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EasyCSV + WHMCS

EasyCSV + WHMCS

Generate new WHMCS clients from newly imported EasyCSV files

Streamline your client creation process with this efficient workflow. When a new CSV file is generated via an import in EasyCSV, it instantly triggers the creation of a new client in WHMCS. This seamless process eliminates the need for manual data entry, saving you valuable time and ensuring all your client information is onboarded accurately and promptly.

  1. When this happens...
    New CSV File Generated via Import
    New CSV File Generated via Import
    New CSV File Generated via ImportTriggers when a new CSV File is generated after new data has been imported.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
    ActionWrite
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More things you can do with EasyCSV and WHMCS

Discover other triggers and actions you can use with EasyCSV and WHMCS

  • EasyCSV triggers, actions, and search
    New CSV File Generated via Import

    Triggers when a new CSV File is generated after new data has been imported.

    Trigger
    Instant
    Try It
    • CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)
      Required
    • CSV Filename (optional)
    Action
    Write
    • Status
    Trigger
    Polling
    Try It
    • Client
      Required
    • Create Date
    • Due Date
    • Item 1 Description
    • Item 1 Amount
    • Item 1 Taxed
    • Tax Rate
    • Second Tax Rate
    • Payment Method
    • Auto Apply Credit
    • Notes
    • Send Invoice
    Action
    Write
  • EasyCSV triggers, actions, and search
    New Spreadsheet Row Import

    Triggered for every row/record in a spreadsheet being imported.

    Trigger
    Instant
    Try It
    • CSV File
      Required
    • File Includes Headers?
      Required
    Action
    Write
    • First Name
    • Last Name
    • Company Name
    • Email
    • Address
    • City
    • State
    • Postcode
    • Country
    • Phone Number
    • Password
    Action
    Write
    • Client
      Required
    • Name
    • Email
    • Department
      Required
    • Subject
      Required
    • Message
      Required
    • Priority
    • Don't Send Email
    Action
    Write
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About EasyCSV
EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.
Learn moreLearn moreHelpHelp
Related categories
Spreadsheets
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About WHMCS
WHMCS is a complete client management package, supporting billing & support solutions for any online business.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Premium
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