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All integrations

Finance & accounting

Holded for your Agent

Flow can read invoices, payments and accounts in Holded and use the figures in your bids.

It asks for your approval before it changes anything in Holded. Connect with an API key from your Holded account.

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Pull our turnover for the last three years from Holded for the financial standing section.

Connect Holded in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Holded.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Holded.

What Flow can do depends on what Holded offers through its API and on the access you choose.

Things to ask

Type these to Flow once Holded is connected.

  • Holded

    Pull our turnover for the last three years from Holded for the financial standing section.

  • Holded

    List unpaid Holded invoices from public buyers.

About Holded

Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place.

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