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Holded

The Holded connector enables easy and secure data synchronization between your application and your customers’ Holded accounts through unified data models.

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Authorization

The Holded connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
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.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "holded", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

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

API Reference
GET/resources/genericContactList and Search Holded Contacts
GET/resources/genericContact/:idRetrieve a Holded Contact
POST/resources/genericContactCreate a Holded Contact
PATCH/resources/genericContact/:idUpdate a Holded Contact
DEL/resources/genericContact/:idDelete a Holded Contact
Custom Fields
Supported
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

The Holded connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Holded Companies
GET/resources/genericCompany/:idRetrieve a Holded Company
POST/resources/genericCompanyCreate a Holded Company
PATCH/resources/genericCompany/:idUpdate a Holded Company
DEL/resources/genericCompany/:idDelete a Holded Company
Custom Fields
Supported
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

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

API Reference
GET/resources/genericUserList and Search Holded Users
GET/resources/genericUser/:idRetrieve a Holded User
POST/resources/genericUserCreate a Holded User
PATCH/resources/genericUser/:idUpdate a Holded User
DEL/resources/genericUser/:idDelete a Holded User
Custom Fields
Supported
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

The Holded connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Holded Workspaces
GET/resources/genericWorkspace/:idRetrieve a Holded Workspace
POST/resources/genericWorkspaceCreate a Holded Workspace
PATCH/resources/genericWorkspace/:idUpdate a Holded Workspace
DEL/resources/genericWorkspace/:idDelete a Holded Workspace
Custom Fields
Supported
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

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CRM

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

API Reference
GET/resources/crmOpportunityList and Search Holded Opportunities
GET/resources/crmOpportunity/:idRetrieve a Holded Opportunity
POST/resources/crmOpportunityCreate a Holded Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Holded Opportunity
DEL/resources/crmOpportunity/:idDelete a Holded Opportunity
Custom Fields
Supported
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

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

API Reference
GET/resources/crmPipelineList and Search Holded Pipelines
GET/resources/crmPipeline/:idRetrieve a Holded Pipeline
POST/resources/crmPipelineCreate a Holded Pipeline
PATCH/resources/crmPipeline/:idUpdate a Holded Pipeline
DEL/resources/crmPipeline/:idDelete a Holded Pipeline

view Pipeline model details

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

API Reference
GET/resources/crmStageList and Search Holded Stages
GET/resources/crmStage/:idRetrieve a Holded Stage
POST/resources/crmStageCreate a Holded Stage
PATCH/resources/crmStage/:idUpdate a Holded Stage
DEL/resources/crmStage/:idDelete a Holded Stage

view Stage model details

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

API Reference
GET/resources/crmEngagementList and Search Holded Engagements
GET/resources/crmEngagement/:idRetrieve a Holded Engagement
POST/resources/crmEngagementCreate a Holded Engagement
PATCH/resources/crmEngagement/:idUpdate a Holded Engagement
DEL/resources/crmEngagement/:idDelete a Holded Engagement
Custom Fields
Supported
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

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Accounting

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

API Reference
GET/resources/accountingInvoiceList and Search Holded Invoices
GET/resources/accountingInvoice/:idRetrieve a Holded Invoice
POST/resources/accountingInvoiceCreate a Holded Invoice
PATCH/resources/accountingInvoice/:idUpdate a Holded Invoice
DEL/resources/accountingInvoice/:idDelete a Holded Invoice

view Invoice model details

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

API Reference
GET/resources/accountingInvoiceItemList and Search Holded Invoice Items
GET/resources/accountingInvoiceItem/:idRetrieve a Holded Invoice Item
POST/resources/accountingInvoiceItemCreate a Holded Invoice Item
PATCH/resources/accountingInvoiceItem/:idUpdate a Holded Invoice Item
DEL/resources/accountingInvoiceItem/:idDelete a Holded Invoice Item

view Invoice Item model details

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Custom

Supported
Can’t find the unified model you need? The Holded connector supports your own custom model.

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Webhooks

The Holded connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
accountingInvoiceview event
accountingInvoiceItemview event
crmEngagementview event

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Proxy

Supported
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.