Process automation with Holded
We design workflows that run Holded’s repetitive tasks for you: invoices, payments, contracts and reminders.
In short
Holded process automation means designing workflows that carry out repetitive ERP tasks on their own, such as invoices, contracts, emails or status changes. It is aimed at SMEs and B2B companies that want to save time and cut errors. ARTIC builds each automation to measure using Holded's native tools and external integrations.
Run your numbers- Who it's for
- Companies already working in Holded
- Tools
- Holded, Claude, Claude Code, n8n
- How it's measured
- Time saved and errors avoided
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, we design custom automations mainly with AI and custom development: integrations with the Holded API built with Claude and Claude Code, plus Holded’s native automations and n8n for some workflows. 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.
Other ARTIC services
WordPress web design
We design and develop WordPress websites tailored to your business, optimized for SEO, fast, secure, and easy to manage.
Holded Training
We teach your team to master Holded. Practical, tailored training focused on your daily work.
Optimization
Is your website loading slowly or not showing up on Google? We optimize it to make it fast, visible, and effective.
International SEO
Do you want to position yourself in multiple countries or languages? With international SEO, we take your website to new markets in a strategic and organized way.
GEO
We enable artificial intelligence to recommend your business in local and contextual searches.
Holded Support
We're here to help you make Holded work the way you need. We answer questions, implement improvements, and adapt the system to your processes.
SEO for B2B AI
We position your company to appear in the results of ChatGPT, Gemini, Perplexity, Grok...
Ecommerce
Do you want to sell online? We create fast, secure, and optimized virtual stores so you can convert visitors into sales.
SEM Landing Page
We design pages designed to convert your campaign traffic into real customers, contacts, or sales.
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.
What’s included?
- Review of current processes and a map of tasks that can be automated.
- Workflow design connecting Holded with forms, ecommerce and spreadsheets.
- Automated invoices, contracts, payment reminders and notifications.
- Integrations with CRMs, e-signature tools and other platforms.
- Testing and validation of every workflow before it goes live.
- Documentation of each automation and a walkthrough for the team in charge.
Who is it for?
- Admin teams repeating the same manual tasks every week.
- Ecommerce and businesses that generate invoices from other platforms.
- Companies that need Holded synced with their website, CRM or Sheets.
It’s not for you if…
- Companies that have not yet implemented or organised their processes in Holded.
Estimate what you can automate in Holded
Recurring invoices, payment reminders, contracts or alerts: estimate the hours you free up when they run on their own.
Editable assumption: we confirm it when reviewing your workflows.
Indicative estimate. We build the workflows with Holded automations, its API and custom AI-powered tools.
- Hours saved per month
- -
- 8-hour days per year
- -
- Yearly cost saving
- -
- Hours saved per year
- -
Related success stories
Frequently asked questions
Let's talk?Can billing be automated?
Can I send automated emails from Holded?
What tools do you use to automate?
Do I need technical knowledge?
Can it be integrated with my website or e-commerce?
Which processes should be automated first in Holded?
Start with processes that are repetitive, frequent and rule-based, such as recurring invoicing, payment reminders or creating clients from web forms. They free up the most time with the least risk. At ARTIC we prioritise them with a process map before building any workflow.
Can artificial intelligence be used in Holded automations?
Yes, some processes can combine Holded with AI tools, for example to classify documents, extract data or draft communications. ARTIC is part of Anthropic's Claude Partner Network and has integrated AI in more than 25 companies, so we assess case by case whether AI adds real value or a conventional automation is enough.
What happens if my process changes after it has been automated?
Automations can be adjusted when a process, the company structure or a connected tool changes. That is why we document them and recommend pairing them with a support service, so they are reviewed regularly and adapted without starting from scratch.
What does the price of a Holded automation depend on?
It depends on the number of workflows, how many tools are involved, whether Holded's native features are enough or custom development with Claude Code is needed, and the volume of data. Once we have analysed your processes we propose either a fixed scope or a block of hours.
Partners
Official partners, not just users
Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.
GoldHolded Solution Partner Gold
Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.
SelectClaude Partner Network
Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.
PremierGoogle Premier Partner
Certified Google Ads specialists with access to official Google support and training.
Member
Mar Baricó
Chief Operating Officer (COO) of ARTIC
Your Holded and Kit Digital lead
Mar Baricó has been ARTIC's Chief Operating Officer since 2023: she coordinates projects and the team and is the agency's Holded and Kit Digital lead (Holded Solution Partner Gold). A law graduate with an MBA in Marketing, she is a ClickUp Expert and helps SMEs implement, automate and get support with Holded. She writes about Verifactu, e-invoicing, VAT and running an SME with Holded.
With the rest of the team
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