Skip to main content
NEW The official iPhone and Android app is live. Administer signing from your phone. Learn more

Works inside FlowMattic

Official addon · v1.2.1 · For FlowMattic

When a contract is signed, FlowMattic takes it from there.

WPsigner for FlowMattic adds a WPsigner app to the FlowMattic workflow builder: 27 triggers, 15 actions, and response fields with document, signer, payment, form, and cloud values. Workflows run on your server, with no Zapier and no remote API key.

Get the addon Read the docs

Download it from the WPsigner Account Portal. WPsigner and FlowMattic must be active on the same site.

Workflow: On Contract signed → onboarding

Trigger

WPsigner Document completed

Template Any template

  1. Action 1

    Slack Send Channel Message

    Signed: DOCUMENT_TITLE
    Success

  2. Action 2

    LearnDash Enroll Into Course

    Client onboarding
    Success

  3. Action 3

    FluentCRM Add Tags to Contact

    SIGNER_EMAIL · Contract signed
    Success
Fields DOCUMENT_TITLESIGNER_EMAILDOCUMENT_DOWNLOAD_URLDOCUMENT_AUDIT_URL
Runs on your WordPress server. No remote API key.
27 triggers
Lifecycle, approvals, payments, forms, cloud, CRM
15 actions
Create, send, remind, tag, retitle, edit signers
Iterator-ready
signers and pending_signers arrays
Same site
No remote API key, no WPsigner cloud relay

Inside FlowMattic

Where WPsigner sits in a FlowMattic workflow

The addon adds the WPsigner app. The canvas, the logic modules, and Task History are FlowMattic's own, so a WPsigner step works like any other step.

  • Trigger step

    Pick WPsigner, pick an event

    27 events. Limit them by template, form or store origin, cloud provider, or CRM, then capture a sample for the next steps.

    On flowmattic.com WPsigner docs

  • Logic modules

    Filter and Iterator

    Point a Filter at DOCUMENT_STATUS, TEMPLATE_ID, DOCUMENT_TAGS, SIGNER_ROLE, or SIGNER_IS_WP_USER. Point an Iterator at signers or pending_signers.

    On flowmattic.com WPsigner docs

  • Task History

    Every run stays on your site

    FlowMattic records each run with its inputs and responses. Leave signing URLs and field values out of that data in FlowMattic → WPsigner.

    On flowmattic.com WPsigner docs

The WPsigner app

Every trigger and action the app adds

Choose WPsigner in a trigger or action step and these events appear. Every trigger can be limited to one WPsigner template or left on Any template.

Triggers

27 events

Document lifecycle

  • Document created
  • Document sent
  • Document viewed
  • Document signed
  • Document completed
  • Document declined
  • Document expired
  • Document cancelled
  • Document updated
  • Document moved to trash
  • Document permanently deleted
  • Reminder sent
  • Completed PDF generated

Signers and approvals

  • WordPress user signed
  • Document approved
  • Signing invitation sent
  • Approval request sent
  • Signer added
  • Signer removed

Stripe payments

  • Payment succeeded
  • Payment failed
  • Payment refunded
  • Payment disputed

Forms, cloud, and CRM

  • Document created from a form or order
  • Form content signed
  • PDF uploaded to cloud storage
  • CRM sync finished
All triggers and filters

Actions

15 actions, after any trigger

  • Create document from template, with prefill
  • Send document
  • Send email reminder
  • Send channel reminder: WhatsApp, SMS, Slack, Telegram, or Teams
  • Send Slack message
  • Resend invitation
  • Cancel document
  • Add tag
  • Remove tag
  • Update document title
  • Set expiration
  • Set signer message
  • Add signer
  • Remove signer
  • Get signers
All actions and fields

Fields

For later steps

  • DOCUMENT_ID
  • DOCUMENT_TITLE
  • DOCUMENT_STATUS
  • TEMPLATE_ID
  • DOCUMENT_DOWNLOAD_URL
  • DOCUMENT_AUDIT_URL
  • DOCUMENT_TAGS
  • SIGNER_NAME
  • SIGNER_EMAIL
  • SIGNER_ROLE
  • SIGNING_URL
  • FIELD_*
  • SOURCE_FORM_TITLE
  • PAYMENT_AMOUNT
  • CLOUD_URL
  • CRM_PROVIDER
  • signers
  • pending_signers
Example: part of a Document completed response
DOCUMENT_ID         128
DOCUMENT_TITLE      Service agreement
DOCUMENT_STATUS     completed
SIGNER_EMAIL        ana@example.com
SIGNER_ROLE         signer
SIGNER_IS_WP_USER   no
All fields

WPsigner Pro Create document from template uses WPsigner templates, a Pro feature. The triggers run on any document WPsigner sends.

Workflow examples

Six workflows you can build today

Each one uses a WPsigner event or action plus FlowMattic steps that already exist: app actions, Delay, and Iterator.

WooCommerce order → prefilled contract

Trigger
WooCommerce: New Order Created
Then
WPsigner: Create document from template, prefilled with order fields, with Send for signing set to yes
Related feature

Member signs → course access

Trigger
WPsigner: WordPress user signed
Then
LearnDash: Enroll Into Course, mapped to SIGNER_WP_USER_ID
Related feature

Declined → Slack alert

Trigger
WPsigner: Document declined
Then
Slack: Send Channel Message with SIGNER_NAME, DECLINE_REASON, and DOCUMENT_ADMIN_URL
Related feature

Sent → WhatsApp reminder two days later

Trigger
WPsigner: Document sent
Then
Delay For 2 days, then WPsigner: Send channel reminder on WhatsApp. It reaches only people who have not signed
Related feature

Backup → share the cloud link

Trigger
WPsigner: PDF uploaded to cloud storage, provider Google Drive
Then
Slack: Send Channel Message with DOCUMENT_TITLE and CLOUD_URL
Related feature

Completed → every signer in FluentCRM

Trigger
WPsigner: Document completed
Then
Iterator on signers, then FluentCRM: Add Tags to Contact with each item's SIGNER_EMAIL
Related feature

Example workflows in the docs

Setup

Set up in five minutes

The WPsigner app appears in the FlowMattic workflow builder once the addon is active.

  1. 1

    Install the three plugins

    Activate FlowMattic, WPsigner, and this addon on the same WordPress site.

  2. 2

    Download from the Account Portal

    Get WPsigner for FlowMattic under Account → Addons, then upload and activate the ZIP under Plugins → Add New.

  3. 3

    Add a workflow

    Open FlowMattic → Workflows, choose the WPsigner app and an event such as Document completed, add your steps, and turn the workflow On.

Requirements

  • WPsigner on the same site (Pro for create-from-template)
  • FlowMattic, active on the same site
  • WordPress 5.8+ and PHP 7.4+
  • A writable wp-content/flowmattic-apps/ folder, where the addon writes the app loader

Privacy and limits

Open FlowMattic → WPsigner. These options decide what WPsigner puts in workflow data, and so what Task History can store.

Setting Default
Include signing URLs in workflow data On
Include field values in workflow data On
Max documents created per hour 60 (1–500)
Max signers per create action 5 (1–10)

Addon or Zapier?

Local workflows or a cloud automation platform

WPsigner also connects to Zapier, Make, n8n, and Pabbly through webhooks and the REST API. Choose by where the other tools live.

— FlowMattic addon Zapier, Make, n8n
Where it runs Your WordPress server Third-party cloud
Setup Install the addon, pick WPsigner in a workflow Webhook or API key, then map events
Best for WordPress plugins and the apps FlowMattic connects SaaS apps outside WordPress
Run history FlowMattic Task History, on your site The platform's own history
Data path WPsigner hands events to FlowMattic on the same server Event payloads leave your site first

Zapier, Make, and n8n with WPsigner

Questions

WPsigner for FlowMattic is an independent addon by WPsigner. It is not affiliated with, endorsed by, or sponsored by InfiWebs. “FlowMattic” and the FlowMattic logo are trademarks of their respective owner and are used only to describe compatibility. Other product names are trademarks of their respective owners.

Is this Zapier?

No. The addon hands WPsigner events to FlowMattic on the same WordPress server. Nothing is sent to InfiWebs or to a WPsigner cloud API for the workflow to run.

Do I need an API key or a FlowMattic Connect?

No. The WPsigner app has no account to connect. It reads WPsigner events and runs WPsigner actions through WordPress on the same site.

Why didn't my workflow run?

Check that it is On. A workflow left Off does not run, and a sample captured while it is Off may not be recorded.

Can I loop through signers or filter by status?

Yes. Point a FlowMattic Iterator at signers or pending_signers, and a Filter at fields such as DOCUMENT_STATUS, TEMPLATE_ID, or SIGNER_ROLE.

Does it work with WooCommerce or form plugins?

Yes, two ways. A FlowMattic trigger from WooCommerce or a form plugin can start a workflow that creates a WPsigner document. And when WPsigner creates a document from a form or an order itself, the Document created from a form or order trigger tells you the plugin, form, entry, or order.

Do signing URLs or field values end up in Task History?

Only while they are included in workflow data. Turn either option off in FlowMattic → WPsigner. Signature images and the PDF path on disk are never included.

Can a workflow trigger itself?

Yes, if Resend invitation follows a Signing invitation sent trigger for the same person, because the resend fires that trigger again. A short rate limit blocks immediate repeats.

Where do I download it?

From the WPsigner Account Portal → Addons. You can also install it from WPsigner → Addons after the license sees the catalog.

Connect signing to the rest of your workflows

Download the addon, activate it next to FlowMattic, and build the first workflow from a completed document.

Get the addon Read the documentation

Keep exploring