Improvements

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.

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

Add the possibility of defining the CustomFields of contacts by API and also that they can be updated using the PUT.

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 video: https://www.loom.com/share/e23cc962089a490ba86f6a9243c1d13c

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

Offer other alternative automation tools to Zapier that are cheaper, such as Make or Pabbly Connect.

Automatically reflect the returns received through GoCardless, so that the invoice is in a Pending status

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