Holded Notion Integration
Sync Holded with Notion automatically - contacts, invoices, products, and projects always up to date, no coding needed
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The Holded Notion integration lets you pull live business data directly from your Holded account into Notion using Note API Connector. Holded brings invoicing, accounting, CRM, projects, and team management into one platform, and this integration keeps your Notion databases in sync with your contacts, invoices, products, and projects automatically.
With Note API Connector you can sync Holded with Notion on a fully automated schedule (hourly, daily, or at custom intervals) without writing a single line of code. Connect your Holded API key, choose a Notion database, map the contact, invoice, and project fields visually, and your Holded data flows into Notion on autopilot from that point forward.
How to connect Holded to Notion
Connect your Notion workspace
Click Connect to Notion, authorize Note API Connector, and select the pages and workspace where your Holded data should appear.
Get your Holded API key and connect
In Holded, click Configuration in the top bar, then API, and click Add API Token. Choose the permissions the key needs and copy the generated code. In Note API Connector, click Create Request, paste your Holded API endpoint URL, open the Headers tab, and add a header named key with your API key as the value. Give your request a name, then click Run.
Choose your data and map fields
In the Response Field Mapping screen, select which Holded fields to include - such as contact name, invoice total, product price, or project status - and map each one to a Notion property. You can match existing properties, create new ones, or set the field type. Click Save & Import when you're done.
Set your sync schedule and go live
Enable Auto Schedule and choose your refresh interval. Your Holded data will sync with Notion automatically from that point forward, with no manual refreshes needed.
⏱ Hourly / Daily / Custom
What Holded data can you sync with Notion?
Use these Holded API endpoints directly in Note API Connector. Each one can be mapped to a separate Notion database.
All contact and customer records with name, email, tax ID, and billing address. Build a searchable customer database directly inside Notion.
https://api.holded.com/api/invoicing/v1/contacts
Invoices with line items, total, due date, and payment status. Build a finance tracker or revenue dashboard in Notion.
https://api.holded.com/api/invoicing/v1/documents/invoice
Estimates with line items, total amount, and status. Track proposals and win rates in a Notion database.
https://api.holded.com/api/invoicing/v1/documents/estimate
Your product and service catalog with pricing, stock, and SKU. Sync your Holded catalog into Notion for easy reference.
https://api.holded.com/api/invoicing/v1/products
Projects with status, client, and budget. Build a live project tracker in Notion.
https://api.holded.com/api/projects/v1/projects
Team members with name, email, and role. Reference employee records when organizing project assignments in Notion.
https://api.holded.com/api/team/v1/employees
See how it works
Why sync Holded with Notion?
Always up to date
Scheduled sync runs automatically. Your Notion database reflects live Holded data without any manual work.
No coding required
Point, click, and map fields. Connect Holded to Notion in minutes without any programming knowledge.
Custom schedule
Choose hourly, daily, or custom intervals. You control exactly when Notion pulls fresh data from Holded.
Conclusion
With Note API Connector, setting up a complete Holded Notion integration takes minutes, not days. Your contact, invoice, and project data sync automatically into Notion on your chosen schedule, with no code and no manual copy and paste.
Whether you are building a live finance dashboard, a customer database for your team, or a project tracker for client work, connecting Holded to Notion gives you the flexibility of Notion's interface with the accuracy of your business data.
Frequently Asked Questions
Yes. Holded provides a REST API that exposes contacts, invoices, estimates, products, projects, and employees across its invoicing, CRM, projects, and team modules. Note API Connector connects to this API using an API key to pull your Holded data into Notion on a scheduled basis.
In Holded, click Configuration, then API, and click Add API Token to generate a key with the permissions you need. In Note API Connector, connect your Notion workspace, click Create Request, paste a Holded API endpoint URL, open the Headers tab, and add a header named key with your API key as the value. Select your Notion database, map the fields visually, and run the import.
Yes. Enable Auto Schedule in Note API Connector and choose your refresh interval: hourly, daily, or custom. Your Holded data will sync with Notion automatically on that schedule with no manual action required.
Holded stores invoices, estimates, credit notes, and other paperwork as a single Documents resource, so the API URL includes a document type such as invoice or estimate to tell Holded which kind of record to return. Swap the document type in the endpoint URL to sync a different document type into its own Notion database.
You can sync contacts, invoices, estimates, products, projects, and employees. Each Holded API endpoint can be mapped to a separate Notion database, so you can build a complete finance, CRM, and project overview inside Notion.
No. Note API Connector is a no-code tool. You paste your Holded API endpoint URL, add your API key as a header, select your Notion database, and map fields visually using the response field mapping view. No programming knowledge is needed.
Yes. Note API Connector uses your Holded API key for read-only data access. Your credentials are never stored in plain text, and Note API Connector never writes or modifies any data in your Holded account.
