QuickBooks Online integration with WHMCS
How to Copy QuickBooks invoices to WHMCS
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Copy QuickBooks invoices to WHMCS" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate WHMCS integrations
WHMCS actions
Nekton can use any feature that is available in WHMCS API.
Using our advanced AI, you can easily create custom automations for WHMCS.
Here are some typical actions you can do in your automated workflows.
Create Invoice
Creates a new invoice.
Create Client
Creates a new client.
Create Ticket
Creates a new ticket in WHMCS.
New Todo Item
Triggers whenever a new todo item.
About WHMCS
WHMCS is a complete client management package, supporting billing & support solutions for any online business.