HelpScout + WHMCS Integration

Connect HelpScout to WHMCS - Automate your workflows in 1-click

With HelpScout automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. 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 HelpScout & WHMCS using Integrately.

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Ready Workflows For HelpScout + WHMCS Integration

Just click on the workflow you want to automate

Create HelpScout user for new WHMCS contact

WHMCS + HelpScout Integration

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Create Your Own HelpScout & WHMCS Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Conversion is created in HelpScout
Triggers the automation whenever a conversion occurs
Instant
Conversion tags are updated in HelpScout
Triggers the automation whenever conversion tags are updated
Instant
Conversation is assigned in HelpScout
Triggers the automation whenever someone is assigned to a conversation
Instant
Customer is created in HelpScout
Triggers the automation whenever a new customer is created
Invoice is paid in WHMCS
Triggers the automation whenever an invoice is marked as paid
Order is created in WHMCS
Automatically finds and retrieves contact information
Invoice is created in WHMCS
Triggers the automation whenever any invoice is added or modified
Client is created in WHMCS
Triggers the automation whenever a new client is created
Ticket is created in WHMCS
Triggers the automation whenever a todo item is created
Todo item is created in WHMCS
Automatically updates contact information with new details

Create conversation in HelpScout
Automatically start a new conversation with speicified recipients
Search conversation in HelpScout
Automatically searches for keywords within a conversation
Create customer in HelpScout
Automatically adds a new customer to the database
Search customer in HelpScout
Automatically locate and retrieve customer information
Add note in HelpScout
Automatically adds a note to the selected item
Update customer properties in HelpScout
Automatically updates customer information and properties based on particular criteria
Update customer in HelpScout
Automatically updates a customer's information
Search user in HelpScout
Automatically searches for a user
Send reply in HelpScout
Automatically sends a reply
Search mailbox in HelpScout
Automatically searches for a mailbox
Get week report in HelpScout
Automatically generates a report summarizing tasks completed and progress made in the past week
Get day report in HelpScout
Automatically retrieves and summarize daily activity and performance data for review
Get custom report in HelpScout
Automatically generates a personalized report based on particular criteria
Create client in WHMCS
Automatically generates a new client profile
Delete client in WHMCS
Automatically removes client from the database
Create ticket in WHMCS
Automatically generates a new ticket
Update ticket in WHMCS
Automatically searches for DNS records by domain name
Create invoice in WHMCS
Automatically creates a new project
Create contact in WHMCS
Automatically generates invoices for sales transactions
Search contact in WHMCS
Update contact in WHMCS
Automatically updates ticket information
Create project in WHMCS
Get client by id in WHMCS
Automatically retrieves client information based on their ID
Search ticket in WHMCS
Triggers the automation whenever a new ticket is created

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Integrate HelpScout & WHMCS In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect HelpScout or WHMCS With 1200+ Other Apps

Help Scout aims to make every customer service interaction a more human one. Using Help Scout, you can consolidate all your inboxes, create rich profiles of your customers and respond to users in real time from any device.

See HelpScout Integrations

WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.

See WHMCS Integrations