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WPsigner for FlowMattic

WPsigner for FlowMattic is an official addon that registers a WPsigner app inside FlowMattic. Workflows start when a document is sent, signed, paid, uploaded, or created from a form — and they can create, send, remind, or update WPsigner documents without leaving WordPress.


CapabilityDescription
TriggersDocument lifecycle, approvals, Stripe payments, cloud backups, forms, WooCommerce, and CRM sync
ActionsCreate from a template (with prefill), send, remind, tag, expire, retitle, or remove a signer
Workflow fieldsDocument, signer, field, payment, source, and cloud values for later steps
Iteratorsigners and pending_signers arrays for a FlowMattic Iterator step
FilterStatus, template, tag, role, and WordPress-user fields for a FlowMattic Filter step
SettingsHide signing URLs or field values, and cap automated creates
┌──────────────────────────────────────────────┐
│ WordPress site │
│ ┌────────────┐ hooks ┌──────────────┐ │
│ │ WPsigner │───────────▶│ FlowMattic │ │
│ │ (core) │◀───────────│ + this addon │ │
│ └────────────┘ actions └──────────────┘ │
│ No remote FlowMattic API key │
└──────────────────────────────────────────────┘

Important: This is not Zapier. Nothing is sent to InfiWebs or to WPsigner’s cloud. Templates, PDFs, emails, and signing URLs stay on your site.


GuideContents
Installation & SetupRequirements, ZIP install, first workflow
TriggersEvery trigger, template filter, and origin filter
ActionsCreate, send, remind, tags, expiration, signers
Workflow fieldsDocument, signer, source, payment, and Iterator arrays
SettingsSigning-URL privacy, field values, rate caps
TroubleshootingMissing app, workflows that stay Off, empty fields

  1. Install and activate FlowMattic and WPsigner on the same site.
  2. Install WPsigner for FlowMattic from the Account Portal → Addons.
  3. Open FlowMattic → Workflows and add a workflow.
  4. Choose WPsigner as the trigger, for example Document completed. Leave the template on Any template.
  5. Turn the workflow On, then complete a test document.

Full steps: Installation & Setup.


ScreenPath
WorkflowsFlowMattic → Workflows
Addon settingsFlowMattic → WPsigner (fallback: Settings → WPsigner FlowMattic)
Marketplace cardWPsigner → Addons
WPsigner templatesWPsigner → Templates (needed for create/prefill)

GoalTriggerNext step
Email the owner when everyone has signedDocument completedEmail action using DOCUMENT_TITLE
Slack a new form contractDocument created from a form or order, source Fluent FormsSlack message with SOURCE_FORM_TITLE
Remind one personDocument viewedWPsigner action Send email reminder, mapped to SIGNER_EMAIL

WPsigner for FlowMattic is an independent addon by WPsigner. It is not affiliated with, endorsed by, or sponsored by InfiWebs. “FlowMattic” is a trademark of its respective owner and is used only to describe compatibility.