Connect Plumsail Documents and Whop to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plumsail Documents with Whop - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Finished" from Plumsail Documents.

Add your action

An action happens after the trigger—such as "Add Free Days to Membership" in Whop.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Whop, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process Name
  Required
Trigger
Instant
Try It
- PDF file
  Required
- Password
Action
Write
- CSV file
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC file
  Required
Action
Write
- Archive file
  Required
- Password
- Include Folders
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
- Template engine
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Password
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- PDF file
  Required
- Password
Action
Write
- HTML file
  Required
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- PDF file
  Required
- Image content
  Required
- Watermark position
- Opacity
- Watermark image width
- A new height for the image that will be using for watermark
- Auto scale
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
- Password
- PDF owner password
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Preserve Bookmarks
Action
Write
- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX file
  Required
Action
Write
- File
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
- Replacement string
Action
Write
- Process Name
  Required
Action
Write
- PDF file
  Required
- Text content
  Required
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
Action
Write
- XLS file
  Required
Action
Write
New Dispute
Triggers when a customer creates a dispute/chargeback.
Trigger
Instant
Try It
Waitlist Approved
Triggers when a waitlist entry is approved.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Past Due
Triggers when a invoice becomes past due.
Trigger
Instant
Try It
Membership Scheduled to Cancel
Triggers when a membership is scheduled to cancel at the end of the billing period.
Trigger
Instant
Try It
- Payment Type
- Payment Method
Trigger
Instant
Try It
- Payment Type
- Payment Method
Trigger
Instant
Try It
Payment Method Saved
Triggers when a customer successfully saves a payment method via a Setup Mode Session.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Membership ID
  Required
- Cancellation Mode
  Required
Action
Write
- Existing Plan
- Metadata
- Redirect URL
- Affiliate Username
- Currency
- Allowed Payment Methods
Action
Write
- User ID
- Product
- Referrer
- Metadata
Action
Write
- Billing Period
- Currency
- Custom Fields
- Description
- Expiration Days
- Image
- Initial Price
- Internal Notes
- Legacy Payment Method Controls
- Override Tax Type
- Payment Method Configuration
- Plan Type
- Product Id
  Required
- Release Method
- Renewal Price
- Split Pay Required Payments
- Stock
- Title
- Trial Period Days
- Unlimited Stock
- Visibility
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Partial Amount
Action
Write
- Affiliate
  Required
Action
Write
- Id
  Required
- Metadata
- Referrer
Action
Write
- Id
  Required
Action
Write
- Member ID
- Search Query
Action
Search
- After
- Before
- First
- Last
- Company Id
  Required
- Product Types
- Visibilities
- Order
- Direction
- Created Before
- Created After
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search

- File to convert
  Required
Action
Write
- File name
  Required
- Password
- Files
  Required
Action
Write
- DOCX file
  Required
Action
Write
- Email file
  Required
- Merge Attachments
Action
Write
- PDF file
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- Data
  Required
- Template file
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Locale
- Timezone
Action
Write
- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- Images
  Required
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Apply header and footer
- Add page break
Action
Write
- Content of CSV document
  Required
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Overlay file
  Required
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT file
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- PDF file
  Required
- Split type
  Required
- Filename Prefix
- Password
Action
Write
- XLSX file
  Required
Action
Write
New Dispute Alert
Triggers when an early warning dispute alert is received.
Trigger
Instant
Try It
Dispute Updated
Triggers when a dispute status changes.
Trigger
Instant
Try It
New Waitlist
Triggers when a new waitlist entry is created.
Trigger
Instant
Try It
Invoice Paid
Triggers when a invoice is paid.
Trigger
Instant
Try It
- Scope
  Required
Trigger
Instant
Try It
- Membership Status
- Product
Trigger
Instant
Try It
Payment Pending
Triggers when a payment is initiated but not yet completed (e.g., ACH/bank transfer processing, crypto confirmation pending).
Trigger
Instant
Try It
Payment Refunded
Triggers when a payment is refunded (full or partial).
Trigger
Instant
Try It
- Membership ID
  Required
- Days
  Required
Action
Write
- Affiliate
  Required
Action
Write
- Username
  Required
Action
Write
- Collection Method
  Required
- Member ID
- Email Address
- Customer Name
- Invoice Due Date
  Required
- Product
  Required
- Invoice Amount
  Required
- Charge Buyer Fee
Action
Write
- Member ID
  Required
- Plan Mode
  Required
- Metadata
Action
Write
- Code
  Required
- Promo Type
  Required
- Amount Off
  Required
- Base Currency
  Required
- Promo Duration (Months)
  Required
- New Users Only
  Required
- Churned Users Only
- Existing Memberships Only
- One Per Customer
- Expiration Date
- Product
- Plan
- Unlimited Stock
- Stock
Action
Write
- Membership ID
  Required
- Void Payments
Action
Write
- Membership ID
  Required
Action
Write
- Membership ID
  Required
Action
Write
- Id
  Required
- Metadata
Action
Write
- Id
  Required
- After
- Before
- First
- Last
Action
Search
- Product
- Plan
- Status
- Created After
- Created Before
- Limit
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Documents and Whop to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Plumsail Documents on the Zapier blog

Make work flow with AI

Level up your Plumsail Documents to Whop integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn moreLearn moreHelpHelp

Related categories

Documents

About Whop

Whop is a platform that let's you build businesses.