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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 "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects WHMCS and Zoho Books, 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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- Organization
  Required
- Invoice Number
  Required
Action
Search

- 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
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect WHMCS and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your WHMCS to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about WHMCS + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with WHMCS and Zoho Books

What is required to set up the integration between WHMCS and Zoho Books?

To set up the integration between WHMCS and Zoho Books, you'll need active accounts in both platforms. Additionally, you'll require administrative access to configure APIs for data exchange. Our system utilizes triggers from WHMCS, such as 'New Invoice' or 'Client Add,' which then catalyze actions in Zoho Books like 'Create Invoice' or 'Add Customer.'

How do triggers work in the WHMCS and Zoho Books integration?

Triggers act as specific events within WHMCS that start an automated workflow across both platforms. For example, when a trigger like 'Client Signup' occurs in WHMCS, it can initiate an action in Zoho Books such as creating a new customer account.

What types of actions can be performed in Zoho Books due to this integration?

The integration allows various actions such as 'Create Invoice', 'Update Customer', or 'Record Payment' in Zoho Books. These actions are initiated by corresponding triggers from WHMCS.

Can I customize which triggers cause certain actions during the integration process?

Yes, you can customize your workflow by setting specific conditions under which particular triggers cause corresponding actions. For instance, only invoices over a certain amount in WHMCS could trigger an invoice creation in Zoho Books.

Is there any limit to the number of workflows I can create between WHMCS and Zoho Books?

There is no direct limit imposed on the number of workflows you can create; however, performance considerations should be taken into account when designing complex integrations.

Does integrating WHMCS with Zoho Books require technical skills?

Basic technical skills are helpful for initial setup, especially for configuring API connections and custom triggers/actions. Our documentation provides step-by-step guidance to assist users through the process.

What happens if there's a disruption in service during a trigger event?

If there is a service disruption when a trigger event occurs, the system attempts automatic retries for essential operations. We ensure that no critical data is lost during such incidents.

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)

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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.