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Uncanny Automator — Tokens

Tokens pass WPsigner data into later Automator actions (email body, CRM fields, webhooks). Signing URLs and field values can be turned off under Settings.


Token IDNameNotes
DOCUMENT_IDDocument IDInteger
DOCUMENT_TITLEDocument title
DOCUMENT_STATUSDocument statusdraft, sent, viewed, completed, declined, expired, cancelled
DOCUMENT_CREATED_ATCreated at
DOCUMENT_COMPLETED_ATCompleted at
DOCUMENT_EXPIRES_ATExpires at
DOCUMENT_ADMIN_URLAdmin edit URLadmin.php?page=insigner-edit&id=
DOCUMENT_DOWNLOAD_URLSecure download URLOnly after that signer signed, or when the document is completed. Time-limited WPsigner link — never a invented public token
DOCUMENT_AUDIT_URLAudit screen URLAdmin
DOCUMENT_CERTIFICATE_IDCertificate ID
DOCUMENT_OWNER_IDOwner user ID
DOCUMENT_OWNER_EMAILOwner email
DOCUMENT_TAGSTagsComma-separated
DOCUMENT_FIELDSField values JSONNon-signature fields; values truncated at 500 characters
SIGNERS_EMAILSAll signer emailsComma-separated
SIGNERS_JSONAll signers JSONArray of signer objects
SIGNERS_PENDING_JSONPending signers JSONpending and viewed
TEMPLATETemplate nameWhen the source map knows the template
TEMPLATE_IDTemplate ID

Registered on viewed, signed, declined, reminder, payment, and “user signs” triggers.

Token IDNameNotes
SIGNER_IDSigner ID
SIGNER_NAMESigner name
SIGNER_EMAILSigner email
SIGNER_STATUSSigner status
SIGNING_URLSigning URLEmpty if signed/declined, or if settings hide URLs
SIGNER_WP_USER_IDWordPress user IDEmpty when the email is not a WP account
DECLINE_REASONDecline reasonDeclined trigger only

When a trigger is limited to a specific template, the recipe builder lists one token per fillable field (up to 40). The ID is FIELD_ plus the mapping name or field key in uppercase (client_nameFIELD_CLIENT_NAME).

Skipped types: signature, initials, label, attachment, image, stamp.

On Any template, individual FIELD_* tokens are not listed (too many templates). Use DOCUMENT_FIELDS JSON instead. Runtime still hydrates FIELD_* keys when values exist.

Create-action tokens also include DOCUMENT_FIELDS and hydrated FIELD_* values after prefill.


Token IDNameTriggers
PAYMENT_AMOUNTAmount (major units)Succeeded, failed, refunded
PAYMENT_CURRENCYCurrencySame
PAYMENT_INTENTStripe PaymentIntent IDSame
PAYMENT_ERRORLast error messageFailed only

Token IDName
CLOUD_PROVIDERgoogle_drive, dropbox, onedrive, or s3
CLOUD_REFERENCEFile ID, remote path, or object key — not a local disk path
CLOUD_URLhttps URL only when WPsigner already has one

Token IDName
UPDATED_KEYSComma-separated keys that changed on the document row (no values)

Document triggers register two loopable tokens when Uncanny Automator 5.10+ / Pro token loops are available:

Loopable tokenIterates
WPsigner signers (WPS_SIGNERS)Every signer on the document
WPsigner pending signers (WPS_PENDING_SIGNERS)Status pending or viewed

Child tokens per iteration: SIGNER_ID, SIGNER_NAME, SIGNER_EMAIL, SIGNER_STATUS, SIGNER_WP_USER_ID, SIGNING_URL.

How to use:

  1. Add a WPsigner trigger (for example A document is sent).
  2. In Actions, click Add → Token loop.
  3. Choose WPsigner pending signers.
  4. Inside the loop, send email / WhatsApp / a webhook using the loop’s signer tokens.

Uncanny’s guide: Token Loops.

The Get signers action is the non-loop alternative: it outputs JSON you can post to a webhook.


ConditionCodeFields
Document status isWPS_DOC_STATUSDocument ID + status
Document is from templateWPS_DOC_TEMPLATEDocument ID + template
Document has tagWPS_DOC_HAS_TAGDocument ID + tag name
Signer email is a WordPress userWPS_SIGNER_IS_WP_USERSigner email

Use a Document ID token from the trigger. Conditions do not run on Automator free.


FilterDefaultEffect
wpsua_include_signing_urlSettings checkbox (on)Hide signing URLs
wpsua_include_field_valuesSettings checkbox (on)Hide field JSON / FIELD_*
wpsua_max_creates_per_hour60Cap automated creates
wpsua_max_signers5Cap create-action signers (1–10)
wpsua_source_map_max2000Max document→template map entries