Actions302
- Accounting Actions
- Bank Account Actions
- Billing Forecast Actions
- Booking Actions
- Contact Actions
- Contact Group Actions
- Credit Note Actions
- Delivery Note Actions
- Document Actions
- Employee Actions
- Employee Time Tracking Actions
- Funnel Actions
- Inbox Actions
- Invoice Actions
- Numbering Series Actions
- Opportunity Actions
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- Payment Method Actions
- Payroll Record Actions
- Price List Actions
- Product Actions
- Production Order Actions
- Proforma Actions
- Project Actions
- Project Time Tracking Actions
- Purchase Actions
- Purchase Delivery Note Actions
- Purchase Order Actions
- Approve Purchase Order
- Attach Purchase Order File
- Create Purchase Order
- Delete Purchase Order
- Get Many
- Get Purchase Order
- Get Purchase Order Attachment
- Get Purchase Order PDF
- Get Purchase Order Received Items
- List Purchase Order Attachments
- Receive Purchase Order
- Send Purchase Order
- Set Purchase Order Pipeline
- Update Purchase Order
- Recurring Invoice Actions
- Remittance Actions
- Sales Channel Actions
- Sales Credit Note Actions
- Sales Order Actions
- Approve Sales Order
- Attach Sales Order File
- Create Sales Order
- Delete Sales Order
- Get Many
- Get Sales Order
- Get Sales Order Attachment
- Get Sales Order PDF
- Get Sales Order Shipped Items
- List Sales Order Attachments
- Send Sales Order
- Set Sales Order Pipeline
- Ship Sales Order
- Ship Sales Order By Lines
- Update Sales Order
- Update Sales Order Tracking
- Sales Receipt Actions
- Service Actions
- Tag Actions
- Task Actions
- Tax Actions
- Usage Actions
- Warehouse Actions
Proforma → Create Proforma
AI-generatedSummary
Creates a Holded proforma for the specified contact, sending the required items and any optional proforma details to the Holded API.
Inputs
- Contact ID (required) — ID of the contact associated with the proforma.
- Items (required) — Items to include, entered as JSON.
- Additional Fields — Optional proforma fields: contact name, currency and currency change, custom fields (JSON), date, description, discount, due date, language, notes, number line ID, project ID, sales channel ID, comma-separated tags, and warehouse ID.
Output shape
a single proforma record
Returns the record from the Holded API response.
Examples
Example 1: Create a proforma for a contact with line items and selected optional details.
Set Contact ID and provide Items as JSON; optionally add dates, currency, notes, tags, or other additional fields.