Improvements

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

In calls that return documents right now, the shipping address is received as follows: “ShippingData”: “First Name Last Name, Address 28, City, 00000, Country, PA, Province”, It would be nice to receive this information in a structured way so that we can work on it in a better way: “ShippingData”: { “name”: “Name”, “surname”: “Last name”, “street”: “Address 28", “city”: “City”, “PostalCode”: “00000", “country”: “Country”, “CountryISO”: “PA”, “province”: “Province”, }

Email integration within Holded. Possibility to receive/send mail from your external provider without leaving Holded. Holded will allow you to associate emails with Opportunities and Contacts

What this integration will allow us is a greater analysis of our data and to be able to obtain much more detailed and analytical reports.

That it is possible to add a “title” line with the summarized amount, when creating a document by API, as well as on the platform.

Currently, it could be carried out based on the integration with Zapier Here we detail the steps to follow with an example and show it with a video Example: A ZAP is created where you connect: App1 Stripe - A Trigger is configured → example: New Invoice App2 Holded - An Action is configured → example: Create New Invoice in Holded Procedure to do it: Go to Zapier > Zaps Create a new Zap Connect the Trigger App (the trigger) first. In this case it will be Stripe. Choose the Stripe Event that will trigger: it can be a new Payment, a new Invoice, a new Contact, etc. Connect the App where the Action will be generated, in this case Holded. Unlike Stripe, it will not be necessary to enter credentials, but to enter an Api Key. (The API Key can be generated in Holded > Configuration > More > Developers > New Api Key). Choose the Event we want to create in Holded: create payment, create invoice, create a contact, etc. Configure the Holded event fields with the fields indicated in the Stripe trigger. Test the Zap Publish the Zap so that it starts processing automatically video: https://www.loom.com/share/e23cc962089a490ba86f6a9243c1d13c

To be able to choose and filter in the API Contacts GET, the date of creating and modifying contacts for more specific answers.

Add the NIF and email as 'query params' in the LIST contacts filters.

Be able to connect marketplaces in Canada, Mexico and Australia.