Create Holded creditnote for new Device Magic response
Device Magic + Holded Integration
Device Magic + Holded Integration
Integrate Device Magic to Holded in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create contacts and invoices in Holded, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Form is submitted in Device Magic Instant
Purchase is created in Holded- Invoice is created in Holded
2.
- Dispatch Form in Device Magic
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
Trusted by experts at...
Ready Workflows for Device Magic + Holded Integration
Capture form submissions, create Holded contacts, generate sales invoices, keep financial records updated, and alert your team, all in just one click.
Most popular automations
Create Holded contact for new Device Magic response
When someone completes your Device Magic, a new contact is automatically created in your Holded. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Holded integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Holded integration set up makes it easy to manage your customer relationships and grow your business.
Create Holded deal for new Device Magic response
Integrating your Holded with your Device Magic, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.
This Device Magic - Holded integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See moreThis Device Magic - Holded integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
When Form is submitted in Device Magic > Check any condition > Create deal in Holded
Device Magic + Holded Integration
When Form is submitted in Device Magic > Check any condition > Create contact in Holded
Device Magic + Holded Integration
When Form is submitted in Device Magic > Check any condition > Create employee in Holded
Device Magic + Holded Integration
When Form is submitted in Device Magic > Create contact in Holded > Create deal in Holded
Device Magic + Holded Integration
When Form is submitted in Device Magic > Create employee in Holded > Create deal in Holded
Device Magic + Holded Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Device Magic + Holded flow
Connect form submissions and accounting updates to your ecommerce store, cloud files, messaging channels, payment gateways, inbox, and project boards. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Google Drive (4)
Google Drive (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Trello (4)
Trello (4) D
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Create a Holded contact from every Device Magic form submission, and create a customer in Shopify.
Every Device Magic form submission instantly creates a Holded contact and a Shopify customer without manual data entry.
D
H
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Create a Holded sales invoice from every Device Magic form submission, and generate an order in Shopify.
Automatically generate Holded sales invoices and Shopify orders whenever a new form is submitted in Device Magic.
S
H
D
When a Shopify order is created, create a Holded sales order and dispatch a form in Device Magic.
Trigger mobile workflows and accounting updates simultaneously as soon as a new Shopify order is placed.
S
H
D
Create a product in Holded when a Shopify product is added, and log form data in Device Magic.
Keep your inventory catalogs synchronised across Holded, Shopify, and mobile form configurations.
Supported triggers and actions for Device Magic and Holded
Mix and match to build the exact automation you need
Device Magic Triggers & Actions
What can you automate with Device Magic + Holded?
Streamline your entire workflow from mobile form data collection to financial accounting and team notifications.
🧾
Create Holded contacts from form submissions
Automatically generate a new contact in Holded the exact moment a form is submitted in Device Magic. Eliminate double-entry and keep your customer database perfectly synchronized.
📝
Capture every submitted form field
Map all custom questions and answers from your mobile forms directly into Holded invoices, quotes, and customer profiles without missing details.
🔔
Alert your team instantly on messaging apps
Notify your finance or sales channel the second a new submission or invoice is generated so your team can act immediately.
🔀
Route records based on submitted form answers
Trigger different Holded actions—such as creating an invoice versus a quote—depending on specific selections made in your Device Magic form.
🔄
Keep accounting records updated continuously
Automatically update existing contact details and financial entries in Holded whenever corresponding form data is refreshed in Device Magic.
🔍
Search and update existing contacts automatically
Search by email or phone in Holded before creating new entries, updating existing customer records when returning clients submit new forms.
💳
Handle later billing and payment status changes
Mark invoices as paid, create sales receipts, and process financial credits in Holded as customer transactions progress.
🚀
Extend workflows to connected third-party apps
Push form data and accounting records further by connecting Slack, Google Drive, or Gmail to complete your end-to-end operational pipeline.
And much more...
Who is Device Magic + Holded integration for?
Operations teams, finance managers, and field supervisors eliminate manual data entry by connecting mobile form submissions directly to accounting and contact records.
Finance managers
Sales representatives
Account managers
Operations leads
Project coordinators
Business owners
📈
Finance managers
You're tracking incoming submissions for billing, but manual data entry leaves your Holded accounts outdated — this integration means every form submission creates the right record instantly.
⚡
Sales representatives
You need to follow up on form submissions fast, and you find out too late when forms sit unread — with this integration, every new submission creates a Holded contact instantly so you can reach out.
🤝
Account managers
You answer to clients who want orders processed quickly, but disconnected systems delay invoices — with this integration, every Device Magic form generates Holded sales records automatically.
📊
Operations leads
The volume of incoming mobile forms is too high for anyone to keep up by hand, leading to missing client profiles — with this integration, every form populates Holded without manual work.
📋
Project coordinators
You own the onboarding step and depend on field teams to hand over client data, but manual handoffs fail — with this integration, every submitted mobile form triggers your Holded workflow immediately.
📁
Business owners
You need a reliable financial history and keep finding gaps between field data and accounting — with this integration, every form submission flows straight into Holded.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Device Magic + Holded
Build and manage your Device Magic + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Device Magic + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Device Magic + Holded Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Device Magic to Holded?
You can connect Device Magic to Holded in 1 click using ready-made templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Holded contacts when a form is submitted in Device Magic?
Can I connect Device Magic, Holded, and Slack?
What is a good Zapier alternative for Device Magic and Holded?
How are form submissions handled from Device Magic?
How are contacts and invoices managed in Holded?
Do I need coding skills to automate Device Magic and Holded?
Is the Device Magic and Holded integration free?
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