ProcessPlan + WHMCS Integrations
Put ProcessPlan + WHMCS to work with AI and enterprise-grade automation
Learn more about ProcessPlan integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between ProcessPlan and WHMCS
See the kind of workflows teams build with ProcessPlan and WHMCS below — describe the exact one you want above and the Agent builds it on demand.
ProcessPlan + WHMCS
When a task is canceled in ProcessPlan, update service ticket tasks in WHMCS.
Generate project tasks when deals are won
When a deal is won in WHMCS, automatically create a project task in ProcessPlan to kick off client onboarding.
See details
Update CRM deal stages when project tasks complete
When a milestone task is completed in ProcessPlan, automatically update the deal stage in WHMCS to keep sales reps informed.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in ProcessPlan, automatically log the activity in WHMCS on the customer record.
See details
Browse the full workflow library →
Looking to achieve something else with ProcessPlan and WHMCS?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ProcessPlan and WHMCS
Everything ProcessPlan and WHMCS can do inside a workflow — the triggers that start one and the actions that run when it fires.
ProcessPlan Explore ProcessPlan →
ProcessPlan is a business process automation and workflow management platform for standardizing and tracking repeated business tasks.
TriggersTriggers when a field value is changed.
Triggers when a process instance is completed.
Triggers when a process instance is started.
Triggers when a task is assigned.
Triggers when a task is canceled.
Triggers when a task is completed.
Cancels a running process.
Updates one or more fields of process.
Cancels a Process Task
Completes a pending task in a running process.
Starts a Process Task out of order. Use with caution.
Starts a new process instance and populates it's fields.
WHMCS Explore WHMCS →
WHMCS is a web hosting automation platform that manages customer billing, provisioning, and support services.
Knit's Integrations Agent builds WHMCS's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against WHMCS's API.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ProcessPlan + WHMCS
Is there a pre-built ProcessPlan + WHMCS automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ProcessPlan and WHMCS's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ProcessPlan or WHMCS connector?
No. The Agent works whether or not ProcessPlan or WHMCS already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ProcessPlan and WHMCS help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in WHMCS automatically spin up project tasks?
Yes, when a deal is won or changes stages in WHMCS, you can instantly create initial project tasks in ProcessPlan.