Helpwise + WHMCS Integration

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

Helpwise automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Helpwise + WHMCS integration.

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Ready Workflows For Helpwise + WHMCS Integration

Just click on the workflow you want to automate

Send Helpwise email for new WHMCS ticket

It's easy to stay on top of your support tickets with automatic notifications using this WHMCS - Helpwise integration. Whenever a new ticket is created in WHMCS, you will immediately receive a email in Helpwise notifying you. This way, you can jump on the issue right away and provide the support your customers need.

Plus, since the email includes the ticket number, you can quickly and easily access all the pertinent information. So go ahead and set up automatic Helpwise emails for new WHMCS tickets today - your customers will appreciate it!

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Send Helpwise email for new WHMCS contact

Anytime a new contact is added to your WHMCS, automatically send them a email through Helpwise letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this WHMCS - Helpwise integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

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Send Helpwise email for new WHMCS todo item

With this WHMCS - Helpwise integration, whenever a new todo item is created in WHMCS, email will be sent via Helpwise. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.

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Create Your Own Helpwise & WHMCS Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Tag is applied in conversation in Helpwise
Triggers the automation whenever a tag is added
Instant
Conversation is created in Helpwise
Triggers the automation whenever a new conversation is created
Instant
Conversation is assigned in Helpwise
Triggers the automation whenever someone is assigned to a conversation
Instant
Note is added in conversation in Helpwise
Triggers the automation whenever a new note is added to any conversation
Instant
Conversation is re-opened in Helpwise
Triggers the automation whenever a closed conversation is re-opened
Instant
Conversation is closed in Helpwise
Triggers the automation whenever any conversation is marked as completed
Instant
Conversation is deleted in Helpwise
Triggers the automation whenever any conversation is removed from the system
Instant
Reply from customer in Helpwise
Triggers the automation whenever a customer replies
Instant
Reply from agent in Helpwise
Triggers the automation whenever an agent replies
Instant
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

Send email in Helpwise
Automatically sends an email to a recipient
Send WhatsApp message in Helpwise
Automatically sends a message via WhatsApp
Add comment in Helpwise
Automatically adds a comment to a record
Search thread in Helpwise
Automatically searches for a thread
Search thread by ID in Helpwise
Automatically searches for a thread by ID
Send SMS in Helpwise
Automatically sends a text message to particular recipients
Search contacts in Helpwise
Automatically finds and retrieves contact information
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

See Helpwise 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