Donately + WHMCS Integration

Integrate Donately to WHMCS in one click, or tell Integrately AI how you want each donation handled. Collect donations, create clients, generate invoices, and track billing automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Donately
    Donation is created in Donately
  • Donately
    Fundraiser is created in Donately
  • Donately
    Campaign is created in Donately
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Invoice is created 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
Arrow Right
2.
  • Donately
    Get donation by ID in Donately
  • Donately
    Get fundraiser by ID in Donately
  • 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 WorkflowsReady Workflows   for Donately + WHMCS Integration

Collect donations, create clients, generate invoices, track support tickets, and update billing records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Donately + WHMCS flow

Extend your donation and billing workflows with payment processing, team alerts, and spreadsheet logging. Pick a combination and activate it in one click.

Donately
WHMCS
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
D
W
S
When a donation is created in Donately, create a client in WHMCS and log the customer in Stripe
New Donately donations automatically establish WHMCS client profiles and Stripe customer records without manual data entry.
W
D
S
When an invoice is paid in WHMCS, get the donation by ID in Donately and record a charge in Stripe
Paid WHMCS invoices pull Donately donation records and register corresponding charges in Stripe.
W
S
If an order is created in WHMCS, search the client and create a Stripe customer for the donation
New WHMCS orders search existing clients and set up Stripe payment profiles instantly.
D
W
S
Use Claude to analyze Donately donation amounts, create a WHMCS client, and log a Stripe customer
Claude reviews donation details before creating WHMCS clients and Stripe customer accounts.

Supported triggers and actions for Donately and WHMCS

Mix and match to build the exact automation you need

Donately
Donately Triggers & Actions
Donation is created in Donately
Triggers the automation when donation is made
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Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
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Campaign is created in Donately
Triggers the automation when a new campaign is created
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Get donation by ID in Donately
Retrieves a donation based on its id
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Get fundraiser by ID in Donately
Retrieves a fundraiser's information by its id
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WHMCS
WHMCS Triggers & Actions
Invoice is paid in WHMCS
Triggers the automation when an invoice is marked as paid
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Invoice is created in WHMCS
Triggers the automation when any invoice is added or modified
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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 Donately + WHMCS?

Streamline your fundraising intake and billing operations with powerful, automated workflows.

What you can automate?
🚀
Instant Client Creation from Donations
Turn every new Donately donation into a fully provisioned client record in WHMCS the moment it occurs. Eliminate manual data entry and ensure your billing platform is always synchronized with your fundraising campaigns.
📝
Capture Every Submitted Donor Field
Map all custom questions, campaign notes, and donor contact details from Donately directly into your WHMCS client profiles. Your billing system retains complete context for every contribution.
🔔
Real-Time Team Notifications
Alert your finance and support teams instantly whenever a new donation is processed or a WHMCS invoice is paid. Keep everyone informed without switching between platforms.
🔀
Conditional Routing Based on Donation Tier
Route high-value contributions to VIP client tiers in WHMCS while standard donations follow regular processing rules. Customize your workflows based on specific submitted contribution amounts.
🔄
Keep Billing Records Perfectly Updated
Automatically update existing WHMCS client profiles and invoices whenever donor details change in Donately. Maintain a single source of truth across your entire administrative stack.
🔍
Search and Prevent Duplicate Profiles
Search existing WHMCS client records before creating new accounts to prevent duplicate entries from recurring donors. Keep your database clean and organized effortlessly.
💳
Handle Invoice Payments and Status Changes
Trigger automated actions whenever WHMCS invoices are paid or orders are created. Retrieve Donately donation data by ID to reconcile financial records instantly.
🌐
Extend Flows to Your Favorite Apps
Connect Donately and WHMCS with Slack, Google Sheets, Gmail, or HubSpot to build multi-step pipelines that span your entire business stack.
And much more...

Who is Donately + WHMCS integration for?

Connecting Donately and WHMCS eliminates manual data entry between your fundraising and billing platforms, ensuring accurate records for every team.

Financial analysts
Financial analysts
Support managers
Support managers
Account executives
Account executives
Billing coordinators
Billing coordinators
Client success teams
Client success teams
Database administrators
Database administrators
📈
Financial analysts
You're compiling contribution reports across disparate systems but your billing logs only update when someone manually exports records, so the revenue figures you're reviewing are always a few hours behind — with this integration, every new donation lands in WHMCS instantly and your financial data stays current.
Support managers
You need to act fast when new client accounts are provisioned, and you find out too late because payment notifications sit in a separate inbox — automating both apps means every donation immediately generates a WHMCS client so your support team can respond without delay.
📋
Account executives
You answer to stakeholders who want to see real-time fundraising progress, but tracking donor details across platforms causes constant delays — this integration means every campaign contribution is logged immediately, giving your managers a clear view of campaign momentum.
🔄
Billing coordinators
The volume of incoming contributions is too high for anyone to keep up by hand, leading to mismatched customer profiles and delayed invoices — connecting these apps means every donation populates WHMCS automatically, keeping your invoicing pipeline running smoothly.
👥
Client success teams
You own the onboarding stage and depend on someone upstream to hand over donor details before you can reach out — automating both apps means client profiles are created the second a donation is submitted, so you can start onboarding without waiting.
🗂️
Database administrators
You need a reliable history of all transactions and keep finding gaps where manual entries were missed or mistyped — with this integration, every donation record syncs directly into WHMCS with absolute accuracy every single time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Donately + WHMCS

Build and manage your Donately + 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 Donately + 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Donately to WHMCS?
Frequently Asked Questions
You can connect Donately to WHMCS in 1-click using ready automation templates on Integrately. Link your accounts, select a pre-built workflow, or ask Integrately AI to build custom multi-step automations across your favorite tools.
Can I automatically create WHMCS clients from Donately donations?
Frequently Asked Questions
Can I connect Donately, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Donately and WHMCS?
Frequently Asked Questions
How are Donately donation records handled in WHMCS?
Frequently Asked Questions
Can WHMCS invoice payments retrieve Donately donation records?
Frequently Asked Questions
Do I need coding skills to automate Donately and WHMCS?
Frequently Asked Questions
Is the Donately and WHMCS integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Donately or WHMCS With 1500+ Other Apps

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