WHMCS to Perfex

[iamfaux]

Hello,

I want to connect WHMCS to Perfex but I cant create the workflow. I would want to creat invoices in WHMC and have the create Invoices on Perfex.
I installed both integrations but at the end it asks me to match data from the previous step, however on the previous step I dont get to specify any data coming from WHMCS.

Any ideas for this integration?

 

[ArshilAhmad]

Hey @iamfaux,

Please grant me access to your workflow by adding me as a team member. This will allow me to gain a better understanding of your workflow.
Once you have added me as a Team Member, do let us know the name of your workflow.
Email: [email protected]
Also, remember to revoke access once your query has been resolved.

Attaching a video for your reference:

 

[Pabblymember11]

Hey @iamfaux

You can refer to the following video tutorial on how you can create the invoice in Perfex CRM.