--- title: "Connect Docupilot and Whop - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Invoice\" in Whop, or \"Dispute Updated\" in Whop to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-whop" --- # Connect Docupilot and Whop When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Invoice** in [Whop](https://apiant.ai/connections/whop), or **Dispute Updated** in Whop to **Create Envelope** in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Whop **16** triggers Whop **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docupilot and Whop to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Docupilot and Whop can do together ### From Docupilot to Whop - When **Envelope Completed** in Docupilot then **Create Invoice** in Whop - When **New Envelope** in Docupilot then **Create Lead** in Whop ### From Whop to Docupilot - When **Dispute Updated** in Whop then **Create Envelope** in Docupilot - When **New Dispute** in Whop then **Create Envelope Recipient** in Docupilot Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Docupilot and Whop ## Triggers and actions 18 triggers · 63 actions - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. - Trigger **Dispute Updated** Triggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set. - Trigger **Failed Payment** Triggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again. - Trigger **Invoice Paid** Triggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it. - Trigger **Invoice Past Due** Triggers when an invoice on your Whop account passes its due date without being paid. - Trigger **Membership Canceled** Triggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped. - Trigger **Membership Scheduled to Cancel** Triggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision. - Trigger **New Dispute** Triggers when a buyer opens a new chargeback dispute on a Whop payment. - Trigger **New Dispute Alert** Triggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened. - Trigger **New Invoice** Triggers when a new invoice is created for a customer in Whop. - Trigger **New Member Joined** Triggers when a new member joins — a Whop membership becomes active for a customer. - Trigger **New Payment** Triggers when a new payment is created in Whop. - Trigger **New Waitlist** Triggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry. - Trigger **Payment Method Saved** Triggers when a customer successfully saves a payment method in Whop for future use. - Trigger **Payment Pending** Triggers when a Whop payment moves into a pending state, waiting to clear. - Trigger **Payment Refunded** Triggers when a payment is refunded in Whop. - Trigger **Waitlist Approved** Triggers when a waitlist entry is approved in Whop, granting the person access to the plan. - Action **Add Free Days to Membership** Adds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards. - Action **Approve Waitlist** Approves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID. - Action **Cancel Membership** Cancels a Whop membership, either at the end of the current billing period or straight away. - Action **Create Checkout Session** Creates a Whop checkout session for a plan and returns the purchase link you send the customer to. - Action **Create Invoice** Creates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request. - Action **Create Lead** Creates a lead in Whop to track someone who showed interest in a product, along with where they came from. - Action **Create Payment** Charges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request. - Action **Create Promo Code** Creates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often. - Action **Deny Waitlist** Denies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry. - Action **Find Entries** Finds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted. - Action **Find Entry** Looks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for. - Action **Find Invoice** Looks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to. - Action **Find Lead** Looks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer. - Action **Find Member** Looks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent. - Action **Find Membership** Looks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to. - Action **Find Payment** Looks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for. - Action **Find Plan** Looks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link. - Action **Find Product** Looks up a single Whop product by its ID and returns its name, visibility, member count and store details. - Action **Find Products** Lists the products on your Whop company, with optional filters for visibility and paging. - Action **Find Refund** Looks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from. - Action **Get Payment Fees** Lists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each. - Action **Pause Membership** Pauses billing on a Whop membership, optionally resuming automatically on a date you choose. - Action **Refund Payment** Refunds a Whop payment in full, or by a partial amount you specify. - Action **Resume Membership** Resumes billing on a Whop membership that was paused. - Action **Unarchive Affiliate** Restores an archived Whop affiliate so they can earn commissions again. - Action **Uncancel Membership** Reverses a pending cancellation so a Whop membership keeps renewing. - Action **Update Lead** Updates the referrer or your own stored data on an existing Whop lead. - Action **Update Membership** Updates your own stored data on an existing Whop membership. - Action **Void Invoice** Voids a Whop invoice so it can no longer be paid. ## Each app on its own - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) - [ **Whop** Whop is a platform that let's you build businesses.](https://apiant.ai/connections/whop) Reviews ## What our customers say ## More from Docupilot - [ **Docupilot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Docupilot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Docupilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/docupilot-to-stripe) - [ **Docupilot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/docupilot-to-shopify) ## More into Whop - [ **Google Sheets to Whop** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whop) - [ **Vercel to Whop** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-whop) - [ **Beehiiv to Whop** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connect/beehiiv-to-whop) - [ **Sendinblue to Whop** Email and SMS marketing platform with CRM and marketing automation, now rebranded as Brevo.](https://apiant.ai/connect/sendinblue-to-whop) - [ **HubSpot to Whop** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whop) - [ **Gmail to Whop** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whop) Questions ## Docupilot and Whop, answered ### ### What can start an automation from Docupilot? Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Whop when something happens in Docupilot? Any of Whop's 29 actions, including Create Checkout Session, Create Invoice, Create Lead and Create Payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Whop to Docupilot? Yes. When something happens in Whop, your agent can act in Docupilot too. This page covers both directions: Whop's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Whop? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Docupilot and Whop without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.