SmartBill + WHMCS Integration
Integrate SmartBill to WHMCS in one click, or tell Integrately AI how you want each order handled. Generate invoices, record payments, update customer details, and keep your accounting accurate automatically.
Free forever.Use premium features free for 14 days.1.
Invoice is paid in WHMCS- Order is created in WHMCS
- Invoice is created in WHMCS
- Client is created in WHMCS
- Ticket is created in WHMCS
- Todo item is created in WHMCS
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Get invoice PDF in SmartBill- Create proforma in SmartBill
- Create payment collection in SmartBill
- Send document by email in SmartBill
- Create invoice in SmartBill
- 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
Trusted by experts at...
Ready Workflows for SmartBill + WHMCS Integration
Generate invoices from new orders, record payment collections, sync client records, and notify your finance team, 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 SmartBill + WHMCS flow
Sync your billing data with accounting tools, notify your finance team on chat, and log payment receipts in spreadsheets. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
PayPal (3)
PayPal (3) +
HubSpot (3)
HubSpot (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) S
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When a Stripe charge succeeds, create a WHMCS invoice and generate a SmartBill invoice
Stripe payment success triggers a WHMCS invoice creation and a SmartBill invoice automatically, eliminating manual reconciliation.
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When a WHMCS invoice is paid, record a payment collection in SmartBill and create a customer in Stripe
Paid WHMCS invoices instantly log a payment collection in SmartBill and create a customer profile in Stripe.
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When a WHMCS order is created, generate a SmartBill proforma and create a customer in Stripe
New WHMCS orders automatically generate a SmartBill proforma invoice and a customer record in Stripe.
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Use ChatGPT to review Stripe charge details, create a WHMCS invoice, and generate a SmartBill invoice
Use ChatGPT to analyse Stripe charge data before creating matching invoices in WHMCS and SmartBill.
Supported triggers and actions for SmartBill and WHMCS
Mix and match to build the exact automation you need
SmartBill Triggers & Actions
WHMCS Triggers & Actions
What can you automate with SmartBill + WHMCS?
Streamline your billing, invoicing, and client management by connecting SmartBill and WHMCS for automated workflows.
🧾
Generate SmartBill invoices from WHMCS orders automatically
Create a SmartBill invoice the moment a new order is created in WHMCS, removing manual data entry entirely.
📋
Capture every client and order detail without manual entry
Transfer all submitted WHMCS client fields and order items directly into SmartBill records without missing data.
🔔
Alert your team when invoices are paid
Send instant notifications or emails whenever a WHMCS invoice is marked as paid or a payment is collected in SmartBill.
🔀
Route invoices based on client type or order value
Create a proforma invoice in SmartBill for new orders, or generate a full tax invoice if the client is verified.
🔄
Keep client contact details synchronized across platforms
Update SmartBill client accounts automatically whenever client information or billing details change in WHMCS.
🔍
Create or update client records without duplicates
Search for existing clients in SmartBill before creating new records, ensuring clean customer databases.
💳
Handle invoice payments and collections seamlessly
Create payment collections in SmartBill whenever an invoice is paid in WHMCS, keeping your accounts balanced.
🔌
Extend your billing workflow to HubSpot or Slack
Connect your SmartBill and WHMCS core flow with HubSpot or Slack to notify teams and update CRM deals instantly.
And much more...
Who is SmartBill + WHMCS integration for?
Automating invoices, customer records, and billing workflows between SmartBill and WHMCS helps finance teams and business owners eliminate manual data entry and errors.
Financial controllers
Support leads
Project managers
Business owners
Account managers
Billing specialists
📈
Financial controllers
You're reviewing monthly revenue reports in SmartBill, but mismatched WHMCS billing records leave gaps in your ledger — with this integration, every paid invoice updates your financial records automatically.
⚡
Support leads
You're resolving client tickets in WHMCS, but customer billing details take too long to verify in SmartBill — automating both apps means client data stays synced and support tickets resolve faster.
📋
Project managers
You're tracking client onboarding tasks, but manual invoice creation in SmartBill delays project kickoff — this integration means every new WHMCS order instantly generates a proforma invoice.
📈
Business owners
You're managing growing online sales volumes across platforms, but manual accounting handoffs create costly invoicing bottlenecks — connecting these apps means every order creates an invoice instantly.
🤝
Account managers
You're setting up new client accounts in WHMCS, but manual customer setup in SmartBill leads to missed billing details — automating both apps means client profiles match across platforms.
📁
Billing specialists
You're reconciling payment collections in SmartBill, but untracked WHMCS transactions leave reconciliation backlogs — this integration means every payment collection is logged accurately.
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 SmartBill + WHMCS
Build and manage your SmartBill + WHMCS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SmartBill + 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.
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect SmartBill + WHMCS Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect SmartBill to WHMCS?
You can connect SmartBill to WHMCS instantly using 1-click automations on Integrately. Choose from ready workflows or ask Integrately AI to build your integration with apps like Stripe, HubSpot, and Slack.
Can I automatically generate SmartBill invoices from WHMCS orders?
Can I connect SmartBill, WHMCS, and Google Sheets?
What is a good Zapier alternative for SmartBill and WHMCS?
How do payment collections sync between WHMCS and SmartBill?
Can client details update automatically between WHMCS and SmartBill?
Do I need coding skills to automate SmartBill and WHMCS?
Is the SmartBill and WHMCS integration free?
Didn't find the answer you were looking for?
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?
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