Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.
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 businessWHMCS Integrations
Zoho Connect + WHMCSCreate Client to whmcs from New Network Member in Zoho Connect Read More...
Zoho Connect + WHMCSCreate Invoice to whmcs from New Network Member in Zoho Connect Read More...
It's easy to connect Zoho Connect + WHMCS without coding knowledge. Start creating your own business flow.
Triggers when a new event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Zoho Connect is a cloud based automation top for businesses. It has features like Push notifications, Email notifications, SMS notifications, etc. It also has features like integrating with third party applications.
Zoho Connect is an application that can help businesses automate their workflows, both internal and external ones. It is simple to use and has powerful features for managing business processes. It can be used to build automations for your customers, employees or vendors. It has more than 100 applications integrated with it which you can use to set up your workflow. It is compatible with any device on any OS. It supports push notifications on Android, iOS, Web and Windows 8 devices. It also supports email notifications on Gmail, Yahoo, Outlook etc., SMS notifications on Vodafone, Airtel etc., voice calls on Google Hangouts and Skype, social media notifications on Facebook, Twitter, LinkedIn etc. It comes with a built-in knowledge base where all the articles related to its features are stored in one place. You can also add articles for your employees to read. The articles can be edited by admin. There is also a community section where all the users of Zoho Connect can share their ideas about the product. One of the very unique features of Zoho Connect is that it has an integration with almost every popular SaaS application like Salesforce, MailChimp, Github etc. With this integration, you can automatically send a mail or a notification when a specific event occurs in a particular SaaS application. For example, when a new user registers in your website via Zoho Connect, you can have a workflow to have a welcome email sent from MailChimp by using the integration between Zoho Connect and MailChimp. You can also set up a workflow to send a text message to your customer when he cancels his order from your website via Zoho Connect and Twilio integration. Similarly, you can have integrations for many other applications so that when an event occurs in another application, Zoho Connect will trigger a particular action for your company.
The first thing you need to do is to go to https://www.zohoconsultant.com/signup/register and sign up for free account with Zoho consultant. After signing up with them, you can create a new project from their dashboard. You can give it a name and select the type of application you want to create. After selecting the application type, you will be redirected to a page where you can fill out the details related to your application and its workflow. Now you need to click on “Manage Notifications” button and fplow the steps given below:
Step 1. Select “Manage Push Notifications” Step 2. Select “Add Push Notification Service” Step 3. Select “Google Cloud Messaging” Step 4. Now you need to add Google Project Number for setting up GCM server key which you will find in Google Developer Conspe Step 5. Now you need to add Server Key which will be found in Zoho Account under Google API Conspe by clicking on “Credentials” tab Step 6. Save the changes and you will get your GCM Server Key and Sender ID saved in Zoho Account if you did not already have them Step 7. Sign into WHMCS Admin Panel and go to Module Manager -> My Modules -> Select “Zoho Connect” Step 8. Enter GCM Server Key and Sender ID which you got from Google Step 9. Then click on “Save Changes” button Step 10. Go back to Dashboard of Zoho Connect and click on “Manage Email Notifications” Step 11. Select “Add Email Service” Step 12. Select “Email Service Provider (ESP)” Step 13. Now you need to enter SMTP Server Details like SMTP Hostname, Port Number etc., this will be provided by your hosting provider Step 14. Then save changes Step 15. Go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 16. Enter SMTP Server Details which you got from your hosting provider Step 17. Then click on “Save Changes” button Step 18. Go back to Dashboard of Zoho Connect and click on “Manage SMS Notifications” Step 19. Select “Add SMS Service” Step 20. Select “SMS Service Provider (SMSC. Step 21. Now you need to enter the SMSC Number which will be provided by your telecom service provider Step 22. Then save changes Step 23. Go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 24. Enter SMSC Number which you got from your telecom service provider Step 25. Then click on “Save Changes” button Step 26. Close your browser now and reopen it Step 27. Open up WHMCS Admin Panel again and go to Module Manager -> My Modules -> Select “Zoho Connect” Step 28. Click on “Configure Push Notifications” button Step 29. Now this will take you to the screen where you can configure your push notifications settings Step 30. Select your desired channel which will be either Google+ or Phone number Step 31. Select your event type which will be either New Sale or Cancelled Order or Contract Signed or Invoice Paid or Invoice Due or Payment Approved or Billing Cycle Completed or Monthly Statement Requested or New Booking Requested or Contract Cancelled or Invoice Paid Successfully or New Message Received or Application Updated or Application Uninstalled or Application Installed or Application Uninstalled or Application Installed Successfully or Order Created or Order Cancelled or Order Edited or Order Paid or Order Received or Order Shipped or Order Sent Successfully or Order Shipped Successfully or Invoice Created or Invoice Cancelled or Invoice Edited or Invoice Sent Successfully or Automatic Payments Started or Automatic Payments Stopped or Automatic Payments Completed or ACH Transaction Started or ACH Transaction Completed or Activation Completed or Activation Failed or Activation Started or Activation Started Successfully or WSS Transaction Started successfully or WSS Transaction Completed Successfully Step 32. After selecting the channel and event type, click on “Save Changes” button Step 33. Now go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 34. Click on “Configure Email Notifications” button Step 35. Now this will take you to the screen where you can configure your email notification settings Step 36. Next select your desired email template for sending emails from WHMCS module Step 37. Now select the event type for which notification needs to be sent and then save changes Step 38. Create a new user in WHMCS module by going to Dashboard -> Users -> Add New User -> Fill out all required information and save changes Step 39. Test the integration by creating a new order in WHMCS module and check whether it has been created in Zoho account as well as by checking whether an email has been received as per the instructions mentioned above separately for each event type in WHMCS module Step 40. Go back to Module Manager -> My Modules -> Select “Zoho Connect” and click on “Configure SMS Notifications” button Step 41. Now this will take you to the screen where you can configure your SMS notification settings Step 42. Next select your desired phone number for sending sms from WHMCS module Step 43. Now select the event type for which notification needs to be sent and then save changes Step 44. Create a new user in WHMCS module by going to Dashboard -> Users -> Add New User -> Fill out all required information and save changes Step 45. Test the integration by creating a new order in WHMCS module and check whether it has been created in Zoho account as well as by checking whether an sms has been received as per the instructions mentioned above separately for each event type in WHMCS module Step 46. Go back to Module Manager -> My Modules -> Select “Zoho Connect” and click on “Configure Voice Calls Notifications” button Step 47. Now
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