Simplero + WHMCS Integration

Integrate Simplero to WHMCS in one click, or tell Integrately AI how you want each order handled. Create client records, generate invoices, update subscriptions, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simplero
    Tag is added to contact in Simplero Instant
  • Simplero
    Tag is removed from contact in Simplero Instant
  • Simplero
    Purchase is created in Simplero Instant
  • Simplero
    Purchase is deleted in Simplero Instant
  • Simplero
    Subscription is created in Simplero Instant
  • Simplero
    Subscription is deleted in Simplero 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.
  • Simplero
    Search purchase by email in Simplero
  • Simplero
    Create or update contact in Simplero
  • Simplero
    Search contact by email in Simplero
  • Simplero
    Add tag to contact in Simplero
  • Simplero
    Remove tag from contact in Simplero
  • Simplero
    Subscribe to a List in Simplero
  • Simplero
    Unsubscribe from list in Simplero
  • 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 Simplero + WHMCS Integration

Create WHMCS clients from new Simplero purchases, generate invoices, track support tickets, and update member accounts, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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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 Simplero + WHMCS flow

Sync billing and customer data with your favorite tools to keep operations running smoothly. Pick a combination and activate it in one click.

Simplero
WHMCS
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
S
S
W
When a purchase is created in Simplero, create a customer in Stripe and create an invoice in WHMCS.
Purchases in Simplero instantly generate customer records in Stripe and corresponding invoices in WHMCS without manual data entry.
W
S
S
When an invoice is paid in WHMCS, create a charge in Stripe and add a tag to the contact in Simplero.
Paid WHMCS invoices trigger payment charges in Stripe and update contact tags in Simplero for seamless member management.
S
S
W
When a subscription is created in Simplero, create a customer in Stripe and create a client in WHMCS.
New Simplero subscriptions automatically set up your customers in Stripe and establish client accounts in WHMCS.

Supported triggers and actions for Simplero and WHMCS

Mix and match to build the exact automation you need

Simplero
Simplero Triggers & Actions
Instant
Tag is added to contact in Simplero
Triggers the automation when a tag is added
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Instant
Tag is removed from contact in Simplero
Triggers the automation when a tag is added
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Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
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Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
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Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
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Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
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Search purchase by email in Simplero
Find purchase by Email
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Create or update contact in Simplero
Adds or update contact information
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Search contact by email in Simplero
Finds and retrieves contact information using their email address
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Add tag to contact in Simplero
Assigns a tag to a contact
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Remove tag from contact in Simplero
Untag the contact
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Subscribe to a List in Simplero
Subscribes to a list
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Unsubscribe from list in Simplero
Removes email address from mailing list
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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 Simplero + WHMCS?

Streamline your customer billing, course delivery, and support operations with powerful automated workflows.

What you can automate?
🔄
Sync purchases to client billing accounts
Automatically create a new client in WHMCS the moment a purchase is completed in Simplero, ensuring your billing platform is always aligned with your course sales.
📋
Capture every submitted custom field
Map all customer details, custom attributes, and purchase metadata from Simplero directly into your WHMCS client profiles without losing critical data.
🔔
Notify your team instantly on new orders
Alert your sales or support team the second a new client account is created or an invoice is paid, ensuring immediate internal visibility.
🔀
Route workflows based on submitted fields
Perform different actions depending on specific order values or tags added in Simplero, ensuring VIP clients receive prioritized billing setups.
🔄
Keep client records continuously up to date
Automatically update contact information and subscription statuses across both platforms whenever changes occur in Simplero or WHMCS.
🔍
Search and update instead of creating duplicates
Check if a client already exists in WHMCS before creating a new record, ensuring clean customer databases and preventing duplicate accounts.
💳
Handle later invoice status changes
Automate follow-up actions when invoices are paid, subscriptions are canceled, or refunds are processed across your billing and membership systems.
Extend your workflow to team messaging apps
Push transaction updates and support alerts from your core pair directly into Slack channels to keep all departments informed in real time.
And much more...

Who is Simplero + WHMCS integration for?

Connect your info business courses and membership platform with robust client billing and support tools to eliminate manual data entry across teams.

Financial analysts
Financial analysts
Customer support leads
Customer support leads
Account managers
Account managers
Operations directors
Operations directors
Fulfillment specialists
Fulfillment specialists
Finance officers
Finance officers
📈
Financial analysts
You're compiling sales figures from your course platform and billing system manually, but your reports only update after hours of export work, so the revenue counts you're reviewing are always outdated — this integration means every new purchase and paid invoice syncs instantly and your financial data stays current.
Customer support leads
You need to act fast on client billing inquiries, but you find out about new orders too late because customer data sits in separate tools — automating both apps means every support ticket correlates with client accounts instantly and your team resolves issues faster.
🤝
Account managers
You answer to stakeholders who want to see live onboarding progress and client creation numbers, but manual handoffs cause frustrating delays — with this integration, every new client profile updates across platforms automatically and your reports show real-time progress.
🚀
Operations directors
The transaction volume in your info business is too high for anyone to keep client accounts synchronized by hand, leading to costly gaps — automating both apps means every subscription and order populates client systems instantly without human error.
💼
Fulfillment specialists
You own the onboarding step and depend on someone upstream to hand over purchase details, but manual notification delays slow down delivery — connecting these apps means every new subscriber reaches your fulfillment queue automatically and client onboarding starts immediately.
🛡️
Finance officers
You need a reliable history of all transactions and client statuses, but you keep finding missing records between your course platform and billing software — this integration means every invoice and payment creates flawless records across your stack without manual checks.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Simplero + WHMCS

Build and manage your Simplero + 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 Simplero + 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
Select Automation
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 Simplero to WHMCS?
Frequently Asked Questions
You can connect Simplero to WHMCS instantly using ready-made workflows or by asking Integrately AI to build your automation. Simply select your trigger event in Simplero, configure your actions in WHMCS, and activate your workflow with 1-click setup alongside tools like Stripe, Slack, and Google Sheets.
Can I automatically create WHMCS client accounts from Simplero purchases?
Frequently Asked Questions
Can I connect Simplero, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simplero and WHMCS?
Frequently Asked Questions
How does Simplero handle contact tags and purchases in integrations?
Frequently Asked Questions
How does WHMCS manage invoices and client creation in automations?
Frequently Asked Questions
Do I need coding skills to automate Simplero and WHMCS?
Frequently Asked Questions
Is the Simplero and WHMCS integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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