WHMCS
Slack
zapier

An automated workflow using zapier

Connects WHMCS + Slack

Get Slack messages for new WHMCS todos

About this workflow template

This automation scenario allows you to connect WHMCS and Slack

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

WHMCS and Slack can also be integrated using automation tools other than zapier:

Diagram

Get Slack messages for new WHMCS todos
Workflow diagram: WHMCS + Slack integration

How it works?

When this trigger fires in WHMCS

WHMCS

New Todo Item in WHMCS

Triggers whenever a new todo item.

Then this action happens in Slack

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get Slack messages for new WHMCS todos.

Part I

Configure Applications

First, we need to connect WHMCS and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect WHMCS to Zapier.

    Connect WHMCS to Zapier.

    Give Zapier access to your WHMCS account, using WHMCS credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for WHMCS

    Set up a Trigger action for WHMCS

    Choose the following trigger: New Todo Item (Triggers whenever a new todo item.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between WHMCS and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Get Slack messages for new WHMCS todos!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • WHMCS

    Create client

    Creates a new client.

    zapierintegrately
    actionbyzapierintegrately
  • WHMCS

    Create ticket

    Creates a new ticket in WHMCS.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • WHMCS

    Create invoice

    Creates a new invoice.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • WHMCS

    Create a client

    Creates a new client.

    integromat
    actionbyintegromat
  • WHMCS

    Create an invoice

    Creates an invoice.

    integromat
    actionbyintegromat
  • WHMCS

    Delete a client

    Deletes a client.

    integromat
    actionbyintegromat

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.