ConvertKit + WHMCS Integration

Integrate ConvertKit to WHMCS in one click, or tell Integrately AI how you want each subscriber handled. Create clients, generate invoices, open support tickets, and update your billing records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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2.

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Ready Workflows Ready Workflows for ConvertKit + WHMCS Integration

Capture subscribers, create clients, generate invoices, track support cases, and update billing records, all in just one click.

Most popular automationsmost-popular-automations
ConvertKit + WHMCS Integration

Create WHMCS ticket for new ConvertKit subscriber

If you're using ConvertKit to send your marketing emails, you can also use it to create and manage ticket for WHMCS. subscriber created in ConvertKit will automatically be created as ticket in WHMCS, so you can easily keep track of all WHMCS requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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ConvertKit + WHMCS Integration

Create WHMCS ticket for new ConvertKit purchase

When you are running an online business, it is important to have a strong customer support system in place. So ,if your business uses ConvertKit to manage purchase, you can use WHMCS to create ticket for each order.

In this way, you'll have a record of all the orders that have been placed, and you can track the progress of each one. Creating ticket for ConvertKit purchase is a great way to keep your business organized and ensure that no detail is missed.

Set up this integration so that WHMCS starts working in tandem with ConvertKit.
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ConvertKit + WHMCS Integration

Create WHMCS contact for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new WHMCS contact and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + WHMCS Integration

Create WHMCS contact from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ConvertKit with WHMCS? This integration will allow you to automatically create a contact for each new purchase in WHMCS.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your ConvertKit + WHMCS flow

Manage payments, sync site data, log billing records, and alert your support team after a ConvertKit or WHMCS event finishes. Pick a combination and activate it in one click.

ConvertKit
WHMCS
+
StripeStripe (4)
+
WordPressWordPress (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
ZendeskZendesk (4)
C
W
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Add confirmed ConvertKit subscribers as WHMCS clients, and create a customer in Stripe
New ConvertKit subscribers instantly become WHMCS clients and Stripe customers without manual data entry.
W
C
S
When a WHMCS invoice is paid, create a purchase in ConvertKit and log the charge in Stripe
Paid WHMCS invoices update ConvertKit purchase records and record the charge in Stripe immediately.
W
C
S
If a WHMCS order is created, add the subscriber to a ConvertKit tag and record the payment in Stripe
New WHMCS orders tag subscribers in ConvertKit and record payment details in Stripe automatically.
W
C
C
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Use ChatGPT to summarise WHMCS client notes, update ConvertKit tags, and create a Stripe customer
AI summarises WHMCS client data to update ConvertKit tags and set up Stripe billing records.

Supported triggers and actions for ConvertKit and WHMCS

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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WHMCS
WHMCS Triggers & Actions
Invoice is paid in WHMCS
Triggers the automation when an invoice is marked as paid
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Order is created in WHMCS
Triggers the automation when a new order is created
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Invoice is created in WHMCS
Triggers the automation when any invoice is added or modified
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Client is created in WHMCS
Triggers the automation when a new client is created
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Ticket is created in WHMCS
Triggers the automation when a new ticket is created
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Todo item is created in WHMCS
Triggers the automation when a todo item is created
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Search client in WHMCS
Finds and retrieves client information
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Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Get invoice by ID in WHMCS
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Create client in WHMCS
Generates a new client profile
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Delete client in WHMCS
Removes client from the database
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Create ticket in WHMCS
Generates a new ticket
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Update ticket in WHMCS
Updates ticket information
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Create invoice in WHMCS
Generates invoices for sales transactions
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Create contact in WHMCS
Adds a new contact to the database
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Search contact in WHMCS
Finds and retrieves contact information
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Update contact in WHMCS
Updates contact information with new details
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Create project in WHMCS
Creates a new project
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Get client by ID in WHMCS
Retrieves client information based on their id
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Search ticket in WHMCS
Searches for a ticket
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What can you automate with ConvertKit + WHMCS?

Streamline subscriber conversions, client billing, and support workflows with powerful automated connections.

What you can automate?
🔄
Sync subscribers into WHMCS clients automatically
Convert confirmed ConvertKit subscribers into WHMCS client profiles the moment they opt in, eliminating manual data entry between your marketing and billing systems.
📝
Capture every submitted field and custom detail
Map all available subscriber attributes and custom form fields from ConvertKit directly into WHMCS client profiles and order records for complete data accuracy.
🔔
Alert your team the moment an order arrives
Notify your sales or billing team instantly in Slack or via email whenever a new WHMCS order is created or a ConvertKit subscriber confirms their email.
🔀
Route clients based on submitted form tags
Trigger different billing actions or support ticket creation in WHMCS depending on the specific form or tag selected by the subscriber in ConvertKit.
📊
Keep client records updated across platforms
Automatically update existing client details in WHMCS whenever subscriber information changes in ConvertKit to ensure your billing database remains accurate.
🔍
Search and update instead of creating duplicates
Check existing client records by email in WHMCS before creating new profiles to prevent duplicate accounts and keep your customer database clean.
💳
Handle payment milestones and invoice updates
Trigger follow-up sequences in ConvertKit whenever an invoice is paid or an order is completed in WHMCS, ensuring seamless customer lifecycle management.
🌐
Extend your workflow with Google Sheets or Slack
Log all synchronized transactions in Google Sheets or post daily revenue summaries to Slack by connecting your core ConvertKit and WHMCS flow to popular tools.
And much more...

Who is ConvertKit + WHMCS integration for?

Connecting email marketing with billing and support helps teams keep client records accurate, automate invoicing workflows, and eliminate manual data entry across departments.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Finance Directors
Finance Directors
Growth Marketers
Growth Marketers
Support Supervisors
Support Supervisors
Billing Specialists
Billing Specialists
📈
Operations Managers
You're reviewing conversion metrics and billing performance across systems, but your reports only update when someone manually exports records, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new client record flows instantly and your data stays current.
Customer Success Leads
You need to onboard new paying clients immediately, and you find out about completed orders too late to greet them promptly — automating both apps means every paid invoice triggers onboarding sequences and creates support profiles instantly so your clients receive immediate attention.
📊
Finance Directors
You answer to executive stakeholders who want to see real-time revenue and subscriber growth numbers, but manual data reconciliation leaves gaps in your weekly reports — connecting these apps means every transaction and subscriber update syncs automatically without manual spreadsheet entry.
🚀
Growth Marketers
The volume of new subscriber signups and client orders is too high for anyone to keep up by hand, leading to missed tags and delayed follow-up campaigns — this integration means every interaction syncs across your marketing and billing platforms without manual bottlenecks.
🤝
Support Supervisors
You own client onboarding and depend on someone upstream to hand over billing and contact details before you can open support files — automating both apps means client profiles appear in your helpdesk the moment an order or ticket is created.
📁
Billing Specialists
You need a reliable history of all client payments and subscription changes, but manual entry keeps leaving mismatched records between systems — connecting these apps means every invoice payment and client update maintains a precise audit trail.
Our team

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Why choose Integrately to automate ConvertKit + WHMCS

Build and manage your ConvertKit + WHMCS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ConvertKit + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ConvertKit to WHMCS?
Frequently Asked Questions
You can connect ConvertKit to WHMCS in 1 click using ready templates on Integrately. Link your accounts, select your preferred workflow, and choose tools like Google Sheets or Slack if needed. You can also ask Integrately AI to build custom sequences instantly with 24/5 live chat support available.
Can I automatically create WHMCS clients from new ConvertKit subscribers?
Frequently Asked Questions
Can I connect ConvertKit, WHMCS, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and WHMCS?
Frequently Asked Questions
How does ConvertKit handle subscriber data during WHMCS synchronisation?
Frequently Asked Questions
How does WHMCS process incoming client data from ConvertKit?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and WHMCS?
Frequently Asked Questions
Is the ConvertKit and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or WHMCS With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to marketing, CRM, and analytics tools to nurture subscribers and track campaign performance.
WHMCS
Popular WHMCS Integrations
Sync WHMCS with billing, support, and project management platforms to streamline client management and invoicing.
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WHMCS Integrations arrow right
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