Monday.com + WHMCS Integration

Integrate Monday.com to WHMCS in one click, or tell Integrately AI how you want each order handled. Create new project items, manage client billing, track support tickets, and keep your delivery team aligned automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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 Monday.com + WHMCS Integration

Create project boards for new orders, sync client details, update invoices, alert your team, and track support cases, all in just one click.

Most popular automationsmost-popular-automations
WHMCS + Monday.com Integration

Create Monday.com item for new WHMCS contact

WHMCS and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in WHMCS, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
WHMCS + Monday.com Integration

Create Monday.com item for new WHMCS todo item

WHMCS provides a great way to track and manage todo item, but sometimes it's nice to have an extra layer of task management that is separate from WHMCS. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with WHMCS to create item in Monday.com automatically when certain todo item occur in WHMCS. This can save you time by not having to manually create tasks in both systems.
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Activate
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Monday.com + WHMCS flow

Bring client onboarding, customer success, and billing updates into your project workflow. Pick a combination and activate it in one click.

Monday.com
WHMCS
+
StripeStripe (8)
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HubSpotHubSpot (8)
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SlackSlack (8)
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GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
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ZendeskZendesk (8)
W
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When an order is created in WHMCS, create a customer in Stripe and create a tracking item in Monday.com.
WHMCS orders instantly generate a Stripe customer and a Monday.com tracking item without manual data entry.
W
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When an invoice is paid in WHMCS, record the transaction in Stripe and update the corresponding item in Monday.com.
Paid WHMCS invoices update your Stripe financial records and Monday.com project items simultaneously.
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When a Stripe payment fails, update the invoice in WHMCS and move the tracking item in Monday.com to the overdue group.
Failed Stripe charges automatically update WHMCS invoices and shift Monday.com items to the overdue group.
W
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Create a Stripe customer when a client is created in WHMCS, and add a setup item in Monday.com.
New WHMCS clients automatically establish a Stripe profile and a Monday.com onboarding item.
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If a WHMCS invoice is created for enterprise service, create a Stripe subscription and add a high-priority item in Monday.com.
Enterprise invoices in WHMCS trigger Stripe subscriptions and high-priority Monday.com board items.
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When a Stripe subscription is cancelled, update the client status in WHMCS and archive the project item in Monday.com.
Cancelled Stripe subscriptions update client records in WHMCS and archive project items in Monday.com.
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Use Claude to analyse failed Stripe charges, update the client record in WHMCS, and create a follow-up item in Monday.com.
Claude analyses failed Stripe charges, updates WHMCS client records, and creates Monday.com follow-up items.
S
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When a Stripe payout is processed, create a financial record in WHMCS, create an accounting item in Monday.com, and notify your finance channel in Slack.
Stripe payouts generate WHMCS invoices, Monday.com accounting items, and instant Slack notifications.

Supported triggers and actions for Monday.com and WHMCS

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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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 invoice by ID in WHMCS
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Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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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
Try it →
Search ticket in WHMCS
Searches for a ticket
Try it →

What can you automate with Monday.com + WHMCS?

Connect your project management and billing platforms to streamline client orders, invoices, and support workflows.

What you can automate?
🚀
Create Monday.com items from WHMCS orders automatically
Trigger project creation the moment a new client order or invoice is generated in WHMCS. Your team gets straight to work without manual data transfer.
📋
Capture every submitted client and invoice detail
Map complete WHMCS order fields directly into Monday.com columns instead of just basic names. Your board becomes a comprehensive operational record.
🔔
Notify team members the moment activity occurs
Alert your delivery or support staff instantly when new WHMCS tickets or payments arrive. Everyone stays aligned on active client milestones.
🔀
Route tasks based on submitted order values
Send high-value client orders to priority boards while standard orders route to regular workflows. Automate your internal triage effortlessly.
🔄
Keep project boards updated as invoices change
Reflect WHMCS payment statuses and invoice updates instantly inside your Monday.com items. Eliminate out-of-date project statuses.
🔍
Sync records without creating duplicate items
Search existing Monday.com boards before adding new entries or update current items when WHMCS client details change.
💳
Manage later status changes like paid or cancelled
Update board item groups automatically when WHMCS invoices are marked paid, refunded, or cancelled. Keep your pipeline accurate.
🔌
Connect supporting tools like Slack or QuickBooks
Extend your core Monday.com and WHMCS workflow by notifying channels in Slack or logging financial records in QuickBooks.
And much more...

Who is Monday.com + WHMCS integration for?

Operations teams, project managers, and finance leaders use this integration to eliminate manual data entry between billing and project tracking.

Project Managers
Project Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Operations Teams
Operations Teams
Fulfillment Specialists
Fulfillment Specialists
Finance Directors
Finance Directors
📈
Project Managers
You're reviewing active client orders in Monday.com but billing statuses only update when someone manually checks WHMCS, so the delivery timelines you're tracking are always a few hours behind — with this integration, every paid invoice updates your project items instantly and your workflow stays current.
⚡
Customer Support Leads
You manage support queues in Monday.com but client tickets arrive in WHMCS without team alerts, so urgent client issues sit unassigned until someone notices — with this integration, every new support ticket creates a board item immediately and your team responds without delay.
🤝
Account Managers
You share project progress with clients while handling billing separately in WHMCS, so stakeholders end up asking for status updates while invoices pend — with this integration, every order creation triggers board updates automatically and client communication stays transparent.
📊
Operations Teams
You process dozens of client orders and invoices daily across both platforms by hand, so manual entry errors creep in as volume climbs — with this integration, every new transaction syncs instantly and your operational accuracy stays reliable.
🔄
Fulfillment Specialists
You wait for billing confirmations in WHMCS before starting project delivery in Monday.com, so handovers between billing and fulfillment stall productivity — with this integration, every paid invoice creates a delivery task automatically and work starts right away.
🗂️
Finance Directors
You reconcile client payments in WHMCS against project boards in Monday.com, so audit trails end up incomplete when records get missed in transit — with this integration, every transaction logs securely and your system history remains complete.
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Why choose Integrately to automate Monday.com + WHMCS

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

1,500+ apps connected
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24x5 Live Chat Support
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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.
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Frequently Asked Questions

How do I connect Monday.com to WHMCS?
Frequently Asked Questions
You can connect Monday.com to WHMCS in 1 click using Integrately. Choose from ready-made automation templates or ask Integrately AI to build the workflow for your team.
Can I automatically create Monday.com items when WHMCS orders are created?
Frequently Asked Questions
Can I connect Monday.com, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and WHMCS?
Frequently Asked Questions
How do Monday.com board items sync with WHMCS invoices?
Frequently Asked Questions
How do WHMCS support tickets update Monday.com boards?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and WHMCS?
Frequently Asked Questions
Is the Monday.com and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or WHMCS With 1500+ Other Apps

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