Integration

Connect Formstack Documents to Whop

When something happens in Formstack Documents, your agent does the next thing in Whop. Describe it in plain language and the automation is built, tested on every branch and kept running.

Formstack Documents1 triggerFormstack Documents15 actionsWhop16 triggersWhop29 actions

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Everything your agent can do with Formstack Documents and Whop

Triggers and actions 17 triggers · 44 actions

Trigger
New Merged Document
Triggers when a merged/populated document is created.
Action
Combine Files
Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDF
Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy Document
Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data Route
Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route Merge
Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create Document
Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete Document
Deletes a document template from Formstack Documents.
Action
Get Data Route
Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get Document
Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document Fields
Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data Route
Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update Document
Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
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

The other way round: Whop to Formstack Documents