Holded + Refersion 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 unique referral links for affiliate partners

Automatically searches for a particular affiliate partner

Automatically retrieves details of an affiliate partner

Automatically cancel conversions in progress to prevent incorrect data tracking