ERP Next + WHMCS Integration

Integrate ERP Next to WHMCS in one click, or tell Integrately AI how you want each client handled. Create clients automatically, sync invoices and tickets, notify your support team, and manage recurring billing smoothly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Invoice 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.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • 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 ERP Next + WHMCS Integration

Create clients, generate invoices, sync billing details, and update support tickets, all in just one click.

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

Connect more apps to your ERP Next + WHMCS flow

Connect secondary tools like Stripe, Slack, HubSpot, Gmail, Zendesk, or QuickBooks Online to extend your billing and ERP workflows. Pick a combination and activate it in one click.

ERP Next
WHMCS
+
StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
ZendeskZendesk (4)
+
QuickBooks OnlineQuickBooks Online (4)
S
W
E
When a charge succeeds in Stripe, create the client in WHMCS and record the customer in ERP Next
Successful Stripe charges automatically set up client accounts in WHMCS and create customers in ERP Next without manual work.
S
W
E
When a customer is created in Stripe, create the client in WHMCS and add a lead in ERP Next
New Stripe customers instantly generate WHMCS client accounts and ERP Next leads.
W
S
E
When an invoice is paid in WHMCS, create a charge in Stripe and update the customer in ERP Next
WHMCS invoice payments trigger Stripe charges and update ERP Next customer records seamlessly.
S
W
E
When a refund is created in Stripe, create an invoice in WHMCS and add an issue in ERP Next
Stripe refunds automatically generate WHMCS invoices and log support issues in ERP Next.

Supported triggers and actions for ERP Next and WHMCS

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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WHMCS
WHMCS Triggers & Actions
Order is created in WHMCS
Triggers the automation when a new order is created
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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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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
Try it →
Search ticket in WHMCS
Searches for a ticket
Try it →

What can you automate with ERP Next + WHMCS?

Sync client data, automate invoice creation, update support tickets, and keep billing and ERP records perfectly aligned.

What you can automate?
🔄
Sync WHMCS clients directly to ERP Next
Automatically create a customer in ERP Next the moment a client is created in WHMCS. Keep your core database updated without manual data entry.
📝
Capture all client and order details
Transfer complete customer profiles, billing addresses, and custom fields from WHMCS orders directly into ERP Next records.
🔔
Alert your team instantly on Slack
Send real-time notifications to your billing or support channels whenever an invoice is paid or a new ticket is created in WHMCS.
🔀
Route records based on order value
Check invoice amounts in WHMCS to create priority customer accounts in ERP Next for high-value orders and standard accounts for others.
🔄
Keep ERP Next updated on invoice status
Automatically update customer records in ERP Next whenever invoices are paid, cancelled, or modified in WHMCS.
🔍
Search and update existing records
Search for existing clients before creating new entries to prevent duplicate customer profiles across both platforms.
💳
Manage subscription and payment updates
Automatically log payment failures, refunds, or subscription cancellations from WHMCS into your ERP Next issue tracking.
💬
Extend your workflow with Slack alerts
Trigger automated team notifications in Slack whenever WHMCS and ERP Next complete a multi-step financial synchronization.
And much more...

Who is ERP Next + WHMCS integration for?

Finance teams, support managers, and sales leads rely on this integration to eliminate manual data entry and keep billing and ERP records perfectly synchronized.

Finance Managers
Finance Managers
Support Leads
Support Leads
Account Executives
Account Executives
Billing Specialists
Billing Specialists
Operations Coordinators
Operations Coordinators
Compliance Officers
Compliance Officers
📊
Finance Managers
You're reviewing financial reports in ERP Next, but subscription payments in WHMCS require manual reconciliation so your revenue dashboards are always lagging behind — this integration means every paid invoice updates your financial ledgers instantly and your reports stay accurate.
Support Leads
You're tracking client issues in ERP Next, but new billing inquiries arrive in WHMCS without team alerts so urgent tickets sit unattended — automating both apps means every new ticket triggers immediate team visibility and faster response times.
🤝
Account Executives
You're updating client records in ERP Next, but subscription sign-ups happen independently in WHMCS so customer histories remain fragmented during client reviews — connecting these apps means client profiles sync automatically across systems.
📈
Billing Specialists
You're processing high volumes of client sign-ups in WHMCS, but manual entry into ERP Next creates major bottlenecks during peak billing cycles — with this integration, every new order creates customer records automatically without human delays.
⚙️
Operations Coordinators
You're managing fulfillment workflows in ERP Next, but subscription triggers in WHMCS require manual handover between departments so handoff errors occur frequently — automating both apps means tasks transition smoothly from billing to operations.
📁
Compliance Officers
You're auditing transaction histories in ERP Next, but missing client logs from WHMCS create audit gaps and compliance risks — this integration means every client creation and invoice payment is recorded accurately across platforms.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate ERP Next + WHMCS

Build and manage your ERP Next + 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 ERP Next + 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 ERP Next to WHMCS?
Frequently Asked Questions
You can connect ERP Next to WHMCS in 1 click using ready workflows or build custom multi-step automations with Integrately AI. It supports seamless data sync with tools like Slack, HubSpot, and Gmail.
Can I automatically sync WHMCS invoices with ERP Next?
Frequently Asked Questions
Can I connect ERP Next, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and WHMCS?
Frequently Asked Questions
How do I create a customer in ERP Next when a client is created in WHMCS?
Frequently Asked Questions
Can I update support tickets in WHMCS from ERP Next documents?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and WHMCS?
Frequently Asked Questions
Is the ERP Next and WHMCS integration free?
Frequently Asked Questions
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