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WHMCS + Plaid Integrations

Syncing WHMCS with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 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.

Plaid Integrations

Best WHMCS and Plaid 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 Gmail

    WHMCS + Gmail

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

    WHMCS + Gmail

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

    WHMCS + Gmail

    Create Label to Gmail from New Invoice in whmcs Read More...
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Gmail Create Label
  • WHMCS Gmail

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

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

It's easy to connect WHMCS + Plaid 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.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create payment recipient

    Create a new payment recipient

How WHMCS & Plaid 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 Plaid as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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