FlowMattic — Workflow Fields

After a WPsigner trigger or action runs, later steps can map these fields. Signing URLs and field values can be turned off under Settings.

Capture a sample by turning the workflow On and running the WPsigner event once. A workflow left Off does not store that sample.

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Document

Field	Contents
DOCUMENT_ID	Document ID
DOCUMENT_TITLE	Title
DOCUMENT_STATUS	Status key, such as sent or completed
DOCUMENT_CREATED_AT	Created time
DOCUMENT_COMPLETED_AT	Completed time
DOCUMENT_EXPIRES_AT	Expiration
DOCUMENT_ADMIN_URL	Link to the document in wp-admin
DOCUMENT_DOWNLOAD_URL	Secure download URL when one is available
DOCUMENT_AUDIT_URL	Audit screen for this document
DOCUMENT_CERTIFICATE_ID	Certificate ID
DOCUMENT_OWNER_ID	WordPress user ID of the owner
DOCUMENT_OWNER_EMAIL	Owner email
DOCUMENT_TAGS	Tag names
DOCUMENT_FIELDS	JSON of non-signature field values
TEMPLATE	Template name, when the origin was recorded
TEMPLATE_ID	Template ID, when the origin was recorded
FIELD_*	One token per template variable, when field values are enabled

The completed PDF path on disk is never included.

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Signers

Field	Contents
SIGNER_ID	Signer ID for this event
SIGNER_NAME	Name
SIGNER_EMAIL	Email
SIGNER_STATUS	Status key
SIGNER_ROLE	signer or approver
SIGNER_WP_USER_ID	WordPress user ID when the email matches a user
SIGNER_IS_WP_USER	yes or no
SIGNING_URL	Signing link, unless the person already signed or declined, or the setting is off
SIGNERS_EMAILS	Email list
SIGNERS_JSON	All signers as JSON
SIGNERS_PENDING_JSON	Pending signers as JSON
signers	Array for Iterator
pending_signers	Pending signers array for Iterator
DECLINE_REASON	Present on Document declined

Signer removed still includes the removed person’s name, email, and role. It does not include a signing URL.

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Filter and Iterator

FlowMattic has no Automator-style condition or loop objects. Use the steps FlowMattic already provides:

Step	Point it at
Filter	DOCUMENT_STATUS, TEMPLATE_ID, DOCUMENT_TAGS, SIGNER_ROLE, or SIGNER_IS_WP_USER
Iterator	signers or pending_signers

The same lists are available as SIGNERS_JSON and SIGNERS_PENDING_JSON when a step needs text instead of an array.

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Source, CRM, Cloud, and Payment

Field	When it is set
SOURCE	Form, store, or in-form signing trigger
SOURCE_ENTRY_ID	Form entry ID, when the hook provides it
SOURCE_FORM_ID	Form ID
SOURCE_FORM_TITLE	Form title
SOURCE_ORDER_ID	WooCommerce order ID
SOURCE_ORDER_NUMBER	WooCommerce order number
SOURCE_FEED_ID	Feed ID
CRM_PROVIDER	hubspot or pipedrive
CLOUD_PROVIDER	google_drive, dropbox, onedrive, or s3
CLOUD_REFERENCE	Provider file ID or path
CLOUD_URL	HTTPS link when one exists
PAYMENT_AMOUNT	Decimal amount
PAYMENT_CURRENCY	Currency code
PAYMENT_INTENT	Stripe PaymentIntent ID
PAYMENT_ERROR	Failure message
PAYMENT_DISPUTE	Dispute ID

Form answers and order line items stay out of these fields.

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Next Steps

• Triggers
• Actions
• Settings