Connect Cling and Holded

Both apps 55Cling 26Holded 29

• Trigger
  Document Accepted

  Triggers when a Cling document is fully accepted (signed by all clients).

• Trigger
  Document Denied

  Triggers when a client denies a Cling document.

• Trigger
  Document Expired

  Triggers when a Cling document passes its expiration date.

• Trigger
  Document Sent

  Triggers when a Cling document is sent to its clients.

• Trigger
  New Document

  Triggers when a new document is created in Cling.

• Action
  Add project

  Creates a new project in Cling to group documents.

• Action
  Add template

  Creates a new document template in your Cling company.

• Action
  Create Client

  Creates a new client (end customer) in Cling that documents can be sent to.

• Action
  Create Document

  Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.

• Action
  Delete client

  Deletes a client (end customer) from your Cling account.

• Action
  Delete Document

  Deletes a Cling document by its ID.

• Action
  Delete project

  Deletes a project in Cling by its ID.

• Action
  Delete template

  Deletes a template from your Cling account.

• Action
  Get client

  Returns a single client (end customer) by its ID, including contact details, addresses and notes.

• Action
  Get Document

  Returns one Cling document by its ID, including its status and dates.

• Action
  Get project

  Returns a single Cling project by its ID, including its status, totals, clients and main document summary.

• Action
  Get template

  Returns a single Cling template by its ID.

• Action
  List Clients

  Returns the clients (end customers) in your Cling account.

• Action
  List documents

  Returns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.

• Action
  List projects

  Returns the projects in your Cling account, optionally filtered and sorted.

• Action
  List Templates

  Returns the document templates in your Cling account.

• Action
  Send Document

  Sends an existing Cling document to its clients for signing.

• Action
  Update client

  Updates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.

• Action
  Update document

  Updates a Cling document's status or assigned company user. Only the values you fill in are changed.

• Action
  Update project

  Updates an existing project's name or status in Cling.

• Action
  Update template

  Renames an existing Cling template.

• Trigger
  New Contact

  Triggers when a new contact is created in Holded.

• Trigger
  New Deal

  Triggers when a new deal (lead) is created in a Holded CRM funnel.

• Trigger
  New Purchase Invoice

  Triggers when a new purchase invoice is created in Holded.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created in Holded.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Holded.

• Trigger
  New Sales Receipt

  Triggers when a new sales receipt is created in Holded.

• Action
  Create Contact

  Creates a contact (customer, supplier or lead) in Holded.

• Action
  Create Credit Note

  Creates a credit note in Holded with its line items.

• Action
  Create Deal

  Creates a deal (lead) in a Holded CRM funnel.

• Action
  Create Employee

  Creates an employee in Holded.

• Action
  Create Event

  Creates a CRM event in Holded.

• Action
  Create Payment

  Creates a payment or collection in Holded.

• Action
  Create Product

  Creates a product in Holded.

• Action
  Create Purchase Invoice

  Creates a purchase invoice in Holded with its line items.

• Action
  Create Purchase Order

  Creates a purchase order in Holded with its line items.

• Action
  Create Quote

  Creates a quote (estimate) in Holded with its line items.

• Action
  Create Sales Invoice

  Creates a sales invoice in Holded for a contact, with its line items.

• Action
  Create Sales Order

  Creates a sales order in Holded with its line items.

• Action
  Create Sales Receipt

  Creates a sales receipt in Holded with its line items.

• Action
  Find Contact

  Finds Holded contacts by phone, mobile or custom reference ID.

• Action
  List contacts

  Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.

• Action
  List purchase invoices

  Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.

• Action
  List sales invoices

  Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.

• Action
  List sales orders

  Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.

• Action
  Mark Credit Note as Paid

  Records a payment against a credit note so it is marked as paid.

• Action
  Mark Invoice as Paid

  Records a payment against a sales invoice so it is marked as paid.

• Action
  Send Invoice

  Emails a sales invoice to the given recipients.

• Action
  Send Sales Receipt

  Emails a sales receipt to the given recipients.

• Action
  Update Contact

  Updates an existing Holded contact.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.