STEP 1
Connect Bill and Holded
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bill and Holded Integration
Build finance workflows between Bill and Holded on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bill and Holded
Detailed info you need to know about Bill and Holded integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Holded
Set up your Bill and Holded integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Holded nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bill and Holded. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Holded work in WEXTL?
WEXTL exposes actions and triggers for Bill and Holded that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bill triggersHolded actions
Bill modules
- Cancel a PaymentCancels a payment using its unique ID.
- Create a BillCreates a new bill for a vendor.
- Create a CustomerCreates a new customer in the system.
- Create an InvoiceCreates an invoice for a customer.
- Create a PaymentCreates a payment in the system.
- Create a VendorCreates a new vendor.
- Get a BillRetrieves a bill by its ID.
- Get a CustomerRetrieves a customer's details from the service.
- Get an InvoiceRetrieves an invoice from the system.
- Get a PaymentRetrieves a payment from the service.
- Get a VendorRetrieves a vendor's details.
- List Bill DocumentsRetrieves all bill documents from the service.
- List BillsRetrieves a list of all bills.
- List CustomersLists all customers.
- List InvoicesLists all invoices.
- List PaymentsLists all payments.
- List UsersLists all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's information in the system.
- Update an InvoiceUpdates an invoice with new information.
- Update a VendorUpdates a vendor's information in the system.
- Upload a Bill DocumentUploads a bill document to the specified location.
- Watch BillsTriggers when a new bill is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when a new payment is made.
Holded modules
- Accept an EstimateMarks an estimate as accepted.
- Approve a Credit NoteApproves a credit note.
- Approve an EstimateApproves an estimate.
- Approve an InvoiceApproves an invoice.
- Approve a PayslipApproves a payslip.
- Approve a ProformaApproves a proforma.
- Approve a PurchaseApproves a purchase.
- Approve a Purchase OrderApproves a purchase order.
- Approve a Purchase ShipmentApproves a purchase shipment.
- Approve a Receipt NoteApproves a receipt note.
- Approve a Sales OrderApproves a sales order.
- Approve a Sales ReceiptApproves a sales receipt.
- Approve a WaybillApproves a waybill.
- Archive a Banking AccountArchives a banking account.
- Attach a File to a ContactAttaches a file to a contact.
- Attach a File to a Credit NoteAttaches a file to a credit note.
- Attach a File to an EstimateAttaches a file to an estimate.
- Attach a File to an InvoiceAttaches a file to an invoice.
- Attach a File to a ProformaAttaches a file to a proforma.
- Attach a File to a PurchaseAttaches a file to a purchase.
- Attach a File to a Purchase OrderAttaches a file to a purchase order.
- Attach a File to a Receipt NoteAttaches a file to a receipt note.
- Attach a File to a Sales OrderAttaches a file to a sales order.
- Attach a File to a Sales ReceiptAttaches a file to a sales receipt.
- Attach a File to a WaybillAttaches a file to a waybill.
- Attach Incoming Document to a DocumentAttaches an incoming document to a document.
- Bulk Approve InvoicesApproves invoices in bulk.
- Bulk Archive ContactsArchives contacts in bulk.
- Bulk Cancel InvoicesCancels invoices in bulk.
- Bulk Delete ContactsDeletes contacts in bulk.
- Bulk Delete InvoicesDeletes invoices in bulk.
- Cancel a BookingCancels a booking.
- Cancel an InvoiceCancels an invoice.
- Clock in an EmployeeClocks in an employee.
- Clock Out an EmployeeClocks out an employee.
- Convert a Document to Another TypeConverts a document to another type.
- Convert Incoming Document into a Purchase DocumentConverts an incoming document into a purchase document.
- Create a Banking AccountCreates a banking account.
- Create a BookingCreates a booking.
- Create a ContactCreates a contact.
- Create a Contact GroupCreates a contact group.
- Create a Credit NoteCreates a credit note.
- Create a FunnelCreates a funnel.
- Create a LeadCreates a lead.
- Create a Lead NoteCreates a lead note.
- Create a Lead TaskCreates a lead task.
- Create a Ledger EntryCreates a ledger entry.
- Create an Accounting AccountCreates an accounting account.
- Create an EmployeeCreates an employee.
- Create an EstimateCreates an estimate.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Holded integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bill and Holded.
Connect your Bill and Holded accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bill's "Watch Bills" fires, WEXTL can "Accept an Estimate" in Holded. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Holded has 360 actions (including Accept an Estimate, Approve a Credit Note, and Approve an Estimate). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bill-to-Holded automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bill (or Holded) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bill + Holded automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bill and Holded integration.
- Bill and Holded integration source code, module specs and credentials implementation.
- Our Bill and Holded integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Holded — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Bill integration information
- Holded integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library