WHMCS + ProcessPlan Integrations
Put WHMCS + ProcessPlan to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between WHMCS and ProcessPlan
See the kind of workflows teams build with WHMCS and ProcessPlan below — describe the exact one you want above and the Agent builds it on demand.
WHMCS + ProcessPlan
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.
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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.
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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.
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Browse the full workflow library →
Looking to achieve something else with WHMCS and ProcessPlan?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WHMCS and ProcessPlan
Everything WHMCS and ProcessPlan can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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.
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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.
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Agiled
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Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
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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 WHMCS + ProcessPlan
Is there a pre-built WHMCS + ProcessPlan automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WHMCS and ProcessPlan's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WHMCS or ProcessPlan connector?
No. The Agent works whether or not WHMCS or ProcessPlan 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.