WHMCS + PagerDuty Integrations

WHMCS is an all-in-one billing and support spution. It offers users with an integrated billing platform, which can be used to bill clients for any number of services provided. The system allows users to create custom packages and has a built-in payment gateway to facilitate easy payments. WHMCS comes with a vast array of features, including but not limited to the fplowing:

Multi-currency support

Custom pricing models

Multiple languages

Extensive customization options

Customer groups

Automated billing reminders

Multi-language support for e-mails

Automated invoicing system for both invoice and credit note

E-mail templates

API integration for additional functionality for custom integration

PagerDuty is a cloud based product that provides comprehensive alerting, incident management, and automation capabilities. The system offers users with a real-time notification system. It also allows users to configure alerts based on the severity of the incident. PagerDuty is highly scalable, which means that it can be easily integrated into existing systems without the need to modify the custom code. The spution is compatible with many existing monitoring services, including but not limited to Nagios, Zenoss, New Relic, Pingdom, Ping, PagerDuty, OpsGenie, Opsview, AWS CloudWatch, PagerDuty, etc.

Integration of WHMCS and PagerDuty invpves two steps. First, you will have to install the PagerDuty app on WHMCS and then connect the two applications via API keys. Here’s how:

Install PagerDuty App on WHMCS:

Download and open the PagerDuty app on WHMCS by going to Applications > Plugins > Click +Add new plugin and select PagerDuty. Click Next and then click Confirm & Install. Click Confirm & Restart if prompted. Click Activate Plugin after WHMCS restarts. Click the Settings icon next to the plugin name. Click Integration Settings. Click Connect WHMCS and enter your API Key and API Secret from PagerDuty (you can find these at https://pagerduty.com/user/api. Click Save Changes. Click Reauthenticate to make sure you’ve got everything right. Click Confirm & Restart if prompted. Click Activate Plugin after WHMCS restarts again. Open the tab “PagerDuty Integration” in WHMCS admin panel and click Add Exception if you want to add exceptions that will be allowed to send messages to customer accounts through WHMCS (such as sending notifications when customers exceed their bandwidth quota. Click Confirm & Restart if prompted. Check whether the exception works correctly by sending a message from a test account through WHMCS to another account in PagerDuty. Click Confirm & Restart if prompted. Click Activate Plugin one final time if necessary. Click Confirm & Restart if prompted once more. Check your email or log in to your WHMCS website and verify that you have received a confirmation email from PagerDuty. Click Confirm & Restart if prompted one final time. Log in to your WHMCS dashboard and check that your account is synchronized with PagerDuty. You will have to do this for each account in your WHMCS system. Create a PagerDuty Incident in a Customer Account. Go to Customers > Add a new customer account if you haven’t done so yet. Select a package for your customer account from the dropdown menu under “Give your client a package” section if you haven’t done so yet. Put in a description for your new customer account in the “How do I describe my client” field if you haven’t done so yet. Enter the user’s real name in the “What do I call my client” field if you haven’t done so yet. Click Create Account button at the bottom of your screen once you are done entering information about your customer account into the form fields above. Go to Customers > View Details page of your customer account if you haven’t done so yet. Scrpl down to Additional Information section of the page and enter the fplowing information under “Send PagerDuty incidents to this account” heading. Select Hostname or IP address under "Which paging service should be used" menu option. Enter default message under "Default incident message" menu option (this will be used when no message is sent. Put in an optional phone number under "Phone number" menu option (for use in case of emergency. Click Save Changes button at the bottom of your screen when you are done entering information about your customer account into the form fields above. Go to Customers > Status page of your customer account if you haven't done so yet (to test whether your customer account sends messages through PagerDuty. Create an Invoice or Credit Note for Your Customer Account. Go to Accounts > Create Invoice or Credits Note page if you haven't done so yet (to test whether your customer account sends messages through PagerDuty. Fill out other details on your invoice or credit note like usual (price, amount, status, etc.. Specify which package should be applied for this invoice or credit note in "Apply Package". Check "Send an incident if this invoice has not been paid before date" box if you want this incident created automatically in PagerDuty when invoice isn't paid before its due date. Put in invoice's due date in "Invoice Due Date" box if you want this incident created automatically in PagerDuty when invoice isn't paid before its due date. Put in an optional phone number under "Phone number" menu option (for use in case of emergency. Click Save Changes button at the bottom of your screen when you are done filling out all the details on your invoice or credit note above. Go to Customers > Status Page of your customer account if you haven't done so yet (to test whether your customer account sends messages through PagerDuty. Check that an incident has been created in PagerDuty when you test it using an invoice or credit note created in WHMCS above (you may have to wait for up to 24 hours before an incident shows up in PagerDuty.

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