WA Web Plus + Holded Integration

Integrate Holded to WA Web Plus in one click, or tell Integrately AI how you want each invoice handled. Receive WhatsApp events, create sales invoices, update contacts, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WA Web Plus
    WhatsApp event is received in WA Web Plus Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Holded + WA Web Plus Integration

Create sales invoices, capture contacts, update financial records, and streamline customer communication, all in just one click.

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Connect more apps to your Holded + WA Web Plus flow

Sync financial data with external sheets, alert teams via messaging, and manage customer communications seamlessly. Pick a combination and activate it in one click.

WA Web Plus
Holded
+
StripeStripe (5)
+
GmailGmail (5)
+
Google SheetsGoogle Sheets (5)
+
ShopifyShopify (5)
+
CalendlyCalendly (5)
+
WhatsAppWhatsApp (5)
W
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When a WhatsApp event is received in WA Web Plus, create a contact in Holded, and create a customer in Stripe.
WhatsApp events immediately create Holded contacts and Stripe customers without manual entry.
H
W
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When a purchase is created in Holded, record a WhatsApp event in WA Web Plus, and create a charge in Stripe.
Holded purchases trigger WA Web Plus updates and Stripe charges instantly.
H
W
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When an invoice is created in Holded, create a payment in Holded, and create a payment link in Stripe.
Invoices generated in Holded immediately generate Stripe payment links for faster collection.
W
H
S
If a Stripe payment succeeds, create a sales invoice in Holded and send a WhatsApp confirmation via WA Web Plus.
Successful Stripe payments automatically generate Holded sales invoices and notify customers.
W
H
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Use Claude to evaluate Stripe payment failures, create a credit note in Holded, and update WA Web Plus records.
Claude analyses Stripe payment failures so Holded credit notes are processed accurately.

Supported triggers and actions for WA Web Plus and Holded

Mix and match to build the exact automation you need

WA Web Plus
WA Web Plus Triggers & Actions
Instant
WhatsApp event is received in WA Web Plus
Triggers the automation when a WhatsApp event is received
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No action is available
Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
Try it โ†’
Create sales order in Holded
Generates a new sales order with pre-filled details
Try it โ†’
Create product in Holded
Generates and launch new products
Try it โ†’
Create event in Holded
Adds a new contact to the contact list
Try it โ†’
Create payment in Holded
Generates and process a payment transaction
Try it โ†’
Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Holded + WA Web Plus?

Streamline your accounting, contact management, and customer messaging by connecting Holded and WA Web Plus workflows.

What you can automate?
๐Ÿงพ
Generate Holded invoices from WhatsApp events
Automatically create sales invoices in Holded the moment a WhatsApp event is received in WA Web Plus, removing manual paperwork.
๐Ÿ“
Capture every submitted chat detail
Map available WhatsApp answers into separate Holded contact fields instead of relying on manual data entry.
๐Ÿ””
Alert your team instantly on new events
Notify the right team members immediately whenever a new WhatsApp event or Holded invoice is generated.
๐Ÿ”€
Route records based on submitted fields
Create different contact tiers or sales quotes in Holded depending on specific details submitted in WhatsApp chats.
๐Ÿ”„
Keep financial records updated automatically
Synchronize status changes, payments, and invoice updates across Holded and WA Web Plus without manual checks.
๐Ÿ”
Search and update instead of duplicates
Search for existing contacts by email or phone in Holded before updating records to prevent duplicate entries.
๐Ÿ’ณ
Handle payment and status updates
Mark invoices as paid, record credit notes, and update transaction statuses in Holded automatically.
๐Ÿ“Š
Extend your workflow to Google Sheets
Automatically log every Holded invoice and WA Web Plus event into Google Sheets for enhanced reporting.
And much more...

Who is Holded + WA Web Plus integration for?

Connecting Holded and WA Web Plus helps business owners, finance teams, and customer support leads eliminate manual data entry and streamline customer management.

Finance managers
Finance managers
Customer support leads
Customer support leads
Account managers
Account managers
Operations managers
Operations managers
Sales representatives
Sales representatives
Business owners
Business owners
๐Ÿ“ˆ
Finance managers
You're tracking company revenue in Holded, but invoice records lag behind WhatsApp customer chats โ€” with this integration, every WhatsApp event updates your Holded invoices instantly and your financial records stay accurate.
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Customer support leads
You're managing customer queries in WA Web Plus, but creating Holded contacts by hand slows down your response time โ€” automating both apps means new contacts appear in Holded the moment a WhatsApp event arrives.
๐Ÿค
Account managers
You're coordinating client deals across tools, but payment details take hours to sync between WhatsApp and Holded โ€” with this integration, deals and sales invoices update automatically without manual copying.
๐Ÿ“ฆ
Operations managers
You're processing high volumes of client orders from WhatsApp chats, but manual entry into Holded causes missed orders โ€” automating both apps means every purchase and order is logged instantly.
๐Ÿ›’
Sales representatives
You're closing sales through WhatsApp conversations, but client records in Holded are always out of date โ€” connecting these apps means every contact and quote is created the moment interaction happens.
๐Ÿ“‹
Business owners
You're overseeing company operations, but scattered records between WhatsApp and Holded create blind spots in your reporting โ€” this integration means your entire business data stays unified and complete.
Our team

Ready Workflows 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 WA Web Plus + Holded

Build and manage your WA Web Plus + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect WA Web Plus + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to WA Web Plus?
Frequently Asked Questions
You can connect Holded to WA Web Plus in 1 click using ready templates on Integrately or ask Integrately AI to build the workflow for you.
Can I automatically create invoices in Holded from WhatsApp events?
Frequently Asked Questions
Can I connect Holded, WA Web Plus, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and WA Web Plus?
Frequently Asked Questions
How does Holded handle contact updates in this integration?
Frequently Asked Questions
How are WA Web Plus events processed in automations?
Frequently Asked Questions
Do I need coding skills to automate Holded and WA Web Plus?
Frequently Asked Questions
Is the Holded and WA Web Plus integration free?
Frequently Asked Questions
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You Can Also Connect Holded or WA Web Plus With 1500+ Other Apps

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WA Web Plus
Popular WA Web Plus Integrations
Sync WA Web Plus with messaging, support, and marketing tools to streamline customer communications.