Synchronize invoices and one-off payments from your app with Holded via Zapier to automate revenue accounting management.
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Prerequisites:
Have your Spacebring account activated.
Create your Holded account and set up your organization profile.
Be sure that all invoices are created correctly with the appropriate prices and all other data.
Be sure that you have invoices created in the location before trying to synchronize them to Holded.
Sync invoices to Holded
Configure Zapier trigger
Log in to Zapier and press "Create Zap."
On the "Trigger" step, select Spacebring among other apps > choose the "New Issued Invoice" event > press "Continue".
Select the location > press "Continue"
Continue and test your trigger. While testing a trigger, Zapier will find a recent issued invoices in organization in your account. Select them and proceed further.
Configure Zapier action
Select Holded app in the Event.
Choose "Create Sales Invoice" in the "Action event" field.
Sign in to your Holded account and verify it.
Press "Continue".
Fill out the required information and test.
Sync one-off payments to Holded
Configure Zapier trigger
Log in to Zapier and press "Create Zap."
On the "Trigger" step, select Spacebring among other apps > choose the "New Desk Booking" (for example) > press "Continue".
Select the location > press "Continue"
Continue and test your trigger. While testing a trigger, Zapier will find a recent desk booking made in organization in your account. Select them and proceed further.
Configure Zapier action
Select Holded app in the Event.
Choose "Create Sales Receipt" in the "Action event" field.
Sign in to your Holded account and verify it.
Press "Continue".
Fill out the required information and test.
Explore more opportunities with other Zapier triggers & actions
New room booking (for synchronizing monetary payments for room bookings).
New event ticket (for synchronizing monetary payments for event tickets).
New order (for synchronizing monetary payments for orders made in shop).
New company (for synchronizing companies to Holded).
New member (for synchronizing members to Holded).