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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Todo Item" from WHMCS.

Add your action

An action happens after the trigger—such as "Add Line Item to Invoice" in Bokio.

You’re connected!

Zapier seamlessly connects WHMCS and Bokio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
- Invoice Id
  Required
- Description
  Required
- Quantity
  Required
- Unit price
  Required
- Tax Rate
  Required
- Product type
- Item type
  Required
- Unit Type
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- Description
- Item type
- Product type
- Unit tyoe
- Unit Price
- Tax rate
Action
Write

- Id
  Required
- currency
- currencyRate
- Invoice date
- Due date
- Description
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
- Order reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- ID
Action
Search

- Customer name
  Required
Action
Search
- id
  Required
Action
Search
- name
  Required
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- phone
- email
- isDefault
Action
Search or 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
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- name
- phone
- email
- isDefault
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice Date
  Required
- Due date
- Description
  Required
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
  Required
- orderReference
- Invoice type
- line1
- line2
- city
- country
- postalCode
- Project Id
  Required
Action
Write
- Title
  Required
- Date
  Required
- Debit
  Required
- Credit
  Required
- Account
  Required
Action
Write
- ID
Action
Search
- name
  Required
Action
Search
- Project Id
  Required
Action
Search
- journalEntryNumber
  Required
Action
Search
- Customer name
  Required
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect WHMCS and Bokio to integrate crucial parts of your business

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Make work flow with AI

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Learn about AI automation

About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.