Projectplace + WHMCS Integration

Integrate Projectplace to WHMCS in one click, or tell Integrately AI how you want each order handled. Create projects, track tasks, update client records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created 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
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2.
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
  • 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 Projectplace + WHMCS Integration

Create projects from new orders, log invoices, update client profiles, and track team tasks, all in just one click.

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Connect more apps to your Projectplace + WHMCS flow

Handle billing events, alert support teams, update financial records, and track deliverables across your entire stack. Pick a combination and activate it in one click.

Projectplace
WHMCS
+
StripeStripe (5)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
W
P
S
When an Order is created in WHMCS, create a project in Projectplace and create a customer in Stripe.
New WHMCS orders instantly set up your Projectplace workspace while creating a matching Stripe customer record without manual data entry.
W
P
S
When an Invoice is paid in WHMCS, add reported time to a card in Projectplace and create a charge in Stripe.
Paid WHMCS invoices automatically update your time tracking in Projectplace and log the transaction in Stripe.
S
P
W
Create a card in Projectplace for every new Stripe customer, and update client in WHMCS.
Stripe customer creation triggers a Projectplace card and updates client profiles in WHMCS automatically.
W
C
P
S
Use ChatGPT to summarise new WHMCS invoices, create a project in Projectplace, and record the payment in Stripe.
ChatGPT extracts key invoice details to generate structured Projectplace projects and Stripe payment entries.
P
W
S
When a Card is moved to done/last column in Projectplace, create an invoice in WHMCS and update customer in Stripe.
Completed Projectplace cards trigger invoice creation in WHMCS and update customer records in Stripe.

Supported triggers and actions for Projectplace and WHMCS

Mix and match to build the exact automation you need

Projectplace
Projectplace Triggers & Actions
Card is created in Projectplace
Triggers the automation when a card is archived
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Card is moved to done/last column in Projectplace
Triggers the automation when a card is moved to the final stage of a board
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Create card in Projectplace
Generates a new card for a task
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Create a card on an existing activity in Projectplace
Creates a new card on an existing activity
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Search card by name in Projectplace
Searches for a card using its name
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Add reported time to a card in Projectplace
Record reported time on the card for tracking and accountability
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Create board in Projectplace
Generates a new board
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Create project in Projectplace
Creates a new project
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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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Order is created in WHMCS
Triggers the automation when a new order is created
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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
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Search ticket in WHMCS
Searches for a ticket
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What can you automate with Projectplace + WHMCS?

Connect billing events, support tickets, and project boards into seamless automated pipelines.

What you can automate?
🚀
Turn new WHMCS orders into Projectplace workspaces
Automatically initialize a new project in Projectplace the moment a client places an order in WHMCS. Eliminate manual setup and start client delivery immediately.
📋
Capture every submitted order field
Map all custom client details and invoice line items from WHMCS into Projectplace task cards and descriptions. Keep your project workspace fully detailed.
🔔
Notify your team the moment events happen
Trigger instant team alerts in Slack or via email whenever a new ticket is opened or an invoice is paid in WHMCS. Keep stakeholders informed in real time.
🔀
Route tasks conditionally based on order tier
Send enterprise orders to priority project boards while standard orders go to routine queues. Tailor your workflow automatically based on submitted order attributes.
🔄
Keep project and billing statuses synchronized
Update WHMCS support tickets and invoices automatically when task cards move across columns in Projectplace. Maintain perfect harmony between operations and finance.
🔍
Search and update existing client profiles
Check for existing client records in WHMCS before creating new entries, preventing duplicate accounts and keeping customer data pristine.
💳
Handle payment and refund status changes
Automatically log reported time and update project tasks when invoices are marked paid or refunded in WHMCS. Keep your billing lifecycle tightly managed.
🌐
Extend your workflow to team communication apps
Connect your core Projectplace and WHMCS automation to Slack, Gmail, or Stripe to keep billing, project, and communication channels perfectly aligned.
And much more...

Who is Projectplace + WHMCS integration for?

Project managers, finance specialists, and support teams eliminate manual data entry between billing and project workspaces.

Financial analysts
Financial analysts
Support supervisors
Support supervisors
Client account managers
Client account managers
Billing operations leads
Billing operations leads
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Financial analysts
You're reviewing revenue reports every week but your project tracking boards and billing platforms never match, so the financial summaries you present are always outdated — with this integration, every new order and payment updates both systems instantly and your data stays accurate.
Support supervisors
You manage incoming client inquiries in WHMCS while your technical team executes tasks in Projectplace, so urgent tickets sit unattended while staff check multiple tabs — automating both apps means every ticket immediately opens the right task card and your response times drop.
🤝
Client account managers
You answer to stakeholders who demand constant progress visibility on active billing milestones, but manually compiling status updates takes hours away from client communication — connecting these apps means project milestones and invoices sync automatically so your reports are always ready.
📊
Billing operations leads
Your business processes high volumes of recurring invoices and new client orders every day, leading to missed client records and billing discrepancies when handled by hand — automating both apps means every order instantly provisions projects and client accounts without manual intervention.
⚙️
Project coordinators
You own the execution phase but depend on billing teams to manually notify you when an invoice is paid or an order clears, causing avoidable delays before work begins — this integration means paid invoices and new orders trigger project creation instantly so your team starts right away.
🗂️
Compliance officers
You need an immaculate audit trail linking customer orders, paid invoices, and project deliverables, but fragmented tools leave recurring gaps in your historical records — integrating these apps means every transaction and task completion is logged permanently across platforms.
Our team

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Why choose Integrately to automate Projectplace + WHMCS

Build and manage your Projectplace + 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 Projectplace + 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
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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 Projectplace to WHMCS?
Frequently Asked Questions
You can connect Projectplace to WHMCS in 1-click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step sequences connecting tools like Stripe, Gmail, Slack, and QuickBooks Online.
Can I automatically create a Projectplace project when a new WHMCS order is paid?
Frequently Asked Questions
Can I connect Projectplace, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Projectplace and WHMCS?
Frequently Asked Questions
How do WHMCS triggers start Projectplace task creations?
Frequently Asked Questions
Can Projectplace actions update WHMCS invoices?
Frequently Asked Questions
Do I need coding skills to automate Projectplace and WHMCS?
Frequently Asked Questions
Is the Projectplace and WHMCS integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Projectplace
Popular Projectplace Integrations
Connect Projectplace to project management, document sharing, and collaboration tools to keep team workflows connected.
WHMCS
Popular WHMCS Integrations
Sync WHMCS with accounting, customer support, and CRM platforms to keep financial and client data working across your stack.
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WHMCS Integrations arrow right
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