Resources · Make integration

Holded Make integrationAutomate Holded with Make.

Can Make keep Holded up to date while nobody retypes a thing? Yes. The Holded Make integration brings 38 modules, 30 actions and 8 searches, covering contacts, leads, products, projects, tasks, employees and hours. This page walks you through the connection, then a first working scenario.

Try the Holded integration on MakeSee the 38 modules

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What you can automate

What does the Holded Make integration let you automate?

The Holded Make integration links your Holded account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules. Each module is one brick that creates, reads, updates, lists or deletes one kind of Holded record. You line the bricks up, and Make runs them in order.

Leads that file themselves. A request comes in from your website form. Create a Lead records it in Holded, then Create a Task reminds a salesperson to call back. No copy and paste in between.

Hours that reach the right person. A consultancy tracks time in a timer app. List Employees finds the matching team member, and Create a Time Tracking logs the hours for that specific employee in Holded.

A catalog that matches the shop. An item changes in your online store; Get a Product reads the Holded version and Update a Product brings it in line.

What Make cannot do here: Holded has no trigger module, so a change inside Holded never starts a scenario by itself. Your scenario starts on a schedule or on another app's event. Invoices and task edits have no module either; Make an API Call is where you look for anything outside the list. Weighing another tool? Read n8n vs Make. To learn the editor properly, Make training is a good start, and Make troubleshooting helps with the errors that come later.

Connect

How do you connect your Holded account to Make?

  1. 01

    Copy your API key in Holded

    A connection is your Holded account linked to Make once, then reused by every Holded module. It works with an API key. In Holded, open Settings in the top navigation bar, click Developers, and copy the key shown on the API keys page.

  2. 02

    Add a Holded module and click Create a connection

    In your Make scenario, add any Holded module, then click Create a connection. Filling the Connection name field is optional, yet a clear name helps you spot the right account later in the dropdown.

  3. 03

    Paste the key and confirm

    Paste the API key you copied from Holded into the credentials field and save, or follow the on-screen instructions if Make shows any. From now on, each Holded module in your scenarios can pick this connection.

First scenario

Your first scenario: turn a web request into a Holded lead

GoalWhen a request arrives through another app, Make creates a lead in Holded and a follow-up task.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Holded has no trigger, so this first bubble belongs to the app where requests land, your form tool for example.

  2. 02

    Add Create a Lead

    Click the + on the right of that first module, search for Holded and pick Create a Lead. Choose your connection, then map the details received from the form into the fields Make displays.

  3. 03

    Add Create a Task

    Use the + again and pick Create a Task. Write the task so a salesperson knows what to do, and reuse the lead data from the previous module so the task names who to call.

  4. 04

    Test with Run once

    Click Run once, then send a test request through your form. Each module shows the bundles it received, a bundle being one item passed from module to module. Check that the lead and the task now appear in Holded.

  5. 05

    Set the schedule and switch it on

    Open Scheduling on the first module. A new scenario runs every 15 minutes by default; the Free plan cannot go lower, paid plans go down to 1 minute. Then switch the scenario on.

Modules

What each Holded module does in Make

Holded gives you 38 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Holded1

Create a Contact

Action

In Make“Creates a new contact.”

Every new customer you sign ends up as a Holded contact, and nobody types the record twice. The module adds one contact for each bundle it receives.

When to use it
a quote gets accepted in your CRM or a buyer checks out in your shop, and accounting needs that person in Holded.
Watch out
run List Contacts first when the person may already exist, or you end up with a duplicate.
Holded2

Create a Lead

Action

In Make“Creates a new lead.”

Fresh sales opportunities reach Holded as leads, ready for your team to work, whenever the source app hands them over.

When to use it
a contact form, a webinar sign-up or a chat conversation brings in someone worth calling back.
Watch out
the module creates a new lead on every run, even for the same request, so test on a single item with Run once first.
Holded3

Create an Employee

Action

In Make“Creates a new employee.”

New hires get their Holded employee record from the tool where HR already manages them, so the team list stays complete.

When to use it
an offer is signed in your recruiting app and the person must exist in Holded before any hours can be logged for them.
Watch out
employee data is personal, so keep this scenario simple and test it on a dummy profile before real hires.
Holded4

Create a Product

Action

In Make“Creates a new product.”

Your Holded catalog gains a product each time one is published elsewhere, with details mapped from the source instead of retyped.

When to use it
a shop owner adds an item to the online store and wants the same item in Holded without a second entry.
Watch out
check with List Products that the item is not already there, otherwise you get two versions of it.
Holded5

Create a Project

Action

In Make“Creates a new project.”

Signed work turns into a Holded project straight away, so the team sees the new job the moment the deal closes.

When to use it
a design studio wins a client in its CRM and wants the project open in Holded before the kickoff call.
Watch out
make the project easy to recognize, because every later lookup through List Projects depends on finding it quickly.
Holded6

Create a Task

Action

In Make“Creates a new task.”

Any to-do born outside Holded, in an email, a form or a support ticket, becomes a Holded task someone can pick up.

When to use it
a client asks for a change by email and the request belongs in the team's task list rather than in one inbox.
Watch out
one bundle means one task, so a module before it that returns ten emails produces ten tasks.
Holded7

Create a Time Tracking

Action

In Make“Creates a time tracking for an specific employee.”

Hours logged in another tool are recorded in Holded as time tracking for one specific employee, which ends the retyping of timesheets.

When to use it
consultants clock time in a timer app and the hours must show up in Holded under the right name.
Watch out
each entry belongs to one employee; fetch that person with List Employees or Get an Employee before this step.
Holded8

Delete a Contact

Action

In Make“Deletes a specific contact.”

Old or duplicate contacts leave Holded without anyone hunting for them by hand, which keeps the address book clean.

When to use it
a customer asks to be erased, or a cleanup scenario spots a duplicate created by mistake.
Watch out
a deletion cannot be undone; try it on a dummy contact with Run once before pointing it at real data.
Holded9

Delete a Lead

Action

In Make“Deletes a specific lead.”

Leads that went nowhere drop out of the pipeline automatically, and the sales view shows only live opportunities.

When to use it
a prospect unsubscribes, or the request gets flagged as spam in the tool it came from.
Watch out
removal is final. If the lead might come back to life later, Update a Lead is the safer choice.
Holded10

Delete an Employee

Action

In Make“Deletes a specific employee.”

Someone who leaves the company disappears from the Holded employee list within the same offboarding flow as your other tools.

When to use it
HR closes a departure in its own software and wants Holded to follow without a manual step.
Watch out
think about the hours already logged for that person; if in doubt, Update an Employee keeps the record instead of erasing it.
Holded11

Delete a Payment

Action

In Make“Deletes a specific payment.”

A payment recorded by mistake is taken out of Holded from the scenario, without opening the accounting screens.

When to use it
a refund or a bank error spotted in another system means a Holded payment should no longer exist.
Watch out
payments touch your books and a deletion cannot be undone, so confirm the target with Get a Payment first.
Holded12

Delete a Product

Action

In Make“Deletes a specific product.”

Discontinued items leave the Holded catalog once they are withdrawn from your store or supplier list.

When to use it
an e-commerce manager retires a product line and wants both catalogs to match.
Watch out
nothing brings the product back afterward, so run the scenario on one test item before the real batch.
Holded13

Delete a Project

Action

In Make“Deletes a specific project.”

Cancelled or test projects are cleared from Holded, which spares the team a list full of jobs that never started.

When to use it
a deal is lost in the CRM after an earlier scenario had already opened the project.
Watch out
the removal is permanent; Get a Project placed just before lets you check you hold the right one.
Holded14

Delete a Task

Action

In Make“Deletes a specific task.”

Tasks that no longer make sense are removed from Holded once their source is closed somewhere else.

When to use it
a client withdraws the request behind the task, or a ticket gets closed in your helpdesk.
Watch out
once gone, the task is gone. If the history matters, log the closure in another app before this module runs.
Holded15

Delete a Time Tracking

Action

In Make“Deletes a specific time tracking.”

A wrong timesheet entry is erased from Holded, so the hours stored there match what people actually worked.

When to use it
an employee cancels a timer entry in the source app and Holded must reflect it.
Watch out
the deletion is final; read the entry with Get a Time Tracking to be sure before removing it for good.
Holded16

Get a Contact

Action

In Make“Retrieves a specific contact.”

One Holded contact, with its full record, arrives in your scenario, ready for the next modules to reuse.

When to use it
you already know which contact you need, from a previous step for instance, and want its details before emailing them or updating another tool.
Watch out
it returns a single contact; to browse or find several, List Contacts fits better.
Holded17

Get a Lead

Action

In Make“Retrieves a specific lead.”

The details of a single lead land in your scenario, ready to be passed on to the next step.

When to use it
a salesperson starts a follow-up and the scenario needs the lead's current state before writing to email or chat.
Watch out
the module reads a lead you point to and does not search, so map that lead from an earlier module or from List Leads.
Holded18

Get an Employee

Action

In Make“Retrieves a specific employee.”

Fetching one employee gives your scenario that person's Holded record, handy before logging hours or assigning work.

When to use it
a timer app sends a time entry and you need the matching Holded employee before Create a Time Tracking.
Watch out
tell the module exactly which employee you want; to scan the whole team, List Employees is the right tool.
Holded19

Get a Payment

Action

In Make“Retrieves a specific payment.”

Pull one payment out of Holded and hand its data to another app, a spreadsheet for example.

When to use it
a finance lead wants to check a specific payment before deleting it or copying it to a reconciliation file.
Watch out
the Holded modules read, list and delete payments, but none creates one; for anything else, look at Make an API Call.
Holded20

Get a Product

Action

In Make“Retrieves a specific product.”

A product's current Holded record is loaded into the scenario, so you compare or copy it without opening Holded.

When to use it
your shop changes an item and you want to see the Holded version before deciding on Update a Product.
Watch out
it handles one product per run; for the whole catalog, List Products returns them as separate bundles.
Holded21

Get a Project

Action

In Make“Retrieves a specific project.”

Everything Holded stores about one project becomes available to the rest of your scenario.

When to use it
a status update goes out to a client and needs the project's latest data from Holded, not an old copy.
Watch out
it reads a project you already identified; if you only know part of the story, start with List Projects instead.
Holded22

Get a Task

Action

In Make“Retrieves a specific task.”

One task, read from Holded, feeds the next modules: a reminder, a chat message, a line in a sheet.

When to use it
a teammate asks in chat where a job stands, and the scenario posts the task's details as the answer.
Watch out
this app has no module to update a task; for changes, Make an API Call reaches the rest of the Holded API.
Holded23

Get a Time Tracking

Action

In Make“Retrives a specific time tracking.”

You get one time tracking entry back from Holded, exactly as it was recorded, to check or forward it.

When to use it
a manager questions an entry and the scenario must read it before sending anything to a payroll or billing tool.
Watch out
it reads one entry at a time; to review a whole set, List Time Trackings is the better fit.
Holded24

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Anything the other modules leave out, you can still try to reach: this module calls any endpoint of the Holded API through the same connection.

When to use it
you need something beyond contacts, leads, products, projects, tasks, employees, payments and time tracking.
Watch out
you write the request yourself, so keep the Holded API documentation open and test with Run once before going live.
Holded25

Update a Contact

Action

In Make“Updates a specific contact.”

Changes made elsewhere reach the matching Holded contact, so the record your accountant sees stays current.

When to use it
a customer edits their details in your shop account and Holded should follow without a manual correction.
Watch out
the module changes a contact you identify; find it first with List Contacts when you do not have it at hand.
Holded26

Update a Lead

Action

In Make“Updates a specific lead.”

Your lead records move forward on their own as the conversation progresses in other tools.

When to use it
a meeting gets booked in a scheduling app and the lead in Holded should reflect that step.
Watch out
updating the wrong lead overwrites real information; read it with Get a Lead before you write anything.
Holded27

Update an Employee

Action

In Make“Updates a specific employee.”

An employee's record in Holded stays in line with your HR software, so nobody updates the same details twice.

When to use it
someone changes role or team, and HR records that change in its own tool first.
Watch out
employee data is sensitive, so test the scenario on your own record before letting it touch anyone else's.
Holded28

Update a Product

Action

In Make“Updates a specific product.”

Edit a product at the source and the scenario carries the change into Holded on its next run, whatever was edited.

When to use it
your online store is the master catalog and Holded must mirror it item by item.
Watch out
if two scenarios update the same product from different sources, they overwrite each other; pick one master and stick to it.
Holded29

Update a Project

Action

In Make“Updates a specific project.”

Project details in Holded follow the reality of the job as it shifts in your CRM or planning tool.

When to use it
the scope changes on the client's planning board and the Holded project should tell the same story.
Watch out
identify the project precisely, with List Projects or Get a Project, before overwriting anything.
Holded30

Update a Time Tracking

Action

In Make“Updates a specific time tracking.”

A corrected entry in your timer app corrects the Holded time tracking too, so both totals agree.

When to use it
an employee fixes hours after the fact and the change must reach Holded for the right person.
Watch out
prefer this over deleting and recreating the entry: one module instead of two, and fewer operations counted on your plan.
Holded31

List Contacts

Search

In Make“Retrieves a list of contacts.”

A list of your Holded contacts comes back, each one as its own bundle that the next modules process in turn.

When to use it
before creating a contact, to check whether that person already exists, or to export the address book to a sheet.
Watch out
every bundle that continues costs operations downstream, since each module counts one per bundle; a large address book adds up.
Holded32

List Employees

Search

In Make“Retrieves a list of employees.”

The whole team, as Holded knows it, arrives in the scenario, one bundle per employee.

When to use it
you need to pick the right person before Create a Time Tracking, or to copy the staff list into another tool.
Watch out
a search can also return zero people, so decide what the scenario should do when nothing comes back.
Holded33

List Leads

Search

In Make“Retrieves a list of leads.”

Pulling every lead out of Holded gives sales a view it can rework elsewhere: a sheet, a dashboard, a follow-up sequence.

When to use it
a sales manager wants the leads in a spreadsheet to plan who gets called first.
Watch out
each lead is a separate bundle, so an email module placed after it sends as many emails as leads found.
Holded34

List Payments

Search

In Make“Retrieves a list of payments.”

Holded payments come out as a list you can send to a spreadsheet or a reporting tool, no manual export needed.

When to use it
finance wants a sheet of payments to cross-check against the bank statement.
Watch out
one bundle per payment means one operation per payment in each following module, so keep the chain after it short.
Holded35

List Products

Search

In Make“Retrieves a list of products.”

Your full catalog, as stored in Holded, becomes available to the scenario product by product.

When to use it
a shop manager compares the Holded catalog with the online store to spot items missing on either side.
Watch out
when nothing matches, the module returns no bundle and the modules after it have nothing to process.
Holded36

List Projects

Search

In Make“Retrieves a list of projects.”

Getting every project out of Holded lets you build a board or a report in the tool your clients already read.

When to use it
an agency keeps a shared sheet with its client where the project overview needs to stay fresh.
Watch out
projects arrive one bundle each; if you only need one, Get a Project costs fewer operations.
Holded37

List Tasks

Search

In Make“Retrieves a list of tasks.”

Work spread across Holded surfaces in one list, each task ready to be sent where your team actually looks.

When to use it
a team lead wants the tasks posted to a chat channel so nobody has to open Holded to see them.
Watch out
a message module placed after it posts one message per task; add an aggregator if you want a single digest.
Holded38

List Time Trackings

Search

In Make“Retrieves a list of time trackings.”

Recorded hours flow out of Holded as a list, one bundle per time tracking entry, ready for a payroll or billing sheet.

When to use it
a studio sums up the hours spent per client before issuing invoices in another tool.
Watch out
the list can be long; send it to a sheet rather than one message per entry, which saves operations.
Need help

Need help automating Holded with Make?

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FAQ

Holded and Make: common questions

01Is the Holded Make integration free?
Yes. Holded is a standard app in Make, available from the Free plan. That plan allows 2 active scenarios, at least 15 minutes between scheduled runs, 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) drop the interval to 1 minute and lift the cap on active scenarios. Make counts usage in operations, one per module per bundle. On the Holded side, you still need an active account with an API key, and Holded bills its own subscription separately.
02What do you need to connect Holded to Make?
An active Holded account and its API key, nothing more. In Holded, go to Settings in the top bar, open Developers and copy the key shown on the API keys page. In Make, add any Holded module, click Create a connection, give it a name if you like and paste the key. That connection is then shared by all 38 Holded modules, so you set it up once rather than module by module.
03Does Holded trigger a Make scenario in real time?
No, because the app has no trigger module in Make: nothing inside Holded can start a scenario on its own. There are two ways around it. Start the scenario with another app's trigger, such as a form, a shop or a CRM, and let the Holded modules act afterward. Or place a Holded search like List Leads first and set a schedule, every 15 minutes by default and as short as 1 minute on paid plans. The first option stays closest to the event.
04What if the Holded module you need is missing in Make?
Try Make an API Call. It reuses your Holded connection and lets the scenario call any endpoint of the Holded API, so you are not limited to the 38 modules. Invoices and task edits, for instance, have no dedicated module, so that is where to look. You write the request yourself, following the Holded API documentation. Note that Make flags its Holded documentation as AI-generated from Holded's own docs, so verify important details with Holded before relying on them.
05Should you pick Make or n8n for Holded?
It depends on your team more than on Holded. In Make, Holded brings 38 ready modules, 30 actions and 8 searches, plus Make an API Call for the rest, all assembled visually in the scenario editor. n8n often offers a node for the same app, so check its catalog for Holded before choosing. Then compare which tool your team already uses, how each one counts usage, and whether the modules you need exist on both sides. If they do, stay with the tool you know.
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