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Holded

Holded is a cloud-based invoicing software that helps small and medium-sized businesses grow smoothly. With Forms Bridge you can get your WordPress forms connected to your Holded account and convert web visitors to CRM leads or receive quotations and sell orders of your products directly from your website.

Holded quotes page example

The addon

The Holded’s API is organized around REST, so the addon works with a modified version of the generic REST API bridge of Forms Bridge. In addition, the addon comes with a suit of templates and workflow jobs to bridge your WordPress forms to the resources like CRM leads, quotations, sell orders and meetings.

Backend

To configure the Holded REST API as a backend to be used on your form bridges you will need to generate an API key going to Configuration > API on your Holded account. The key requires a name. You can set it to “Forms Bridge”, for example, or any other name that clearly identify it.

The key value should looks something like this 467l843ipcq359r782aga5zdnux. Copy the value, go to the General settings page and open the backends panel. Add a new backend with “Holded API” as name and https://api.holded.com as the base URL.

Once registered, on the headers table add a header with key as name and the API key as the value. Now you have your backend ready to use.

You can achieve the same result using the template wizard with one of the addon’s template.

Bridges

The addon’s bridge is an extension of the REST API. Because of this they looks so similar. Like the REST API bridge, the addon’s bridge requires, in addition to the common fields (name, backend, form) an endpoint and an HTTP method.

The bridge endpoint have to exists on the Holded API. To get a comprehensive list of the available endpoints you can check the official documentation. For example, to get your contact form bridges to the contacts module, you have to set the bridge endpoint to /api/invoicing/v1/contacts.

The bridge allows you to use 4 HTTP methods (GET, POST, PUT, DELETE). In most cases you only want to use the POST method as it is the standard method to write entries on a system through a REST API.

Templates

The addon comes packed with the following templates:

  • Appointments 🔎
    Appointments form template. The resulting bridge will convert form submissions into events on the calendar linked to new contacts.

  • Company Contacts 🔎
    Contact form for companies template. The resulting bridge will convert form submissions into new companies linked to contacts.

  • Company Leads 🔎
    Lead form template. The resulting bridge will convert form submissions into leads linked to new companies.

  • Contacts 🔎
    Contact form template. The resulting bridge will convert form submissions into contacts.

  • Leads 🔎
    Lead form template. The resulting bridge will convert form submissions into leads linked to new contacts.

  • Product Company Quotations 🔎
    Product quotations form template. The resulting bridge will convert form submissions into quotations linked to new companies.

  • Product Quotations 🔎
    Product quotations form template. The resulting bridge will convert form submissions into quotations linked to new contacts.

  • Service Company Quotations 🔎
    Service quotations form template. The resulting bridge will convert form submissions into quotations linked to new companies.

  • Service Quotations 🔎
    Service quotations form template. The resulting bridge will convert form submissions into quotations linked to new contacts.

Workflow jobs

The addon comes packed with the following workflow jobs: