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
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
It's easy to connect WHMCS + pipelinedeals without coding knowledge. Start creating your own business flow.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Trigger when invoice updated.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
WHMCS or Web Hosting Billing and Customer Support Software is a free and open source billing and support spution for hosting companies and web developers. The primary goal of the software is to provide a platform for hosting providers to charge their clients and offer them support. It also provides an interface for users to manage the services they have purchased from their hosting provider.
Pipelinedeals is a Whmcs add-on which provides an even better environment for the customers and the admin, with this add-on it becomes easier for the customers to see all their orders in one place and provides easy access to all their past orders. It further allows admin to get a clear overview of all the orders made by a client and take a quick look at their previous orders.
This section will discuss how you can integrate WHMCS and pipelinedeals using WHM CS API.
In order to integrate WHMCS and pipelinedeals, you need to create an API key on pipelinedeals from where you can get access to your API key. The API key will be used in WHM CS API integration module. However, before proceeding with the integration, you should create a new API key on Pipelinedeals integrated with WHMCS. To do so, fplow these steps:
Go to PIPELINEDEALS > API Settings. Create a new API Key. Copy down your API key. You can use this API key in WHM CS API integration module.
Now that you have created a new API Key on Pipelinedeals integrated with WHMCS, you can proceed with the integration of both the platforms through WHMCS API. In order to integrate both platforms, you need to perform the fplowing steps:
In WHM CS installation directory, go to. Modules/Installers/API Integration/Scripts and copy the file. api_integration.php to. Modules/Installers/API Integration/Scripts/backup/api_integration.php Now open the copy of api_integration.php in your notepad or any text editor and replace “Your API Key” with your API key that you created in step 1 above. Save the file and upload it back to api_integration.php in. Modules/Installers/API Integration/Scripts Now open your WHMCS admin panel and go to. Tops > API Integration and install the module by clicking on “Install Module” button and then clicking on “Install” button in next page, as shown in the image below. After installing the module, go to. Tops > API Integration > Settings and enter your API Key in “API Key” field, as shown in the image below. Make sure that “Use this API Key for All Subdomains” option is checked and click on “Apply Changes” button, as shown in the image below. Now your WHM CS integration with pipelinedeals is complete. That means that whenever a new sale comes into pipelinedeals, it will automatically show up in WHMCS admin panel for you to process it accordingly. If you want to disable this integration then you can do so by going to Tops > API Integration > Settings page of WHMCS admin panel, select Pipedeal API Integration checkbox and click on “Apply Changes” button. Once you are done with disabling the integration, make sure you delete your API Key from Pipelinedeals integrated with WHMCS by fplowing steps 1-5 above again. Now you are ready to go! Happy selling!
Integration of Pipedeal API with WHMCS makes it easier for the customers to see all their orders in one place and provides easy access to all their past orders. It further allows admin to get a clear overview of all the orders made by a client and take a quick look at their previous orders. This integration will help you view orders quickly without the need to log into each website separately.
The process to integrate 403 Forbidden and 403 Forbidden 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.