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Zoho Connect + WHMCS Integrations

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

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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 Zoho Connect and WHMCS Integrations

  • Zoho Connect Trello

    Zoho Connect + Trello

    Create Trello cards for new Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Trello Create Card
    Ensure that your staff is always aware of what they need to work on next, from simple to difficult jobs. When new tasks are added to Zoho Connect, this interface automatically creates Trello cards, keeping everyone focused on the finish line.
    How This Zoho Connect – Trello Integration Works
    • A new task is created on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zendesk

    Zoho Connect + Zendesk

    Create Zendesk tickets for new Zoho Connect mentions Read More...
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Zendesk Create Ticket
    Using the Zendesk-Zoho Connect integration, you can quickly resolve concerns. When someone @mentions you in Zoho Connect, new tickets are automatically created in Zendesk, allowing you to get right to work and provide excellent service.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Zoho Connect Slack

    WHMCS + Slack

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

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

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

    Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Zoho Connect & WHMCS Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Connect 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 Zoho Connect and WHMCS

Zoho Connect

Zoho Connect is a cloud based automation top for businesses. It has features like Push notifications, Email notifications, SMS notifications, etc. It also has features like integrating with third party applications.

Integration of Zoho Connect and WHMCS

  • Setup of the Zoho Connect Module
  • Setup of the WHMCS Module
  • Test the Integration of Zoho Connect and WHMCS
  • Conclusion

Zoho Connect

Zoho Connect is an application that can help businesses automate their workflows, both internal and external ones. It is simple to use and has powerful features for managing business processes. It can be used to build automations for your customers, employees or vendors. It has more than 100 applications integrated with it which you can use to set up your workflow. It is compatible with any device on any OS. It supports push notifications on Android, iOS, Web and Windows 8 devices. It also supports email notifications on Gmail, Yahoo, Outlook etc., SMS notifications on Vodafone, Airtel etc., voice calls on Google Hangouts and Skype, social media notifications on Facebook, Twitter, LinkedIn etc. It comes with a built-in knowledge base where all the articles related to its features are stored in one place. You can also add articles for your employees to read. The articles can be edited by admin. There is also a community section where all the users of Zoho Connect can share their ideas about the product. One of the very unique features of Zoho Connect is that it has an integration with almost every popular SaaS application like Salesforce, MailChimp, Github etc. With this integration, you can automatically send a mail or a notification when a specific event occurs in a particular SaaS application. For example, when a new user registers in your website via Zoho Connect, you can have a workflow to have a welcome email sent from MailChimp by using the integration between Zoho Connect and MailChimp. You can also set up a workflow to send a text message to your customer when he cancels his order from your website via Zoho Connect and Twilio integration. Similarly, you can have integrations for many other applications so that when an event occurs in another application, Zoho Connect will trigger a particular action for your company.

Integration of Zoho Connect and WHMCS

  • Setup of the Zoho Connect Module

The first thing you need to do is to go to https://www.zohoconsultant.com/signup/register and sign up for free account with Zoho consultant. After signing up with them, you can create a new project from their dashboard. You can give it a name and select the type of application you want to create. After selecting the application type, you will be redirected to a page where you can fill out the details related to your application and its workflow. Now you need to click on “Manage Notifications” button and fplow the steps given below:

Step 1. Select “Manage Push Notifications” Step 2. Select “Add Push Notification Service” Step 3. Select “Google Cloud Messaging” Step 4. Now you need to add Google Project Number for setting up GCM server key which you will find in Google Developer Conspe Step 5. Now you need to add Server Key which will be found in Zoho Account under Google API Conspe by clicking on “Credentials” tab Step 6. Save the changes and you will get your GCM Server Key and Sender ID saved in Zoho Account if you did not already have them Step 7. Sign into WHMCS Admin Panel and go to Module Manager -> My Modules -> Select “Zoho Connect” Step 8. Enter GCM Server Key and Sender ID which you got from Google Step 9. Then click on “Save Changes” button Step 10. Go back to Dashboard of Zoho Connect and click on “Manage Email Notifications” Step 11. Select “Add Email Service” Step 12. Select “Email Service Provider (ESP)” Step 13. Now you need to enter SMTP Server Details like SMTP Hostname, Port Number etc., this will be provided by your hosting provider Step 14. Then save changes Step 15. Go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 16. Enter SMTP Server Details which you got from your hosting provider Step 17. Then click on “Save Changes” button Step 18. Go back to Dashboard of Zoho Connect and click on “Manage SMS Notifications” Step 19. Select “Add SMS Service” Step 20. Select “SMS Service Provider (SMSC. Step 21. Now you need to enter the SMSC Number which will be provided by your telecom service provider Step 22. Then save changes Step 23. Go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 24. Enter SMSC Number which you got from your telecom service provider Step 25. Then click on “Save Changes” button Step 26. Close your browser now and reopen it Step 27. Open up WHMCS Admin Panel again and go to Module Manager -> My Modules -> Select “Zoho Connect” Step 28. Click on “Configure Push Notifications” button Step 29. Now this will take you to the screen where you can configure your push notifications settings Step 30. Select your desired channel which will be either Google+ or Phone number Step 31. Select your event type which will be either New Sale or Cancelled Order or Contract Signed or Invoice Paid or Invoice Due or Payment Approved or Billing Cycle Completed or Monthly Statement Requested or New Booking Requested or Contract Cancelled or Invoice Paid Successfully or New Message Received or Application Updated or Application Uninstalled or Application Installed or Application Uninstalled or Application Installed Successfully or Order Created or Order Cancelled or Order Edited or Order Paid or Order Received or Order Shipped or Order Sent Successfully or Order Shipped Successfully or Invoice Created or Invoice Cancelled or Invoice Edited or Invoice Sent Successfully or Automatic Payments Started or Automatic Payments Stopped or Automatic Payments Completed or ACH Transaction Started or ACH Transaction Completed or Activation Completed or Activation Failed or Activation Started or Activation Started Successfully or WSS Transaction Started successfully or WSS Transaction Completed Successfully Step 32. After selecting the channel and event type, click on “Save Changes” button Step 33. Now go back to Module Manager -> My Modules -> Select “Zoho Connect” Step 34. Click on “Configure Email Notifications” button Step 35. Now this will take you to the screen where you can configure your email notification settings Step 36. Next select your desired email template for sending emails from WHMCS module Step 37. Now select the event type for which notification needs to be sent and then save changes Step 38. Create a new user in WHMCS module by going to Dashboard -> Users -> Add New User -> Fill out all required information and save changes Step 39. Test the integration by creating a new order in WHMCS module and check whether it has been created in Zoho account as well as by checking whether an email has been received as per the instructions mentioned above separately for each event type in WHMCS module Step 40. Go back to Module Manager -> My Modules -> Select “Zoho Connect” and click on “Configure SMS Notifications” button Step 41. Now this will take you to the screen where you can configure your SMS notification settings Step 42. Next select your desired phone number for sending sms from WHMCS module Step 43. Now select the event type for which notification needs to be sent and then save changes Step 44. Create a new user in WHMCS module by going to Dashboard -> Users -> Add New User -> Fill out all required information and save changes Step 45. Test the integration by creating a new order in WHMCS module and check whether it has been created in Zoho account as well as by checking whether an sms has been received as per the instructions mentioned above separately for each event type in WHMCS module Step 46. Go back to Module Manager -> My Modules -> Select “Zoho Connect” and click on “Configure Voice Calls Notifications” button Step 47. Now

The process to integrate Zoho Connect 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.