Zapier

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What is Zapier?

Zapier is an automation platform that connects over 7,000 apps without code. It works on a simple idea: when something happens in one app (a trigger), automatically do something in another app (an action). These automated workflows are called Zaps. Each Zap starts with a single trigger and can include one or more actions. For example: when a new member joins your Whop (trigger), you could send them a welcome message in Discord (action), add them to a Google Sheet (action), and send yourself a Slack notification (action).

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Key Zapier concepts

• Triggers — Events that start a Zap. In the Whop integration, triggers fire when something happens on your Whop (e.g., new payment, new member, new dispute).
• Actions — Tasks Zapier runs after a trigger. Whop actions let you cancel a membership, create an invoice, approve a waitlist entry, look up member details, and more.
• Paths — Conditional logic (if/then branching). Route high-value payments differently than standard ones, or handle different product types with different workflows.
• Filters — Conditions that must be met for a Zap to continue (e.g., only payments above $50, or only specific products).

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Triggers — events that start your workflows

Triggers are the starting point of every Zap. When one of these events occurs on your Whop, Zapier runs the workflow you built. Whop has 14 triggers:

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Trigger details

Membership triggers

• New Member Joined — Fires when a new member successfully joins your Whop (any plan: free, one-time, or subscription). Data includes member email, product/plan, and membership ID. Use for welcome messages, CRM updates, or team notifications.
• Membership Went Valid — Fires when any membership becomes active (new purchases, renewals, reactivations, unpauses). Broader than New Member Joined. Use for active-subscriber tracking or syncing access.
• Membership Went Invalid — Fires when a membership becomes inactive (cancellation, expiration, failed payment, manual revocation). Use for offboarding, win-back campaigns, revoking access elsewhere, or churn logging.

Payment triggers

• Payment Completed — Fires on every successful payment. Payload includes amount, currency, payment method, member details, product, plan, and whether it’s initial or renewal. Use for revenue tracking, sales notifications, and financial logging.
• Payment Failed — Fires when a payment is declined or fails. Includes failure reason, member info, and plan. Use for dunning (reminders to update payment method), logging failures, or churn alerts.
• Payment Refunded — Fires when a refund is issued. Use to update accounting, adjust revenue trackers, or send customer confirmation.

Dispute & alert triggers

• New Dispute — Fires when a customer files a chargeback/dispute. Use to alert your team, pause member access, or start evidence collection.
• New Dispute Alert — Fires when Whop detects an early dispute signal before it becomes a chargeback. Use to reach out to the customer and try to resolve before the chargeback.

Invoice triggers

• Invoice Created — Fires when a new invoice is generated. Use to sync to accounting, send custom invoice notifications, or log to a sheet.
• Invoice Past Due — Fires when an invoice passes its due date unpaid. Use for follow-up emails, finance-team alerts, or pausing access until paid.

Lead trigger

• New Lead — Fires when a new lead is captured (store page, landing page, or API). Use to add to email marketing, notify sales, or start a nurture sequence.

Waitlist / entry triggers

• New Entry — Fires when someone submits a waitlist application. Use to notify your team, log to a review sheet, or send a confirmation.
• Entry Approved — Fires when you approve a waitlist entry. Use to send welcome messages, add to Discord, or update CRM.
• Entry Denied — Fires when a waitlist entry is denied. Use to send a rejection email or log the reason.

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Actions — what happens next

Actions run after a trigger (or as steps in multi-step Zaps). Whop has 29 actions in these categories.

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Membership actions

• Cancel Membership — Terminates an active subscription. Use when a dispute is filed or for self-service cancellation flows.
• Pause Membership — Suspends access without cancelling. Use for seasonal holds or member-requested breaks.
• Resume Membership — Reactivates a paused membership. Pair with a trigger or manual step.
• Update Membership — Change membership details or metadata (tags, custom fields, etc.).

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Payment actions

• Create Payment — Charges a member’s stored payment method (async; use webhooks or Payment Completed to confirm). Use for add-ons or one-off charges.
• Refund Payment — Full or partial refund. Use for automated refund rules (e.g., auto-refund small amounts on dispute alerts).
• Retry Payment — Retry a failed charge. Use in dunning sequences after a delay.
• Get Payment Fees — Get fee breakdown (platform + processor). Use for reporting and reconciliation.

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Invoice actions

• Create Invoice — Generate a new invoice. Use for custom billing or one-off charges.
• Void Invoice — Cancel an unpaid invoice so it can’t be collected. Use when an invoice was created in error.

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Lead actions

• Create Lead — Create a lead in Whop from external sources (e.g., Typeform, Facebook Lead Ad).
• Update Lead — Update an existing lead (status, notes, etc.).

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Waitlist / entry actions

• Approve Entry — Approve a waitlist entry and trigger checkout/access. The user is notified.
• Deny Entry — Deny a waitlist entry and optionally notify the user.

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Create & manage actions

• Create Plan — Create a plan (free, one-time, or recurring) with stock, waitlist, auto-expire, etc.
• Update Plan — Change pricing, interval, visibility, stock, and other plan settings.
• Update Product — Change product title, description, visibility, and related settings.
• Create Promo Code — Create a discount code (percentage or fixed), usage limits, product/plan restrictions, expiration.
• Delete Promo Code — Archive a promo code so it can’t be used for new checkouts.
• Create Checkout Session — Generate a checkout link for a plan. Use for dynamic links in emails or campaigns.

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Find & lookup actions

• Find Membership — Look up a membership by ID or filters. Use before conditional actions or to get details for later steps.
• Find Products — Search products. Use when you need product IDs for other actions or for reports.
• Find Entry — Look up one waitlist entry by ID.
• Find Entries — List waitlist entries with filters (product, plan, status, date). Use for review workflows or exporting applicants.

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Using Zapier Paths for conditional workflows

Paths add if/then logic: one trigger can lead to different actions depending on the data.

1. Add a Paths step after your trigger.
2. Define two or more paths; each path has rules and its own actions.
3. Zapier evaluates the trigger data and runs the matching path(s).

Example: Payment routing

• Path A — High-value: If amount > $100 → post to #high-value-sales in Slack, add to “VIP Customers” sheet.
• Path B — Standard: If amount ≤ $100 → post to #sales in Slack.
• Path C — First-time: If first payment → send welcome email, notify #new-customers in Discord.
• Path D — Renewal: If renewal → log to a renewal tracker sheet.

Example: New member onboarding

• Path A — Premium: If member joined a premium product → assign premium Discord role, send onboarding email, add to outreach sheet.
• Path B — Free: If free product → assign basic Discord role, send welcome with upgrade incentives.

Example: Failed payment recovery

• Path A — First failure: Send email to update payment method; retry payment after 24 hours.
• Path B — Repeated failures: Alert #churn-risk in Slack and send a more urgent email.

Example: Dispute handling

• Path A — Low-value: If disputed amount under your threshold (e.g., $25) → auto-refund to avoid fees.
• Path B — High-value: If above threshold → alert team in Slack with member and payment details.

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Common integration examples

Slack — Post to #sales on payment completed; #disputes on new dispute/alert; #new-members on new member; #churn-risk on payment failed or membership invalid; waitlist notifications to a review channel. Discord — Welcome message when a member joins; sale notifications in a feed channel; moderator alert when membership goes invalid; announce when waitlist entries are approved. Google Sheets — Log payments (date, amount, member, product, plan); track new members; churn log when memberships go invalid; lead pipeline; waitlist applicant tracker with status and dates. Gmail / email — Welcome emails on new member; payment/refund confirmations; dunning emails on payment failed; waitlist confirmation on new entry; lead nurture or launch emails. CRM (HubSpot, Salesforce, etc.) — Create/update contacts when members join or leads are created; log payments as deals/revenue; update status when memberships change (valid, invalid, paused). Accounting (QuickBooks, Xero, etc.) — Create accounting invoices when Whop invoices are generated; record payments as income; log refunds and adjust revenue.

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Getting started

1. Log in at zapier.com and click Create Zap.
2. Search for Whop as the trigger app and select it.
3. Choose one of the 14 trigger events.
4. Connect your Whop account (authenticate with your Whop API credentials).
5. Test the trigger to pull sample data from your Whop.
6. Add your action(s) — use Whop’s 29 actions or any of Zapier’s 7,000+ apps.
7. Optionally add a Paths step between trigger and actions for conditional branching.
8. Test and publish your Zap. It will run automatically when the trigger event occurs.

For more on Whop’s API and resources, see the Whop Developer Documentation.