Holded + WhatsRise Integration

Connect Holded to WhatsRise - Automate your workflows in 1-click

Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up WhatsRise automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Combine the benefits of both with Integrately’s Holded + WhatsRise integration.
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Holded + WhatsRise Integration
1.
  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

2.
  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

  • WhatsRise
    Send text in WhatsRise
  • WhatsRise
    Add member to group in WhatsRise

    Automatically creates a new group based on particular criteria

  • WhatsRise
    Remove member from group in WhatsRise

    Automatically share the particular file with a designated recipient

  • WhatsRise
    Send text message to group in WhatsRise

    Automatically sends a reply

  • WhatsRise
    Send file message to group in WhatsRise

    Automatically sends a reply

  • WhatsRise
    Create instance in WhatsRise

    Automatically creates a new instance of the support system

  • WhatsRise
    Create group in WhatsRise
  • WhatsRise
    Send file in WhatsRise

    Automatically sends a file message to a group

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Integrate Holded & WhatsRise In 1 Click
And Save Time & Money Both

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