STEP 1
Connect Capium 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.
Capium and Holded Integration
Build finance workflows between Capium 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 Capium and Holded
Detailed info you need to know about Capium and Holded integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capium to Holded
Set up your Capium and Holded integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capium 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 Capium and Holded. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capium and Holded work in WEXTL?
WEXTL exposes actions and triggers for Capium 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.
Capium triggersHolded actions
Capium modules
- Create a CommunicationCreates a new communication thread with another user in the account.
- Create a ContactCreates a new contact record associated with a company.
- Create an ExpenseCreates a new expense entry for a company.
- Create an InvoiceCreates a new invoice for a company.
- Create an ItemAdds a new billable item to a company's item catalogue.
- Create a PaymentRecords a new payment against a company account.
- Create a ReceiptCreates a new receipt record for a company.
- Create a TicketCreates a new support ticket in the company's help desk.
- Delete a ContactPermanently deletes a contact record from a company.
- Delete an ExpensePermanently deletes an expense record by its ID.
- Delete an InvoicePermanently deletes an invoice by its ID.
- Delete an ItemPermanently removes an item from a company's item catalogue.
- Delete a User PictureRemoves the profile picture for a specified user.
- Get a CommunicationRetrieves a single communication thread by its ID.
- Get a CompanyRetrieves the details of a company by its ID.
- Get a ContactRetrieves the details of a single contact by its ID.
- Get an ExpenseRetrieves the details of a single expense record by its ID.
- Get an InvoiceRetrieves the details of an invoice by its ID.
- Get an ItemRetrieves the details of a single item from a company's catalogue.
- Get a PaymentRetrieves the details of a single payment record by its ID.
- Get a ReceiptRetrieves a single receipt record by its ID.
- Get a TicketRetrieves the details of a support ticket by its ID.
- Get UserRetrieves the profile of the currently authenticated user.
- Get User CompanyRetrieves the company the currently authenticated user is associated with.
- List CommunicationsReturns a paginated list of communication threads for the current user.
- List Communication UsersReturns all users the current user is permitted to start a communication with.
- List CompaniesReturns a paginated list of companies accessible to the authenticated user.
- List Company UsersReturns all users belonging to a specified company.
- List ContactsReturns a paginated list of contacts for a company.
- List ExpensesReturns a paginated list of expense records for a company.
- List InvoicesReturns a paginated list of invoices for a company.
- List ItemsReturns a paginated list of items in a company's catalogue.
- List PaymentsReturns a paginated list of payment records for a company.
- List ReceiptsReturns a paginated list of receipt records for a company.
- List TicketsReturns a paginated list of support tickets for a company.
- List UsersReturns a paginated list of users accessible to the authenticated account.
- Make an API CallPerforms an arbitrary authorized API request to the Capium API.
- Recover User PasswordSends a password recovery email to the specified user account.
- Reply to a CommunicationPosts a reply to an existing communication thread.
- Reply to a TicketPosts a reply to an existing support ticket.
- Send InvoicesSends one or more invoices to their respective customers via email.
- Update a ContactUpdates the details of an existing contact record.
- Update an ExpenseUpdates the details of an existing expense record.
- Update an InvoiceUpdates the details of an existing invoice.
- Update an ItemUpdates the details of an existing item in a company's catalogue.
- Update a UserUpdates the profile details of a specified user.
- Watch CommunicationsTriggers when a new communication thread is created.
- Watch ContactsTriggers when a new contact is created or an existing one is updated.
- Watch ExpensesTriggers when a new expense record is created or an existing one is updated.
- Watch InvoicesTriggers when a new invoice is created or an existing one is updated.
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 Capium 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 Capium and Holded.
Connect your Capium 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 Capium's "Watch Communications" fires, WEXTL can "Accept an Estimate" in Holded. Capium has 9 triggers (including Watch Communications, Watch Contacts, and Watch Expenses); 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. Capium-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 Capium (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 Capium + 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 Capium and Holded integration.
- Capium and Holded integration source code, module specs and credentials implementation.
- Our Capium and Holded integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capium 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.
- Capium integration information
- Holded integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library