Holded + Re:plain Integration

Integrate Holded to Re:plain in one click, or tell Integrately AI how you want each submission handled. Capture website chats, create contacts, generate sales invoices, and track deals 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
  • Re:plain
    Contact form is submitted in Re:plain Instant
  • Re:plain
    New message is received in Re:plain 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

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Ready Workflows Ready Workflows for Holded + Re:plain Integration

Capture website submissions, create contacts, generate invoices, track deals, and keep your business records updated, all in just one click.

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Connect more apps to your Holded + Re:plain flow

Sync your website chats and accounting data with customer tools, messaging apps, and email platforms to keep your entire team aligned. Pick a combination and activate it in one click.

Holded
Re:plain
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ShopifyShopify (8)
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StripeStripe (8)
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MailchimpMailchimp (8)
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GmailGmail (8)
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SlackSlack (8)
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Google DriveGoogle Drive (8)
R
H
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Add every Re:plain form submission to Holded as a contact, and create a matching customer in Shopify.
Re:plain form submissions immediately create contacts in Holded and new customers in Shopify without manual data entry.
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Turn every new Re:plain message into a Holded sales invoice, and add a new product in Shopify.
Re:plain messages trigger Holded sales invoices and Shopify products automatically.
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When a Re:plain contact form is submitted, generate a Holded sales order and update the order in Shopify.
Re:plain submissions generate Holded sales orders and update your Shopify records instantly.
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Create a Holded quote from every Re:plain message, and set up a draft order in Shopify.
Turn Re:plain website chats into Holded quotes and draft Shopify orders effortlessly.
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If a Re:plain submission mentions wholesale, create a Holded sales order and Shopify customer; otherwise, create a Holded quote.
Route wholesale Re:plain inquiries into Holded orders and Shopify accounts automatically.
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Record a Holded payment when a Re:plain form is submitted, and fulfill the corresponding order in Shopify.
Re:plain form submissions trigger Holded payments and fulfill Shopify orders automatically.
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Use Claude to analyse incoming Re:plain messages. If they contain valid orders, create a Holded purchase invoice and Shopify order.
Claude analyses Re:plain chats to create Holded purchase invoices and Shopify orders.
R
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When a Re:plain contact form is submitted, create a Holded deal, set up a Shopify customer, and notify your sales channel in Slack.
Re:plain submissions create Holded deals and Shopify customers while notifying Slack channels.

Supported triggers and actions for Holded and Re:plain

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
Try it โ†’
Re:plain
Re:plain Triggers & Actions
Instant
Contact form is submitted in Re:plain
Triggers the automation when a Contact form is submitted
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Instant
New message is received in Re:plain
Triggers the automation when a new message is received
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No action is available

What can you automate with Holded + Re:plain?

Turn website chat submissions into structured company records and financial documents instantly.

What you can automate?
๐Ÿ’ฌ
Create Holded contacts from website chat forms
Every contact form submitted in Re:plain automatically creates a new contact or record in Holded. Eliminate manual data entry and ensure every website lead enters your system instantly.
๐Ÿงพ
Capture every submitted chat field in invoices
Map customer answers and inquiry details from Re:plain straight into Holded sales invoices and quotes. Your accounting documents reflect precise customer requests without manual typing.
๐Ÿ””
Notify your team the moment a chat arrives
Send instant alerts to team members or communication channels whenever a new website message or form submission is received. Keep staff informed and ready to respond.
๐Ÿ”€
Route inquiries based on submitted form fields
Evaluate incoming Re:plain messages to trigger different Holded actions depending on what the customer selects. Send wholesale inquiries to orders and standard questions to quotes.
๐Ÿ”„
Keep Holded records updated as chats evolve
Update existing contacts, deals, and invoices in Holded as customers provide additional information through subsequent Re:plain messages. Maintain accurate records across interactions.
๐Ÿ›ก๏ธ
Prevent duplicate records on repeat messages
Search existing database entries before creating new records to ensure repeat website visitors do not clutter Holded with duplicate contacts or invoices.
๐Ÿ’ณ
Handle invoice payments and status changes
Mark Holded invoices as paid or create sales payments automatically when customers complete financial transactions discussed in chat.
๐Ÿ”Œ
Extend chat workflows to Slack or Gmail
Connect your Re:plain and Holded core flow with Slack, Gmail, or other business apps to notify teams and send emails as part of a multi-step pipeline.
And much more...

Who is Holded + Re:plain integration for?

Connecting Holded and Re:plain eliminates manual data entry between website chat inquiries and your company management system for growing teams.

Financial controllers
Financial controllers
Customer support managers
Customer support managers
Project managers
Project managers
Sales representatives
Sales representatives
Operations managers
Operations managers
Business administrators
Business administrators
๐Ÿ“ˆ
Financial controllers
You rely on accurate invoice data to track company revenue, but website chat inquiries sit in separate chat tools until someone manually exports them, so your financial reports are always a few hours behind โ€” automating both apps means every transaction lands in Holded instantly and your ledger stays current.
โšก
Customer support managers
You need to act fast when prospective buyers reach out through website chat, but customer details get lost between your widget and your management software, so inquiries slip through the cracks โ€” connecting these apps means every submission creates a contact immediately and your support team responds without delay.
๐Ÿค
Project managers
You answer to clients who want to see prompt progress on their orders and requests, but manual data transfers between chat widgets and business tools cause frustrating delays, so stakeholders wait too long for updates โ€” with this integration, every chat submission updates your pipeline items automatically.
๐Ÿ“ž
Sales representatives
The volume of inbound website chats is too high for anyone to keep up with by hand, leading to missed follow-ups and unrecorded lead details, so potential deals stall out before entering your pipeline โ€” automating both apps means every lead becomes a Holded contact the moment they submit a form.
โš™๏ธ
Operations managers
You own the next step in the customer journey and depend on upstream chat submissions to trigger fulfillment, but manual handoffs create bottlenecks across departments, so internal handovers fail โ€” integrating these apps means every inquiry flows straight into your operations pipeline without manual intervention.
๐Ÿ“‹
Business administrators
You need a reliable history of all customer interactions and financial records, but manual copy-pasting leaves frequent gaps in your database, so auditing your records becomes difficult โ€” this integration means every chat detail is logged accurately in Holded and your company history remains 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 + Re:plain

Build and manage your Holded + Re:plain 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 + Re:plain 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 Re:plain?
Frequently Asked Questions
You can connect Holded to Re:plain in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the integration for you. It also connects with tools like Shopify, Stripe, Gmail, and Slack.
Can I automatically create Holded contacts from Re:plain website chat submissions?
Frequently Asked Questions
Can I connect Holded, Re:plain, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Re:plain?
Frequently Asked Questions
How does Holded handle invoice and contact updates from Re:plain?
Frequently Asked Questions
How do Re:plain website submissions trigger automated workflows?
Frequently Asked Questions
How can I automate my workflows between Holded and Re:plain without coding?
Frequently Asked Questions
Is the Holded and Re:plain integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Re:plain With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with CRM, project management, and reporting tools to keep your business data synchronised across departments.
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Re:plain
Popular Re:plain Integrations
Sync Re:plain with customer support, live chat, and communication platforms to streamline your website interactions.
See All
Re:plain Integrations arrow right
No popular apps found