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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/Updated Contact" from ConnectWise Manage.

Add your action

An action happens after the trigger—such as "Create Client" in WHMCS.

You’re connected!

Zapier seamlessly connects ConnectWise Manage and WHMCS, 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.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write

- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Search or write
- 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

- Service Board Filter
Trigger
Polling
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
Try It
- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
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

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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

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

Connect ConnectWise Manage and WHMCS 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 ConnectWise Manage to WHMCS 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 ConnectWise Manage + WHMCS integrations

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

How can I set up an integration between ConnectWise Manage and WHMCS?

You can set up an integration between ConnectWise Manage and WHMCS by using our platform to create automated workflows. First, log in to your account, then create a new Zap. Select ConnectWise Manage as the trigger app, and choose a specific trigger event such as 'New Company' or 'Updated Service Ticket'. Then, select WHMCS as the action app and choose an action like 'Create Client' or 'Add Invoice'. Complete the setup by mapping the required fields.

What triggers are available for ConnectWise Manage when integrating with WHMCS?

For ConnectWise Manage, we offer various triggers such as 'New Company', 'Updated Service Ticket', 'New Agreement', and 'New Contact'. These triggers allow you to automate actions in WHMCS based on specific events in your ConnectWise Manage account.

What actions can be performed in WHMCS with data from ConnectWise Manage?

Actions that can be performed in WHMCS with data from ConnectWise Manage include creating new clients, updating existing client profiles, adding invoices, and creating support tickets. By setting these actions, you can ensure your WHMCS system remains synchronized with your operations in ConnectWise Manage.

Is it possible to automate client creation in WHMCS when a new company is added in ConnectWise Manage?

Yes, it is possible. You can automate the creation of clients in WHMCS whenever a new company is added to your ConnectWise Manage system using our integration platform. Set ConnectWise's 'New Company' trigger to perform the action of 'Create Client' in WHMCS.

Can I update tickets automatically between WHMCS and ConnectWise Manage?

Yes, our integration allows you to update tickets automatically between both systems. For instance, when a ticket is updated in ConnectWise Manage, it can trigger an update for the corresponding ticket within WHMCS using our platform's automation features.

Are historical logs of integrations available when connecting these services?

We provide detailed logging of all integrations configured through our platform. You can monitor every action executed from triggers like client creation or invoice additions for tracking purposes directly within your user dashboard.

Do we store any data that passes through the integration between ConnectWise Manage and WHMCS?

No, we do not store any personal or business data exchanged during integrations. The data passing through is encrypted and used only to perform specific actions defined by your automations.

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About WHMCS

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