Integrate WHMCS with pipelinedeals

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

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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

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Explore quick connects
Connect WHMCS + pipelinedeals in easier way

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

  • Triggers
  • 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How WHMCS & pipelinedeals Integrations Work

  1. Step 1: Choose WHMCS 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 pipelinedeals 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 WHMCS to pipelinedeals.

    (2 minutes)

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

Integration of WHMCS and pipelinedeals

WHMCS?

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?

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.

  • Integration of WHMCS and pipelinedeals
  • 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!

  • Benefits of Integration of WHMCS and pipelinedeals
  • 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.

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