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Plaid + WHMCS Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and WHMCS

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Plaid + WHMCS

  • Plaid Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    Close
    When this happens...
    Plaid New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • Plaid AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    Close
    When this happens...
    Plaid New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • Plaid Gmail

    WHMCS + Gmail

    Create Draft to Gmail from New Invoice in whmcs Read More...
    Close
    When this happens...
    Plaid New Invoice
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    WHMCS + Gmail

    Send Email in Gmail when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    Plaid New Invoice
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    WHMCS + Gmail

    Create Label to Gmail from New Invoice in whmcs Read More...
    Close
    When this happens...
    Plaid New Invoice
     
    Then do this...
    Gmail Create Label
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + WHMCS in easier way

It's easy to connect Plaid + WHMCS without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Plaid & WHMCS Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick WHMCS as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to WHMCS.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.