WHMCS Agile CRM Integration using AI Agents
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Simplify WHMCS Agile CRM Integration with seamless setup
Easily set up WHMCS Agile CRM Integration without coding. Start automating your workflows and Integrate WHMCS with Agile CRM today.
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New Client
Triggers whenever a new client occur.
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New Invoice
Trigger when new invoice created.
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New Order
Triggers whenever a new order created.
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New Ticket
Triggers whenever a new ticket is created.
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Updated Client
Triggers whenever a updated client occur.
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Updated Invoice
Trigger when invoice updated.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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Create Client
Creates a new client.
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Create Invoice
Creates a new invoice.
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Create Order
Creates a new order.
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Create Ticket
Creates a new ticket in WHMCS.
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Create/Update Client
Creates a new client or updates an existing one.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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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.
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Updated Client
Triggers whenever a updated client occur.
-
Updated Invoice
Trigger when invoice updated.
-
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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Create Client
Creates a new client.
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Create Invoice
Creates a new invoice.
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Create Order
Creates a new order.
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Create Ticket
Creates a new ticket in WHMCS.
-
Create/Update Client
Creates a new client or updates an existing one.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
How WHMCS and Agile CRM Integrations Work
Follow the steps below to start setting up your WHMCS integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose WHMCS as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Agile CRM as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Agile CRM account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from WHMCS to Agile CRM & your AI Agent is ready!
Popular Templates for WHMCS and Agile CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Company to Agile CRM from New Invoice in whmcs
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When this happens:
New Invoice
-
Then do this:
Create Company
Create Deal to Agile CRM from New Invoice in whmcs
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When this happens:
New Invoice
-
Then do this:
Create Deal
Create Contact to Agile CRM from New Invoice in whmcs
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When this happens:
New Invoice
-
Then do this:
Create Contact
Add Score to Contact in Agile CRM when New Client is created in whmcs
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When this happens:
New Client
-
Then do this:
Add Score to Contact
Create or Update Contact to Agile CRM from New Client in whmcs
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When this happens:
New Client
-
Then do this:
Create or Update Contact
Add Note in Agile CRM when New Client is created in whmcs
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When this happens:
New Client
-
Then do this:
Add Note
Add to Campaign in Agile CRM when New Client is created in whmcs
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When this happens:
New Client
-
Then do this:
Add to Campaign
Create Deal to Agile CRM from New Order in whmcs
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When this happens:
New Order
-
Then do this:
Create Deal
Create Task to Agile CRM from New Order in whmcs
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When this happens:
New Order
-
Then do this:
Create Task
Add Tag to Contact in Agile CRM when New Order is created in whmcs
-
When this happens:
New Order
-
Then do this:
Add Tag to Contact
Add Event in Agile CRM when New Invoice is created in whmcs
-
When this happens:
New Invoice
-
Then do this:
Add Event
Create Task to Agile CRM from New Invoice in whmcs
-
When this happens:
New Invoice
-
Then do this:
Create Task
Add Note in Agile CRM when New Invoice is created in whmcs
-
When this happens:
New Invoice
-
Then do this:
Add Note
Create Ticket to Agile CRM from New Invoice in whmcs
-
When this happens:
New Invoice
-
Then do this:
Create Ticket
Create Company to Agile CRM from New Client in whmcs
-
When this happens:
New Client
-
Then do this:
Create Company
Create Deal to Agile CRM from New Client in whmcs
-
When this happens:
New Client
-
Then do this:
Create Deal
Create Task to Agile CRM from New Client in whmcs
-
When this happens:
New Client
-
Then do this:
Create Task
Create Contact to Agile CRM from New Client in whmcs
-
When this happens:
New Client
-
Then do this:
Create Contact
Create Contact to Agile CRM from New Order in whmcs
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When this happens:
New Order
-
Then do this:
Create Contact
Create Ticket to Agile CRM from New Order in whmcs
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When this happens:
New Order
-
Then do this:
Create Ticket
Update Company in Agile CRM when New Order is created in whmcs
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When this happens:
New Order
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Then do this:
Update Company
Update Company in Agile CRM when New Invoice is created in whmcs
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When this happens:
New Invoice
-
Then do this:
Update Company
Add Event in Agile CRM when New Client is created in whmcs
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When this happens:
New Client
-
Then do this:
Add Event
Add Tag to Contact in Agile CRM when New Client is created in whmcs
-
When this happens:
New Client
-
Then do this:
Add Tag to Contact
Update Company in Agile CRM when New Client is created in whmcs
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When this happens:
New Client
-
Then do this:
Update Company
Add Score to Contact in Agile CRM when New Order is created in whmcs
-
When this happens:
New Order
-
Then do this:
Add Score to Contact
Create or Update Contact to Agile CRM from New Order in whmcs
-
When this happens:
New Order
-
Then do this:
Create or Update Contact
Add to Campaign in Agile CRM when New Order is created in whmcs
-
When this happens:
New Order
-
Then do this:
Add to Campaign
Add Score to Contact in Agile CRM when New Invoice is created in whmcs
-
When this happens:
New Invoice
-
Then do this:
Add Score to Contact
Create or Update Contact to Agile CRM from New Invoice in whmcs
-
When this happens:
New Invoice
-
Then do this:
Create or Update Contact
Add Tag to Contact in Agile CRM when New Invoice is created in whmcs
-
When this happens:
New Invoice
-
Then do this:
Add Tag to Contact
Add to Campaign in Agile CRM when New Invoice is created in whmcs
-
When this happens:
New Invoice
-
Then do this:
Add to Campaign
Create Ticket to Agile CRM from New Client in whmcs
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When this happens:
New Client
-
Then do this:
Create Ticket
Add Event in Agile CRM when New Order is created in whmcs
-
When this happens:
New Order
-
Then do this:
Add Event
Create Company to Agile CRM from New Order in whmcs
-
When this happens:
New Order
-
Then do this:
Create Company
Add Note in Agile CRM when New Order is created in whmcs
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When this happens:
New Order
-
Then do this:
Add Note
Add Event in Agile CRM when New Ticket is created in whmcs
-
When this happens:
New Ticket
-
Then do this:
Add Event
Add Note in Agile CRM when New Ticket is created in whmcs
-
When this happens:
New Ticket
-
Then do this:
Add Note
Add Score to Contact in Agile CRM when New Ticket is created in whmcs
-
When this happens:
New Ticket
-
Then do this:
Add Score to Contact
Add Tag to Contact in Agile CRM when New Ticket is created in whmcs
-
When this happens:
New Ticket
-
Then do this:
Add Tag to Contact
Add to Campaign in Agile CRM when New Ticket is created in whmcs
-
When this happens:
New Ticket
-
Then do this:
Add to Campaign
Create Company to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create Company
Create Contact to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create Contact
Create Deal to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create Deal
Create Task to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create Task
Create Ticket to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create Ticket
Create or Update Contact to Agile CRM from New Ticket in whmcs
-
When this happens:
New Ticket
-
Then do this:
Create or Update Contact
Update Company in Agile CRM when New Ticket is created in whmcs
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When this happens:
New Ticket
-
Then do this:
Update Company
Add Event in Agile CRM when Updated Invoice is added to whmcs
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When this happens:
Updated Invoice
-
Then do this:
Add Event
Add Note in Agile CRM when Updated Invoice is added to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Add Note
Add Score to Contact in Agile CRM when Updated Invoice is added to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Add Score to Contact
Add Tag to Contact in Agile CRM when Updated Invoice is added to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Add Tag to Contact
Add to Campaign in Agile CRM when Updated Invoice is added to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Add to Campaign
Create Company from Agile CRM from Updated Invoice to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Create Company
Create Contact from Agile CRM from Updated Invoice to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Create Contact
Create Deal from Agile CRM from Updated Invoice to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Create Deal
Create Task from Agile CRM from Updated Invoice to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Create Task
Create Ticket from Agile CRM from Updated Invoice to whmcs
-
When this happens:
Updated Invoice
-
Then do this:
Create Ticket
Create or Update Contact from Agile CRM from Updated Invoice to whmcs
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When this happens:
Updated Invoice
-
Then do this:
Create or Update Contact
Update Company in Agile CRM when Updated Invoice is added to whmcs
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When this happens:
Updated Invoice
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Then do this:
Update Company
Streamline Your Workflow with Appy Pie Automation
Agile CRM Alternatives
Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
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![Zoho CRM Integration]()
Zoho CRM
-
![Salesforce Integration]()
Salesforce
-
![Pipedrive Integration]()
Pipedrive
-
![HubSpot CRM Integration]()
HubSpot CRM
-
![Zendesk Integration]()
Zendesk
-
![ActiveCampaign Integration]()
ActiveCampaign
-
![Alore CRM Integration]()
Alore CRM
-
![Freshsales Integration]()
Freshsales
-
![Front Integration]()
Front
-
![Pipefy Integration]()
Pipefy
-
![SalesMachine Integration]()
SalesMachine
-
![Totango Integration]()
Totango
-
![Keap Integration]()
Keap
Frequently Asked Questions
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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
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Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
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The integration between WHMCS and Agile CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between WHMCS and Agile CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating WHMCS with Agile CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the WHMCS-Agile CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by WHMCS and Agile CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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