Connect Holded and Stripe to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Holded and Stripe together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Stripe invoices to Holded
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Stripe + Holded
Send new Stripe customers to Holded as contacts
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Stripe + Holded
Create sales invoices in Holded for new completed checkout sessions in Stripe
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Stripe + Holded
Send new Stripe payments as invoices in Holded
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Stripe + Holded
Create Holded purchase invoices from new Stripe payments
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Stripe + Holded
Create customers in Stripe for new contacts in Holded
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Holded + Stripe

Add new Stripe invoices to Holded

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Stripe + Holded

Send new Stripe customers to Holded as contacts

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Stripe + Holded

Create sales invoices in Holded for new completed checkout sessions in Stripe

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Stripe + Holded

Send new Stripe payments as invoices in Holded

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Stripe + Holded

Create Holded purchase invoices from new Stripe payments

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Stripe + Holded

Create customers in Stripe for new contacts in Holded

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Holded + Stripe

Create sales receipts in Holded for new payments in Stripe
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Stripe + Holded
Generate new Holded purchase invoices from new Stripe charges
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Stripe + Holded

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Zapier makes it easy to integrate Holded with Stripe - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Holded.

Add your action

An action happens after the trigger—such as "Cancel Subscription" in Stripe.

You’re connected!

Zapier seamlessly connects Holded and Stripe, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write

- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write

- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intents
  Required
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Polling
Try It
- Status
- Collection_method
- Customer ID
- Subscription ID
Trigger
Polling
Try It
- Products
Trigger
Polling
Try It
Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Subscription ID
  Required
Action
Write
- Mode
  Required
- Price ID
- Quantity
- Success URL
  Required
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- Price
  Required
- Quantity
  Required
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
Action
Write
- Name
  Required
- Description
- Image
- Tax_code
- Metadata
Action
Write
- Payment Link
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account ID
  Required
Action
Search
- Stripe Charge ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Customer ID
  Required
- Price ID
- Status
Action
Search

New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
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New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
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New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write
Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
Try It
New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Polling
Try It
Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
Try It
- Warning
- Payment ID
  Required
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
- Warning
- Amount
  Required
- Currency
  Required
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
Action
Write
- Product
  Required
- Price (in minor units, e.g. cents)
  Required
- Currency
  Required
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer ID
  Required
- Items
  Required
- Collection_method
  Required
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer ID
  Required
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Created after
- Created before
- Currency
- Payout ID
- Source ID
- Type
- Transactions before
- Transactions after
Action
Search
- Find by
- Query
  Required
Action
Search
- Payment Intent ID
  Required
Action
Search

For AI agents & developers

Use Holded and Stripe with AI agents and code

Beyond Zap workflows. Call Holded and Stripe actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Holded and Stripe actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Cancel Subscription

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Holded and Stripe actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* holded / stripe action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Holded and Stripe

Create payments for new Stripe charges

When a new charge is completed in Stripe, Zapier automatically creates a corresponding payment record in Holded, simplifying revenue tracking and ensuring financial records match. This automation reduces manual data entry time and helps maintain accuracy when high transaction volumes exist.

Business Owner

Try it

Notify about failed payments

When a payment attempt fails in Stripe, Zapier can notify the marketing team via email or Slack. This workflow helps the marketing team stay informed about potential revenue loss and proactively address customer retention strategies.

Marketing & Marketing Ops

Try it

Track sales orders as projects

When a new sales order is created in Holded, Zapier automatically creates a corresponding project in Holded’s project management module. This ensures sales orders are seamlessly integrated into your workflow and team members can track associated tasks and deliverables efficiently.

Project Management

Try it

Learn how to automate Stripe on the Zapier blog

Make work flow with AI

Level up your Holded to Stripe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Holded + Stripe integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Stripe

How do I connect my Holded account with Stripe for seamless data transfer?

To connect your Holded account with Stripe, you need to use our integration platform where you can set Stripe as a trigger, such as a new payment, and Holded as an action, like invoice creation. Follow the step-by-step guide in our platform to authenticate both accounts and select your desired triggers and actions.

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

Connect Holded and Stripe to power AI-driven automation

Launch your first automated workflow

Add new Stripe invoices to Holded

Send new Stripe customers to Holded as contacts

Create sales invoices in Holded for new completed checkout sessions in Stripe

Send new Stripe payments as invoices in Holded

Create Holded purchase invoices from new Stripe payments

Create customers in Stripe for new contacts in Holded

Add new Stripe invoices to Holded

Send new Stripe customers to Holded as contacts

Create sales invoices in Holded for new completed checkout sessions in Stripe

Send new Stripe payments as invoices in Holded

Create Holded purchase invoices from new Stripe payments

Create customers in Stripe for new contacts in Holded

Create sales receipts in Holded for new payments in Stripe

Generate new Holded purchase invoices from new Stripe charges

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Holded and Stripe with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Holded and Stripe

Create payments for new Stripe charges

Notify about failed payments

Track sales orders as projects

Learn how to automate Stripe on the Zapier blog

5 ways to automate Stripe with Zapier

Make work flow with AI

Frequently Asked Questions about Holded + Stripe integrations

Connect Holded to Stripe on the world's largest no-code automation platform