Refersion + WHMCS Integration

Integrate Refersion to WHMCS in one click, or tell Integrately AI how you want each affiliate handled. Track affiliate sign-ups, generate client records, update billing profiles, and streamline your partner program automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
  • 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 Refersion + WHMCS Integration

Track affiliate sign-ups, create matching billing clients, record conversions, log invoices, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Refersion + WHMCS Integration

Create WHMCS ticket for new Refersion affiliate

If you're using Refersion to send your marketing emails, you can also use it to create and manage ticket for WHMCS. affiliate created in Refersion will automatically be created as ticket in WHMCS, so you can easily keep track of all WHMCS requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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WHMCS + Refersion Integration

Create Refersion affiliate for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - Refersion integration. It will automatically create a Refersion affiliate for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Refersion affiliates for every WHMCS ticket is a great place to start.
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WHMCS + Refersion Integration

Create Refersion affiliate for new WHMCS contact

If you're using WHMCS to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in WHMCS, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Refersion + WHMCS Integration

Create WHMCS contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new WHMCS contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Refersion + WHMCS flow

Connect customer data to billing platforms, messaging tools, and CRMs after your core records sync. Pick a combination and activate it in one click.

Refersion
WHMCS
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
R
S
W
Create a Stripe customer for every new affiliate created in Refersion, and create a client in WHMCS.
New affiliate sign-ups generate a Stripe customer and a WHMCS client simultaneously.
W
R
S
When an invoice is paid in WHMCS, search the affiliate in Refersion and create a charge in Stripe.
Paid WHMCS invoices trigger affiliate lookups and Stripe charges instantly.
R
W
S
When a conversion is created in Refersion, create an invoice in WHMCS and a payment in Stripe.
New Refersion conversions automatically generate WHMCS invoices and Stripe payments.

Supported triggers and actions for Refersion and WHMCS

Mix and match to build the exact automation you need

Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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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 ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Get invoice by ID in WHMCS
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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
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Search ticket in WHMCS
Searches for a ticket
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What can you automate with Refersion + WHMCS?

Connect your affiliate network management and billing operations to handle routine administrative tasks without manual data entry.

What you can automate?
🔄
Sync affiliates and billing clients automatically
Generate a client profile in WHMCS the moment a new affiliate registers in Refersion, removing manual data transfer between your management and billing tools.
📝
Capture every submitted registration detail
Map all available affiliate fields and contact details directly into your WHMCS client accounts instead of copying names and email addresses by hand.
📢
Notify your finance team instantly
Send automated alerts to your team channels or email inbox whenever a new affiliate converts or a WHMCS invoice is paid successfully.
🔀
Route records based on affiliate tier
Perform different actions in WHMCS or secondary tools depending on the specific affiliate tier or commission structure submitted during registration.
🔄
Keep billing data updated continuously
Automatically update existing WHMCS client profiles whenever affiliate details or contact information change in Refersion.
🛡️
Prevent duplicate records across systems
Search existing client databases before creating new records, ensuring clean data management between Refersion and WHMCS.
💰
Handle payment and invoice status changes
Trigger automated workflows when WHMCS invoices are paid or when Refersion conversions are approved, denied, or cancelled.
🌐
Extend your workflow to external apps
Connect secondary tools like Stripe, Slack, or Google Sheets to your core Refersion and WHMCS automation flow for extended team visibility.
And much more...

Who is Refersion + WHMCS integration for?

Teams managing partner affiliate programs and client billing platforms rely on this integration to eliminate manual data entry and keep financial records synchronized.

Affiliate managers
Affiliate managers
Support leads
Support leads
Operations directors
Operations directors
Billing specialists
Billing specialists
Account executives
Account executives
Compliance officers
Compliance officers
📈
Affiliate managers
You're reviewing partner program growth but your billing reports only update when someone manually exports client records, so the revenue metrics you're presenting are always a few hours behind — with this integration, every new affiliate creates a WHMCS client instantly and your metrics stay current.
Support leads
You manage client inquiries but you find out about new orders and affiliate issues too late to assist clients proactively — connecting these apps means every new WHMCS order links to its affiliate profile automatically and your support team can act immediately.
📋
Operations directors
You answer to executive leadership who want to see real-time partner revenue progress, but manual data transfers cause constant reporting delays — this integration means affiliate conversions and WHMCS invoices sync instantly for accurate stakeholder reporting.
📊
Billing specialists
The volume of new affiliate sign-ups and client invoices is too high for anyone to keep up with by hand, leading to recurring billing discrepancies — automating both apps means every payment and client profile updates without manual typing.
🤝
Account executives
You own the client onboarding step and depend on someone upstream to hand over partner details, causing bottlenecks in account setup — automating both apps means client profiles generate the moment an affiliate is registered.
🔍
Compliance officers
You need a reliable audit history of affiliate conversions and client billing records, but you keep finding gaps caused by manual record-keeping — connecting these apps means every transaction logs securely across platforms.
Our team

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Why choose Integrately to automate Refersion + WHMCS

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

1,500+ apps connected
1,500+ apps connected
Connect Refersion + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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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How Integrately Works?

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Frequently Asked Questions

How do I connect Refersion to WHMCS?
Frequently Asked Questions
You can connect Refersion to WHMCS in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create WHMCS client accounts when affiliates register in Refersion?
Frequently Asked Questions
Can I connect Refersion, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and WHMCS?
Frequently Asked Questions
How does Refersion data synchronize with WHMCS client records?
Frequently Asked Questions
Can WHMCS invoice payments trigger updates in Refersion?
Frequently Asked Questions
Do I need coding skills to automate Refersion and WHMCS?
Frequently Asked Questions
Is the Refersion and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Refersion or WHMCS With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to marketing, CRM, and email tools to manage partner communications and growth.
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WHMCS
Popular WHMCS Integrations
Sync WHMCS with accounting, customer support, and payment platforms to keep billing operations aligned.
See All
WHMCS Integrations arrow right
No popular apps found