Add Holded to your AI agent
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
- Things your agent can do in Holded
- 10
Things your AI can do in Holded
Your FormWise AI can handle any of these in Holded — on its own, without you needing to click a button.
Create Contact
Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
Create Invoice
Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
Delete Contact
Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.
Delete Invoice
Permanently delete one invoice and its recorded payments; its document number is not reused.
Find Contacts
Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
Find Invoices
Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
Get Contact
Return the complete profile of one contact by its Holded contact ID.
Get Invoice
Return full details, lines, totals, and payment summary for one invoice by its Holded ID.
Update Contact
Safely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
Update Invoice
Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verified result.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Holded is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Holded, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Holded for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Holded work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Holded to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Holded in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Holded.
- 3
Hit "Connect"
Click "Connect Holded" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Holded
Build a quick AI Agent (it's like writing instructions, not code), and pick the Holded actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Holded for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Holded workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Holded users had before signing up
Do I need to know how to code?
Not even a little. If you can use Holded today, you can set this up. You'll connect Holded, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Holded login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Holded or delete everything any time.
What happens when Holded updates their app?
We handle it. When Holded adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Holded takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Holded — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Holded on FormWise
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
Connect Holded once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Holded work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Holded? Take a look at www.holded.com.
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Stop doing the Holded work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.