When the time comes to add Infusionsoft contacts to WHMCS for billing or any other purpose, this Zap can help you do so with the flip of a switch—or tag, to be precise. After you set it up, this integration will automatically add a client to WHMCS every time the tag you define is added to a contact on Infusionsoft. This will keep happening behind the scenes as long as you leave it on, making it a breeze to send your data across the two services whenever you need to.
How It Works
- A contact is tagged on Infusionsoft
- Zapier automatically adds a client on WHMCS
What You Need
- Infusionsoft account
- WHMCS account
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Triggers when a tag gets added to a contact for the first time.
Creates a new contact. Can be used to update existing contacts too.
Triggers when you add a new opportunity.
Applies a tag to an existing contact.
Triggers when a contact subscribes to plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Triggers when a contact unsubscribes from plan.
Creates a new ticket in WHMCS.
Triggers when you add a new contact.
Creates a new client.