Teamwork + WHMCS Integration

Integrate Teamwork to WHMCS in one click, or tell Integrately AI how you want each person handled. Create a client, sync billing details, log invoices, and alert your team automatically.

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1.
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
  • 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.
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork
  • WHMCS
    Get invoice by ID in WHMCS
  • WHMCS
    Get ticket by ID in WHMCS
  • WHMCS
    Search client 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 Teamwork + WHMCS Integration

Capture new clients, track tasks, manage billing invoices, and keep your records synced, all in just one click.

Most popular automationsmost-popular-automations
WHMCS + Teamwork Integration

Create Teamwork task for new WHMCS contact

WHMCS and Teamwork 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 Teamwork? 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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WHMCS + Teamwork Integration

Create Teamwork 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. Teamwork is a great tool for this.

All you need to do is - integrate Teamwork with WHMCS to create task in Teamwork 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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  • 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 Teamwork + WHMCS flow

Extend your automation stack by connecting CRM, messaging, project tracking, and storage tools after your core workflows finish. Pick a combination and activate it in one click.

Teamwork
WHMCS
+
StripeStripe (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
T
W
S
Create a WHMCS client and a Stripe customer whenever a new person is created in Teamwork.
New Teamwork people appear in WHMCS and Stripe simultaneously without manual data entry.
W
T
S
When an invoice is created in WHMCS, create an invoice in Teamwork and add a customer in Stripe.
WHMCS invoices automatically trigger matching Teamwork invoices and update Stripe records.
W
T
S
When a client is created in WHMCS, create a project in Teamwork and set up a customer in Stripe.
New WHMCS clients instantly kick off Teamwork projects and Stripe customer profiles.

Supported triggers and actions for Teamwork and WHMCS

Mix and match to build the exact automation you need

Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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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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Get invoice by ID in WHMCS
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Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Search client in WHMCS
Finds and retrieves client information
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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 Teamwork + WHMCS?

Streamline your client onboarding, billing reconciliation, and support task management with powerful ready-made automations.

What you can automate?
🔄
Sync new clients and projects automatically
Create a WHMCS client the moment a new person or project is created in Teamwork. Keep client data consistent across your entire organization without manual copying.
📋
Capture every submitted client field
Map all available contact details and custom fields from Teamwork into WHMCS records. Ensure your billing database retains complete customer information.
🔔
Alert your team instantly on updates
Send instant notifications to team channels whenever a support ticket is created or an invoice is paid. Keep every department informed of critical account activity.
🔀
Route tasks based on submitted details
Trigger specific project workflows or task assignments depending on invoice amounts or ticket categories submitted in WHMCS.
🔄
Keep records updated as details change
Automatically update existing client profiles and task statuses when modifications occur in either Teamwork or WHMCS.
🛡️
Prevent duplicate records across apps
Search existing client databases before creating new entries. Eliminate duplicate customer accounts and maintain clean financial records.
💰
Handle payment status changes seamlessly
Trigger fulfillment tasks and send confirmation emails the moment an invoice is paid or a subscription order is created in WHMCS.
🔌
Extend your workflow to external tools
Connect Slack, Google Drive, or Stripe to your Teamwork and WHMCS flow to handle messaging, file storage, and payment processing in one pipeline.
And much more...

Who is Teamwork + WHMCS integration for?

Operations teams, billing managers, and support leads rely on Teamwork and WHMCS to keep projects and client accounts perfectly synchronized.

Finance Managers
Finance Managers
Support Leads
Support Leads
Account Managers
Account Managers
Operations Directors
Operations Directors
Project Coordinators
Project Coordinators
Billing Specialists
Billing Specialists
📈
Finance Managers
You review financial reports and payment logs every week, but manual data entry leaves gaps between your project records and billing statements — this integration means every invoice and client is logged automatically so your reporting is always accurate.
Support Leads
You need to act fast when support issues arise, but incoming tickets sit unassigned while staff copy details across platforms — automating both apps means every ticket creates an actionable task instantly so response times drop.
🤝
Account Managers
You answer to clients who expect up-to-date project statuses and accurate billing history, but scattered records cause confusion — with this integration, client profiles and invoices stay perfectly aligned across systems.
📊
Operations Directors
The volume of new clients and support tickets is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every client record and project is created instantly without human error.
👥
Project Coordinators
You own the next step in client onboarding and depend on billing staff to hand over account details, causing costly delays — connecting these apps means project tasks trigger the moment invoices are paid or clients are created.
📁
Billing Specialists
You need a reliable transaction history, but manual record-keeping keeps introducing discrepancies between your systems — automating both apps means invoices and customer profiles match across your entire tech stack.
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 Teamwork + WHMCS

Build and manage your Teamwork + 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 Teamwork + 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
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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 Teamwork to WHMCS?
Frequently Asked Questions
You can connect Teamwork to WHMCS using 1-click automations or by asking Integrately AI to build your workflow. With 1,500+ supported apps including Slack, Stripe, and Google Drive, setting up your integration takes only minutes.
Can I automatically create WHMCS clients from new Teamwork people?
Frequently Asked Questions
Can I connect Teamwork, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork and WHMCS?
Frequently Asked Questions
How does Teamwork handle data synchronization with WHMCS?
Frequently Asked Questions
Can I sync WHMCS invoices with Teamwork automatically?
Frequently Asked Questions
Do I need coding skills to automate Teamwork and WHMCS?
Frequently Asked Questions
Is the Teamwork and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Teamwork or WHMCS With 1500+ Other Apps

Teamwork
Popular Teamwork Integrations
Connect Teamwork to project management, tracking, and collaboration tools to keep your teams aligned and productive.
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WHMCS
Popular WHMCS Integrations
Sync WHMCS with billing, accounting, and CRM platforms to manage your revenue and client accounts efficiently.
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