Holded
Authorization
OAuth
OAuth
genericContact::create
, genericUser::list
).✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection
View our step-by-step integration guideWhitelabel
You can choose to provide your own set of
clientId
and clientSecret
for this
connector from the Morph Cloud dashboard; allowing a fully whitelabled experience
for your end-customers.Try a live demo of Holded connection ✨
Try a live demo of Holded connection ✨
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.
Models
Generic
Contact
Contact
The Holded connector seamlessly integrates with our unified genericContact
model, enabling you to manage Contacts with rich data including firstName
, lastName
, phoneNumber
, email
and other key details
GET | /resources/genericContact | List and Search Holded Contacts |
GET | /resources/genericContact/:id | Retrieve a Holded Contact |
POST | /resources/genericContact | Create a Holded Contact |
PATCH | /resources/genericContact/:id | Update a Holded Contact |
DEL | /resources/genericContact/:id | Delete a Holded Contact |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view Contact model details
Company
Company
The Holded connector seamlessly integrates with our unified genericCompany
model, enabling you to manage Companies with rich data including name
and other key details
GET | /resources/genericCompany | List and Search Holded Companies |
GET | /resources/genericCompany/:id | Retrieve a Holded Company |
POST | /resources/genericCompany | Create a Holded Company |
PATCH | /resources/genericCompany/:id | Update a Holded Company |
DEL | /resources/genericCompany/:id | Delete a Holded Company |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view Company model details
User
User
The Holded connector seamlessly integrates with our unified genericUser
model, enabling you to manage Users with rich data including firstName
, lastName
, email
and other key details
GET | /resources/genericUser | List and Search Holded Users |
GET | /resources/genericUser/:id | Retrieve a Holded User |
POST | /resources/genericUser | Create a Holded User |
PATCH | /resources/genericUser/:id | Update a Holded User |
DEL | /resources/genericUser/:id | Delete a Holded User |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view User model details
Workspace
Workspace
The Holded connector seamlessly integrates with our unified genericWorkspace
model, enabling you to manage Workspaces with rich data including name
and other key details
GET | /resources/genericWorkspace | List and Search Holded Workspaces |
GET | /resources/genericWorkspace/:id | Retrieve a Holded Workspace |
POST | /resources/genericWorkspace | Create a Holded Workspace |
PATCH | /resources/genericWorkspace/:id | Update a Holded Workspace |
DEL | /resources/genericWorkspace/:id | Delete a Holded Workspace |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view Workspace model details
CRM
Opportunity
Opportunity
The Holded connector seamlessly integrates with our unified crmOpportunity
model, enabling you to manage Opportunities with rich data including name
, amount
, currency
, pipeline
, stage
and other key details
GET | /resources/crmOpportunity | List and Search Holded Opportunities |
GET | /resources/crmOpportunity/:id | Retrieve a Holded Opportunity |
POST | /resources/crmOpportunity | Create a Holded Opportunity |
PATCH | /resources/crmOpportunity/:id | Update a Holded Opportunity |
DEL | /resources/crmOpportunity/:id | Delete a Holded Opportunity |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view Opportunity model details
Pipeline
Pipeline
The Holded connector seamlessly integrates with our unified crmPipeline
model, enabling you to manage Pipelines with rich data including name
, stages
and other key details
GET | /resources/crmPipeline | List and Search Holded Pipelines |
GET | /resources/crmPipeline/:id | Retrieve a Holded Pipeline |
POST | /resources/crmPipeline | Create a Holded Pipeline |
PATCH | /resources/crmPipeline/:id | Update a Holded Pipeline |
DEL | /resources/crmPipeline/:id | Delete a Holded Pipeline |
view Pipeline model details
Stage
Stage
The Holded connector seamlessly integrates with our unified crmStage
model, enabling you to manage Stages with rich data including pipeline
, name
, type
and other key details
GET | /resources/crmStage | List and Search Holded Stages |
GET | /resources/crmStage/:id | Retrieve a Holded Stage |
POST | /resources/crmStage | Create a Holded Stage |
PATCH | /resources/crmStage/:id | Update a Holded Stage |
DEL | /resources/crmStage/:id | Delete a Holded Stage |
view Stage model details
Engagement
Engagement
The Holded connector seamlessly integrates with our unified crmEngagement
model, enabling you to manage Engagements with rich data including type
, direction
, status
, title
, description
and other key details
GET | /resources/crmEngagement | List and Search Holded Engagements |
GET | /resources/crmEngagement/:id | Retrieve a Holded Engagement |
POST | /resources/crmEngagement | Create a Holded Engagement |
PATCH | /resources/crmEngagement/:id | Update a Holded Engagement |
DEL | /resources/crmEngagement/:id | Delete a Holded Engagement |
The Holded connector supports our
Field Mapping
feature, enabling you or your customers to seamlessly map Holded Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.view Engagement model details
Accounting
Invoice
Invoice
The Holded connector seamlessly integrates with our unified accountingInvoice
model, enabling you to manage Invoices with rich data including number
, customer
, company
, issueDate
, dueDate
and other key details
GET | /resources/accountingInvoice | List and Search Holded Invoices |
GET | /resources/accountingInvoice/:id | Retrieve a Holded Invoice |
POST | /resources/accountingInvoice | Create a Holded Invoice |
PATCH | /resources/accountingInvoice/:id | Update a Holded Invoice |
DEL | /resources/accountingInvoice/:id | Delete a Holded Invoice |
view Invoice model details
Invoice Item
Invoice Item
The Holded connector seamlessly integrates with our unified accountingInvoiceItem
model, enabling you to manage Invoice Items with rich data including description
, quantity
, unitPrice
, amount
, taxRate
and other key details
GET | /resources/accountingInvoiceItem | List and Search Holded Invoice Items |
GET | /resources/accountingInvoiceItem/:id | Retrieve a Holded Invoice Item |
POST | /resources/accountingInvoiceItem | Create a Holded Invoice Item |
PATCH | /resources/accountingInvoiceItem/:id | Update a Holded Invoice Item |
DEL | /resources/accountingInvoiceItem/:id | Delete a Holded Invoice Item |
view Invoice Item model details
Custom
Can’t find the unified model you need? The Holded connector supports your own custom model.
Webhooks
Events Subscription
Events Subscription
Models | Created | Updated | Deleted | API Reference |
---|---|---|---|---|
genericContact | view event | |||
genericCompany | view event | |||
genericUser | view event | |||
genericWorkspace | view event | |||
crmOpportunity | view event | |||
crmPipeline | view event | |||
crmStage | view event | |||
accountingInvoice | view event | |||
accountingInvoiceItem | view event | |||
crmEngagement | view event |
Proxy
The Holded connector supports our
Proxy Request
feature, allowing you to directly
call any endpoints from Holded’s public API without needing to handle authentication.
Your customer’s token will be automatically set and refreshed as needed, enabling
quick implementation of custom connector behaviors. View API Reference.