Todoist + WHMCS Integration

Integrate Todoist to WHMCS in one click, or tell Integrately AI how you want each invoice handled. Track payments, update tasks, notify your team, and trigger follow-ups automatically.

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1.
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist 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.
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist
  • 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 Todoist + WHMCS Integration

Track payments, manage tasks, update client records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
WHMCS + Todoist Integration

Create Todoist task for new WHMCS contact

WHMCS and Todoist 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 Todoist? 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 + Todoist Integration

Create Todoist 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. Todoist is a great tool for this.

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

Keep your team updated, send automated emails, and sync financial records once your tasks and invoices are handled. Pick a combination and activate it in one click.

Todoist
WHMCS
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SlackSlack (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
FreshdeskFreshdesk (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
W
T
S
Create a Todoist task from every paid WHMCS invoice, and notify your finance channel in Slack
Paid WHMCS invoices instantly generate a Todoist task and alert your finance channel in Slack, removing manual tracking delays.
W
T
S
Create a Todoist task when a new WHMCS ticket arrives, and alert your support channel in Slack
Support tickets in WHMCS automatically open Todoist tasks and notify your support channel in Slack for immediate handling.
T
W
S
When a Todoist task is completed, update the matching WHMCS ticket and post the change in Slack
Completed Todoist tasks automatically update WHMCS tickets and announce progress in Slack, keeping client records accurate.
W
T
S
Create a Todoist task for every new WHMCS order, and notify your operations channel in Slack
New WHMCS orders instantly create Todoist tasks and alert your operations channel in Slack for fulfillment tracking.
W
T
S
If a WHMCS invoice is created for enterprise clients, create a priority Todoist task and alert your sales channel in Slack
Enterprise invoices in WHMCS trigger priority Todoist tasks and alert your sales channel in Slack for immediate account management.
W
T
S
When a WHMCS ticket is updated, update the matching Todoist task and post the change in Slack
Updated WHMCS tickets automatically sync with Todoist tasks and announce changes in Slack for team alignment.
W
T
S
Use Claude to summarize every new WHMCS ticket, create a Todoist task, and post the brief in Slack
Claude summarizes incoming WHMCS tickets, creates corresponding Todoist tasks, and posts structured briefs in Slack.
W
T
H
S
When a WHMCS client is created, create a Todoist task, add a HubSpot contact, and announce it in Slack
New WHMCS clients trigger Todoist onboarding tasks, create HubSpot CRM contacts, and announce signups in Slack.

Supported triggers and actions for Todoist and WHMCS

Mix and match to build the exact automation you need

Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project 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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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 Todoist + WHMCS?

Streamline your billing, support, and task management workflows with powerful, automated triggers and actions.

What you can automate?
๐Ÿงพ
Create Todoist tasks from paid WHMCS invoices
Automatically generate a Todoist task the moment a WHMCS invoice is paid. Ensure your project management boards reflect revenue milestones without manual tracking.
๐Ÿ“‹
Capture every submitted client order detail
Map available WHMCS order and invoice fields directly into Todoist tasks and projects. Eliminate manual copy-pasting and maintain complete client records.
๐Ÿ””
Notify your team when support tickets arrive
Trigger instant internal notifications whenever a new support ticket is created in WHMCS. Keep your support staff informed and ready to respond quickly.
๐Ÿ”€
Route tasks based on submitted client tiers
Apply conditional logic to create priority tasks for enterprise clients while routing standard orders to routine queues. Tailor your workflow to specific account types.
๐Ÿ”„
Keep tasks and invoices synchronized
Update matching WHMCS records automatically whenever Todoist tasks are marked complete or modified. Maintain perfect parity between billing and task tools.
๐Ÿ”
Search client records before creating items
Check existing client profiles in WHMCS before creating new records or tasks. Prevent duplicate entries and keep your database clean.
โšก
Handle refunds, cancellations, and status changes
Automate responses to invoice payments, cancellations, and ticket updates. Keep your task management aligned with real-time billing changes.
๐Ÿ’ฌ
Extend your workflow with Slack notifications
Connect your core Todoist and WHMCS flow to Slack to broadcast important payment alerts and ticket updates directly to your team channels.
And much more...

Who is Todoist + WHMCS integration for?

Connecting task management and billing helps teams streamline operations, eliminate manual data entry, and keep every project on track without missing critical client milestones.

Billing managers
Billing managers
Support leads
Support leads
Project managers
Project managers
Operations heads
Operations heads
Account executives
Account executives
Business owners
Business owners
๐Ÿ“ˆ
Billing managers
You track invoice payments and project tasks across different tools, but manual data transfers mean your financial reports are always outdated โ€” automating both apps means every paid invoice instantly updates your tasks and keeps reports current.
โšก
Support leads
You manage complex support tickets and customer accounts, but delays in task handoffs leave clients waiting for resolutions โ€” with this integration, every new support ticket automatically triggers the right task so your team acts fast.
๐Ÿ“‹
Project managers
You oversee deliverables and client onboarding projects, but manual progress tracking causes miscommunication across departments โ€” automating both apps means your task boards stay perfectly aligned with billing milestones.
๐Ÿ“ˆ
Operations heads
You handle high volumes of recurring orders and client accounts, but manual record-keeping creates administrative bottlenecks โ€” automating both apps means high-volume workloads run smoothly without manual intervention.
๐Ÿค
Account executives
You depend on billing teams to hand over new client details before you can plan onboarding tasks, but communication gaps cause delays โ€” with this integration, every new client record instantly generates the required tasks.
๐Ÿ—‚๏ธ
Business owners
You rely on accurate billing and task histories, but disconnected tools leave gaps in your audit trails โ€” connecting these apps means every transaction and task is reliably logged in one place.
Our team

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Why choose Integrately to automate Todoist + WHMCS

Build and manage your Todoist + 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 Todoist + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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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 โ€” 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Todoist to WHMCS?
Frequently Asked Questions
You can connect Todoist to WHMCS along with Slack, Gmail, or QuickBooks Online in just one click using ready templates or by asking Integrately AI to build the workflow for you.
Can I automatically create a Todoist task when a WHMCS invoice is paid?
Frequently Asked Questions
Can I connect Todoist, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Todoist and WHMCS?
Frequently Asked Questions
How are Todoist tasks updated when WHMCS data changes?
Frequently Asked Questions
Can WHMCS client data sync to Todoist automatically?
Frequently Asked Questions
Do I need coding skills to connect Todoist and WHMCS?
Frequently Asked Questions
Is the Todoist and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect Todoist or WHMCS With 1500+ Other Apps

Todoist
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WHMCS
Popular WHMCS Integrations
Sync WHMCS with accounting, CRM, and customer support platforms to keep billing operations aligned.
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