Improvements

Email integration within Holded. Possibility to receive/send mail from your external provider without leaving Holded. Holded will allow you to associate emails with Opportunities and Contacts

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

To be able to import directly to the OneDrive cloud in the same way as you can to Google Drive.

That the Holded API allows the Verifactu approval status to be explicitly mapped, so that it can be consulted directly if an invoice has been validated by the Tax Agency. It is currently only possible to set a document as approved or draft when creating it, but there is no endpoint that returns the actual validation status.

Add an action in the API that allows you to submit invoices to the SII and know if they are submitted, pending or submitted in error.

What this integration will allow us is a greater analysis of our data and to be able to obtain much more detailed and analytical reports.

To be able to choose and filter in the API Contacts GET, the date of creating and modifying contacts for more specific answers.

Be able to create electronic invoices via API and indicate DIR3 fields

Currently, when doing a GET of products, through the “type” field, we obtain information about the type of product it is. But with the manufactured product we do not obtain information about the type of product that is so that we can identify that it is a manufactured product.

Have an integration with the Fuell spending card as it currently exists with Pleo