Holded + WhatsApp Integration

Integrate Holded to WhatsApp in one click, or tell Integrately AI how you want each invoice handled. Notify customers, update payment status, log details, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Holded + WhatsApp Integration

Send invoices, notify customers, update records, and trigger follow-ups, all in just one click.

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Connect more apps to your Holded + WhatsApp flow

Streamline financial tracking and customer communication by connecting your favorite tools to your core automation. Pick a combination and activate it in one click.

Holded
WhatsApp
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ShopifyShopify (4)
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StripeStripe (4)
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GmailGmail (4)
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SlackSlack (4)
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Google DriveGoogle Drive (4)
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AsanaAsana (4)
S
H
W
Create a sales invoice in Holded for every new Shopify order, and send a confirmation message in WhatsApp
New Shopify orders generate Holded invoices instantly while WhatsApp notifies customers right away, eliminating manual billing steps.
S
H
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When a Shopify refund is processed, create a credit note in Holded and notify the customer in WhatsApp
Refunds in Shopify automatically create Holded credit notes and dispatch WhatsApp alerts so customers stay informed.
S
H
W
Create a contact in Holded for every new Shopify customer, and send a welcome message in WhatsApp
Shopify customer signups instantly create Holded contacts and trigger personalized WhatsApp welcomes.
S
H
W
Use Claude to summarize Shopify order feedback, create a deal in Holded, and notify your team in WhatsApp
Claude analyzes Shopify order notes while Holded records deals and WhatsApp alerts your team instantly.

Supported triggers and actions for Holded and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Holded + WhatsApp?

Streamline your business operations and customer communications with powerful automated workflows.

What you can automate?
๐Ÿงพ
Trigger WhatsApp messages from Holded invoices
Automatically dispatch WhatsApp messages and receipts the moment a new invoice is created in Holded, keeping clients informed without delay.
๐Ÿ“‹
Capture every submitted invoice field
Map all invoice line items and customer details into your messaging templates instead of sending generic notifications.
๐Ÿ””
Alert your team instantly on new records
Notify staff members as soon as a purchase or invoice is created in Holded so follow-ups happen immediately.
๐Ÿ”€
Route messages based on invoice status
Send different WhatsApp message templates depending on whether an invoice is marked as paid, pending, or overdue.
๐Ÿ”„
Keep contact records up to date
Automatically update Holded contact details and search existing records when incoming WhatsApp messages arrive.
๐Ÿ”
Search and update existing contacts
Avoid duplicate entries by searching contacts by email or phone in Holded before creating new records.
๐Ÿ’ณ
Automate payment and credit note updates
Handle status changes like paid invoices or issued credit notes with automated notifications and record updates.
๐Ÿ”Œ
Extend workflows to external apps
Connect your Holded and WhatsApp core flow to tools like Slack, Google Drive, or Asana for complete business alignment.
And much more...

Who is Holded + WhatsApp integration for?

Accounting managers, sales teams, and business owners who need to automate company management and customer messaging without manual data entry.

Financial controllers and accountants
Financial controllers and accountants
Sales managers and reps
Sales managers and reps
Client success directors
Client success directors
Operations coordinators
Operations coordinators
Project and billing managers
Project and billing managers
Business owners and founders
Business owners and founders
๐Ÿ“ˆ
Financial controllers and accountants
You manage company finances in Holded but struggle to keep stakeholders updated because reports require manual exports, so your financial summaries are always out of date โ€” with this integration, every transaction and invoice syncs instantly and your records stay current.
โšก
Sales managers and reps
You need to respond to customer inquiries and invoices immediately, but manual data transfers mean you find out about client updates too late โ€” with this integration, every new invoice or contact triggers instant WhatsApp messaging.
๐Ÿ“‹
Client success directors
You answer to clients who expect real-time updates on their orders and payments, but fragmented software makes tracking progress difficult โ€” this integration means every account status change is communicated instantly.
๐Ÿ”„
Operations coordinators
The volume of company invoices and customer messages is too high for your team to keep up with by hand, leading to missed follow-ups โ€” automating both apps means every document and message is handled without manual bottlenecks.
๐Ÿค
Project and billing managers
You own the billing follow-up stage and depend on upstream sales teams to hand over accurate customer data โ€” connecting these apps means contact details and orders flow seamlessly into your workflow.
๐Ÿ“
Business owners and founders
You need a reliable history of all company transactions and client communications, but manual tracking always leaves gaps in your logs โ€” this integration means every interaction is recorded accurately.
Our team

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Why choose Integrately to automate Holded + WhatsApp

Build and manage your Holded + WhatsApp 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 + WhatsApp 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
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Holded to WhatsApp?
Frequently Asked Questions
You can connect Holded and WhatsApp in 1 click using ready templates or ask Integrately AI to build your automation. Join 42,000+ active users connecting apps like Shopify, Slack, and Gmail.
How can I automatically send WhatsApp messages when a new invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, WhatsApp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and WhatsApp?
Frequently Asked Questions
How does Holded handle contact creation during automation?
Frequently Asked Questions
Can WhatsApp send templated messages automatically from Holded triggers?
Frequently Asked Questions
Do I need coding skills to set up Holded and WhatsApp automations?
Frequently Asked Questions
Is the Holded and WhatsApp integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or WhatsApp With 1500+ Other Apps

Holded
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WhatsApp
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Sync WhatsApp with customer support, marketing, and communication platforms to accelerate customer response times.
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