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Integrating CloudTalk with WHMCS by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between CloudTalk and WHMCS

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Integrations for CloudTalk
About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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

Integrations for WHMCS
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Connect CloudTalk + WHMCS in easier way

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

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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 Client

    Triggers whenever a updated client occur.

  • Updated Invoice

    Trigger when invoice updated.

  • Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create/Update Client

    Creates a new client or updates an existing one.

How CloudTalk & WHMCS Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Automate.

    (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 CloudTalk to WHMCS.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 4:24 pm
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