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. To keep Place order closed until the document is signed, choose After billing, Before payments, After payments, or Leave checkout to sign. 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.