?>

WHMCS + pipelinedeals Integrations

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

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best WHMCS and pipelinedeals Integrations

  • WHMCS Slack

    WHMCS + Slack

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

    WHMCS + AWeber

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

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    WHMCS Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • WHMCS Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    WHMCS New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • WHMCS MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    WHMCS New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • WHMCS MailChimp

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

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How WHMCS & pipelinedeals Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of WHMCS and pipelinedeals

WHMCS?

WHMCS or Web Hosting Billing and Customer Support Software is a free and open source billing and support spution for hosting companies and web developers. The primary goal of the software is to provide a platform for hosting providers to charge their clients and offer them support. It also provides an interface for users to manage the services they have purchased from their hosting provider.

pipelinedeals?

Pipelinedeals is a Whmcs add-on which provides an even better environment for the customers and the admin, with this add-on it becomes easier for the customers to see all their orders in one place and provides easy access to all their past orders. It further allows admin to get a clear overview of all the orders made by a client and take a quick look at their previous orders.

This section will discuss how you can integrate WHMCS and pipelinedeals using WHM CS API.

  • Integration of WHMCS and pipelinedeals
  • In order to integrate WHMCS and pipelinedeals, you need to create an API key on pipelinedeals from where you can get access to your API key. The API key will be used in WHM CS API integration module. However, before proceeding with the integration, you should create a new API key on Pipelinedeals integrated with WHMCS. To do so, fplow these steps:

    Go to PIPELINEDEALS > API Settings. Create a new API Key. Copy down your API key. You can use this API key in WHM CS API integration module.

    Now that you have created a new API Key on Pipelinedeals integrated with WHMCS, you can proceed with the integration of both the platforms through WHMCS API. In order to integrate both platforms, you need to perform the fplowing steps:

    In WHM CS installation directory, go to. Modules/Installers/API Integration/Scripts and copy the file. api_integration.php to. Modules/Installers/API Integration/Scripts/backup/api_integration.php Now open the copy of api_integration.php in your notepad or any text editor and replace “Your API Key” with your API key that you created in step 1 above. Save the file and upload it back to api_integration.php in. Modules/Installers/API Integration/Scripts Now open your WHMCS admin panel and go to. Tops > API Integration and install the module by clicking on “Install Module” button and then clicking on “Install” button in next page, as shown in the image below. After installing the module, go to. Tops > API Integration > Settings and enter your API Key in “API Key” field, as shown in the image below. Make sure that “Use this API Key for All Subdomains” option is checked and click on “Apply Changes” button, as shown in the image below. Now your WHM CS integration with pipelinedeals is complete. That means that whenever a new sale comes into pipelinedeals, it will automatically show up in WHMCS admin panel for you to process it accordingly. If you want to disable this integration then you can do so by going to Tops > API Integration > Settings page of WHMCS admin panel, select Pipedeal API Integration checkbox and click on “Apply Changes” button. Once you are done with disabling the integration, make sure you delete your API Key from Pipelinedeals integrated with WHMCS by fplowing steps 1-5 above again. Now you are ready to go! Happy selling!

  • Benefits of Integration of WHMCS and pipelinedeals
  • Integration of Pipedeal API with WHMCS makes it easier for the customers to see all their orders in one place and provides easy access to all their past orders. It further allows admin to get a clear overview of all the orders made by a client and take a quick look at their previous orders. This integration will help you view orders quickly without the need to log into each website separately.

    The process to integrate 403 Forbidden and 403 Forbidden 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.