Connect WPsigner with FluentCRM to automatically sync signing events with your CRM contacts — apply tags, add to lists, and track activity.
WPsigner Event → FluentCRM Contact Action
├── Signer Added → Create/update contact, add to list
├── Document Signed → Apply "signed" tag, log activity
└── All Complete → Apply "completed" tag to all signers
- WPsigner 2.1.0+
- FluentCRM plugin (Free or Pro)
- Both plugins active on the same WordPress installation
- Install and activate the FluentCRM plugin
- Complete the FluentCRM setup wizard if prompted
- Go to FluentCRM → Tags
- Create tags for signing events:
Document Signed — applied when a signer signsAll Signatures Complete — applied when all signers finish
- Go to WPsigner → Integrations → FluentCRM
- Click Test Connection to verify FluentCRM is detected
- Configure:
| Setting | Description |
|---|
| Enable | Turn on the integration |
| Tag on Signature | Tag to apply when a signer signs a document |
| Tag on Complete | Tag to apply when all signatures are complete |
| Add to List | List to add signers to when added to a document |
| Track Activity | Log signing events in the contact timeline |
- Click Save Settings
| WPsigner Event | FluentCRM Action |
|---|
| Signer Added | Create or update contact; add to selected list |
| Document Signed | Apply “signed” tag; log note in contact activity |
| All Signatures Complete | Apply “completed” tag to all signers; log note |
When a signer is added to a document, WPsigner will:
- Search FluentCRM for an existing contact by email
- If found, update the existing contact
- If not found, create a new contact with status Subscribed
With Track Activity enabled, WPsigner logs notes in the contact timeline:
"Added as signer to document: Service Agreement""Signed document: Service Agreement""All signatures complete on: Service Agreement"
| Feature | Details |
|---|
| No API Keys | Uses FluentCRM’s PHP API directly |
| Nonce Verification | All AJAX requests verified with nonces |
| Rate Limiting | Test: 5/min, Save: 10/min per user |
| Capability Check | Requires manage_options for settings |
| Issue | Solution |
|---|
| ”FluentCRM Plugin Not Found” | Install and activate FluentCRM |
| Tags not appearing | Create tags in FluentCRM → Tags first |
| Contact not created | Verify signer has a valid email address |
| Activity not logged | Enable Track Activity in settings |