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.

Other services by ARTIC

Keyword Research

The right words can make all the difference. We research the most profitable keywords to position your business where your customers are looking for you.

PAID MEDIA

We manage profitable Google Ads campaigns. We're a Google Partner. Fast, measurable, and consistent results.

APPS

We develop custom web applications to make your business more agile, digital, and efficient.

Paid Media B2B Audit

Are you already advertising on Google but not seeing results? We analyze your campaigns, detect errors, and help you improve performance.

Optimization

Is your website loading slowly or not showing up on Google? We optimize it to make it fast, visible, and effective.

Ads on social networks

We create and manage campaigns on Instagram, Facebook, and LinkedIn to attract customers, sell more, or gain visibility.

Web maintenance

Is your website outdated or experiencing errors? We'll make sure it's up and running, secure, and up to date.

Landing Page

Do you want to capture more leads or sales? We create pages designed to convert clicks into real results.

B2B AI Chatbots

Automate customer service with a self-responding chatbot, 24/7, trained on your company's content.

Ecommerce

Do you want to sell online? We create fast, secure, and optimized virtual stores so you can convert visitors into sales.