Connect Quatrix and WHMCS to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New File in Directory" from Quatrix.

Add your action

An action happens after the trigger—such as "Create Client" in WHMCS.

You’re connected!

Zapier seamlessly connects Quatrix and WHMCS, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Directory
  Required
Trigger
Polling
Try It
- Destination folder:
  Required
- Filename
  Required
- File
  Required
Action
Write
- Directory
  Required
- Filename
  Required
- File
  Required
Action
Write
- Ticket Status
Trigger
Polling
Try It
- Client
  Required
- Create Date
- Due Date
- Item 1 Description
- Item 1 Amount
- Item 1 Taxed
- Tax Rate
- Second Tax Rate
- Payment Method
- Auto Apply Credit
- Notes
- Send Invoice
Action
Write

- Directory
  Required
Trigger
Polling
Try It
- Destination folder:
  Required
- Filename
  Required
- Subject
  Required
- Message
  Required
- Recipients, separated by coma
  Required
- Share type
  Required
- Notify me on download
- Recipient can return files
- Share expires in
- File
  Required
Action
Write
- Directory
  Required
- Filename
  Required
- File
  Required
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Address
- City
- State
- Postcode
- Country
- Phone Number
- Password
Action
Write
- Client
  Required
- Name
- Email
- Department
- Subject
  Required
- Message
  Required
- Priority
- Don't Send Email
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Quatrix and WHMCS to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Quatrix to WHMCS integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Quatrix

Download and upload files or folders, share them with predefined security options and a lot more functionalities can be easily integrated into your application using our [Quatrix APIs](https://docs.maytech.net/display/MD/Quatrix+API).

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Related categories

File Management & Storage

About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.