Holded is a business management platform that simplifies tasks like invoicing and contact management. With Relevance AI, you can elevate these processes through smart automation and AI-driven insights.
Holded streamlines business operations with its comprehensive management platform. Relevance AI amplifies this by enabling intelligent automation and AI Agents that optimize invoice handling and contact management.
Financial Intelligence Mastery
The AI agent gains comprehensive financial insights through automated reporting and real-time analytics capabilities
Predictive Business Intelligence
Harnesses real-time data analysis to forecast trends and identify optimization opportunities across operations
Workflow Automation Excellence
Seamlessly automates complex business processes through intelligent document processing and custom workflow creation
Relevance AI seamlessly integrates with Holded to enhance your business management workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Holded account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless connectivity between Holded's business management platform and Relevance AI, allowing you to automate invoice management, contact creation, and email communications. The integration uses secure OAuth authentication, ensuring only authorized workflows access your Holded data. Relevance AI handles API operations (like creating contacts, updating invoices, and sending emails) in the background—so you don’t have to worry about errors, formatting, or limits.
Key benefits include automated invoice management and updates, streamlined contact creation, integrated email communications, and secure API authentication. Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
