Uncanny Automator — Recipe Examples

Build these on Automator → Recipes. Publish the recipe or WPsigner actions will refuse to run.

Use Everyone unless the example says logged-in.

WooCommerce order → contract

Goal: After payment, create and send a WPsigner agreement prefilled with billing data.

Step	Integration	Item
Trigger	WooCommerce	A user’s order status changes to completed (or paid)
Action	WPsigner	Create a document from a template

Create action:

Template: your contract template
Send immediately: Yes
Workflow: Parallel (or Sequential if countersigners must wait)
Use recipe user as signer 1: Yes if the buyer is a WP user; otherwise map Signer 1 email to the billing email token
Prefill:

client_name={{BILLING_FIRST_NAME}} {{BILLING_LAST_NAME}}
client_email={{BILLING_EMAIL}}
company={{BILLING_COMPANY}}
order_id={{ORDER_ID}}

Mapping names on the template must match those keys. See Form Fields → Mapping name.

Native WooCommerce feeds in WPsigner can do the same without Automator: WooCommerce. Use Automator when you also need LearnDash, CRM, or delays.

Document completed → LMS or CRM

Step	Item
Trigger	A WPsigner document is completed (specific template)
Condition (Pro)	Signer is a WordPress user — use Signer email token if present, or Owner email
Action	LearnDash enroll / FluentCRM tag / add user role

Everyone recipes may have no signer token on completed. Use Owner email, or switch the trigger to A document is signed plus a condition that document status becomes completed, or store the buyer as document owner when creating.

Declined → Slack

Step	Item
Trigger	A WPsigner document is declined
Action	Send a Slack message via WPsigner

Message example:

Declined: {{DOCUMENT_TITLE}} (ID {{DOCUMENT_ID}})
Signer: {{SIGNER_NAME}} <{{SIGNER_EMAIL}}>
Reason: {{DECLINE_REASON}}
Admin: {{DOCUMENT_ADMIN_URL}}

Requires Slack configured in WPsigner. Do not include {{SIGNING_URL}} on a declined document (it is empty).

Sent → WhatsApp reminder per pending signer (Pro)

Step	Item
Trigger	A document is sent
Loop	Token loop → WPsigner pending signers
Delay (optional)	Wait 2 days
Action inside loop	Send a WPsigner reminder via channel → WhatsApp

Leave signer email empty on the action to use the current loop signer only if the action has an email field — for channel reminder, set Signer email to the loop’s Signer email child token so you do not blast every remaining signer on each iteration.

Requires WhatsApp Business configured and a phone on each signer: WhatsApp.

Without Pro loops: one Send a reminder (email) action for all pending signers, or Get signers → webhook.

Cloud backup → notify

Step	Item
Trigger	A completed PDF is uploaded to cloud storage → Google Drive
Action	Send Slack / Teams / email with `{{CLOUD_URL}}` and `{{DOCUMENT_TITLE}}`

If CLOUD_URL is empty, WPsigner did not store a public https link. Open the file from WPsigner’s backup metadata instead of inventing a path.

Payment refunded → cancel

Step	Item
Trigger	A WPsigner Stripe payment is refunded
Action	Cancel a WPsigner document → Document ID token

Only works while the document is still open (not completed/declined/expired). Completed contracts should not be cancelled this way — tag them or notify finance instead.

Form plugin → create (when you need extra Automator steps)

Form feeds in WPsigner already create documents. Use Automator when the path is form → wait / branch / other plugin → WPsigner.

Step	Item
Trigger	Fluent Forms / WPForms / Gravity Forms entry
Action	Create a WPsigner document from a template

Prefill mapping names from the form tokens. Same keys as Fluent Forms feeds.

Logged-in user signed → grant access

Step	Item
Recipe type	Logged-in users
Trigger	A WordPress user signs a document from {{membership template}}
Action	Change user role / add membership / LearnDash course

Guest signers will not fire this trigger. Pair with an Everyone completed recipe if you also sell to guests.