Sendly + WHMCS Integration

Integrate Sendly to WHMCS in one click, or tell Integrately AI how you want each contact handled. Sync details across both platforms, update your billing records, alert your finance team, and trigger automated follow-ups instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Sendly
    Form response is created in Sendly Instant
  • Sendly
    Product is created in Sendly Instant
  • Sendly
    Product is updated in Sendly Instant
  • Sendly
    Order is created in Sendly Instant
  • Sendly
    Order is updated in Sendly Instant
  • Sendly
    Booking is created in Sendly Instant
  • Sendly
    Contact is created or updated in Sendly 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
Arrow Right
2.
  • Sendly
    Delete contact in Sendly
  • Sendly
    Update contact in Sendly
  • Sendly
    Create contact in Sendly
  • Sendly
    Create product in Sendly
  • Sendly
    Search contact in Sendly
  • Sendly
    Update product in Sendly
  • Sendly
    Create member in Sendly
  • Sendly
    Update member in Sendly
  • Sendly
    Delete member in Sendly
  • Sendly
    Create member group in Sendly
  • Sendly
    Update member group in Sendly
  • Sendly
    Delete member group in Sendly
  • Sendly
    Search product in Sendly
  • WHMCS
    Search client in WHMCS
  • WHMCS
    Get ticket by ID in WHMCS
  • WHMCS
    Get invoice by ID in WHMCS
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by ID in WHMCS
  • WHMCS
    Search ticket in WHMCS

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Ready Workflows Ready Workflows for Sendly + WHMCS Integration

Create clients from new contacts, generate invoices from orders, update member details, and notify your support team, all in just one click.

Most popular automationsmost-popular-automations
Sendly + WHMCS Integration

Create WHMCS contact for new Sendly form submission

When someone completes your Sendly, a new contact is automatically created in your WHMCS. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Sendly is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Sendly - WHMCS integration set up makes it easy to manage your customer relationships and grow your business.
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Sendly + WHMCS Integration

Create WHMCS contact from new Sendly order

As an online store owner, you're likely using Sendly to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Sendly with WHMCS? This integration will allow you to automatically create a contact for each new order in WHMCS.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Sendly + WHMCS Integration

Create WHMCS ticket for new Sendly form submission

Creating WHMCS tickets automatically for every new Sendly form submission received can help to ensure that each form submission is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Sendly + WHMCS Integration

Create WHMCS ticket for new Sendly contact

If you're using Sendly to send your marketing emails, you can also use it to create and manage ticket for WHMCS. contact created in Sendly 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 + Sendly Integration

Create Sendly contact 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 - Sendly integration. It will automatically create a Sendly contact 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 Sendly contacts for every WHMCS ticket is a great place to start.
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Sendly + WHMCS Integration

Create WHMCS ticket for new Sendly order

When you are running an online business, it is important to have a strong customer support system in place. So ,if your business uses Sendly to manage order, you can use WHMCS to create ticket for each order.

In this way, you'll have a record of all the orders that have been placed, and you can track the progress of each one. Creating ticket for Sendly order is a great way to keep your business organized and ensure that no detail is missed.

Set up this integration so that WHMCS starts working in tandem with Sendly.
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Connect more apps to your Sendly + WHMCS flow

Capture customer data, trigger financial ledgers, alert team members, and update external CRM databases automatically. Pick a combination and activate it in one click.

Sendly
WHMCS
+
StripeStripe (6)
+
SlackSlack (5)
+
HubSpotHubSpot (5)
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GmailGmail (5)
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XeroXero (5)
+
ZendeskZendesk (5)
S
W
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Create a WHMCS invoice for every new Sendly order, and set up a customer profile in Stripe.
Sendly orders automatically generate WHMCS invoices and create Stripe customer profiles the moment they are placed.
W
S
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When a WHMCS invoice is paid, update the member status in Sendly and record the charge in Stripe.
Paid WHMCS invoices immediately update member records in Sendly and log the successful charge in Stripe.
S
W
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When a Sendly product is updated, modify the matching WHMCS invoice and update the customer details in Stripe.
Sendly product updates flow directly into WHMCS invoices and sync customer information in Stripe.
W
S
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Create a Sendly product and set up a Stripe subscription when a new billing ticket opens in WHMCS.
New WHMCS support tickets automatically trigger product creation in Sendly and set up Stripe subscriptions.
S
W
S
If a new Sendly booking is marked enterprise, create a WHMCS client and set up a custom Stripe customer profile.
Enterprise bookings in Sendly automatically provision WHMCS client accounts and custom Stripe customer records.
S
W
S
Use ChatGPT to analyse every new Sendly form response, create a WHMCS client, and set up a Stripe customer.
ChatGPT analyses Sendly form submissions to qualify leads before creating WHMCS clients and Stripe profiles.

Supported triggers and actions for Sendly and WHMCS

Mix and match to build the exact automation you need

Sendly
Sendly Triggers & Actions
Instant
Form response is created in Sendly
Triggers the automation when a form is filled
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Instant
Product is created in Sendly
Triggers the automation when a new product is created
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Instant
Product is updated in Sendly
Triggers the automation when a product is updated
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Instant
Order is created in Sendly
Triggers the automation when a new order is created
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Instant
Order is updated in Sendly
Triggers the automation when any order is updated
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Instant
Booking is created in Sendly
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Sendly
Triggers the automation when a contact is created or updated
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Delete contact in Sendly
Removes a contact from the address book
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Update contact in Sendly
Updates contact information with new details
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Create contact in Sendly
Adds a new contact to the database
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Create product in Sendly
Generates and launch new products
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Search contact in Sendly
Finds and retrieves contact information
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Update product in Sendly
Updates product information
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Create member in Sendly
Adds a new member to the system
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Update member in Sendly
Updates a member's information
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Delete member in Sendly
Removes a member from the system
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Create member group in Sendly
Creates a new group of members
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Update member group in Sendly
Updates the particular member group
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Delete member group in Sendly
Deletes a member group
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Search product in Sendly
Searches for a product
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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
Try it →

What can you automate with Sendly + WHMCS?

Streamline your billing, client provisioning, and customer communications with ready-to-use automation workflows.

What you can automate?
🔄
Generate invoices from new orders automatically
Turn every Sendly order into a corresponding WHMCS invoice the moment it is created, eliminating manual billing entry.
📝
Capture every submitted contact detail
Map all available Sendly form responses and contact attributes directly into WHMCS client profiles without losing data.
🔔
Alert your team instantly on payment events
Notify finance and support staff immediately whenever an invoice is paid or a new support ticket is opened.
🔀
Route clients based on submitted booking criteria
Apply different provisioning rules in WHMCS depending on whether a Sendly booking is standard or enterprise tier.
🔄
Keep client records updated as details change
Ensure modifications to Sendly contacts and products instantly refresh corresponding records in WHMCS.
🔍
Search and update instead of creating duplicates
Look up existing client records in WHMCS before creating new entries, keeping your database clean and organised.
💳
Handle payment status updates effortlessly
Trigger automated member status changes and notifications whenever a WHMCS invoice is marked as paid.
💬
Extend your workflow to Slack and other apps
Connect Sendly and WHMCS with Slack to broadcast real-time updates and keep your entire team in the loop.
And much more...

Who is Sendly + WHMCS integration for?

Business owners, billing teams, and support managers relying on Sendly and WHMCS can eliminate manual data entry and keep financial records perfectly synchronised.

Financial analysts
Financial analysts
Billing managers
Billing managers
Account executives
Account executives
Operations leads
Operations leads
Customer support agents
Customer support agents
Compliance officers
Compliance officers
📈
Financial analysts
You're reviewing revenue reports every week but your billing records only update when someone manually exports orders, so the cash flow counts you're forecasting against are always a few hours behind — automating both apps means every new invoice lands in your ledger instantly and your data stays current.
Billing managers
You need to provision accounts immediately when payments arrive, but manual client creation slows down your onboarding queue — integrating these apps means every paid invoice creates a client profile instantly and your team can start work without waiting.
🤝
Account executives
You answer to clients who expect their subscription orders and invoices to appear without delay, but switching between dashboards leads to frustrating response lags — with this integration, every order syncs across platforms automatically and your clients receive their paperwork on time.
📊
Operations leads
The volume of new customer contacts and support tickets is too high for anyone to keep up by hand, leading to missed follow-ups and unbilled orders — automating both apps means every submission triggers immediate actions and your operations run smoothly at scale.
👤
Customer support agents
You own the ticket resolution step and depend on someone upstream to hand over accurate contact details, but manual copy-pasting causes critical gaps in user history — this integration means every ticket update flows straight into your contact database without missing a beat.
🗂️
Compliance officers
You need a reliable audit history for every transaction and keep finding gaps between form responses and billing records — automating both apps means every order and invoice is logged sequentially and your compliance records remain airtight.
Our team

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Why choose Integrately to automate Sendly + WHMCS

Build and manage your Sendly + 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 Sendly + 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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Automation is ready
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Frequently Asked Questions

How do I connect Sendly to WHMCS?
Frequently Asked Questions
You can connect Sendly to WHMCS in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Sendly, WHMCS, and apps like Stripe, Slack, and HubSpot.
Can I automatically generate WHMCS invoices from Sendly orders?
Frequently Asked Questions
Can I connect Sendly, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sendly and WHMCS?
Frequently Asked Questions
How are Sendly contacts and products synced with WHMCS?
Frequently Asked Questions
How does WHMCS handle client creation from Sendly bookings?
Frequently Asked Questions
Do I need coding skills to automate Sendly and WHMCS?
Frequently Asked Questions
Is the Sendly and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Sendly or WHMCS With 1500+ Other Apps

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WHMCS
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Sync WHMCS with accounting, support, and communication platforms to streamline billing and client management.
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