Assessment Generator + WHMCS Integration

Connect Assessment Generator to WHMCS - Automate your workflows in 1-click

With Assessment Generator automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Assessment Generator & WHMCS using Integrately.
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Assessment Generator + WHMCS Integration

Create WHMCS contact for new Assessment Generator response

When someone completes your Assessment Generator, a new contact is automatically created in your WHMCS. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Assessment Generator is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Assessment Generator - WHMCS integration set up makes it easy to manage your customer relationships and grow your business.
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Assessment Generator + WHMCS Integration

Create WHMCS ticket for new Assessment Generator response

Creating WHMCS tickets automatically for every new Assessment Generator response received can help to ensure that each response is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Create Your Own Assessment Generator & WHMCS Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Assessment Generator + WHMCS Integration
1.
  • Assessment Generator
    Response is submitted in Assessment Generator

    Triggers the automation when a response is submitted

    Instant
  • WHMCS
    Invoice is paid in WHMCS

    Triggers the automation when an invoice is marked as paid

  • WHMCS
    Order is created in WHMCS

    Triggers the automation when a new order is created

  • WHMCS
    Invoice is created in WHMCS

    Triggers the automation when any invoice is added or modified

  • WHMCS
    Client is created in WHMCS

    Triggers the automation when a new client is created

  • WHMCS
    Ticket is created in WHMCS

    Triggers the automation when a new ticket is created

  • WHMCS
    Todo item is created in WHMCS

    Triggers the automation when a todo item is created

2.
  • WHMCS
    Create client in WHMCS

    Generates a new client profile

  • WHMCS
    Delete client in WHMCS

    Removes client from the database

  • WHMCS
    Create ticket in WHMCS

    Generates a new ticket

  • WHMCS
    Update ticket in WHMCS

    Updates ticket information

  • WHMCS
    Create invoice in WHMCS

    Generates invoices for sales transactions

  • WHMCS
    Create contact in WHMCS

    Adds a new contact to the database

  • WHMCS
    Search contact in WHMCS

    Finds and retrieves contact information

  • WHMCS
    Update contact in WHMCS

    Updates contact information with new details

  • WHMCS
    Create project in WHMCS

    Creates a new project

  • WHMCS
    Get client by id in WHMCS

    Retrieves client information based on their id

  • WHMCS
    Search ticket in WHMCS

    Searches for a ticket

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