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Odoo ERP Self Hosted WHMCS Integration

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Simplify Odoo ERP Self Hosted WHMCS Integration with seamless setup

Easily set up Odoo ERP Self Hosted WHMCS Integration without coding. Start automating your workflows and Integrate Odoo ERP Self Hosted with WHMCS today.

View all (30) Triggers (20) Actions (10)

New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.
New Client

Triggers whenever a new client occur.
New Invoice

Trigger when new invoice created.
New Order

Triggers whenever a new order created.
New Ticket

Triggers whenever a new ticket is created.
Updated Client

Triggers whenever a updated client occur.
Updated Invoice

Trigger when invoice updated.
Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket
Create Client

Creates a new client.
Create Invoice

Creates a new invoice.
Create Order

Creates a new order.
Create Ticket

Creates a new ticket in WHMCS.
Create/Update Client

Creates a new client or updates an existing one.

New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.
New Client

Triggers whenever a new client occur.
New Invoice

Trigger when new invoice created.
New Order

Triggers whenever a new order created.
New Ticket

Triggers whenever a new ticket is created.
Updated Client

Triggers whenever a updated client occur.
Updated Invoice

Trigger when invoice updated.

Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket
Create Client

Creates a new client.
Create Invoice

Creates a new invoice.
Create Order

Creates a new order.
Create Ticket

Creates a new ticket in WHMCS.
Create/Update Client

Creates a new client or updates an existing one.

Integrate Odoo ERP Self Hosted with WHMCS

How Odoo ERP Self Hosted and WHMCS Integrations Work

Follow the steps below to start setting up your Odoo ERP Self Hosted integrations using Appy Pie Automate:

Step 1: Select Trigger

Choose Odoo ERP Self Hosted as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select WHMCS as the action app from the list.
Step 3: Authenticate

Connect your WHMCS account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Odoo ERP Self Hosted to WHMCS & your AI Agent is ready!

Odoo ERP Self Hosted and WHMCS Integration

Choose the app you want to Integrate with Odoo ERP Self Hosted and WHMCS

Popular Templates for Odoo ERP Self Hosted and WHMCS Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Client to whmcs from New Calendar Event in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Create Client

Use template for free

Create Invoice to whmcs from New Calendar Event in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Create Invoice

Use template for free

Create Invoice to whmcs from New Lead/Opportunity in Odoo ERP Self Hosted

When this happens:

New Lead/Opportunity
Then do this:

Create Invoice

Use template for free

Create Ticket to whmcs from New Lead/Opportunity in Odoo ERP Self Hosted

When this happens:

New Lead/Opportunity
Then do this:

Create Ticket

Use template for free

Create Invoice to whmcs from New Project Task in Odoo ERP Self Hosted

When this happens:

New Project Task
Then do this:

Create Invoice

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

What Is Odoo ERP Self Hosted?

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
What Is WHMCS?

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
How Odoo ERP Self Hosted and WHMCS Integrations Work?
The integration between Odoo ERP Self Hosted and WHMCS is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Odoo ERP Self Hosted and WHMCS. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Odoo ERP Self Hosted and WHMCS secure?
While assessing the security of integrating Odoo ERP Self Hosted with WHMCS, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Odoo ERP Self Hosted-WHMCS integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Odoo ERP Self Hosted and WHMCS integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar | Last Updated on January 19, 2025, 3:51 pm

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