FlowMattic — Triggers

Each trigger can be limited to one WPsigner template, or left on Any template. Publish the workflow and turn it On before you expect it to run.

A specific template matches only documents WPsigner created from that template after this addon was active. Documents created earlier, or not from a template, do not match a specific template filter.

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Document Lifecycle

Trigger	When it runs
Document created	A document row is created
Document sent	The document is sent for signing
Document viewed	A signer opens the document
Document signed	A signer signs
Document completed	Every required signer has signed
Document declined	A signer declines. Includes DECLINE_REASON
Document expired	The document expires
Document cancelled	The status becomes cancelled
Document updated	The document row is updated
Document moved to trash	Soft delete
Document permanently deleted	Hard delete of an unsigned draft
Reminder sent	A signing reminder email is sent
Completed PDF generated	The completed PDF is ready. The file path is not included
WordPress user signed	The signer email matches a WordPress user
Document approved	An approver accepts the document
Signing invitation sent	The signing email goes to one person
Approval request sent	The approval email goes to one person
Signer added	A signer row is created
Signer removed	A signer is deleted. The payload still includes that person. No signing URL is generated

Document updated runs on many row changes (title, status, expiration, message). Follow it with a Filter step if you only want one kind of change.

Permanently deleting an unsigned draft also fires Signer removed once for each signer, then Document permanently deleted.

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Payments

Trigger	When it runs
Payment succeeded	A Stripe payment for a document succeeds
Payment failed	A Stripe payment fails. Includes PAYMENT_ERROR
Payment refunded	A Stripe charge is refunded
Payment disputed	Stripe opens a dispute. Includes PAYMENT_DISPUTE

Amounts are decimal strings (cents divided by 100) in PAYMENT_AMOUNT, with PAYMENT_CURRENCY and PAYMENT_INTENT.

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Cloud Storage

PDF uploaded to cloud storage runs after a completed PDF is uploaded. Limit it with the provider field:

Provider value	Service
-1	Any connected provider
google_drive	Google Drive
dropbox	Dropbox
onedrive	OneDrive
s3	S3-compatible storage

The response includes CLOUD_PROVIDER, CLOUD_REFERENCE, and CLOUD_URL when a public HTTPS link exists.

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Forms, Orders, and In-Form Signing

Document created from a form or order runs when one of these creates a document:

Source value	Origin
-1	Any form or store
fluentforms	Fluent Forms
wpforms	WPForms
gravityforms	Gravity Forms
elementor	Elementor Forms
formidable	Formidable Forms
cf7	Contact Form 7
woocommerce	WooCommerce

Form content signed runs when someone signs inside the form, which is a separate event from Document signed. That signing also fires Document signed.

Source value	Origin
-1	Any of the plugins below
fluentforms	Fluent Forms content signing
wpforms	WPForms content signing
gravityforms	Gravity Forms content signing
gravityforms_embedded	Gravity Forms embedded signing
elementor	Elementor content signing
formidable	Formidable content signing

Both triggers include SOURCE, SOURCE_ENTRY_ID, SOURCE_FORM_ID, SOURCE_FORM_TITLE, SOURCE_ORDER_ID, SOURCE_ORDER_NUMBER, and SOURCE_FEED_ID when the hook provides them. Submitted answers and order line items are not included.

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CRM

CRM sync finished runs after WPsigner syncs a document to HubSpot or Pipedrive. Limit it with the CRM field: -1 (either), hubspot, or pipedrive. The response includes CRM_PROVIDER.

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Next Steps

• Workflow fields
• Actions
• Settings