Holded for your voice agent

Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Holded and paste it on a secure page in Connected apps.
What it reads
4 actions, such as find Contacts, find Invoices and get Contact.
What it changes
6 actions, such as create Contact, create Invoice and update Contact.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 10. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Holded actions

Reads 4

  • Find Contacts
  • Find Invoices
  • Get Contact
  • Get Invoice

Changes 4

  • Create Contact
  • Create Invoice
  • Update Contact
  • Update Invoice

Deletes 2

  • Delete Contact
  • Delete Invoice

Holded setup

  1. Pasting a Holded API key

    Create an API key in Holded, choose Holded in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 10 actions the agent may use. Start with lookups and add the ones that change Holded when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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