Holded + Ultramsg Integration

Integrate Holded to Ultramsg in one click, or tell Integrately AI how you want each invoice handled. Send WhatsApp notifications, alert your team, update customer chats, 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
  • Ultramsg
    Message is created in Ultramsg
  • Ultramsg
    Chat is created in Ultramsg
  • Ultramsg
    Contact is created in Ultramsg
  • Ultramsg
    Group is created in Ultramsg
Arrow Right
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
  • Ultramsg
    Send message in Ultramsg
  • Ultramsg
    Send voice in Ultramsg
  • Ultramsg
    Send vcard in Ultramsg
  • Ultramsg
    Send audio in Ultramsg
  • Ultramsg
    Send location in Ultramsg
  • Ultramsg
    Clear messages in Ultramsg
  • Ultramsg
    Get group invite link in Ultramsg
  • Ultramsg
    Add participants in Ultramsg
  • Ultramsg
    Set message 'admin only' in Ultramsg
  • Ultramsg
    Add group description in Ultramsg
  • Ultramsg
    Leave group in Ultramsg
  • Ultramsg
    Create group in Ultramsg
  • Ultramsg
    Send image in Ultramsg
  • Ultramsg
    Send document in Ultramsg
  • Ultramsg
    Send video in Ultramsg
  • Ultramsg
    Send link in Ultramsg
  • Ultramsg
    Search contact in Ultramsg

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Ready Workflows Ready Workflows for Holded + Ultramsg Integration

Send notifications for new invoices, create chats for purchases, update customer records, and alert your team, all in just one click.

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Connect more apps to your Holded + Ultramsg flow

Sync customer data with spreadsheets, email tools, and team chat channels after your core automation runs. Pick a combination and activate it in one click.

Holded
Ultramsg
+
ShopifyShopify (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
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TrelloTrello (4)
S
H
U
Create a sales invoice in Holded for every new Shopify order, and send a notification in Ultramsg.
Shopify orders instantly generate Holded sales invoices while Ultramsg sends a message confirmation, removing manual accounting steps.
S
H
U
Add new Shopify products as products in Holded, and notify your team via Ultramsg.
New Shopify catalog items appear in Holded automatically while Ultramsg alerts your inventory team.
S
H
U
If a Shopify order total exceeds a threshold, create a sales invoice in Holded and send an Ultramsg alert.
High-value Shopify orders trigger priority Holded invoices and instant Ultramsg alerts for management.
S
H
U
Use ChatGPT to analyse incoming Shopify orders, create a sales invoice in Holded, and send an Ultramsg chat.
ChatGPT reviews order notes before Holded creates the invoice and Ultramsg sends a customer update.

Supported triggers and actions for Holded and Ultramsg

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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Ultramsg
Ultramsg Triggers & Actions
Message is created in Ultramsg
Triggers the automation when a new message is created
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Chat is created in Ultramsg
Triggers the automation when a new conversation is initiated
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Contact is created in Ultramsg
Triggers the automation when a new contact is created
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Group is created in Ultramsg
Triggers the automation when a new group is created
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Send message in Ultramsg
Delivers a message to a designated recipient
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Send voice in Ultramsg
Sends a voice message to a designated recipient
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Send vcard in Ultramsg
Sends a vcard
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Send audio in Ultramsg
Sends an audio message
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Send location in Ultramsg
Sends the current location to a contact
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Clear messages in Ultramsg
Removes all existing messages from the chat interface
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Get group invite link in Ultramsg
Generates a link for inviting new members to a group
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Add participants in Ultramsg
Adds multiple users to a group
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Set message 'admin only' in Ultramsg
Sets a message as 'admin only'
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Add group description in Ultramsg
Adds a description to a group
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Leave group in Ultramsg
Removes oneself from a group
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Create group in Ultramsg
Creates a new group based on particular criteria
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Send image in Ultramsg
Sends an image to a recipient
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Send document in Ultramsg
Sends a particular document to a designated recipient
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Send video in Ultramsg
Sends a video file to the particular recipient
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Send link in Ultramsg
Sends a link
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Search contact in Ultramsg
Finds and retrieves contact information
Try it โ†’

What can you automate with Holded + Ultramsg?

Connect your company management platform with messaging workflows to sync records and notify contacts effortlessly.

What you can automate?
๐Ÿงพ
Sync Holded Invoices With Ultramsg Chats
Trigger instant Ultramsg messages whenever a new sales invoice or purchase is created in Holded. Eliminate manual copy-pasting between your accounting and messaging tools.
๐Ÿ“‹
Capture Every Submitted Field Accurately
Map all available contact, invoice, and purchase fields directly into your messaging templates and downstream records instead of basic names alone.
๐Ÿ””
Notify the Right Team Member Instantly
Alert staff members on Ultramsg the second a new payment, purchase, or invoice is logged in Holded to ensure immediate operational follow-up.
๐Ÿ”€
Route Workflows Based on Submitted Values
Send different message templates or update specific records depending on the order total, contact details, or invoice status submitted.
๐Ÿ”„
Keep Destination Records Up to Date
Automatically update existing contacts, search records by email or phone, and mark invoices as paid across your systems without manual searching.
๐Ÿ”
Search and Update Instead of Duplicating
Search contacts by email or phone before creating new records in Holded to keep your database clean and free of duplicate entries.
โšก
Handle Status Changes and Payments
Trigger automated updates whenever invoices are marked as paid or credit notes are processed in Holded.
๐Ÿ”—
Extend Workflows With Supporting Apps
Connect your Holded and Ultramsg flows to Shopify, Stripe, Google Sheets, Gmail, Slack, or Trello for comprehensive multi-step automation.
And much more...

Who is Holded + Ultramsg integration for?

Accounting teams, support leads, and operations managers eliminate manual data entry, keep company records synchronized, and automate instant communication across platforms.

Accounting Managers
Accounting Managers
Customer Support Leads
Customer Support Leads
Project Managers
Project Managers
Sales Operations Teams
Sales Operations Teams
Operations Coordinators
Operations Coordinators
Business Owners
Business Owners
๐Ÿ“ˆ
Accounting Managers
You're managing financial ledgers across multiple platforms but your transaction sheets only update when someone manually exports records, so the revenue counts you're reviewing are always hours behind โ€” with this integration, every new invoice lands in your records instantly and your data stays current.
โšก
Customer Support Leads
You need to respond to client inquiries immediately but inbound chats sit unmonitored while agents check billing systems by hand, so response times lag behind expectations โ€” connecting these apps means every new customer interaction triggers instant notifications and automated follow-ups.
๐Ÿ“‹
Project Managers
You answer to stakeholders who want real-time visibility into financial milestones and client onboarding progress, but tracking information is scattered across isolated tools โ€” automating both apps means your project records and communication channels update simultaneously.
๐Ÿ”„
Sales Operations Teams
The volume of inbound orders and customer inquiries is too high for anyone to keep up by hand, leading to missed deal updates and unassigned contacts โ€” with this integration, every contact and deal moves between your tools automatically without manual intervention.
๐Ÿ‘ฅ
Operations Coordinators
You own the next step in the fulfillment cycle and depend on someone upstream to hand over invoice details manually, causing bottlenecks every afternoon โ€” this integration means handovers happen instantly the moment a purchase or invoice is created.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable audit history of company transactions and customer communications, but manual data entry keeps leaving frustrating gaps in your archives โ€” automating both apps means your system logs every record and message without exception.
Our team

Ready Workflows Did you know?

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 + Ultramsg

Build and manage your Holded + Ultramsg 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 + Ultramsg 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
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Holded to Ultramsg?
Frequently Asked Questions
You can connect Holded to Ultramsg in 1-click using Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow and map fields for you.
Can I send an Ultramsg WhatsApp message automatically when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Ultramsg, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Ultramsg?
Frequently Asked Questions
How does Holded handle contact creation during automation?
Frequently Asked Questions
What messaging operations are supported in Ultramsg?
Frequently Asked Questions
Do I need coding skills to automate Holded and Ultramsg?
Frequently Asked Questions
Is the Holded and Ultramsg integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Holded
Popular Holded Integrations
Connect Holded with accounting, invoicing, and CRM tools to keep company management data flowing across your operations stack.
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Ultramsg
Popular Ultramsg Integrations
Integrate Ultramsg with messaging, CRM, and notification platforms to streamline conversational chat flows and team alerts.
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Ultramsg Integrations arrow right
No popular apps found