Create Holded creditnote for new Twilio sms
Twilio + Holded Integration
Holded + Twilio Integration
Integrate Holded to Twilio in one click, or tell Integrately AI how you want each invoice handled. Create contacts, send automated messages, alert your team, and track every customer interaction automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
Message is received in Twilio Instant- SMS is received/sent in Twilio
- Recording is available in Twilio
- Call status is changed in Twilio
- Call is finished in Twilio
- Phone number is added in Twilio
- Transcription is available in Twilio
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
- Get message media by id in Twilio
- Get message medias in Twilio
- Send WhatsApp template message in Twilio
- Send SMS in Twilio
- Send WhatsApp message in Twilio
- Call phone in Twilio
- Get call details by id in Twilio
Trusted by experts at...
Ready Workflows for Holded + Twilio Integration
Send messages, notify teams, update contacts, and alert customers, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Holded + Twilio flow
Bring your CRM, billing, and team comms into the loop once your Holded and Twilio workflow runs. Pick a combination and activate it in one click.
+
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Shopify (3)
Shopify (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
HubSpot (3)
HubSpot (3) H
S
T
When an invoice is created in Holded, create a customer in Stripe, and send a confirmation SMS in Twilio.
New Holded invoices instantly create Stripe customers and trigger automated Twilio text confirmations.
H
S
T
When a purchase is created in Holded, create a payment intent in Stripe, and send a WhatsApp message in Twilio.
Holded purchases trigger Stripe payment intents and instant Twilio WhatsApp client notifications.
H
S
T
If a Holded invoice is created, search contact by email in Holded, create a charge in Stripe, and send an SMS in Twilio.
Holded invoice creation checks existing contacts, charges via Stripe, and alerts clients via Twilio SMS.
Supported triggers and actions for Holded and Twilio
Mix and match to build the exact automation you need
Holded Triggers & Actions
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
Try it → SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
Try it → Transcription is available in Twilio
Triggers the automation when a transcription is available
Try it → What can you automate with Holded + Twilio?
Connect Holded and Twilio to streamline billing notifications, customer messaging, and record updates without manual data entry.
💬
Send a Twilio SMS or WhatsApp message automatically whenever a new invoice is created in Holded
Trigger instant text messages and chat updates the moment an invoice is generated in Holded. Your clients receive timely billing notices without manual copying.
📋
Capture every submitted invoice detail and phone number
Map available Holded billing details and contact numbers directly into Twilio messaging templates. Your communication remains precise and personalized.
🔔
Alert your internal team on Twilio the moment a new purchase or invoice is recorded
Notify staff members via SMS or WhatsApp as soon as financial events occur in Holded. Internal handoffs happen faster and with fewer oversights.
🔀
Send different Twilio message templates based on specific invoice amounts
Customize your customer outreach by routing messages according to invoice values or purchase types in Holded. Tailored communication improves engagement.
🔄
Keep your customer records updated across Holded when communication status changes
Reflect messaging responses and delivery states back into your Holded contact profiles automatically. Your database stays synchronized.
🔍
Search and update existing Holded contacts automatically
Prevent duplicate records by looking up existing emails and phone numbers in Holded before processing Twilio interactions.
💳
Handle later invoice states like paid or cancelled by triggering follow-up messages
Automate status updates such as paid invoices or cancelled orders to send relevant follow-up texts through Twilio.
🔗
Extend your workflow by connecting Slack to notify your team channel
Combine Holded, Twilio, and Slack to alert internal channels instantly whenever automated messaging sequences run.
And much more...
Who is Holded + Twilio integration for?
Finance teams, customer success managers, and business owners streamline communications and automate client updates between Holded and Twilio.
Finance teams
Customer support leads
Account managers
Sales representatives
Operations managers
Business owners
📈
Finance teams
You're managing invoices in Holded but manually texting clients via Twilio to confirm payments, so follow-ups get delayed — automating both apps means every invoice creation instantly triggers a confirmation message.
🎧
Customer support leads
You're logging purchase details in Holded but missing urgent client responses on Twilio, so response times slip — connecting these apps means every new purchase instantly notifies your support team.
🤝
Account managers
You're tracking client accounts in Holded while coordinating calls and SMS updates in Twilio, so client histories get fragmented — integrating these apps means every communication is linked to your company records.
💼
Sales representatives
You're creating deals in Holded but manually sending text reminders through Twilio, so high volumes lead to missed outreach — with this integration, client notifications are sent automatically.
⚙️
Operations managers
You're updating purchase orders in Holded and dispatching notifications through Twilio, so handoffs between teams break down — this integration means every status change immediately alerts the right person.
🏢
Business owners
You're running company operations in Holded while managing client messaging via Twilio, so tracking communication gaps is difficult — automating both apps means you get a reliable record of every interaction.
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 + Twilio
Build and manage your Holded + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Holded + Twilio 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 + Twilio Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Holded to Twilio?
You can connect Holded to Twilio in just one click using ready-made templates on Integrately. Choose a workflow combining Holded, Twilio, and tools like Slack or Google Sheets, then authenticate your accounts. You can also ask Integrately AI to build custom sequences for your business.
Can I automatically send a Twilio SMS when an invoice is created in Holded?
Can I connect Holded, Twilio, and Google Sheets?
What is a good Zapier alternative for Holded and Twilio?
How does Holded handle invoice and purchase data during automation?
What messaging operations can Twilio perform in these workflows?
Do I need coding skills to automate Holded and Twilio?
Is the Holded and Twilio integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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