Sertifier + WHMCS Integration

Integrate Sertifier to WHMCS in one click, or tell Integrately AI how you want each client order handled. Issue smart certificates, add recipients to deliveries, update your billing records, and track client milestones automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Sertifier
    Email template is created in Sertifier
  • Sertifier
    Detail is created in Sertifier
  • Sertifier
    Certificate design is created in Sertifier
  • Sertifier
    Delivery is created in Sertifier
  • Sertifier
    Custom attributes is created in Sertifier
  • Sertifier
    Badge design is created in Sertifier
  • 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.
  • Sertifier
    Add recipient to a Delivery in Sertifier
  • Sertifier
    Create detail & delivery dynamically in Sertifier
  • Sertifier
    Create detail in Sertifier
  • Sertifier
    Create delivery in Sertifier
  • 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 WorkflowsReady Workflows   for Sertifier + WHMCS Integration

Issue certificates when orders are placed, create deliveries, track client accounts, update billing records, and manage support tickets, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Sertifier + WHMCS flow

Notify your team, log customer records in spreadsheets, and send follow-up emails once your certificates and billing sync. Pick a combination and activate it in one click.

Sertifier
WHMCS
+
StripeStripe (3)
+
WordPressWordPress (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
W
S
S
Create a Sertifier delivery when a WHMCS order is created, and create a customer in Stripe
New WHMCS orders instantly trigger a Sertifier certificate delivery while setting up the matching customer record in Stripe. No manual data entry required.
W
S
S
When an invoice is paid in WHMCS, add a recipient to a Sertifier delivery and create a charge in Stripe
Paid invoices in WHMCS automatically update certificate deliveries in Sertifier and log the charge in Stripe without manual switching.
W
S
S
When a client is created in WHMCS, create detail in Sertifier and create a customer in Stripe
New client profiles in WHMCS automatically generate details in Sertifier and establish customer accounts in Stripe.

Supported triggers and actions for Sertifier and WHMCS

Mix and match to build the exact automation you need

Sertifier
Sertifier Triggers & Actions
Email template is created in Sertifier
Triggers the automation when an engagement action is created or modified
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Detail is created in Sertifier
Triggers the automation when a new detail is created
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Certificate design is created in Sertifier
Triggers the automation when a new certificate design is created
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Delivery is created in Sertifier
Triggers the automation when a package or item is delivered
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Custom attributes is created in Sertifier
Triggers the automation when a new custom attribute is created
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Badge design is created in Sertifier
Triggers the automation when a new badge design is added
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Add recipient to a Delivery in Sertifier
Adds a recipient to a delivery list
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Create detail & delivery dynamically in Sertifier
Generates customized details and deliver them dynamically based on user preferences
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Create detail in Sertifier
Creates a new detail entry
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Create delivery in Sertifier
Creates a new delivery entry
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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 Sertifier + WHMCS?

Streamline your entire client credentialing and billing lifecycle by connecting certificate generation directly to your invoicing and order workflows.

What you can automate?
📜
Issue certificates automatically on invoice payment
Trigger certificate deliveries in Sertifier the exact moment an invoice is marked as paid in WHMCS. Eliminate manual tracking between billing and credentialing.
📋
Capture custom client attributes and order metadata
Map specific client fields and order details from WHMCS directly into Sertifier custom attributes. Ensure your certificates carry accurate recipient data.
🔔
Notify team members immediately on new orders
Alert your fulfillment or support team in Slack or via Gmail whenever a WHMCS order starts a new Sertifier delivery. Keep everyone aligned in real time.
🔀
Route different product orders to specific deliveries
Set conditional rules to trigger distinct certificate templates or badge designs in Sertifier depending on the specific product purchased in WHMCS.
🔄
Keep recipient and client records synchronized
Update existing certificate details dynamically when client profile information or subscription statuses change in WHMCS. Keep your database accurate.
🔍
Search and update existing client records
Search for existing recipients and records before creating new entries, preventing duplicate deliveries and maintaining clean data structures.
💳
Handle later status changes and payment updates
Automate follow-up actions when invoices are updated, refunded, or cancelled in WHMCS. Manage your delivery lifecycles accurately.
Extend your workflow with supporting apps
Connect your Sertifier and WHMCS core flow with Slack, Google Sheets, or Gmail to log data, alert staff, and send confirmation emails automatically.
And much more...

Who is Sertifier + WHMCS integration for?

Billing managers, support teams, and customer success leaders who need seamless certificate issuance tied directly to client billing and orders without manual effort.

Billing and finance analysts
Billing and finance analysts
Customer support leads
Customer support leads
Client success managers
Client success managers
Operations directors
Operations directors
Sales team leads
Sales team leads
Compliance officers
Compliance officers
📊
Billing and finance analysts
You're issuing certificates after manual payment checks, but your records only update when someone exports reports, so your delivery counts are always a few hours behind — with this integration, every paid invoice triggers a delivery instantly and your pipeline stays current.
🎧
Customer support leads
You're handling support requests for active subscribers, but client access details get lost in transit, so your team finds out too late to assist — with this integration, every new client record flows automatically and your support queue stays updated.
🤝
Client success managers
You're managing ongoing client accounts and contracts, but stakeholders want immediate proof of credentialing, so you waste hours compiling manual reports — with this integration, every order creation triggers instant certificate creation and your clients see progress immediately.
⚙️
Operations directors
You're processing high volumes of recurring subscription orders manually, but human error leads to missed certificate deliveries, so your volume is too high for anyone to keep up by hand — with this integration, every invoice payment triggers automated fulfillment and your operations run smoothly.
💼
Sales team leads
You're closing deals in WHMCS and depending on administrators to issue credentials, but handoffs get delayed, so you depend on someone upstream to hand it over — with this integration, every client creation instantly provisions certificate deliveries and your handoff is seamless.
📋
Compliance officers
You're auditing credential distribution against billing records, but you keep finding gaps in your audit trail, so you need a reliable history and keep finding missing data — with this integration, every transaction logs securely and your records remain complete.
Our team

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

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Why choose Integrately to automate Sertifier + WHMCS

Build and manage your Sertifier + 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 Sertifier + 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.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Sertifier to WHMCS?
Frequently Asked Questions
You can connect Sertifier to WHMCS in 1 click using ready templates or ask Integrately AI to build the automation and map the fields. Once connected, your billing data flows smoothly between Sertifier, WHMCS, and 1,500+ active integrations.
How can I automatically issue certificates when a WHMCS invoice is paid?
Frequently Asked Questions
Can I connect Sertifier, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sertifier and WHMCS?
Frequently Asked Questions
How does Sertifier handle recipient details during integration?
Frequently Asked Questions
How does WHMCS trigger automated certificate deliveries?
Frequently Asked Questions
Can I automate Sertifier and WHMCS without coding experience?
Frequently Asked Questions
Is the Sertifier and WHMCS integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Sertifier or WHMCS With 1500+ Other Apps

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