Integrate Stripe with Holded so that any new invoice created in Stripe automatically dumps from Holded
Javier Gonzalez
Currently, it could be carried out based on the integration with Zapier
Here we detail the steps to follow with an example and show it with a video
Example: A ZAP is created where you connect:
App1 Stripe - A Trigger is configured → example: New Invoice
App2 Holded - An Action is configured → example: Create New Invoice in Holded
Procedure to do it:
Go to Zapier > Zaps
Create a new Zap
Connect the Trigger App (the trigger) first. In this case it will be Stripe.
Choose the Stripe Event that will trigger: it can be a new Payment, a new Invoice, a new Contact, etc.
Connect the App where the Action will be generated, in this case Holded. Unlike Stripe, it will not be necessary to enter credentials, but to enter an Api Key. (The API Key can be generated in Holded > Configuration > More > Developers > New Api Key).
Choose the Event we want to create in Holded: create payment, create invoice, create a contact, etc.
Configure the Holded event fields with the fields indicated in the Stripe trigger.
Test the Zap
Publish the Zap so that it starts processing automatically
K
Kompanion
Hello Javier, nosotros tenemos la siguiente duda que queremos pregunta al equipo de Zapier pero os la enviamos para ver si la sabéis vosotros. Gracias
Hello Team,
I hope you're doing well.
Currently, we have a Zap setup where every Stripe transaction triggers the creation of either an invoice or a simplified invoice in our ERP system, Holded. To clarify:
Simplified Invoice: Used when customer details are not required, typically for individual transactions.
Invoice: Issued when the customer needs it for expenditure deductions.
Each invoice incurs a cost of 10 cents (due to 2 Zaps), and as a bookkeeping agency, we do this for our clients. We charge €35 per month per customer. However, we’ve noticed that some customers are generating up to 500 invoices a month, which costs us €50, far exceeding the €35 we charge them. This discrepancy has led us to pause the automation.
I was wondering if it’s possible to create one simplified invoice per week or day that sums up all Stripe transactions, rather than creating 500 separate invoices each month. Transactions that still require a detailed invoice would continue as usual.
Currently, we have 25 customers waiting for this automation, but we’re hesitant to proceed due to the costs involved.
Would you be able to assist us in setting this up?
Thank you for your help!
Best regards,