Process automation with Holded

Automatic processes in your ERP

"Save time and avoid errors with automated management."

Automation in Holded allows you to eliminate repetitive manual tasks and improve the efficiency of your business management. From automatically creating invoices or contracts to sending emails, payment reminders, and updating project statuses.

At Artic Agency, we design custom automations using Holded's native tools and other external solutions such as Zapier or Google Apps Script. This allows us to create complex workflows that integrate your ERP with forms, spreadsheets, marketing tools, or e-commerce.

We work with both Holded's built-in automations and API connections to make your system more agile, intelligent, and scalable.

We identify bottlenecks and automate them

We analyze your current processes to identify which tasks can be automated without losing control or quality. We create a workflow map and implement automations that help you work better, not just faster.

Common examples:

Automatic creation of invoices from forms or e-commerce.
Generating contracts from approved budgets.
Synchronization between spreadsheets and Holded (customers, products, etc.).
Automatic email sending after status changes.
Internal notifications via Slack or email in response to key events.

We also assist you with validation and testing to ensure everything works as it should.

Yes. We can automatically generate invoices when you receive a payment, fill out a form, or from other connected systems.

Yes, both with the built-in features and by connecting it to Gmail, Outlook, or other tools.

Mainly Holded, Google Workspace, Make (Integromat), Zapier and custom scripts.

No. We take care of all the development and configuration, you just have to use it.

Yes, we connect Holded with WooCommerce, Shopify, Prestashop, custom forms, and more.

"Automating with Holded frees up your time so you can focus on growing your business."

Success stories

Thanks to our automations, clients such as online stores, consultancies, and agencies have reduced the time spent on manual tasks by more than 70%. From invoicing to lead management and project control, their teams can now work with greater agility and reliability.

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