Integrate SharePoint with WHMCS

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint + WHMCS quick connects for faster integration? Here’s our list of the best SharePoint + WHMCS quick connects.

Explore quick connects

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Connect SharePoint + WHMCS in easier way

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

  • Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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
  • 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 SharePoint & WHMCS Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to WHMCS.

    (2 minutes)

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

Integration of SharePoint and WHMCS

SharePoint

SharePoint is a web-based platform to share documents, cplaborate with cpleagues and meet business requirements. It can be used to manage almost all processes in the organization. Its key feature is that it allows users to access all its content from anywhere at any time. Access can be granted to specific people or groups of people.

WHMCS

WHMCS is a software for automating your online business. It helps you to manage your clients, products, subscriptions and other aspects of your business. By using WHMCS you can automate repetitive tasks and become more productive in the process. On top of this, you will have a reporting system to provide you with a detailed overview of your business performance.

Integration of SharePoint and WHMCS

In order to integrate SharePoint and WHMCS, you need to create a document library in SharePoint. In this library, you can add files which will be updated in real time when a customer makes a payment through WHMCS. This way, customers will always know what is going on with their account and what is expected of them.

Customers will appreciate the fact that they do not need to log into WHMCS to get an update on their account. This way, they will be able to complete their payment quickly and proceed with their day. Your company will also benefit because you will not lose customers due to poor customer service.

Benefits of Integration of SharePoint and WHMCS

There are several benefits associated with integrating SharePoint and WHMCS. Here are some of them:

· Customers can check their current status on their account directly on their computer without having to log into WHMCS. This makes it easy for customers to complete their purchase while they are at home or on the road.

· You can use the same document library in SharePoint to store invoices, contracts, licenses and other documents related to your jobs. This saves time and money since you do not need to pay for additional storage space. Besides, your documents are likely to be safer in SharePoint than on your computer or on someone else’s computer.

· You can increase productivity by automating repetitive tasks in WHMCS using custom workflows. For example, you can automate the task of sending an invoice when a customer pays online or sends an email about their job. This makes it easier for your employees to spend less time repeating the same tasks over and over again. They will have more time to lend a hand when the workload exceeds the capacity of the staff members who are available at any given moment. They can also focus on tasks which require creative thinking rather than drudge work.

· You can reduce paperwork by storing invoices, contracts, licenses, receipts and other documents in one place. This way, they are accessible by everyone in the organization regardless of which department they belong to. You can easily track down any pd document when your clients request it. You do not have to rely on memory if you have misplaced an invoice or contract.

In conclusion, there are many benefits associated with integrating SharePoint and WHMCS when running your online business. Some of these benefits are saving money on storage costs, saving time by automating repetitive tasks, reducing paperwork by storing documents in one place, helping your customers by providing them with easy access to their account information and knowing what they are supposed to do next when they have paid for their services or products.

The process to integrate SharePoint 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