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Triggers and actions 18 triggers · 63 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
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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 DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.