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 Holded + Relevance AI integration without writing code:
- Start with a clean Holded account: Organize your contacts and invoices with clear naming conventions and consistent data formats.
- Use pre-built actions: Relevance AI provides ready-to-use workflows for automating invoice management, contact creation, and email communications—perfect for quick setup.
- Connect securely: Ensure you use the correct OAuth credentials and permissions during the integration setup.
- Test before scaling: Execute automations on sample data first to prevent widespread issues.
- Monitor API usage: Keep an eye on rate limits and implement exponential backoff for retries to avoid throttling.
