Holded + WaliChat Integration

Integrate Holded to WaliChat in one click, or tell Integrately AI how you want each invoice handled. Notify your team, update customer contacts, send automated messages, and keep your records completely up to date.

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
  • WaliChat
    Message received from WhatsApp in WaliChat Instant
  • WaliChat
    Message sent to WhatsApp in WaliChat Instant
  • WaliChat
    Message read from WhatsApp in WaliChat 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
  • WaliChat
    Search WhatsApp message in WaliChat
  • WaliChat
    Update WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp group message in WaliChat
  • WaliChat
    Send WhatsApp image message in WaliChat
  • WaliChat
    Send WhatsApp video message in WaliChat
  • WaliChat
    Send WhatsApp documents/audios message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message to group in WaliChat
  • WaliChat
    Send WhatsApp location message using coordinates in WaliChat
  • WaliChat
    Send WhatsApp location message using an address in WaliChat
  • WaliChat
    Create new internal contact (chat only) in WaliChat
  • WaliChat
    Search contact in WaliChat
  • WaliChat
    Update internal contact (chat only) in WaliChat
  • WaliChat
    Create user in WaliChat
  • WaliChat
    Create whatsapp new group chat in WaliChat

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Ready Workflows Ready Workflows for Holded + WaliChat Integration

Send messages for new invoices, update contacts, notify teams on WhatsApp, and follow up instantly, all in just one click.

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Connect more apps to your Holded + WaliChat flow

Sync store orders, log payments, update customer records, and alert your team across channels after every invoice. Pick a combination and activate it in one click.

Holded
WaliChat
+
ShopifyShopify (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
H
S
W
Create a Shopify customer for every new Holded invoice, and send a notification in WaliChat.
New Holded invoices automatically create a customer record in Shopify and trigger an instant message in WaliChat, eliminating manual data entry.
H
S
W
Create a Shopify product from every Holded purchase, and alert your team via WaliChat.
Holded purchases instantly generate inventory items in Shopify while notifying your team in WaliChat.
H
S
W
If a Holded invoice is created, update Shopify order status and send a WaliChat message.
New Holded invoices update your Shopify order records and trigger a WhatsApp confirmation message.
H
S
W
Use ChatGPT to summarise new Holded invoices, log them in Shopify, and message via WaliChat.
ChatGPT analyses Holded invoices, updates Shopify records, and sends summaries through WaliChat.

Supported triggers and actions for Holded and WaliChat

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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WaliChat
WaliChat Triggers & Actions
Instant
Message received from WhatsApp in WaliChat
Triggers the automation when a message is received on WhatsApp
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Instant
Message sent to WhatsApp in WaliChat
Triggers the automation when a message is sent to a WhatsApp number
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Instant
Message read from WhatsApp in WaliChat
Triggers the automation when a new message is read from WhatsApp
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Search WhatsApp message in WaliChat
Searches and retrieve messages on whatsapp
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Update WhatsApp message in WaliChat
Updates a message in a whatsapp conversation
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Send WhatsApp message in WaliChat
Sends a message via whatsapp
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Send WhatsApp group message in WaliChat
Sends a message to a whatsapp group
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Send WhatsApp image message in WaliChat
Sends an image file to a whatsapp group
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Send WhatsApp video message in WaliChat
Sends video messages via whatsapp
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Send WhatsApp documents/audios message in WaliChat
Sends documents and audio messages to contacts via whatsapp
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Send WhatsApp scheduled message in WaliChat
Schedule and send messages on whatsapp at particular times
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Send WhatsApp scheduled message to group in WaliChat
Sends scheduled messages to a group on whatsapp
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Send WhatsApp location message using coordinates in WaliChat
Share your location coordinates via whatsapp
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Send WhatsApp location message using an address in WaliChat
Automatcally send location information via whatsapp to particular contact
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Create new internal contact (chat only) in WaliChat
Adds a new contact to the internal chat system
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Search contact in WaliChat
Finds and retrieves contact information
Try it โ†’
Update internal contact (chat only) in WaliChat
Updates contact information in the internal chat system
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Create user in WaliChat
Generates a new user account
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Create whatsapp new group chat in WaliChat
Creates a new group chat on the whatsapp platform
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What can you automate with Holded + WaliChat ?

Streamline your financial operations and client communications by turning Holded events into instant WaliChat messages and updates.

What you can automate?
๐Ÿงพ
Send automated WhatsApp messages for every new Holded invoice
Trigger instant WhatsApp messages in WaliChat whenever a new invoice is created in Holded, keeping clients informed without manual typing.
๐Ÿ“‹
Capture comprehensive invoice and purchase details
Extract all line items, customer names, and pricing from Holded invoices to send detailed summaries directly through WaliChat.
๐Ÿ””
Alert team members instantly on WhatsApp
Notify specific staff members via WaliChat the moment a new purchase or invoice is logged in Holded.
๐Ÿ”€
Route messages based on invoice values
Send customized WhatsApp messages in WaliChat depending on whether a Holded invoice exceeds a specific financial threshold.
๐Ÿ”„
Keep customer records synchronised across tools
Automatically update contact details and invoice statuses between Holded and WaliChat as transactions progress.
๐Ÿ”
Prevent duplicate contacts during updates
Search existing records before creating new entries in Holded or WaliChat to maintain a clean database.
๐Ÿ’ณ
Automate follow-ups when invoices are paid
Trigger instant payment confirmation messages in WaliChat as soon as an invoice is marked as paid in Holded.
๐Ÿ“
Connect Google Drive to your workflow
Automatically save generated Holded invoice PDFs to Google Drive while notifying your team via WaliChat.
And much more...

Who is Holded + WaliChat integration for?

Finance teams, customer support agents, and sales managers who need to streamline invoicing workflows and keep customer communications perfectly synchronized across platforms.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Finance Auditors
Finance Auditors
๐Ÿ“Š
Finance Managers
You're tracking daily revenue in Holded, but your reporting sheets only update after manual exports, so the financial summaries you review are always outdated โ€” with this integration, every new invoice flows straight into your communication tools and your financial data stays current.
๐ŸŽง
Customer Support Leads
You're managing client accounts in Holded, but incoming client queries stall when notifications are missed, so urgent issues are addressed too late โ€” automating both apps means every purchase or invoice instantly triggers a WhatsApp alert and support issues are handled immediately.
๐Ÿค
Account Managers
You're creating sales orders in Holded, but clients request progress updates before your team responds manually, so communication gaps frustrate stakeholders โ€” integrating these apps means client messaging happens automatically and stakeholders receive instant updates on every transaction.
โš™๏ธ
Operations Teams
You're processing high volumes of transactions in Holded, but manual message dispatching cannot keep pace with incoming orders, so communication bottlenecks slow down operations โ€” automating both apps means every order instantly triggers customer notifications and operational throughput increases.
๐Ÿ’ผ
Sales Representatives
You're generating quotes and invoices in Holded, but waiting on manual handoffs delays client follow-up, so deals go cold before outreach begins โ€” this integration means every created document immediately initiates client messaging so your sales team engages leads right away.
๐Ÿ“
Finance Auditors
You're logging financial records in Holded, but missing communication logs create audit trails with frustrating gaps, so compliance checks take longer โ€” automating both apps means every transaction is paired with complete messaging records and your audit history remains immaculate.
Our team

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Why choose Integrately to automate Holded + WaliChat

Build and manage your Holded + WaliChat 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 + WaliChat 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?

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Frequently Asked Questions

How do I connect Holded to WaliChat ?
Frequently Asked Questions
You can connect Holded to WaliChat in 1 click using ready templates or ask Integrately AI to build the workflow and map the fields for you.
Can I send automated WhatsApp messages when a new invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, WaliChat , and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and WaliChat ?
Frequently Asked Questions
How does Holded handle invoice data in automations?
Frequently Asked Questions
How do WaliChat messages work in automated workflows?
Frequently Asked Questions
Do I need coding skills to integrate Holded and WaliChat ?
Frequently Asked Questions
Is the Holded and WaliChat integration free?
Frequently Asked Questions
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You Can Also Connect Holded or WaliChat With 1500+ Other Apps

Holded
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WaliChat
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Connect WaliChat with CRM, helpdesk, and marketing platforms to power up your customer service workflows.
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