Create Holded creditnote for new Retently response
Retently + Holded Integration
Holded + Retently Integration
Integrate Holded to Retently in one click, or tell Integrately AI how you want each invoice handled. Trigger surveys from new invoices, update your customer records, alert your support team, and track satisfaction automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
Survey response is created in Retently- Customer is created in Retently
- Company is created in Retently
- Overall metric score is updated in Retently
2.
- 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
- Unsubscribe customer in Retently
- Create or Update Customer in Retently
- Search customer by email in Retently
- Tag a survey response in Retently
- Search company in Retently
- Create customer and Send survey in Retently
Trusted by experts at...
Ready Workflows for Holded + Retently Integration
Trigger satisfaction surveys from new invoices, update customer profiles, log feedback, notify your team, and track responses, all in just one click.
Most popular automations
Create Holded contact for new Retently response
When someone completes your Retently, 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 Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Holded integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Holded integration set up makes it easy to manage your customer relationships and grow your business.
Create Holded deal for new Retently response
Integrating your Holded with your Retently, 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 Retently - 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 Retently - 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 Survey response is created in Retently > Check any condition > Create deal in Holded
Retently + Holded Integration
When Survey response is created in Retently > Check any condition > Create contact in Holded
Retently + Holded Integration
When Survey response is created in Retently > Check any condition > Create employee in Holded
Retently + Holded Integration
When Survey response is created in Retently > Create contact in Holded > Create deal in Holded
Retently + Holded Integration
When Survey response is created in Retently > Create employee in Holded > Create deal in Holded
Retently + 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 Holded + Retently flow
Automate customer feedback and billing across your entire tech stack by connecting your favourite tools. Pick a combination and activate it in one click.
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Stripe (2)
Stripe (2) +
HubSpot (1)
HubSpot (1) +
Mailchimp (1)
Mailchimp (1) +
Slack (1)
Slack (1) +
Google Sheets (1)
Google Sheets (1) +
Gmail (1)
Gmail (1) H
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Create a Stripe customer for every new Holded invoice, and update their profile in Retently
Every new Holded invoice automatically creates a customer in Stripe and updates their record in Retently, eliminating manual data entry across your billing and survey tools.
S
H
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When a Stripe payment is created, create an invoice in Holded and send a Retently survey
Successful Stripe payments immediately generate a sales invoice in Holded and trigger a new Retently survey, keeping your billing and customer feedback in sync.
Supported triggers and actions for Holded and Retently
Mix and match to build the exact automation you need
What can you automate with Holded + Retently?
Streamline your billing feedback loops, sync customer profiles, and trigger satisfaction surveys automatically across Holded and Retently.
🔄
Trigger satisfaction surveys from new invoices
Automatically create a customer in Retently and send a survey the moment an invoice is created in Holded. Keep your feedback collection directly tied to your billing pipeline.
📋
Capture every customer detail and custom field
Pass full billing and contact details from Holded into Retently surveys. Ensure every survey recipient is accurately matched with their company and contact information.
🔔
Alert your team about low metric scores
Notify team members instantly when a customer submits a low overall metric score in Retently. Take immediate action to retain valuable clients.
🔀
Route surveys based on invoice amounts
Send custom Retently surveys depending on whether a Holded invoice or purchase exceeds specific thresholds. Tailor your feedback requests to different tiers of clients.
🔄
Keep customer records updated across platforms
Update contact details and company information in Retently whenever a contact is modified in Holded. Maintain synchronized customer profiles everywhere.
🔍
Search and update existing contacts without duplicates
Search for existing contacts by email in Holded before creating new records, ensuring your database remains clean and free of duplicate entries.
✅
Track invoice payments and survey completions
Mark invoices as paid in Holded and tag survey responses in Retently to close the loop on completed transactions and feedback.
💬
Extend feedback workflows to Slack notifications
Connect Holded, Retently, and Slack to post survey responses and low score alerts directly into your team communication channels.
And much more...
Who is Holded + Retently integration for?
Connecting Holded and Retently helps finance, customer success, and operations teams automate customer surveys, streamline invoicing feedback, and track satisfaction without manual data entry.
Finance teams
Customer success managers
Accountants
Operations directors
Sales representatives
Business owners
📊
Finance teams
You are generating invoices and recording payments in Holded, but your customer feedback collection happens entirely separately, so you never know which paying accounts are satisfied — with this integration, every new invoice triggers a Retently survey so your feedback loops stay connected to actual revenue.
🎯
Customer success managers
You are onboarding clients and managing accounts in Holded, but you find out about client dissatisfaction far too late, so accounts quietly churn — automating both apps means every customer receives a timely Retently survey right after billing, letting you catch issues before they escalate.
📁
Accountants
You are processing sales invoices and managing client ledgers in Holded, but client satisfaction scores live in another tool, so you struggle to correlate financial health with customer sentiment — integrating these apps means satisfaction metrics and billing data align in your workflow.
⚙️
Operations directors
You are handling high volumes of purchases and customer records in Holded, but manual survey scheduling cannot keep pace with transaction growth, so feedback collection stalls — this integration means survey triggers run automatically in the background without manual effort.
💼
Sales representatives
You are closing deals and issuing quotes in Holded, but you depend entirely on manual handoffs to find out how new clients feel about their purchase, so follow-ups fall through the cracks — connecting these apps means every buyer gets surveyed immediately after invoicing.
🏢
Business owners
You are managing company operations and tracking sales invoices in Holded, but you keep finding gaps in your customer experience history, so strategic decisions are based on guesswork — automating both apps means every transaction connects directly to verified survey responses.
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 Holded + Retently
Build and manage your Holded + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Holded + Retently 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 Holded + Retently Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Holded to Retently?
You can connect Holded to Retently instantly using ready-made flows or Integrately AI. Set up your triggers and actions across Holded, Retently, and 1,500+ other apps with 1-click setup.
Can I automatically send satisfaction surveys when a new invoice is created in Holded?
Can I connect Holded, Retently, and Slack?
What is a good Zapier alternative for Holded and Retently?
How does Holded handle customer contact records during integration?
How are Retently survey responses tracked and managed?
Can I set up this automation without writing code?
Is the Holded and Retently integration free?
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