Process Street + WHMCS Integration

Q: Can I automatically create WHMCS invoices when Process Street workflows are completed?

WHMCS invoices can be created automatically when Process Street workflow runs are completed using ready automation templates on Integrately.

Q: Can I connect Process Street, WHMCS, and Slack?

Process Street, WHMCS, and Slack work together seamlessly in multi-step automations, allowing you to notify teams in Slack, create WHMCS client accounts, and trigger Process Street workflows alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Process Street and WHMCS?

Integrately is a powerful alternative for connecting Process Street and WHMCS, offering 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Process Street data map to WHMCS fields?

Process Street data maps directly into WHMCS client and invoice fields using 1-click automations on Integrately, with AI assistance to handle custom field mapping.

Q: Can I update WHMCS client records from Process Street tasks?

WHMCS client records update automatically whenever corresponding tasks are modified in Process Street using ready-made automation workflows.

Q: Do I need coding skills to automate Process Street and WHMCS?

No coding skills are required to connect Process Street and WHMCS. You can use ready templates or ask Integrately AI to build your automation instantly.

Q: Is the Process Street and WHMCS integration free?

The Process Street and WHMCS integration is available on Integrately with a free forever plan included for your automation needs.

Integrate Process Street to WHMCS in one click, or tell Integrately AI how you want each workflow run handled. Export workflow data, create corresponding clients and invoices, and update your billing records automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Data Set record is deleted in Process Street Instant
Data Set record is updated in Process Street Instant
Data Set record is created in Process Street Instant
Task is ready in Process Street Instant
Workflow run is created in Process Street Instant
Workflow run is completed in Process Street Instant
Task is checked/unchecked in Process Street Instant
Invoice is created in WHMCS
Invoice is paid in WHMCS
Order is created in WHMCS
Client is created in WHMCS
Ticket is created in WHMCS
Todo item is created in WHMCS

Assign User to Run Workflow in Process Street
Unassign User from Run Workflow in Process Street
List Run Workflow Assignees in Process Street
Search Run Workflows in Process Street
Update Run workflow in Process Street
List Tasks in Process Street
Assign Task to User in Process Street
Unassign Task from User in Process Street
List Task Assignees in Process Street
List Run Workflow Approvals in Process Street
Approve or Reject Task in Process Street
Update Task in Process Street
List Comments in Process Street
Create Task Comment in Process Street
Update Comment in Process Street
Delete Comment in Process Street
Create Data Set Record in Process Street
Delete Data Set Record in Process Street
Run workflow in Process Street
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

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Ready Workflows for Process Street + WHMCS Integration

Create invoices, set up client profiles, manage support tickets, update workflows, and track orders, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Process Street + WHMCS flow

Capture orders and client data, update billing tools, alert your team, and send follow-ups across your entire stack. Pick a combination and activate it in one click.

Stripe (8)

Slack (8)

HubSpot (8)

Gmail (8)

Xero (8)

Google Drive (8)

When a payment succeeds in Stripe, create an invoice in WHMCS, and complete the workflow run in Process Street

Stripe payments instantly trigger WHMCS invoices and complete Process Street workflow runs without manual data entry.

When a customer is created in Stripe, create a client in WHMCS, and create a data set record in Process Street

New Stripe customers automatically populate WHMCS client profiles and update Process Street data sets instantly.

When a subscription is canceled in Stripe, update the client in WHMCS, and update the task in Process Street

Stripe subscription cancellations update your WHMCS client status and modify Process Street tasks automatically.

Create a task comment in Process Street when a Stripe invoice is paid, and create a ticket in WHMCS

Paid Stripe invoices add process comments and generate support tickets in WHMCS automatically.

If a Stripe payment fails, create a ticket in WHMCS and update the Process Street workflow task

Failed Stripe payments instantly generate WHMCS support tickets and update Process Street workflow tasks.

When a Stripe subscription renews, update the client in WHMCS and update the workflow run in Process Street

Stripe renewal events keep WHMCS client records and Process Street workflow runs up to date.

Use ChatGPT to summarize Stripe payment notes, create a WHMCS invoice, and update the Process Street workflow

ChatGPT processes Stripe payment notes to generate WHMCS invoices and update Process Street workflows.

When a Stripe payment succeeds, create a WHMCS invoice, update the Process Street workflow, and create a project in Xero

Successful Stripe payments trigger WHMCS invoices, update Process Street workflows, and log projects in Xero.

When an order is created in WHMCS, notify your team in Slack, and create a task in Process Street

New WHMCS orders post instant Slack notifications and create actionable tasks in Process Street.

When a ticket is created in WHMCS, notify your support channel in Slack, and update the Process Street workflow run

WHMCS support tickets trigger instant Slack alerts and update Process Street workflow runs.

When an invoice is paid in WHMCS, post a notification in Slack, and complete the Process Street workflow run

Paid WHMCS invoices announce the revenue in Slack and complete Process Street workflow runs.

Create a task in Process Street when a client is created in WHMCS, and notify your sales team in Slack

New WHMCS clients trigger Process Street onboarding tasks and notify your sales team in Slack.

If a WHMCS ticket priority is high, send an urgent Slack alert, and update the Process Street task

Urgent WHMCS support tickets post priority Slack alerts and update Process Street tasks.

When a WHMCS invoice is overdue, post a reminder in Slack and update the Process Street workflow run

Overdue WHMCS invoices trigger team reminders in Slack and update Process Street workflow runs.

Use Claude to summarize WHMCS support tickets, post the brief in Slack, and update the Process Street task

Claude analyzes WHMCS support tickets, posts summaries in Slack, and updates Process Street tasks.

When a WHMCS order is created, notify your sales team in Slack, update the Process Street workflow, and create a HubSpot deal

New WHMCS orders notify Slack channels, update Process Street workflows, and create HubSpot deals.

When a contact is created in HubSpot, create a client in WHMCS, and create a workflow run in Process Street

New HubSpot contacts automatically create WHMCS client accounts and Process Street workflow runs.

When a deal is won in HubSpot, create an invoice in WHMCS, and complete the Process Street workflow run

Won HubSpot deals instantly generate WHMCS invoices and complete Process Street workflow runs.

When a HubSpot company is updated, update the client in WHMCS and update the Process Street task

HubSpot company updates automatically modify WHMCS client profiles and Process Street tasks.

Create a task in Process Street when a HubSpot contact is added, and search the client in WHMCS

New HubSpot contacts trigger Process Street tasks and search existing WHMCS client profiles.

If a HubSpot deal reaches enterprise stage, create a WHMCS client and update the Process Street workflow run

Enterprise HubSpot deals automatically create WHMCS client accounts and update Process Street workflow runs.

When a HubSpot deal is closed lost, update the WHMCS client status and update the Process Street task

Closed lost HubSpot deals update WHMCS client records and modify Process Street tasks.

Use Gemini to summarize HubSpot form submissions, create a WHMCS client, and update the Process Street workflow

Gemini summarizes HubSpot form submissions to create WHMCS clients and update Process Street workflows.

Turn a won HubSpot deal into a WHMCS invoice, create a Process Street workflow run, and log it in Google Drive

Won HubSpot deals generate WHMCS invoices, initiate Process Street workflows, and log files in Google Drive.

When an email is received in Gmail, create a ticket in WHMCS, and create a workflow run in Process Street

Incoming Gmail messages automatically generate WHMCS support tickets and Process Street workflow runs.

Send an email via Gmail when an invoice is created in WHMCS, and update the Process Street task

New WHMCS invoices send client emails via Gmail and update Process Street tasks automatically.

When a WHMCS client is created, send a welcome email in Gmail and update the Process Street workflow

New WHMCS clients receive Gmail welcome messages and update Process Street workflow runs.

Create a WHMCS ticket from a Gmail message, and create a task comment in Process Street

Gmail messages generate WHMCS support tickets and add task comments in Process Street.

If a Gmail message contains urgent, create a high-priority WHMCS ticket and update the Process Street task

Urgent Gmail messages create high-priority WHMCS tickets and update Process Street tasks.

When a WHMCS invoice is paid, send a receipt email via Gmail and complete the Process Street workflow

Paid WHMCS invoices send receipt emails via Gmail and complete Process Street workflow runs.

Use Perplexity to extract data from incoming Gmail invoices, create a WHMCS invoice, and update the Process Street workflow

Perplexity extracts data from Gmail invoices to create WHMCS invoices and update Process Street workflows.

When a support email arrives in Gmail, create a WHMCS ticket, update the Process Street workflow, and notify your team in Slack

Support emails in Gmail create WHMCS tickets, update Process Street workflows, and notify Slack.

When an invoice is created in Xero, create an invoice in WHMCS, and update the Process Street workflow run

New Xero invoices automatically generate WHMCS invoices and update Process Street workflow runs.

When a contact is created in Xero, create a client in WHMCS, and create a workflow run in Process Street

New Xero contacts automatically create WHMCS client accounts and Process Street workflow runs.

When a Xero payment is received, update the WHMCS invoice and complete the Process Street workflow

Xero payment updates settle WHMCS invoices and complete Process Street workflow runs.

Create a task in Process Street when a Xero bill is paid, and search the client in WHMCS

Paid Xero bills trigger Process Street tasks and search WHMCS client profiles.

If a Xero invoice exceeds a threshold, create a high-priority WHMCS ticket and update the Process Street workflow

High-value Xero invoices create high-priority WHMCS tickets and update Process Street workflows.

When a Xero invoice is voided, update the WHMCS invoice status and update the Process Street task

Voided Xero invoices update WHMCS invoice statuses and modify Process Street tasks.

Use ChatGPT to summarize Xero financial data, create a WHMCS invoice, and update the Process Street workflow

ChatGPT summarizes Xero financial data to generate WHMCS invoices and update Process Street workflows.

When a Xero invoice is paid, create a WHMCS invoice, update the Process Street workflow, and send a notification in Slack

Paid Xero invoices create WHMCS invoices, update Process Street workflows, and notify Slack.

When a file is uploaded in Google Drive, create a workflow run in Process Street, and create a client in WHMCS

Google Drive file uploads initiate Process Street workflow runs and create WHMCS client accounts.

When a WHMCS invoice is created, save a record in Google Drive and update the Process Street workflow

New WHMCS invoices save records in Google Drive and update Process Street workflow runs.

When a Process Street workflow run is completed, create a document in Google Drive and update the WHMCS client

Completed Process Street workflow runs generate Google Drive documents and update WHMCS clients.

Create a Google Drive folder when a WHMCS client is created, and update the Process Street task

New WHMCS clients generate dedicated Google Drive folders and update Process Street tasks.

If a Google Drive document is tagged client, create a WHMCS client and update the Process Street workflow

Tagged Google Drive documents create WHMCS client accounts and update Process Street workflows.

When a Google Drive file is updated, update the Process Street workflow and update the WHMCS invoice

Google Drive file updates modify Process Street workflows and update WHMCS invoices.

Use Claude to summarize Google Drive documents, update the Process Street workflow run, and create a WHMCS ticket

Claude summarizes Google Drive documents, updates Process Street workflows, and creates WHMCS tickets.

When a Google Drive file is uploaded, update the Process Street workflow, create a WHMCS client, and notify your team in Slack

Google Drive file uploads update Process Street workflows, create WHMCS clients, and notify Slack.

Supported triggers and actions for Process Street and WHMCS

Mix and match to build the exact automation you need

Process Street Triggers & Actions

Instant

Data Set record is deleted in Process Street

Triggers the automation when a data set record is deleted

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Instant

Data Set record is updated in Process Street

Triggers the automation when a data set record is updated

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Instant

Data Set record is created in Process Street

Triggers the automation when a new record is created in a data set

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Instant

Task is ready in Process Street

Triggers the automation when a task is ready

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Instant

Workflow run is created in Process Street

Triggers the automation when a Workflow run is created

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Instant

Workflow run is completed in Process Street

Triggers the automation when a Workflow run is completed

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Instant

Task is checked/unchecked in Process Street

Triggers the automation when a task is checked or unchecked

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WHMCS Triggers & Actions

Invoice is created in WHMCS

Triggers the automation when any invoice is added or modified

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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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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 Process Street + WHMCS?

Streamline your billing, support, and repeatable workflows by connecting Process Street and WHMCS.

Get Started For Free

🔄

Sync workflow runs and billing records automatically

Turn completed Process Street workflow runs into WHMCS invoices and client profiles instantly. Eliminate manual data entry and keep your operational and financial records perfectly aligned.

📝

Capture every submitted client field

Map all available WHMCS order details and client data fields directly into Process Street workflow tasks. Ensure your team has complete context for every customer interaction.

🔔

Notify your team the moment events happen

Send instant alerts to your billing or support channels when new WHMCS tickets or orders are created. Keep every department informed without checking multiple dashboards.

🔀

Route workflows based on submitted fields

Trigger different process paths in Process Street depending on whether a WHMCS client is standard or VIP. Handle high-value accounts with specialized operational steps.

🔄

Keep client records up to date as statuses change

Automatically update WHMCS client details and invoice statuses whenever corresponding tasks are modified in Process Street. Maintain consistent data across your entire tech stack.

🔍

Search and update instead of creating duplicates

Check existing client profiles in WHMCS before creating new records from Process Street workflow runs. Keep your database clean and free of duplicate entries.

⚡

Handle later status changes like payments and refunds

Trigger automated workflow updates in Process Street when a WHMCS invoice is marked paid, refunded, or overdue. Manage your financial lifecycle smoothly.

💬

Extend your workflow to team messaging tools

Connect Process Street and WHMCS with Slack to announce new orders, share support updates, and keep your team coordinated across every channel.

And much more...

Who is Process Street + WHMCS integration for?

Operations managers, billing teams, and support leads rely on this integration to keep client data synchronized across process management and invoicing tools.

Finance analysts

Support supervisors

Client success managers

Operations leads

Onboarding specialists

Compliance officers

📈

Finance analysts

You're reconciling recurring billing reports across platforms, but your invoice records only update when someone manually exports data, so the revenue counts you're reviewing are always hours behind — this integration means every paid invoice flows straight into your tracking systems and your data stays current.

⚡

Support supervisors

You manage incoming support tickets in WHMCS while tracking resolution workflows in Process Street, but manual handoffs cause delayed responses — this integration means every new ticket instantly updates your task boards and your support team can act immediately.

📋

Client success managers

You report on client onboarding progress to stakeholders, but finding missing details across separate billing and process apps takes hours — this integration means every new client order automatically creates your tracking tasks and your status reports are always accurate.

🔄

Operations leads

You process high volumes of client orders and repeatable workflows daily, but manual data entry between platforms leads to costly transcription errors — this integration means every order and task syncs automatically and your operational pipeline runs without friction.

👥

Onboarding specialists

You depend on upstream client creation in WHMCS before you can start workflow tasks in Process Street, but waiting for manual notifications slows down your work — this integration means every new client record instantly triggers your onboarding steps.

🗂️

Compliance officers

You need a reliable audit history of every client order and workflow completion, but finding scattered records leaves frustrating gaps in your logs — this integration means every system event is recorded automatically and your audit trail remains complete.

Try This Integration – No Code Needed

Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Process Street + WHMCS

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

1,500+ apps connected

Connect Process Street + 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.

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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 Process Street to WHMCS?

You can connect Process Street to WHMCS in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack and HubSpot.

Can I automatically create WHMCS invoices when Process Street workflows are completed?

Can I connect Process Street, WHMCS, and Slack?

What is a good Zapier alternative for Process Street and WHMCS?

How does Process Street data map to WHMCS fields?

Can I update WHMCS client records from Process Street tasks?

Do I need coding skills to automate Process Street and WHMCS?

Is the Process Street and WHMCS integration free?

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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 Process Street or WHMCS With 1500+ Other Apps

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Process Street + WHMCS Integration

Integrate Process Street to WHMCS in one click, or tell Integrately AI how you want each workflow run handled. Export workflow data, create corresponding clients and invoices, and update your billing records automatically.

Trusted by experts at...

Ready Workflows for Process Street + WHMCS Integration

Create invoices, set up client profiles, manage support tickets, update workflows, and track orders, all in just one click.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Process Street + WHMCS flow

Capture orders and client data, update billing tools, alert your team, and send follow-ups across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for Process Street and WHMCS

Mix and match to build the exact automation you need

What can you automate with Process Street + WHMCS?

Streamline your billing, support, and repeatable workflows by connecting Process Street and WHMCS.

Who is Process Street + WHMCS integration for?

Operations managers, billing teams, and support leads rely on this integration to keep client data synchronized across process management and invoicing tools.

Did you know?

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

Why choose Integrately to automate Process Street + WHMCS

Build and manage your Process Street + 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 Process Street or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Process Street + WHMCS Integration

Integrate Process Street to WHMCS in one click, or tell Integrately AI how you want each workflow run handled. Export workflow data, create corresponding clients and invoices, and update your billing records automatically.

Trusted by experts at...

Ready Workflows for Process Street + WHMCS Integration

Create invoices, set up client profiles, manage support tickets, update workflows, and track orders, all in just one click.

Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Process Street + WHMCS flow

Capture orders and client data, update billing tools, alert your team, and send follow-ups across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for Process Street and WHMCS

Mix and match to build the exact automation you need

What can you automate with Process Street + WHMCS?

Streamline your billing, support, and repeatable workflows by connecting Process Street and WHMCS.

Who is Process Street + WHMCS integration for?

Operations managers, billing teams, and support leads rely on this integration to keep client data synchronized across process management and invoicing tools.

Did you know?

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

Why choose Integrately to automate Process Street + WHMCS

Build and manage your Process Street + 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 Process Street or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Automate Your Tedious Tasks
With A Single Click