# WHMCS Integration module for Perfex CRM

<div align="left"><figure><img src="/files/8P4AuYuhNWgAUyzp6rRm" alt=""><figcaption></figcaption></figure></div>

Thank you for purchasing the WHMCS to Perfex CRM Integration Module. This module allows you to **sync client and invoice data from WHMCS to Perfex CRM automatically**, keeping your customer records and billing information up to date without manual data entry. With this one-way integration, you can streamline workflows, reduce errors, and give your team instant access to WHMCS client information directly inside Perfex CRM.

#### Dependencies

* You need a **WHMCS installation** with API access enabled. Detailed instructions for creating an API user are provided in the Configuration section.
* A **Perfex CRM instance** is required. Ensure you have administrative access to configure the module correctly.
* The integration works as a **one-way sync**: WHMCS is the source of truth. Any changes in Perfex CRM will not be sent back to WHMCS.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://themesic-docs.gitbook.io/whmcs-integration-module-for-perfex-crm/readme.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
