Asana + WHMCS Integration

Integrate Asana to WHMCS in one click, or tell Integrately AI how you want each order handled. Track project deliverables, create tasks, update your boards, and manage client work automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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2.
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana
  • WHMCS
    Search client in WHMCS
  • WHMCS
    Get ticket by ID in WHMCS
  • WHMCS
    Get invoice by ID in WHMCS
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by ID in WHMCS
  • WHMCS
    Search ticket in WHMCS

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Ready Workflows Ready Workflows for Asana + WHMCS Integration

Capture client orders, create tasks, organize boards, update projects, and track deliverables, all in just one click.

Most popular automationsmost-popular-automations
WHMCS + Asana Integration

Create Asana task for new WHMCS todo item

WHMCS provides a great way to track and manage todo item, but sometimes it's nice to have an extra layer of task management that is separate from WHMCS. Asana is a great tool for this.

All you need to do is - integrate Asana with WHMCS to create task in Asana automatically when certain todo item occur in WHMCS. This can save you time by not having to manually create tasks in both systems.
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WHMCS + Asana Integration

Create Asana task for new WHMCS contact

WHMCS and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in WHMCS, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + WHMCS flow

Send order notifications to team channels, log client payments in accounting tools, and keep customer support updated across platforms. Pick a combination and activate it in one click.

Asana
WHMCS
+
SlackSlack (6)
+
IntercomIntercom (5)
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
W
A
S
Create an Asana task for every new WHMCS order, and notify your sales team in Slack
New WHMCS orders instantly create an Asana task while your sales channel gets an alert in Slack, eliminating manual handoffs.
W
A
S
When a WHMCS invoice is paid, update the Asana task and post the payment notice in Slack
Paid invoices update your Asana task status and notify your billing channel in Slack instantly.
W
A
S
When a WHMCS support ticket is created, open an Asana task and alert your support channel in Slack
New support tickets generate Asana tasks and notify your support team in Slack right away.
W
A
S
If a WHMCS order is marked high priority, create an urgent Asana task and alert leadership in Slack
High-priority orders create urgent Asana tasks and notify leadership in Slack automatically.
W
A
S
Use Claude to summarise new WHMCS client details, create an Asana onboarding task, and brief your team in Slack
Claude summarises new client details before creating an Asana onboarding task and posting the brief in Slack.
A
W
S
When an Asana task is completed, update the WHMCS client record and notify your operations channel in Slack
Completed Asana tasks update your WHMCS client status and alert your operations channel in Slack.

Supported triggers and actions for Asana and WHMCS

Mix and match to build the exact automation you need

Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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WHMCS
WHMCS Triggers & Actions
Invoice is created in WHMCS
Triggers the automation when any invoice is added or modified
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Invoice is paid in WHMCS
Triggers the automation when an invoice is marked as paid
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Order is created in WHMCS
Triggers the automation when a new order is created
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Client is created in WHMCS
Triggers the automation when a new client is created
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Ticket is created in WHMCS
Triggers the automation when a new ticket is created
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Todo item is created in WHMCS
Triggers the automation when a todo item is created
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Search client in WHMCS
Finds and retrieves client information
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Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Get invoice by ID in WHMCS
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Create client in WHMCS
Generates a new client profile
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Delete client in WHMCS
Removes client from the database
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Create ticket in WHMCS
Generates a new ticket
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Update ticket in WHMCS
Updates ticket information
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Create invoice in WHMCS
Generates invoices for sales transactions
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Create contact in WHMCS
Adds a new contact to the database
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Search contact in WHMCS
Finds and retrieves contact information
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Update contact in WHMCS
Updates contact information with new details
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Create project in WHMCS
Creates a new project
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Get client by ID in WHMCS
Retrieves client information based on their id
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Search ticket in WHMCS
Searches for a ticket
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What can you automate with Asana + WHMCS?

Streamline your billing operations and project management with powerful automated workflows connecting Asana and WHMCS.

What you can automate?
⚙️
Create Asana tasks from every new WHMCS order
Trigger an automatic Asana task the moment a customer places an order in WHMCS. Your project managers get instant visibility into new work without manual data entry.
📝
Capture every submitted client field and order detail
Map all available WHMCS order parameters directly into your Asana task descriptions. Ensure your team has full context before starting any project work.
🔔
Notify the right team member the moment work begins
Alert your implementation team instantly when a new billing event or order occurs. Eliminate lag time between a client purchase and project kickoff.
🔀
Route tasks based on submitted order products
Send enterprise orders to senior project boards while routing standard orders to general queues. Tailor your workflow based on specific client purchases.
🔄
Keep Asana tasks updated as billing stages change
Automatically update task statuses in Asana whenever invoice states or client details change in WHMCS. Maintain total synchronization across both platforms.
🔍
Search and update existing client records
Avoid duplicate entries by searching for existing client profiles in Asana before creating new tasks or updating records from WHMCS events.
💳
Handle later billing events like paid invoices or renewals
Trigger follow-up tasks in Asana when recurring WHMCS invoices are paid or when subscriptions renew. Keep long-term client management structured.
🌐
Extend your workflow to messaging and CRM apps
Connect your Asana and WHMCS core automation to tools like Slack, Gmail, or QuickBooks Online for multi-step operational pipelines.
And much more...

Who is Asana + WHMCS integration for?

Connect your billing platform and task manager to eliminate manual data entry, streamline client onboarding, and keep teams aligned on every project.

Finance Directors
Finance Directors
Support Team Leads
Support Team Leads
Agency Project Managers
Agency Project Managers
Operations Managers
Operations Managers
Account Managers
Account Managers
Billing Specialists
Billing Specialists
📈
Finance Directors
You review revenue reports and order metrics, but your project boards only update when someone manually logs billing milestones, so your financial summaries are always out of sync — with this integration, every new WHMCS order creates an Asana task instantly and your operational data stays current.
Support Team Leads
You manage incoming client inquiries and urgent tickets, but critical billing issues take too long to reach your team, so resolution times suffer — with this integration, every WHMCS ticket generates an Asana task immediately and your support queue stays updated.
📋
Agency Project Managers
You report on client deliverables and milestone progress, but tracking work across separate billing and task tools leaves gaps in your updates, so stakeholders question timelines — with this integration, completed WHMCS payments update Asana tasks automatically and your reporting is always accurate.
🚀
Operations Managers
You oversee high volumes of client signups and order processing, but manual data entry causes bottlenecks that slow down onboarding, so clients wait too days for kickoff — with this integration, every WHMCS client creation sets up Asana tasks instantly and your workflow runs without friction.
🤝
Account Managers
You own the client relationship after the sale and depend on billing teams to hand over account details, but communication breakdowns cause missed follow-ups, so client satisfaction drops — with this integration, every paid WHMCS invoice updates Asana records seamlessly and you never miss a handover.
🔍
Billing Specialists
You maintain audit trails and invoice histories, but missing task records make it difficult to verify completed project milestones against paid invoices, so audits take hours — with this integration, every Asana task completion updates WHMCS records automatically and your audit history is complete.
Our team

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Why choose Integrately to automate Asana + WHMCS

Build and manage your Asana + WHMCS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Asana + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Asana to WHMCS?
Frequently Asked Questions
You can connect Asana to WHMCS instantly using 1-click workflows on Integrately. Choose a ready template or ask Integrately AI to build the automation and map the fields.
Can I automatically create Asana tasks when new WHMCS orders arrive?
Frequently Asked Questions
Can I connect Asana, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and WHMCS?
Frequently Asked Questions
How does Asana handle tasks created from WHMCS?
Frequently Asked Questions
Can WHMCS client records be updated from Asana tasks?
Frequently Asked Questions
Do I need coding skills to automate Asana and WHMCS?
Frequently Asked Questions
Is the Asana and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Asana or WHMCS With 1500+ Other Apps

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WHMCS
Popular WHMCS Integrations
Sync WHMCS with billing gateways, customer support platforms, and accounting tools to streamline your financial operations.
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