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SharePoint + WHMCS Integrations

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

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and WHMCS Integrations

  • SharePoint Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    SharePoint 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
  • SharePoint AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    SharePoint 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
  • SharePoint AWeber

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    SharePoint {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect SharePoint + WHMCS in easier way

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

    Actions
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How SharePoint & WHMCS Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select WHMCS as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate WHMCS with Appy Pie Connect.

    (2 minutes)

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

Integration of SharePoint and WHMCS

SharePoint

SharePoint is a web-based platform to share documents, cplaborate with cpleagues and meet business requirements. It can be used to manage almost all processes in the organization. Its key feature is that it allows users to access all its content from anywhere at any time. Access can be granted to specific people or groups of people.

WHMCS

WHMCS is a software for automating your online business. It helps you to manage your clients, products, subscriptions and other aspects of your business. By using WHMCS you can automate repetitive tasks and become more productive in the process. On top of this, you will have a reporting system to provide you with a detailed overview of your business performance.

Integration of SharePoint and WHMCS

In order to integrate SharePoint and WHMCS, you need to create a document library in SharePoint. In this library, you can add files which will be updated in real time when a customer makes a payment through WHMCS. This way, customers will always know what is going on with their account and what is expected of them.

Customers will appreciate the fact that they do not need to log into WHMCS to get an update on their account. This way, they will be able to complete their payment quickly and proceed with their day. Your company will also benefit because you will not lose customers due to poor customer service.

Benefits of Integration of SharePoint and WHMCS

There are several benefits associated with integrating SharePoint and WHMCS. Here are some of them:

· Customers can check their current status on their account directly on their computer without having to log into WHMCS. This makes it easy for customers to complete their purchase while they are at home or on the road.

· You can use the same document library in SharePoint to store invoices, contracts, licenses and other documents related to your jobs. This saves time and money since you do not need to pay for additional storage space. Besides, your documents are likely to be safer in SharePoint than on your computer or on someone else’s computer.

· You can increase productivity by automating repetitive tasks in WHMCS using custom workflows. For example, you can automate the task of sending an invoice when a customer pays online or sends an email about their job. This makes it easier for your employees to spend less time repeating the same tasks over and over again. They will have more time to lend a hand when the workload exceeds the capacity of the staff members who are available at any given moment. They can also focus on tasks which require creative thinking rather than drudge work.

· You can reduce paperwork by storing invoices, contracts, licenses, receipts and other documents in one place. This way, they are accessible by everyone in the organization regardless of which department they belong to. You can easily track down any pd document when your clients request it. You do not have to rely on memory if you have misplaced an invoice or contract.

In conclusion, there are many benefits associated with integrating SharePoint and WHMCS when running your online business. Some of these benefits are saving money on storage costs, saving time by automating repetitive tasks, reducing paperwork by storing documents in one place, helping your customers by providing them with easy access to their account information and knowing what they are supposed to do next when they have paid for their services or products.

The process to integrate SharePoint and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.