Holded + Whapi.Cloud Integration

Integrate Holded to Whapi.Cloud in one click, or tell Integrately AI how you want each invoice handled. Send automated notifications, update customer contacts, log payment records, and alert your team instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Whapi.Cloud
    Message is sent in Whapi.Cloud Instant
  • Whapi.Cloud
    Message is received in Whapi.Cloud Instant
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2.

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Ready Workflows Ready Workflows for Holded + Whapi.Cloud Integration

Trigger WhatsApp messages from new invoices, update contact details, log purchase records, and alert team members, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Holded + Whapi.Cloud flow

Extend your invoicing and messaging workflows by connecting customer data, team alerts, and spreadsheets. Pick a combination and activate it in one click.

Holded
Whapi.Cloud
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ShopifyShopify (3)
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StripeStripe (3)
+
WhatsAppWhatsApp (2)
+
GmailGmail (3)
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SlackSlack (3)
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Google SheetsGoogle Sheets (3)
S
H
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Create a sales invoice in Holded for every new Shopify order, and send a text message in Whapi.Cloud
New Shopify orders generate a sales invoice in Holded instantly while Whapi.Cloud sends a WhatsApp text message, keeping billing and customer updates fully automated.
H
S
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When an invoice is created in Holded, update the matching Shopify order and send a text message via Whapi.Cloud
Holded invoices sync back to Shopify as order updates while Whapi.Cloud dispatches a text message, eliminating double handling across systems.
S
H
W
Create a credit note in Holded when a Shopify order is cancelled, and notify customers via Whapi.Cloud
Cancelled Shopify orders automatically generate credit notes in Holded and trigger WhatsApp notifications through Whapi.Cloud.

Supported triggers and actions for Holded and Whapi.Cloud

Mix and match to build the exact automation you need

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
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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Whapi.Cloud
Whapi.Cloud Triggers & Actions
Instant
Message is sent in Whapi.Cloud
Triggers the automation when a new message is sent
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Instant
Message is received in Whapi.Cloud
Triggers the automation when a new message is received
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Send text message in Whapi.Cloud
Sends a reply
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Send media message in Whapi.Cloud
Delivers a audio/video message to a designated recipient
Try it โ†’

What can you automate with Holded + Whapi.Cloud?

Streamline your financial management and customer messaging with powerful automated workflows.

What you can automate?
๐Ÿงพ
Send WhatsApp messages on new invoices
Automatically trigger Whapi.Cloud text messages the moment an invoice is created in Holded, ensuring clients receive billing details without delay.
๐Ÿ“‹
Capture every contact and purchase detail
Map customer names, emails, and invoice totals accurately between Holded and Whapi.Cloud so no critical billing data gets left behind.
๐Ÿ””
Alert your team instantly on key events
Keep your staff informed with real-time notifications whenever a new purchase or invoice is generated in your Holded account.
๐Ÿ”€
Route communications based on invoice value
Send tailored WhatsApp messages or handle contacts differently depending on specific fields submitted in your Holded invoices.
๐Ÿ”„
Keep customer contacts updated automatically
Search and update existing contact records in Holded whenever new WhatsApp activity occurs, preventing duplicate entries.
๐Ÿ”
Search and match contacts by phone or email
Lookup existing contacts by email or phone in Holded before creating new records, maintaining a clean customer database.
๐Ÿ’ณ
Handle payment and status updates seamlessly
Mark invoices as paid or create credit notes in Holded automatically when transaction states change across your business tools.
๐Ÿ”—
Extend your workflow to Google Sheets
Log every Holded invoice and Whapi.Cloud interaction directly into Google Sheets for comprehensive reporting and review.
And much more...

Who is Holded + Whapi.Cloud integration for?

Financial controllers, sales reps, and operations teams connect Holded and Whapi.Cloud to automate invoice delivery, eliminate manual data entry, and streamline client communication.

Financial controllers
Financial controllers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“Š
Financial controllers
You're reconciling financial records across multiple tools but your ledger only updates when someone manually logs entries, so your revenue counts are always a few hours behind โ€” with this integration, every new invoice lands in your records instantly and your data stays current.
โšก
Sales representatives
You need to follow up on client purchases quickly, but customer details remain trapped in billing software until someone exports them by hand โ€” with this integration, every new purchase or invoice triggers instant WhatsApp communication so you never miss a lead.
๐Ÿ“ˆ
Account managers
Your clients expect prompt billing confirmation and updates on their orders, but compiling status reports by hand causes frustrating delays โ€” automating both apps means every invoice creation instantly triggers customer text messages and keeps your accounts up to date.
โš™๏ธ
Operations leads
Order volume is growing faster than your team can handle manual data entry between invoicing systems and messaging platforms, leading to dropped follow-ups โ€” this integration means every transaction processes automatically without manual copying.
๐Ÿค
Billing specialists
You depend on upstream purchase records to create sales invoices and notify customers, but waiting for manual handoffs slows down your billing cycle โ€” connecting these apps means contact updates and invoice triggers flow seamlessly from start to finish.
๐Ÿ—‚๏ธ
Business owners
You need a reliable transaction history and customer contact log, but manual data entry keeps leaving frustrating gaps in your database โ€” with this integration, every contact and invoice is recorded accurately and instantly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Holded + Whapi.Cloud

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

1,500+ apps connected
1,500+ apps connected
Connect Holded + Whapi.Cloud 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
Select a trigger from Google Sheets
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 Whapi.Cloud?
Frequently Asked Questions
You can connect Holded to Whapi.Cloud in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom multi-step automations connecting Shopify, Stripe, Slack, and 1,500+ other apps.
Can I send WhatsApp messages automatically when a new Holded invoice is created?
Frequently Asked Questions
Can I connect Holded, Whapi.Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Whapi.Cloud?
Frequently Asked Questions
How does Holded handle contact data during automation?
Frequently Asked Questions
Can Whapi.Cloud trigger automations on incoming WhatsApp messages?
Frequently Asked Questions
How can I set up Holded and Whapi.Cloud automations without coding?
Frequently Asked Questions
Is the Holded and Whapi.Cloud integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Whapi.Cloud With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded to CRMs, accounting systems, and document tools to manage company finances and contacts.
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Whapi.Cloud
Popular Whapi.Cloud Integrations
Sync Whapi.Cloud with customer support, marketing, and scheduling platforms to streamline messaging operations.