View all systems 
Holdedsales & crm
10 available actions
What your AI agent can do in Holded
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get ContactReturn the complete profile of one contact by its Holded contact ID.
- Get InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
- Create ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
- Create InvoiceCreate a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
- Update ContactSafely change selected fields on a contact without clearing unspecified profile data.
- Update InvoiceSafely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 4 actions
- Find ContactsFind Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID.
- Find InvoicesFind Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date.
- Get ContactReturn the complete profile of one contact by its Holded contact ID.
- Get InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
Create & communicateCreate records or send supported messagesView 2 actions
- Create ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
- Create InvoiceCreate a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
Update & manageChange and manage existing recordsView 2 actions
- Update ContactSafely change selected fields on a contact without clearing unspecified profile data.
- Update InvoiceSafely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments.
Remove & cancelRemove records or cancel supported workView 2 actions
- Delete ContactPermanently delete one contact by ID; linked documents keep display text but lose the live contact association.
- Delete InvoicePermanently delete one invoice and its recorded payments; its document number is not reused.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Holded
How does the agent connect to Holded?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Holded?
The page above lists the 10 actions currently available through the Holded connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Holded included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Holded is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Holded to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.