Holded Projects Component

Holded Projects Component connects your flow to the projects module of your Holded account. With a single component you can work with your projects, with each project’s tasks, and with the time the team logs against them.

It is useful when projects come out of another process, for example an accepted quote, or when you want time logged without anyone having to open Holded.

When to use it

A customer accepts a quote and you want to create their project in Holded with its first tasks.
You want a weekly report with the time logged against each project.
An AI agent receives work reports by chat and logs the time against the right project.
A project is cancelled and you want to delete it from Holded.

Configuration

You need a Holded Task API credential with your Holded account’s API key. See Credentials.

Field	What it does
Credential (required)	The Holded Task API credential used to access your account.
Resource	The kind of data you work with: `Projects`, `Tasks` or `Time Tracking`. Default: `Projects`.
Operation	What you do with that data. The list changes with the chosen Resource. See Resources and operations.

When you choose the resource and the operation, the component shows only the fields that operation needs. All of them are required unless stated otherwise.

Resources and operations

Projects

Operation	What it does	Fields
`List`	Returns all projects.
`Create`	Creates a project.	Project Name
`Get`	Returns one project.	Project ID
`Update`	Renames a project.	Project ID, Project Name
`Delete`	Deletes a project.	Project ID

Tasks

Operation	What it does	Fields
`List`	Returns all tasks.
`Create`	Creates a task in a project.	Project Id, Task Name
`Get`	Returns one task.	Task ID
`Delete`	Deletes a task.	Task ID

Time Tracking (logged time)

Operation	What it does	Fields
`Get Project Times`	Returns all the time entries of a project.	Project ID
`Create Project Time`	Logs a user’s time against a project and, if you want, one of its tasks.	User ID, Project ID, Task ID (optional), Duration
`Get Project Time`	Returns one time entry.	Project ID, Time Tracking ID
`Update Project Time`	Changes the duration of a time entry.	Project ID, Time Tracking ID, Duration
`Delete Project Time`	Deletes a time entry.	Project ID, Time Tracking ID

Output

The Response output returns Holded’s answer as text: the details of the item you worked with, the list of items for the operations that list, or a confirmation for those that delete.

You can connect the result to an agent so it can interpret it, or to a component that extracts the details you need. The component can also be connected to an Agent as a tool. See Tool Mode.

Example

An agency wants to create the project in Holded as soon as the customer accepts the quote.

The acceptance reaches the flow with the customer’s name.
Add Holded Projects Component with the Projects resource and the Create operation, and in Project Name write Website followed by the customer’s name.
Add a second Holded Projects Component with the Tasks resource and the Create operation.
In Project Id enter the project ID returned by the first one and in Task Name Kick-off meeting.

Holded CRM Component: funnels, leads and bookings.
Holded Team Component: employees and time tracking.
Holded Invoice Component: contacts, products and sales documents.