Create Contact
Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
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Integrate Holded
with your AI CRM
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
Explore Triggers and Actions
Create Invoice
Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
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Delete Contact
Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.
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Delete Invoice
Permanently delete one invoice and its recorded payments; its document number is not reused.
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Find Contacts
Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
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Find Invoices
Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
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Get Contact
Return the complete profile of one contact by its Holded contact ID.
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Get Invoice
Return full details, lines, totals, and payment summary for one invoice by its Holded ID.
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Update Contact
Safely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
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Update Invoice
Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verified result.
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How the Holded integration works
The Holded integration connects your Dench AI CRM directly to Holded, so agents can read and act on your Holded data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through Holded's own authorization, scoped to the account you connect.
Set up Holded in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Holded and click Connect — you'll authorize access through Holded's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Holded in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Holded integration work with Dench?
The Dench Holded integration connects your AI CRM to Holded, so AI agents can work with your Holded data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Holded via Dench?
The Holded integration currently exposes 10 actions, including Create Contact, Create Invoice, Delete Contact, Delete Invoice, Find Contacts, and Find Invoices. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Holded to Dench?
No. You connect Holded from your Dench workspace using Holded's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Holded integration secure?
Connections are authorized through Holded's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Holded connection from your workspace settings at any time.