zendesk
- Create ticket in Zendesk
- Update ticket in Zendesk
- Add comment to ticket in Zendesk
- Search ticket in Zendesk
- Add tag to ticket in Zendesk
- Create user in Zendesk
- Update user in Zendesk
- Search agent in Zendesk
- Search user in Zendesk
- Get user by id in Zendesk
- Create organization in Zendesk
- Update organization in Zendesk
- Search organization in Zendesk
- Search group in Zendesk
Trusted by experts at...
Ready Workflows for Holded + Zendesk Integration
Capture support issues, create invoices, organise records, alert your team, and send updates, all in just one click.
Most popular automations
Create Holded contact from new Zendesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Holded. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Holded integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Holded.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Holded integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Holded.
This makes it easy to keep track of your support tickets and contacts in one place.
Create Holded creditnote for new Zendesk ticket
Zendesk + Holded Integration
Create Holded contact for new Zendesk group
Zendesk + Holded Integration
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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 + Zendesk flow
Support teams want customer interactions saved to accounting tools, teams alerted in chat, and follow-up tasks assigned instantly. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Stripe (2)
Stripe (2) +
Slack (2)
Slack (2) +
Gmail (2)
Gmail (2) +
HubSpot (2)
HubSpot (2) +
Asana (2)
Asana (2) S
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Create a Holded sales invoice and a Zendesk ticket for every new Shopify order, and notify your team.
New Shopify orders generate invoices in Holded and tickets in Zendesk instantly, removing manual entry.
S
H
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Create a Holded credit note and update the Zendesk ticket when a Shopify refund is processed.
Shopify refunds automatically create credit notes in Holded and update the corresponding Zendesk ticket.
S
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Create a Holded sales receipt and solve the Zendesk ticket when a Shopify order is fulfilled.
Fulfilled Shopify orders generate a sales receipt in Holded and close out the Zendesk support ticket.
Supported triggers and actions for Holded and Zendesk
Mix and match to build the exact automation you need
Holded Triggers & Actions
Zendesk Triggers & Actions
Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
Try it → Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
Try it → Organization is created in Zendesk
Triggers the automation when a new organization is created
Try it → What can you automate with Holded + Zendesk?
Streamline your support and financial operations by automating routine data transfers between Holded and Zendesk.
🎫
Create support tickets from new invoices
Generate a Zendesk ticket automatically whenever a new invoice is created in Holded. Your support team can immediately track and service customer billing inquiries.
📋
Capture every submitted field and detail
Map all available customer details and custom fields from Holded into your Zendesk tickets instead of just basic names. Your support agents get complete context instantly.
📢
Alert your team instantly upon creation
Notify the right support or finance team member the moment an invoice or ticket is generated, eliminating communication delays across departments.
🔀
Route records based on submitted criteria
Perform different actions in Zendesk or Holded depending on specific fields submitted in your invoices or tickets, ensuring proper handling for VIP accounts.
🔄
Keep records updated as statuses change
Automatically update Zendesk tickets when Holded invoices are marked as paid or refunded, keeping both systems perfectly synchronized at all times.
🔍
Search and update instead of creating duplicates
Check existing contacts and organizations by email or phone before creating new entries, preventing duplicate records across your Holded and Zendesk databases.
✅
Handle later status changes and resolutions
Trigger automated follow-ups or ledger updates when support tickets are solved or invoices are fully paid, closing the loop on customer workflows.
🔗
Extend your workflow to messaging apps
Connect your core pair with Slack or Gmail to send instant notifications and client emails whenever records are created or updated.
And much more...
Who is Holded + Zendesk integration for?
Connecting Holded and Zendesk helps business owners, support leads, and finance teams eliminate manual data entry, keep records aligned, and respond to customers faster.
Finance directors
Support managers
Client success teams
Operations leads
Billing specialists
Audit and compliance leads
📈
Finance directors
You're reviewing revenue reports and payment metrics, but your invoicing data only updates when someone manually exports records, so your financial summaries are always out of date — this integration means every new invoice lands in your system instantly and your numbers stay current.
⚡
Support managers
You're managing high volumes of client inquiries, but your support tickets and billing records are disconnected, so agents waste time searching for customer details — with this integration, every ticket automatically links with accurate account information.
🤝
Client success teams
You're updating clients on their billing status and open inquiries, but missing invoice updates lead to awkward conversations — automating both apps means your customer records stay accurate and support interactions reflect up-to-date billing details.
🔄
Operations leads
You're coordinating order fulfillment and support workflows across growing departments, but manual handoffs cause missed tickets and delayed follow-ups — connecting these apps means every order and ticket flows smoothly without manual intervention.
📋
Billing specialists
You're creating invoices and managing payment confirmations all day, but separate customer support tools leave you blind to open tickets — this integration means every payment and ticket status syncs across your entire stack.
🔍
Audit and compliance leads
You're verifying transaction histories and support logs for compliance reviews, but fragmented records leave gaps in your audit trail — automating both apps means you maintain a complete, reliable history of every invoice and ticket.
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 + Zendesk
Build and manage your Holded + Zendesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Holded + Zendesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Holded to Zendesk?
You can connect Holded to Zendesk in 1 click using ready templates, or ask Integrately AI to build the automation for you. It also integrates smoothly with Shopify, Stripe, Slack, Gmail, HubSpot, and Asana.
Can I automatically create a Zendesk ticket when a Holded invoice is created?
Can I connect Holded, Zendesk, and Slack?
What is a good Zapier alternative for Holded and Zendesk?
How does Holded handle customer contacts during ticket creation?
Can I update Zendesk tickets when Holded invoices are paid?
Do I need coding skills to automate Holded and Zendesk?
Is the Holded and Zendesk integration free?
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