WorkspaceCustom integration

Holded Notion integration

Notion databases synced with Holded to manage clients, projects and orders.

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Holded

↔

Notion

Implementation time · 5-10 días laborables

Diagnosis

The problem

Modern teams live in Notion. Notion isn't an ERP, but users want to see commercial and accounting data there because it's where the work happens. Without integration: they copy data by hand every month, the databases go stale, the dashboards show old info, and nobody trusts what they see.

Proposal

The solution

Notion is where many remote-first teams live (docs, wikis, lightweight CRM, project management). Integrating Notion with Holded lets you have Notion databases that reflect Holded's financial and operational reality: clients with real billing, projects with payment status, orders with their accounting entry.

Scope

What we automate

Holded client, a record in Notion's 'Clients' database with key data
Invoice issued, a row in the 'Invoices' database with payment status and a link to the PDF
Holded project/opportunity, a Notion page with timeline and tasks
Payment status updated in real time (pending, overdue, paid)
Top clients by LTV calculated and reflected in a Notion dashboard
Comment in Notion with @holded creates a note on the Holded contact

Architecture

How we build it

Notion API v2 (Bearer token plus an Integration with permissions on specific databases). Holded API v2. Mapping of Notion properties to Holded fields in versioned code. Incremental sync by timestamp to avoid quotas. Flagged comments in Notion are synced to the Holded client.

flow.ts

webhook notion.event

→ queue.enqueue(jobId)

→ worker.handle() // idempotent

→ holded.api.call() // retries with backoff

→ log.emit({ status: 'ok' })

FAQ

Frequently asked questions

Does Notion replace Holded as the CRM?

No, but it can be the INTERFACE where your team consults it. The source of truth remains Holded (billing, contacts, entries). Notion shows a friendly view for teams that live there.

Does it support the Notion Free plan?

Yes, but with a limit on database size (Notion Free has 5 guests). For serious use in teams over 5 people, Plus or Business.

Bidirectional? Can I create a client from Notion?

Yes, optional. Creating a row in Notion's 'Clients' database can trigger creation in Holded. We enable it if it fits your flow; otherwise, sync goes Holded to Notion only (simpler).

What about the chart of accounts, entries and tax filings?

That does NOT go to Notion. Notion isn't an accounting tool and showing entries there is confusing. The integration reflects the commercial and operational side (clients, invoices, projects), not analytical accounting.

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