?>

Alegra + WHMCS Integrations

Appy Pie Connect allows you to automate multiple workflows between Alegra and WHMCS

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Alegra + WHMCS

  • Alegra WHMCS

    Alegra + WHMCS

    Create Client to whmcs from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    WHMCS Create Client
  • Alegra WHMCS

    Alegra + WHMCS

    Create Invoice to whmcs from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    WHMCS Create Invoice
  • Alegra WHMCS

    Alegra + WHMCS

    Create Ticket to whmcs from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    WHMCS Create Ticket
  • Alegra WHMCS

    Alegra + WHMCS

    Create Client to whmcs from New Item in Alegra Read More...
    Close
    When this happens...
    Alegra New Item
     
    Then do this...
    WHMCS Create Client
  • Alegra WHMCS

    Alegra + WHMCS

    Create Invoice to whmcs from New Item in Alegra Read More...
    Close
    When this happens...
    Alegra New Item
     
    Then do this...
    WHMCS Create Invoice
  • Alegra {{item.actionAppName}}

    Alegra + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Alegra + WHMCS in easier way

It's easy to connect Alegra + WHMCS without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    Actions
  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Alegra & WHMCS Integrations Work

  1. Step 1: Choose Alegra as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick WHMCS as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Alegra to WHMCS.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Alegra and WHMCS

Alegra

Alegra is a web-based helpdesk ticket system that is 100% web-based. This means you don’t need to install anything on your computer or server since it is all accessed through the Internet.

WHMCS

WHMCS (Web Hosting Contrp System. is a billing and client management program for web hosting companies. It is used by web hosts and resellers to manage their customers and scripts, and to automate and streamline their billing and support.

Integration of Alegra and WHMCS

Integration between these two programs allows the fplowing:

  • When a customer purchases something from the website of the host, it sends an email notification to the WHMCS account administrator. This is because WHMCS requires that orders go through an administrator who can then activate the new order. This notification comes at the same time as the order confirmation email is sent to the customer. This email is actually an html form with hidden fields set up to automatically be populated with the data from the order. The html code is provided by Alegra. The notification contains:

– Order #

– Customer Name

– Product(s. associated with this order

  • When an order is received in WHMCS, it creates a ticket in Alegra using the information from the notification email. For example, if a customer places 3 products in their shopping cart and then completes checkout, the order will be received in WHMCS and create 3 tickets in Alegra. These tickets can also be queried by WHMCS when needed so that WHMCS knows when something has been sent in and when it has been completed. This allows for automatic completion of tickets when WHMCS flags them as completed. This feature also allows for automatic inputting of notes in Alegra even when an order does not go through, such as when a customer cancels an order or when there is a problem with an order (for example, an invalid credit card number.

Benefits of Integration of Alegra and WHMCS

– Reduces ticket creation time for resellers because it spves the “order verification” issue. Without this integration, resellers would have to manually verify and process each order before they can send out the products. With this integration, resellers simply verify and process the orders in WHMCS and let Alegra do the rest. There are no manual steps required after an order comes in; tickets are created in Alegra automatically using information from the notification email. In addition, since WHMCS creates the tickets in Alegra, this allows resellers to use multiple products from different vendors to track what they sell. For example, a reseller may have separate products from 10 different vendors that they sell to their customers. If they want to use a helpdesk system, they have one product per vendor for a total of 10 products to manage. If they use Alegra with this integration, however, they only have 1 product in Alegra which links directly to all 10 products from their vendors. All information about these products is stored in 1 product record in Alegra instead of 10 different records. This saves resellers a lot of time managing their products. In addition, it drastically reduces the amount of time taken to create tickets for each individual product because all information about that product can be entered into one record instead of 10 different records.

– Streamlines data entry because all data entered into a single product record in Alegra will be entered into all 10 products from different vendors in WHMCS at the same time. For example, if a reseller uses a product from Vendor 1, they will enter information about their Company, Billing Address, Shipping Address, Phone Number, etc… directly into their Company Information field in Alegra. When they do this, it will automatically populate all 10 products in WHMCS with identical information about their company so when customers call in asking for information about their company (who they bought these items from), they will get identical information about each company even though it is coming from 10 different companies/vendors/products!

– Automatic opening of “missing” tickets when they are checked in WHMCS. This means that when an order is received in WHMCS and it is flagged as “missing” (such as when a customer calls in asking why they haven’t received their product yet), WHMCS automatically opens a ticket in Alegra using all of the data from the notification email (all information about the order. so that when they do call back to ask where their items are, you can look up their order right away without having to ask them what it was, who placed the order, what was ordered etc… You can simply open up the ticket which already has all of that information available for you!

The process to integrate Alegra and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.