WHMCS - New Products - Avoid Duplicates - Run Entire Sheet

[Samo]

Good day

I have successfully configured my 1st workflow which to add new products to whmcs via a list. I was wondering if I could
1. Pull Existing productions and update all within a category
2. Avoid duplicates of the products
3. Manage product order listing on the whmcs products page (Enter a number here to override the default alphabetical display order)
4. Remove products that were sold (each item is unique and we receive inventory daily or weekly
5. Add configurable Options

 

[ArshilAhmad]

Hi @Samo,

Unfortunately, the use case you are describing is currently not possible in WHMCS, as there are no endpoints available that could help with this use case.

2. Avoid duplicates of the products

Since WHMCS doesn't have an endpoint that can fetch a single product, this particular use case is not directly possible. However, there is a workaround where you can add the product data to a separate spreadsheet (not the one used in the trigger step).

The workflow will function as follows:

1. The workflow triggers when a new product is added to Spreadsheet A.
2. The 'Lookup Spreadsheet Rows' action step checks whether the newly added product is present in Spreadsheet B.
3. Filter ensures that the next step is executed only if the product doesn't already exist in Spreadsheet B.
4. The product is then added to WHMCS.
5. The same product details are added to Spreadsheet B.

Note: This will ensure that newly added products in WHMCS are unique. However, it won't prevent duplication of products that already existed in your WHMCS account before setting up the workflow.

 

[Samo]

Do you think I could add a function for sold as a status and this would remove the number from the product list

 

[Preeti Paryani]

Hello @Samo,

Could you kindly elaborate a bit more on the requirement? Additionally, please share the workflow link so we can review it and provide more accurate suggestions.

 

[Samo]

To avoid duplicates + change status or delete product from whmcs (based on list)

Is it possible to
1. Pull a product list from whmcs under a specific category id with status column
2. If duplicate in spreadsheet update the change status on whmcs
3. If not longer on spreadsheet change status to cancelled (something that will not allow the product to be sold)

 

[Samo]

How do I share my workflow

 

[Preeti Paryani]

Hello @Samo,

Please share the workflow URL indicated in the attached screenshot.