Finance ยท CONNECTIONRun Holded invoicing, purchasing, contacts, inventory, accounting, treasury, CRM, projects and team from workflows.
Explore 300 workflow actions for Holded, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Required permission: sales:estimates.write Marks the estimate as accepted.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Approves a single credit note by setting its approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Approves a draft payslip: it stops being a draft and is posted to the ledger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Approves the proforma by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Approves the purchase by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Approves the purchase order by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-shipments.write Approves the purchase shipment by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Approves the receipt note by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Approves the sales order by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Approves the sales receipt by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Approves the waybill by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Approves the estimate by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Approves the invoice by setting the approval date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Archives a banking account, hiding it from active views while preserving its transaction history.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inbox:inbox.write Attaches an incoming document to an existing purchase document (purchase, purchase order, purchase refund, or receipt).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Approve multiple invoices in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Archives multiple contacts in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Cancels multiple invoices (facturas) in a single request; returns 207 when some could not be cancelled (e.g.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Permanently deletes multiple contacts in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Deletes up to 100 invoices in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:booking-services.write Cancels an existing booking.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Cancels a sales invoice, preventing further edits or payments.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Starts a new time tracking session for the employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Stops the current running time tracking session for the employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Converts an existing document into a new document of a different type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inbox:inbox.write Converts an incoming document into the purchase document its scan detected, with the data the scan extracted: supplier, dates, lines, taxes, totals and.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Creates a new banking account in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:booking-services.write Workflow: Always call GET /api/v2/booking-locations/{locationId}/slots first to retrieve available time slots.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Creates a new contact in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Creates a new contact group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Creates a new credit note for a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:funnels.write Creates a new funnel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Creates a new lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Creates a new note for a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Creates a new task for a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:daily-ledger.write Creates a new ledger entry (journal entry) in your accounting books.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Creates a new numbering series for a document type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payments.write Creates a new payment movement in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Records a payment against the credit note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Records a payment against a payslip that already exists, deducting the amount from its pending balance.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Records a payment against the purchase invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Records a payment against the receipt note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Records a payment against the sales receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Records a payment against the invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Creates a new manual payment method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:rates.write Creates a new price list (rate).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:products.write Creates a new product in your catalog.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:production-orders.write Creates a new production order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Creates a new proforma invoice for a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Creates a new project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Creates a new purchase invoice from a supplier.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Creates a new purchase order for a supplier.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Creates a new purchase refund (compra rectificativa).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-shipments.write Creates a new purchase shipment (albarรกn de compra).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Creates a new receipt note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Creates a new recurring invoice template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Creates a salary record (payroll) for an employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:sales-channels.write Creates a new sales channel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Creates a new sales order for a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Creates a new sales receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:services.write Creates a new service in your catalog.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: account:tags.write Creates a new tag in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Creates a new task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Creates a new project time tracking entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Creates a completed time tracking entry with start and end times.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-off.write Creates a new time off request (absence, holiday, vacation, sick leave, etc.) for the specified employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:warehouses.write Creates a new warehouse in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Creates a new waybill (delivery note) for a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:chart-of-accounts.write Creates a new accounting account in your chart of accounts.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:employees.write Creates a new employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Creates a new estimate (quote) for a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:events.write Creates a new CRM event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:expenses-accounts.write Creates a new expenses account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Creates a new sales invoice for an existing contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:cashflow.write Creates a new invoicing forecast linked to an existing estimate or purchase order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Creates one or multiple manual bank movements on a banking account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Creates payslips (nรณminas) in bulk for a collection of employees in a given liquidation period.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Permanently deletes a banking account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Permanently deletes a contact from your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Deletes an existing contact group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Permanently deletes a credit note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:funnels.write Deletes an existing funnel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Deletes an existing lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Deletes an existing task from a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:daily-ledger.write Permanently deletes a ledger entry (asiento contable) , the journal entry with all its debit/credit lines.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Permanently deletes a numbering series.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payments.write Permanently deletes a payment method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Removes a payment already registered against a payslip, returning its amount to the payslip's pending balance and moving paymentstatus back accordingly.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Deletes a manual payment method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Deletes a payslip (nรณmina).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:rates.write Deletes a price list (rate) by its unique identifier.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:products.write Permanently deletes a product from your catalog.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:production-orders.write Permanently deletes a production order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Permanently deletes a proforma invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Deletes an existing project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Deletes an existing project time tracking entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Permanently deletes a purchase invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Permanently deletes a purchase order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-shipments.write Permanently deletes a purchase shipment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Permanently deletes a receipt note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Permanently deletes a recurring invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Draft records are deleted permanently.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:sales-channels.write Permanently deletes a sales channel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Permanently deletes a sales order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Permanently deletes a sales receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:services.write Permanently deletes a service from your catalog.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: account:tags.write Deletes a tag from your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Deletes an existing task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:warehouses.write Permanently deletes a warehouse.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Permanently deletes a waybill.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:employees.write Deletes an existing employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Deletes an existing employee time tracking entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Permanently deletes an estimate.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:events.write Permanently deletes a CRM event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:expenses-accounts.write Permanently deletes an expenses account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Permanently deletes an incoming document and its associated files from the inbox.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Permanently deletes an invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:cashflow.write Permanently deletes an invoicing forecast.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:cashflow.write Replaces all editable fields of an existing invoicing forecast.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.read Returns invoices in your account whose document number matches the given value.
Required permission: accounting:banks.read Retrieves the full details of a single banking account by its unique identifier.
Required permission: crm:booking-services.read Returns a single booking identified by its unique ID.
Required permission: contacts:contacts.read Retrieves the full details of a single contact by its unique identifier.
Required permission: contacts:contacts.read Returns a single contact group by its ID.
Required permission: sales:invoices.read Retrieves the full details of a single credit note by its unique identifier.
Required permission: crm:funnels.read Returns a single funnel by its ID.
Required permission: crm:deals.read Returns a single lead by its ID.
Required permission: accounting:daily-ledger.read Retrieves a single ledger entry (asiento contable) by its ID, including every debit/credit line that makes up the entry.
Required permission: accounting:payments.read Retrieves the full details of a single payment record by its unique identifier.
Required permission: sales:invoicing-settings.read Returns a single configured payment method by its ID.
Required permission: accounting:payrolls.read Returns a single payslip with the breakdown the payroll engine computed for it: earning lines, deductions, employer contributions, the contribution.
Required permission: inventory:rates.read Retrieves the details of a single price list (rate) by its unique identifier.
Required permission: inventory:products.read Retrieves the full details of a single product by its unique identifier.
Required permission: inventory:production-orders.read Retrieves the full details of a single production order by its unique identifier.
Required permission: sales:proforms.read Retrieves the full details of a single proforma invoice by its unique identifier.
Required permission: projects:projects.read Returns a single project by its ID.
Required permission: projects:projects.read Returns the summary of a project by its ID.
Required permission: projects:projects.read Returns a single project time tracking entry by its ID.
Required permission: accounting:purchases.read Retrieves the full details of a single purchase invoice by its unique identifier.
Required permission: inventory:purchase-orders.read Retrieves the full details of a single purchase order by its unique identifier.
Required permission: accounting:purchases.read Retrieves the full details of a single purchase refund (compra rectificativa) by its unique identifier.
Required permission: inventory:purchase-shipments.read Retrieves the full details of a single purchase shipment by its unique identifier.
Required permission: sales:invoices.read Retrieves the full details of a single receipt note by its unique identifier.
Required permission: sales:invoices.read Retrieves the full details of a single recurring invoice by its unique identifier.
Required permission: accounting:remittances.read Retrieves the full details of a remittance by its unique identifier.
Required permission: accounting:payrolls.read
Required permission: sales:sales-channels.read Retrieves the details of a single sales channel by its unique identifier.
Required permission: inventory:sales-orders.read Retrieves the full details of a single sales order by its unique identifier.
Required permission: sales:receipts.read Retrieves the full details of a single sales receipt by its unique identifier.
Required permission: sales:services.read Retrieves the full details of a single service by its unique identifier.
Required permission: projects:projects.read Returns a single task by its ID.
Required permission: team:time-off.read Returns a single time off request (absence, holiday, vacation, sick leave, etc.) for the specified employee.
Required permission: inventory:warehouses.read Retrieves the details of a single warehouse by its unique identifier.
Required permission: inventory:shipments.read Retrieves the full details of a single waybill by its unique identifier.
Required permission: team:employees.read Returns all fields of the employee's active contract.
Required permission: team:employees.read Returns a single employee by its ID.
Required permission: team:time-tracking.read Returns a single employee time tracking entry by its ID.
Required permission: sales:estimates.read Retrieves the full details of a single estimate by its unique identifier.
Required permission: crm:events.read Retrieves the full details of a single CRM event by its unique identifier.
Required permission: accounting:expenses-accounts.read Retrieves the details of a single expenses account by its unique identifier.
Required permission: inbox:inbox.read Retrieves the full details of a single incoming document by its unique identifier.
Required permission: sales:invoices.read Retrieves the full details of a single invoice by its unique identifier.
Required permission: accounting:cashflow.read Returns the full details of a single invoicing forecast by its unique identifier.
Required permission: developers:usage.read Returns the current month API usage for the API.
Required permission: developers:usage.read Returns the current month API usage for the given type.
Required permission: crm:booking-services.read Returns available time slots for a specific service at a location on a given day.
Required permission: inventory:purchase-orders.read Returns the items that have already been received for this purchase order.
Required permission: sales:invoices.read Returns the occurrence schedule for a recurring invoice, including past converted, skipped, and future pending dates.
Required permission: accounting:payrolls.read Returns the defaults needed to create a salary record: the top-level result/counterpart account (defaultaccountingaccountid, e.g.
Required permission: inventory:sales-orders.read Returns the items that have already been shipped for this sales order.
Required permission: accounting:taxes.read Returns the ordered list of tax keys applicable for a given country and ecommerce section.
Required permission: inventory:products.read Returns the stock availability of a product, broken down into total, available, reserved and in-transit quantities across all warehouses, plus the.
Required permission: inventory:products.read Returns the stock in transit for a product, including per-document movement details.
Required permission: inventory:warehouses.read Returns the stock levels for all products stored in a specific warehouse.
Required permission: crm:booking-services.read Returns all booking locations for your account.
Required permission: crm:booking-services.read Returns a paginated list of bookings for your account.
Required permission: team:time-tracking.read Returns a paginated list of all employee time tracking entries for the account.
Required permission: team:employees.read Returns a paginated list of employees.
Required permission: crm:events.read Returns a paginated list of CRM events.
Required permission: accounting:expenses-accounts.read Returns the list of all expenses accounts in your account.
Required permission: crm:funnels.read Returns a paginated list of funnels.
Required permission: crm:deals.read Returns a paginated list of leads.
Required permission: inventory:products.read Returns a cursor-paginated list of products in your catalog.
Required permission: projects:projects.read Returns a paginated list of all project time tracking entries for the account.
Required permission: sales:sales-channels.read Returns the list of all sales channels in your account.
Required permission: account:tags.read Returns the complete list of tags configured in your account.
Required permission: projects:projects.read Returns a paginated list of tasks.
Required permission: accounting:taxes.read Returns the complete list of taxes configured in your account.
Required permission: team:time-off.read Returns time off requests (absences, holidays, vacations, sick leave, etc.) across all employees in the account, ordered by start date descending.
Required permission: inventory:warehouses.read Returns the list of all warehouses in your account.
Required permission: accounting:banks.read Returns a cursor-paginated list of ledger entries for a cash-type banking account.
Required permission: accounting:banks.read Returns a cursor-paginated list of raw bank movements for a banking account, with the bank-reported amount, balance after the movement, value date and.
Required permission: accounting:banks.read Returns a cursor-paginated list of banking accounts in your account.
Required permission: accounting:cashflow.read Returns Business Plan goals for the authenticated account, one row per accounting account, broken down by month.
Required permission: accounting:cashflow.read Returns the Business Plan scenarios configured for the authenticated account.
Required permission: accounting:chart-of-accounts.read Returns the list of all accounting accounts in your chart of accounts.
Required permission: contacts:contacts.read Returns a paginated list of contact groups.
Required permission: contacts:contacts.read Returns a paginated list of contacts in your account.
Required permission: sales:invoices.read Returns a paginated list of credit notes in your account.
Required permission: sales:estimates.read Returns a paginated list of estimates in your account.
Required permission: inbox:inbox.read Returns a cursor-paginated list of incoming documents in your inbox.
Required permission: sales:invoices.read Returns a paginated list of invoices in your account.
Required permission: accounting:cashflow.read Returns a cursor-paginated list of invoicing forecasts for the authenticated account.
Required permission: accounting:daily-ledger.read Returns a paginated list of ledger entries in your accounting books.
Required permission: sales:invoicing-settings.read Returns the list of all numbering series configured in your account, grouped by document type.
Required permission: sales:invoicing-settings.read Returns all payment methods configured for the account, including both manual methods (bank transfer, cash on delivery, cheque) and online.
Required permission: accounting:payments.read Returns the list of all payment methods configured in your account.
Required permission: accounting:payrolls.read Returns payslips ordered by creation (newest first).
Required permission: inventory:rates.read Lists all price lists (rates) of the authenticated account.
Required permission: inventory:production-orders.read Returns a paginated list of production orders in your account.
Required permission: sales:proforms.read Returns a paginated list of proforma invoices in your account.
Required permission: projects:projects.read Returns a paginated list of projects.
Required permission: inventory:purchase-orders.read Returns a paginated list of purchase orders in your account.
Required permission: accounting:purchases.read Returns a paginated list of purchase refunds in your account.
Required permission: inventory:purchase-shipments.read Returns a paginated list of purchase shipments in your account.
Required permission: accounting:purchases.read Returns a paginated list of purchase invoices in your account.
Required permission: sales:invoices.read Returns a paginated list of receipt notes for the account.
Required permission: sales:invoices.read Returns a paginated list of recurring invoices in your account.
Required permission: accounting:remittances.read Returns a paginated list of bank remittances for the account, filterable by direction (type), processing status, date range, treasury bank account,.
Required permission: accounting:payrolls.read Returns salary records ordered by creation (newest first).
Required permission: inventory:sales-orders.read Returns a paginated list of sales orders in your account.
Required permission: sales:receipts.read Returns a paginated list of sales receipts in your account.
Required permission: sales:services.read Returns a paginated list of services in your catalog.
Required permission: projects:projects.read Returns a paginated list of time tracking entries for a specific project.
Required permission: team:time-tracking.read Returns a paginated list of time tracking entries for a specific employee.
Required permission: team:time-off.read Returns time off requests (absences, holidays, vacations, sick leave, etc.) for the specified employee, ordered by start date descending.
Required permission: inventory:shipments.read Returns a paginated list of waybills in your account.
Required permission: team:time-tracking.write Pauses the current running time tracking session for the employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Registers the receipt of units for a purchase order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Reconciles a bank movement.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Marks the estimate as rejected.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Resumes a paused time tracking session for the employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.read Search for contacts by name.
Required permission: sales:invoices.write Sends the credit note by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Sends the proforma invoice by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Sends the purchase order by email to the supplier using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Sends the receipt note by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Sends the sales order by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Sends the sales receipt by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Sends the waybill by email to the contact using the template configured in your account settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Sends the estimate by email to the contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Sends the invoice by email to the contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Moves the credit note to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Moves the estimate to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Moves the invoice to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Moves the proforma invoice to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Moves the purchase order to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Moves the purchase invoice to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Moves the receipt note to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Moves the sales order to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Moves the sales receipt to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Moves the waybill to a specific pipeline stage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Marks the entire sales order as shipped.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Partially ships specific line items of a sales order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Marks a specific occurrence date of a recurring invoice as skipped so it will not be converted to an invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:banks.write Updates an existing banking account (manual or bank-connected).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:booking-services.write Updates the date/time and/or custom fields of an existing booking.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Replaces all mutable fields of an existing contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: contacts:contacts.write Updates an existing contact group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Replaces all mutable fields of an existing credit note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:funnels.write Updates an existing funnel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Updates an existing lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Updates an existing note for a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Updates the stage of an existing lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Updates an existing task for a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Updates an existing numbering series.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payments.write Updates an existing payment movement.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoicing-settings.write Updates an existing manual payment method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:rates.write Partially updates an existing price list (rate).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:products.write Replaces all mutable fields of an existing product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:production-orders.write Updates an existing production order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:proforms.write Replaces all mutable fields of an existing proforma invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Updates an existing project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Updates an existing project time tracking entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:purchases.write Replaces all mutable fields of an existing purchase invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-orders.write Replaces all mutable fields of an existing purchase order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:purchase-shipments.write Updates an existing purchase shipment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Replaces all mutable fields of an existing receipt note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Updates an existing recurring invoice, including its document fields (items, description, contact, date, tags, etc.) and its recurrence configuration.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:payrolls.write Setting isdraft from true to false finalizes the draft and posts it to the ledger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:sales-channels.write Updates an existing sales channel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Replaces all mutable fields of an existing sales order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:receipts.write Replaces all mutable fields of an existing sales receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:services.write Updates an existing service.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: projects:projects.write Updates an existing task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:warehouses.write Updates an existing warehouse.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Replaces all mutable fields of an existing waybill.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:employees.write Updates the active contract of an employee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:employees.write Updates basic personal data of an employee (name, email, phone, nationality, workplace, etc.).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-tracking.write Updates the start and end times of an existing time tracking entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:estimates.write Replaces all mutable fields of an existing estimate.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:events.write Updates an existing CRM event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: accounting:expenses-accounts.write Updates an existing expenses account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inbox:inbox.write Updates the details of an incoming document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: sales:invoices.write Replaces all mutable fields of an existing invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: crm:deals.write Updates the due date of an existing lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:sales-orders.write Updates the shipment tracking information for a sales order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:products.write Adjusts the stock level of a product in a specific warehouse.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: team:time-off.write Updates the end date of a time off request (absence, holiday, vacation, sick leave, etc.).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required permission: inventory:shipments.write Updates the shipment tracking information for a waybill.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Holded. A saved workflow is not a completed provider action.
