SugarCRM 6.2-5 + WHMCS Integrations
How to connect SugarCRM 6.2-5 + WHMCS
Zapier lets you send info between SugarCRM 6.2-5 and WHMCS automatically—no code required.
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Popular SugarCRM 6.2-5 + WHMCS workflows
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New CaseTriggers when you add a new case.Trigger- New ContactTriggers when you add a new contact.Trigger
- New Entry (Other Module)Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)Trigger
- New FieldTriggers when you add a new field to a module.Trigger
- New LeadTriggers when you add a new lead.Trigger
- New ModuleTriggers when you add a new module.Trigger
- New OpportunityTriggers when you add a new opportunity.Trigger
- New TaskTriggers when you add a new task.Trigger
- SugarCRM 6.2-5
Triggers when you add a new user.
Scheduled
Trigger
- SugarCRM 6.2-5
Create a new case.
Scheduled
Action
- SugarCRM 6.2-5
Create a new contact.
Scheduled
Action
- SugarCRM 6.2-5
Create a new record/entry for a module.
Scheduled
Action
- SugarCRM 6.2-5
Create a new lead.
Scheduled
Action
- SugarCRM 6.2-5
Create a new opportunity.
Scheduled
Action
- SugarCRM 6.2-5
Create a new task.
Scheduled
Action
- SugarCRM 6.2-5
Create a new user.
Scheduled
Action
- WHMCS
Triggers whenever a new todo item.
Scheduled
Trigger
- WHMCS
Creates a new client.
Scheduled
Action
- WHMCS
Creates a new invoice.
Scheduled
Action
- WHMCS
Creates a new ticket in WHMCS.
Scheduled
Action
How SugarCRM 6.2-5 + WHMCS Integrations Work
- Step 1: Authenticate SugarCRM 6.2-5 and WHMCS.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About WHMCS
WHMCS is a complete client management package, supporting billing & support solutions for any online business.
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