WHMCS
When this happens...
Infusionsoft by KeapTag Added to Contact (Legacy)
Then do this...
WHMCSCreate Client

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

  1. A contact is tagged on Infusionsoft
  2. Zapier automatically adds a client on WHMCS

What You Need

  • Infusionsoft account
  • WHMCS account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect WHMCS + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Todo Item

Triggers whenever a new todo item.

Create Ticket

Creates a new ticket in WHMCS.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create Client

Creates a new client.

New Opportunity

Triggers when you add a new opportunity.

Create Invoice

Creates a new invoice.

New Subscription

Triggers when a contact subscribes to plan.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Tag Existing Contact

Applies a tag to an existing contact.

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Become a Zapier Integration Partner

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

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations