Integrate Customerly with WHMCS

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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

Want to explore Customerly + WHMCS quick connects for faster integration? Here’s our list of the best Customerly + WHMCS quick connects.

Explore quick connects

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Connect Customerly + WHMCS in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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.

  • Updated Invoice

    Trigger when invoice updated.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & WHMCS Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to WHMCS.

    (2 minutes)

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

Integration of Customerly and WHMCS

Customerly

Customerly is a system that allows individuals to create their own web-based custom contrp panels.

WHMCS

WHMCS is an excellent billing software which can be used for managing client servers and clients on server. WHMCS is utilized by thousands of companies around the world. It helps in managing your clients’ accounts through different storage options like FTP, SFTP, WebDAV, local disk storage, etc.

Integration of Customerly and WHMCS

WHMCS has a native module which helps you in integrating Customerly with WHMCS. It also enables you to work on multiple websites from one location. The integration process includes receiving orders from clients, tracking their orders, performing order processing and providing customer support based on your SLA.

Benefits of Integration of Customerly and WHMCS

The integration of Customerly and WHMCS has many benefits. We have listed some of them below:

It provides a perfect contrp panel to manage your customers by integrating your existing web service or application with a user friendly web contrp panel. With the adoption of a cloud hosting service, users can also create their own contrp panel and can share their services globally with other users. This way you can have a unique contrp panel for each individual client.

You can provide access to your clients through a single sign-on option. As a result, there will be no requirement to send out additional passwords as all the clients can access their account by logging into one portal. In addition, you can also allow your clients to have access to different applications from the same portal without the need to log-in again and again. This portal will be hosted on the cloud and you can easily give access to users without purchasing additional hardware and software.

By integrating your website with Customerly, you can also make sure that there is no downtime for your business even if your site experiences any problem. You can schedule specific times during which the site will be offline for maintenance and updates. Moreover, you can even schedule automated backups for your data. This way you can avoid any downtime and unexpected crashes.

Conclusion

In this article we talked about the integration of Customerly and WHMCS, its benefits and how it helps in managing your clients. This integration works well with both static and dynamic websites and other web applications as well. The process of setup is very easy and does not take much time. You can also check our online demo which will help you to find out more about the integration process.

The process to integrate Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm