Exact Online + WHMCS Integration

Q: Can I automatically create Exact Online accounts when a WHMCS order is placed?

When a new order is created in WHMCS, it instantly creates a matching account in Exact Online using 1-click automations or custom rules built with Integrately AI.

Q: Can I connect Exact Online, WHMCS, and Google Sheets?

You can easily connect Exact Online, WHMCS, and Google Sheets together to log orders, update accounts, and 1,500+ other apps.

Q: What is a good Zapier alternative for Exact Online and WHMCS?

Integrately provides an advanced alternative for connecting Exact Online and WHMCS with 20 million+ ready templates, 24/5 live chat support, and AI automation.

Q: How does Exact Online handle contact creation during WHMCS updates?

When client events happen in WHMCS, Exact Online can search or create accounts and contacts automatically using ready-made automation workflows.

Q: Can WHMCS trigger invoice updates in Exact Online?

When an invoice is paid or created in WHMCS, it automatically triggers updates to your accounts and financial records in Exact Online.

Q: Do I need coding skills to automate Exact Online and WHMCS?

Connecting Exact Online and WHMCS requires no coding, allowing you to use ready templates or build custom workflows with Integrately AI.

Q: Is the Exact Online and WHMCS integration free?

You can start using the Exact Online and WHMCS integration with a free forever plan available on Integrately.

Integrate Exact Online to WHMCS in one click, or tell Integrately AI how you want each order handled. Create client records, sync invoices, update your accounting ledgers, and notify your finance team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online Instant
Invoice is paid in WHMCS
Order is created in WHMCS
Invoice is created in WHMCS
Client is created in WHMCS
Ticket is created in WHMCS
Todo item is created in WHMCS

Search cost centre by code in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Create contact in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Search client in WHMCS
Get ticket by ID in WHMCS
Get invoice by ID in WHMCS
Create client in WHMCS
Delete client in WHMCS
Create ticket in WHMCS
Update ticket in WHMCS
Create invoice in WHMCS
Create contact in WHMCS
Search contact in WHMCS
Update contact in WHMCS
Create project in WHMCS
Get client by ID in WHMCS
Search ticket in WHMCS

Trusted by experts at...

Ready Workflows for Exact Online + WHMCS Integration

Capture orders, record invoices, keep accounting updated, alert your team, and track client records, all in just one click.

Create Exact Online contact for new WHMCS contact

In order to keep your accounting and customer records in sync, when you create a contact in WHMCS, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with WHMCS and Exact Online!

Activate

Create WHMCS contact for new Exact Online contact

If you are using Exact Online, then you may want to also use WHMCS to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in WHMCS.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + WHMCS flow

Send payment details to billing tools, notify your support team on chat, and update project boards the moment your core workflows finish. Pick a combination and activate it in one click.

Stripe (4)

Gmail (4)

Slack (4)

HubSpot (4)

Google Sheets (4)

Asana (4)

When a WHMCS order is created, create an account in Exact Online and log the payment charge in Stripe.

New WHMCS orders immediately create client accounts in Exact Online and record payment details in Stripe without manual data entry.

When a WHMCS invoice is paid, update the account in Exact Online and create a customer in Stripe.

Paid WHMCS invoices update your Exact Online accounts and ensure Stripe has an active customer profile.

If a WHMCS invoice is created, search the bank account in Exact Online and record the payout reference in Stripe.

New invoices in WHMCS check your Exact Online bank records and log reference data in Stripe.

When a client is created in WHMCS, create an account in Exact Online and set up a subscription in Stripe.

New WHMCS clients establish an accounting profile in Exact Online and an active billing subscription in Stripe.

When a WHMCS ticket is created, create a contact in Exact Online and send a confirmation email via Gmail.

Support tickets in WHMCS automatically update Exact Online contacts and dispatch confirmation emails through Gmail.

When an invoice is paid in WHMCS, update the account in Exact Online and email the receipt using Gmail.

Paid invoices trigger accounting updates in Exact Online and send payment receipts through Gmail.

If an order is created in WHMCS, create an account in Exact Online and email the welcome details via Gmail.

New WHMCS orders establish Exact Online accounts and trigger welcome emails sent from Gmail.

When a client is created in WHMCS, search the contact in Exact Online and email a profile update via Gmail.

New WHMCS clients verify existing Exact Online contacts and receive profile confirmation via Gmail.

When a WHMCS order is created, create an account in Exact Online and notify your sales channel in Slack.

New orders in WHMCS generate Exact Online accounts and broadcast real-time alerts to your team in Slack.

When an invoice is paid in WHMCS, update the account in Exact Online and post the revenue update in Slack.

Paid invoices update Exact Online financial records and notify your finance channel in Slack.

When a support ticket is created in WHMCS, create a contact in Exact Online and alert the support channel in Slack.

New support requests in WHMCS update Exact Online contacts and notify your support team in Slack.

If a client is created in WHMCS, create an account in Exact Online and announce the new client in Slack.

New WHMCS clients establish Exact Online accounts and trigger team announcements in Slack.

When a WHMCS order is created, create an account in Exact Online and add a contact in HubSpot.

New WHMCS orders update Exact Online accounts and register new contacts in HubSpot automatically.

When a client is created in WHMCS, create a contact in Exact Online and add a deal in HubSpot.

New WHMCS clients generate Exact Online contacts and create tracked deals in HubSpot.

When an invoice is paid in WHMCS, update the account in Exact Online and update the deal stage in HubSpot.

Paid invoices update Exact Online accounts and move corresponding deals to closed-won in HubSpot.

If a support ticket is created in WHMCS, update the account in Exact Online and create a ticket in HubSpot.

Support tickets in WHMCS update Exact Online records and log support cases in HubSpot.

When a WHMCS order is created, create an account in Exact Online and log the order row in Google Sheets.

New WHMCS orders create Exact Online accounts and log structured order records in Google Sheets.

When an invoice is paid in WHMCS, update the account in Exact Online and update the spreadsheet row in Google Sheets.

Paid invoices update Exact Online records and update payment tracking rows in Google Sheets.

When a client is created in WHMCS, create a contact in Exact Online and log the client in Google Sheets.

New WHMCS clients establish Exact Online contacts and record client details in Google Sheets.

If a todo item is created in WHMCS, update the account in Exact Online and log the task in Google Sheets.

New todo items in WHMCS update Exact Online accounts and record tracking rows in Google Sheets.

When a WHMCS order is created, create an account in Exact Online and create an onboarding task in Asana.

New WHMCS orders establish Exact Online accounts and generate onboarding project tasks in Asana.

When a client is created in WHMCS, create a contact in Exact Online and create a project in Asana.

New WHMCS clients register Exact Online contacts and set up dedicated project workspaces in Asana.

When a support ticket is created in WHMCS, update the account in Exact Online and create an escalation task in Asana.

Support tickets in WHMCS update Exact Online accounts and create escalation tasks in Asana.

If an invoice is paid in WHMCS, update the account in Exact Online and mark the billing task complete in Asana.

Paid invoices update Exact Online records and mark corresponding billing tasks complete in Asana.

Supported triggers and actions for Exact Online and WHMCS

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

Try it →

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

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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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What can you automate with Exact Online + WHMCS?

Streamline your billing and accounting operations by connecting WHMCS and Exact Online for seamless data synchronization.

Get Started For Free

🔄

Sync orders and invoices automatically

Turn every WHMCS order and invoice into an updated account or ledger entry in Exact Online the moment payment occurs. Eliminate manual data entry and keep your financial records accurate.

📋

Capture complete client metadata

Map all submitted billing fields, custom client details, and contact profiles from WHMCS directly into Exact Online without losing important customer information.

🔔

Alert your team instantly

Notify your finance or sales department on Slack or email the second a new order is placed or an invoice is settled in WHMCS.

🔀

Route transactions conditionally

Apply different automation rules based on order values, subscription types, or specific client tiers submitted in WHMCS.

⏱️

Keep records continuously updated

Ensure client address updates, contact modifications, and project changes in WHMCS instantly reflect in Exact Online.

🔍

Search and update instead of duplicating

Check if an account or contact already exists in Exact Online before creating a new entry, preventing duplicate records.

💳

Handle payment and status changes

Automatically update account ledgers when invoices are paid, refunded, or cancelled in WHMCS.

🌐

Extend workflows to supporting apps

Connect your core billing and accounting flow to Google Sheets, Slack, HubSpot, or Asana for complete operational visibility.

And much more...

Who is Exact Online + WHMCS integration for?

Connecting Exact Online and WHMCS eliminates manual data entry, ensuring financial records, client profiles, and billing operations stay perfectly aligned without extra effort.

Accounting teams

Support managers

Client success leads

Billing administrators

Sales operations specialists

Operations directors

📈

Accounting teams

You rely on Exact Online for accurate financial reporting, but billing data from WHMCS has to be exported and formatted by hand, so your monthly revenue ledgers are always a few days behind — with this integration, every payment and invoice lands in your accounting platform instantly and your books stay current.

⚡

Support managers

You need immediate context on customer billing status when handling support requests in WHMCS, but switching between billing and accounting tools wastes valuable troubleshooting time — connecting these apps means your support cases instantly reference up-to-date client accounts.

🤝

Client success leads

You answer to stakeholders who want transparent updates on new client onboarding and account health, but gathering data across disconnected systems leads to constant delays — automating both apps means your client records and project statuses update simultaneously.

📊

Billing administrators

The volume of recurring invoices and subscription orders in WHMCS is too high for anyone to keep up with by hand, leading to frequent data entry errors in your accounting ledger — this integration means every transaction syncs automatically without manual intervention.

🔄

Sales operations specialists

You manage client pipelines and depend on finance teams to hand over payment confirmations before closing deals, but communication gaps slow down your pipeline updates — with this integration, payment milestones trigger immediate CRM updates.

🗂️

Operations directors

You need a reliable history of every client interaction and billing event across your business software, but manual record-keeping keeps leaving blind spots in your audit trail — automating both platforms ensures complete, error-free logs for every transaction.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Exact Online + WHMCS

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

1,500+ apps connected

Connect Exact Online + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Exact Online to WHMCS?

You can connect Exact Online to WHMCS in 1 click using ready templates on Integrately, or use Integrately AI to configure custom data flows with Stripe, Slack, and Google Sheets.

Can I automatically create Exact Online accounts when a WHMCS order is placed?

Can I connect Exact Online, WHMCS, and Google Sheets?

What is a good Zapier alternative for Exact Online and WHMCS?

How does Exact Online handle contact creation during WHMCS updates?

Can WHMCS trigger invoice updates in Exact Online?

Do I need coding skills to automate Exact Online and WHMCS?

Is the Exact Online and WHMCS integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or WHMCS With 1500+ Other Apps

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Connect Exact Online to accounting, CRM, and reporting tools to keep your business financial data accurate and centralized.

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Popular WHMCS Integrations

Sync WHMCS with billing gateways, communication tools, and support platforms to manage online client operations effortlessly.

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Exact Online + WHMCS Integration

Integrate Exact Online to WHMCS in one click, or tell Integrately AI how you want each order handled. Create client records, sync invoices, update your accounting ledgers, and notify your finance team automatically.

Trusted by experts at...

Ready Workflows for Exact Online + WHMCS Integration

Capture orders, record invoices, keep accounting updated, alert your team, and track client records, all in just one click.

Create Exact Online contact for new WHMCS contact

Create WHMCS contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + WHMCS flow

Send payment details to billing tools, notify your support team on chat, and update project boards the moment your core workflows finish. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and WHMCS

Mix and match to build the exact automation you need

What can you automate with Exact Online + WHMCS?

Streamline your billing and accounting operations by connecting WHMCS and Exact Online for seamless data synchronization.

Who is Exact Online + WHMCS integration for?

Connecting Exact Online and WHMCS eliminates manual data entry, ensuring financial records, client profiles, and billing operations stay perfectly aligned without extra effort.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + WHMCS

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + WHMCS Integration

Integrate Exact Online to WHMCS in one click, or tell Integrately AI how you want each order handled. Create client records, sync invoices, update your accounting ledgers, and notify your finance team automatically.

Trusted by experts at...

Ready Workflows for Exact Online + WHMCS Integration

Capture orders, record invoices, keep accounting updated, alert your team, and track client records, all in just one click.

Create Exact Online contact for new WHMCS contact

Create WHMCS contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + WHMCS flow

Send payment details to billing tools, notify your support team on chat, and update project boards the moment your core workflows finish. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and WHMCS

Mix and match to build the exact automation you need

What can you automate with Exact Online + WHMCS?

Streamline your billing and accounting operations by connecting WHMCS and Exact Online for seamless data synchronization.

Who is Exact Online + WHMCS integration for?

Connecting Exact Online and WHMCS eliminates manual data entry, ensuring financial records, client profiles, and billing operations stay perfectly aligned without extra effort.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + WHMCS

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click