ClickUp Holded

ClickUp + Holded Integrations

Put ClickUp + Holded to work with AI and enterprise-grade automation

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See the kind of workflows teams build with ClickUp and Holded below — describe the exact one you want above and the Agent builds it on demand.

ClickUp + Holded When a new sales invoice is issued in Holded, create a task in ClickUp.
Generate project tasks when deals are won When a deal is won in Holded, automatically create a project task in ClickUp to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in ClickUp, automatically update the deal stage in Holded to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in ClickUp, automatically log the activity in Holded on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with ClickUp and Holded?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for ClickUp and Holded

Everything ClickUp and Holded can do inside a workflow — the triggers that start one and the actions that run when it fires.

ClickUp Explore ClickUp →

ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.

Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.

Holded Explore Holded →

Holded is a business management ERP suite providing integrated tools for accounting, invoicing, project management, and CRM.

Triggers
New Contact

Triggers when a new contact is created

New Deal

Triggers when a new CRM Deal is created

New Sales Invoice

Triggers when a new sales invoice is created

New Purchase Invoice

Triggers when a new Purchase invoice is created

New Sales Order

Triggers when a new sales order is created

New Sales Receipt

Triggers when a new sales receipt has been created

Actions
Create Contact

Creates a Contact in Holded

Create Credit Note

Creates a credit note

Create Deal

Creates a new CRM Deal

Create Employee

Creates an Employee

Create Event

Creates a CRM Event in Holded

Create Sales Invoice

Creates a sales invoice

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about ClickUp + Holded

Is there a pre-built ClickUp + Holded automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ClickUp and Holded's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built ClickUp or Holded connector?

No. The Agent works whether or not ClickUp or Holded already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting ClickUp and Holded help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Holded automatically spin up project tasks?

Yes, when a deal is won or changes stages in Holded, you can instantly create initial project tasks in ClickUp.

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