Holded + Ziper Integration

Integrate Holded to Ziper in one click, or tell Integrately AI how you want each invoice handled. Send payment reminders, alert customers on chat, notify your team, and track conversions 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
  • Ziper
    Personal message is received in Ziper Instant
  • Ziper
    Group message is received in Ziper 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
  • Ziper
    Send Text in Ziper
  • Ziper
    Send File in Ziper

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Ready Workflows Ready Workflows for Holded + Ziper Integration

Send payment reminders for new invoices, notify teams of new purchases, route customer messages, and track customer updates, all in just one click.

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Connect more apps to your Holded + Ziper flow

Sync your core financial data and messaging streams with your favorite productivity, CRM, and communication tools. Pick a combination and activate it in one click.

Holded
Ziper
+
ShopifyShopify (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
WhatsAppWhatsApp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
H
S
Z
Create a Shopify order from every Holded purchase, and send a confirmation text via Ziper.
Holded purchases immediately generate Shopify orders while Ziper sends an instant customer notification, eliminating manual order entry.
S
H
Z
When a Shopify product is created, create a corresponding product in Holded and notify your team via Ziper.
New Shopify items sync straight into Holded as products while Ziper alerts your catalog team instantly.
S
H
Z
When a Shopify customer checkouts, create a contact in Holded and send a welcome text via Ziper.
Store checkouts automatically populate Holded contacts and trigger personalized Ziper onboarding messages.
S
H
Z
When a Shopify refund is processed, create a credit note in Holded and alert support on Ziper.
Refund events instantly generate Holded credit notes while Ziper notifies customer service.

Supported triggers and actions for Holded and Ziper

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
Try it โ†’
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†’
Ziper
Ziper Triggers & Actions
Instant
Personal message is received in Ziper
Triggers the automation when a personal message is received
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Instant
Group message is received in Ziper
Triggers the automation when a group message is received
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Send Text in Ziper
Sends a reply
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Send File in Ziper
Sends a file
Try it โ†’

What can you automate with Holded + Ziper?

Streamline your entire business workflow by connecting financial transactions with automated messaging and record management.

What you can automate?
๐Ÿงพ
Automate invoice creation and client messaging
Trigger instant Ziper text messages whenever a new invoice or purchase is created in Holded. Eliminate manual messaging and keep clients informed instantly.
๐Ÿ“‹
Capture every submitted invoice and contact detail
Map all available invoice lines and contact fields into your connected databases instead of basic summaries. Your records become comprehensive tools for business review.
๐Ÿ””
Notify the right team member the moment it happens
Send immediate alerts via Ziper to sales or finance personnel as soon as purchases or invoice payments are registered in Holded.
๐Ÿ”€
Route actions based on submitted transaction fields
Execute different communication workflows depending on invoice amounts, customer locations, or purchase types submitted in Holded.
๐Ÿ”„
Keep financial records up to date as statuses change
Automatically update contact profiles, sales orders, and payment statuses across your tools whenever modifications occur in Holded.
๐Ÿ”
Search and update records to prevent duplicates
Automatically search for existing contacts by email or phone before creating new entries in Holded, ensuring clean and organized databases.
๐Ÿ’ณ
Handle later payment events and credit notes
Manage billing exceptions smoothly by automating credit notes, payment receipts, and invoice status updates when financial events settle.
๐ŸŒ
Extend your workflow to external productivity apps
Connect your Holded and Ziper flows with Google Sheets, Slack, or Shopify to expand your automation pipeline across your entire software stack.
And much more...

Who is Holded + Ziper integration for?

Accounting teams, sales representatives, and business owners who need to streamline invoicing, customer messaging, and financial record-keeping without manual data entry.

Finance directors
Finance directors
Sales representatives
Sales representatives
Account managers
Account managers
Operations managers
Operations managers
Customer support leads
Customer support leads
Business owners
Business owners
๐Ÿ“ˆ
Finance directors
You're reviewing revenue reports and cash flow statements, but your invoices and payment records only sync when someone manually exports data, so the totals you're auditing are always a few hours behind โ€” with this integration, every new invoice lands in your records instantly and your financial data stays current.
โšก
Sales representatives
You need to follow up on new deals and inquiries immediately, but lead notifications get buried in crowded email inboxes, so potential clients wait too long for a response โ€” with this integration, every contact and deal update triggers an instant Ziper message and your team can close deals faster.
๐Ÿค
Account managers
You answer to clients who want immediate confirmation when payments or invoices are processed, but manual messaging creates communication gaps, so clients frequently ask for status updates โ€” automating both apps means every invoice creation and payment milestone triggers instant client alerts without manual oversight.
๐Ÿ“Š
Operations managers
Your business handles high volumes of purchases and invoices daily, but manual data entry causes bottlenecks across your administrative workflow, so errors slip into your ledgers โ€” this integration means every transaction flows automatically between your management software and messaging channels without manual data entry.
๐ŸŽฏ
Customer support leads
You own the onboarding stage and depend on sales to hand over new client details, but information gets delayed between department handoffs, so new clients experience communication lags โ€” connecting these apps means every new contact and purchase automatically triggers onboarding texts and support notifications.
๐Ÿ“
Business owners
You rely on accurate historical records to make critical growth decisions, but manual logging leaves gaps in your transaction history, so your reports miss key financial activities โ€” with this integration, every purchase, invoice, and message is recorded reliably and your company history stays complete.
Our team

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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 + Ziper

Build and manage your Holded + Ziper 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 + Ziper 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 Ziper?
Frequently Asked Questions
You can connect Holded to Ziper easily using 1-click ready workflows or Integrately AI. It links your financial management with messaging tools like Slack, WhatsApp, and Google Sheets in minutes without coding.
Can I automatically send Ziper messages when a new Holded invoice is created?
Frequently Asked Questions
Can I connect Holded, Ziper, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Ziper?
Frequently Asked Questions
How does Holded handle created invoices in workflows?
Frequently Asked Questions
Can Ziper handle group messages when an event triggers?
Frequently Asked Questions
How can I automate my Holded and Ziper workflows without coding?
Frequently Asked Questions
Is the Holded and Ziper integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Holded
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Ziper
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Sync Ziper with marketing, CRM, and customer support platforms to enhance your messaging campaigns.
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