Integrate Holded with Retently
Trigger NPS/CSAT surveys after invoicing or sales transactions, sync customer contact details and sales data to Retently, and use feedback scores to improve customer service and sales strategies.
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About Holded
Holded is a cloud-based tool for managing company operations, facilitating processes such as invoicing, contact management, and sales tracking.
Holded to Retently
New Contact
Triggers when a new contact is created.New Sales Invoice
Triggers when a new sales invoice is created.New Sales Order
Triggers when a new sales order is created.New Deal
Triggers when a new CRM Deal is created.New Purchase Invoice
Triggers when a new purchase invoice is created.New Sales Receipt
Triggers when a new sales receipt has been created.Retently to Holded
Create Contact
Creates a contact in Holded.Create Deal
Creates a new CRM Deal.Create Event
Creates a CRM Event in Holded.Create Payment
Creates a payment.Create Purchase Invoice
Creates a purchase invoice.Create Quote
Creates a quote.Create Sales Receipt
Creates a sales receipt.Mark Invoice as Paid
Marks the selected invoice as paid.Send Sales Receipt
Sends a sales receipt to the assigned contact email address.Find Contact
Finds an existing contact.Create Credit Note
Creates a credit note.Create Employee
Creates an employee.Create Sales Invoice
Creates a sales invoice.Create Product
Creates a new product.Create Purchase Order
Creates a purchase order.Create Sales Order
Creates a new sales order.Mark Credit Note as Paid
Updates the status of the selected credit note to paid.Send Invoice
Sends an invoice to the assigned contact email address.Update Contact
Updates the information of a contact.Find or Create Contact
Finds an existing contact.
Alex Bitca
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