Holded + Kartra Integration

Automatically adds a new contact to the database

Automatically finds and retrieves contact information using their email address

Automatically updates contact information with new details

Automatically find information about a contact using the phone number

Automatically generates a new sales invoice with pre-filled details

Automatically generates a purchase invoice for a sales transaction

Automatically generates a new deal with

Automatically generates a credit note for returned items

Automatically updates invoice status to paid

Automatically generates and send invoices to clients

Automatically generates and send sales receipts to customers

Automatically updates credit note status to paid when payment is received

Automatically generates a new quote with pre-filled information

Automatically generates a new sales order with pre-filled details

Automatically generates and launch new products

Automatically adds a new contact to the contact list

Automatically generates and process a payment transaction

Automatically adds a new contact to the contact list

Automatically generates new leads for potential customers

Automatically assigns a tag to a lead based on predefined criteria

Automatically retrieves information for a particular lead using their email

Automatically unassigns a tag from a lead

Automatically deducts points from a lead

Automatically assigns points to the designated lead

Automatically removes a lead from a mailing list

Automatically retrieves a lead's information based on their ID

Automatically subscribes a lead to a list

Automatically updates the lead information

Automatically subscribes a lead to a sequence

Automatically subscribes a lead to a calendar

Automatically stop receiving updates from the calendar subscription

Automatically removes lead from email sequence subscription

Automatically creates a new marketing campaign

Automatically processes a payment transaction refund