Integration
Connect Whop to Capsule CRM
When something happens in Whop, your agent does the next thing in Capsule CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Whop and Capsule CRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Whop and Capsule CRM
Triggers and actions 24 triggers · 91 actions
Trigger
Dispute UpdatedTriggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set.
Trigger
Failed PaymentTriggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again.
Trigger
Invoice PaidTriggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it.
Trigger
Invoice Past DueTriggers when an invoice on your Whop account passes its due date without being paid.
Trigger
Membership CanceledTriggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped.
Trigger
Membership Scheduled to CancelTriggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision.
Trigger
New DisputeTriggers when a buyer opens a new chargeback dispute on a Whop payment.
Trigger
New Dispute AlertTriggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened.
Trigger
New InvoiceTriggers when a new invoice is created for a customer in Whop.
Trigger
New Member JoinedTriggers when a new member joins — a Whop membership becomes active for a customer.
Trigger
New PaymentTriggers when a new payment is created in Whop.
Trigger
New WaitlistTriggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry.
Trigger
Payment Method SavedTriggers when a customer successfully saves a payment method in Whop for future use.
Trigger
Payment PendingTriggers when a Whop payment moves into a pending state, waiting to clear.
Trigger
Payment RefundedTriggers when a payment is refunded in Whop.
Trigger
Waitlist ApprovedTriggers when a waitlist entry is approved in Whop, granting the person access to the plan.
Action
Add Free Days to MembershipAdds 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 WaitlistApproves 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 MembershipCancels a Whop membership, either at the end of the current billing period or straight away.
Action
Create Checkout SessionCreates a Whop checkout session for a plan and returns the purchase link you send the customer to.
Action
Create InvoiceCreates 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 LeadCreates a lead in Whop to track someone who showed interest in a product, along with where they came from.
Action
Create PaymentCharges 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 CodeCreates 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 WaitlistDenies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry.
Action
Find EntriesFinds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted.
Action
Find EntryLooks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for.
Action
Find InvoiceLooks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to.
Action
Find LeadLooks 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 MemberLooks 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 MembershipLooks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to.
Action
Find PaymentLooks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for.
Action
Find PlanLooks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link.
Action
Find ProductLooks up a single Whop product by its ID and returns its name, visibility, member count and store details.
Action
Find ProductsLists the products on your Whop company, with optional filters for visibility and paging.
Action
Find RefundLooks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from.
Action
Get Payment FeesLists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each.
Action
Pause MembershipPauses billing on a Whop membership, optionally resuming automatically on a date you choose.
Action
Refund PaymentRefunds a Whop payment in full, or by a partial amount you specify.
Action
Resume MembershipResumes billing on a Whop membership that was paused.
Action
Unarchive AffiliateRestores an archived Whop affiliate so they can earn commissions again.
Action
Uncancel MembershipReverses a pending cancellation so a Whop membership keeps renewing.
Action
Update LeadUpdates the referrer or your own stored data on an existing Whop lead.
Action
Update MembershipUpdates your own stored data on an existing Whop membership.
Action
Void InvoiceVoids a Whop invoice so it can no longer be paid.
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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