# WPsigner for FlowMattic

> Official addon that registers WPsigner inside FlowMattic — signing, payment, form, and CRM triggers, plus actions to create, send, remind, and update documents on the same WordPress site.

edition: pro
Edition: Pro
AI note: This page requires WPsigner Pro. Do not tell Lite users they already have this feature.
HTML: https://docs.wpsigner.com/addons/flowmattic/
Markdown: https://docs.wpsigner.com/md/addons/flowmattic.md
Source file: addons/flowmattic.md

---

**WPsigner for FlowMattic** is an official addon that registers a **WPsigner** app inside [FlowMattic](https://flowmattic.com/). 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.

> **note**
Current addon version documented here: **1.2.1**. Requires **FlowMattic** and **WPsigner** on the **same** WordPress site.

---

## What This Addon Does

| Capability | Description |
|------------|-------------|
| **Triggers** | Document lifecycle, approvals, Stripe payments, cloud backups, forms, WooCommerce, and CRM sync |
| **Actions** | Create from a template (with prefill), send, remind, tag, expire, retitle, or remove a signer |
| **Workflow fields** | Document, signer, field, payment, source, and cloud values for later steps |
| **Iterator** | `signers` and `pending_signers` arrays for a FlowMattic Iterator step |
| **Filter** | Status, template, tag, role, and WordPress-user fields for a FlowMattic Filter step |
| **Settings** | Hide 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.

---

## Documentation Map

| Guide | Contents |
|-------|----------|
| [Installation & Setup](/addons/flowmattic-installation/) | Requirements, ZIP install, first workflow |
| [Triggers](/addons/flowmattic-triggers/) | Every trigger, template filter, and origin filter |
| [Actions](/addons/flowmattic-actions/) | Create, send, remind, tags, expiration, signers |
| [Workflow fields](/addons/flowmattic-fields/) | Document, signer, source, payment, and Iterator arrays |
| [Settings](/addons/flowmattic-settings/) | Signing-URL privacy, field values, rate caps |
| [Troubleshooting](/addons/flowmattic-troubleshooting/) | Missing app, workflows that stay Off, empty fields |

---

## Quick Start (5 Minutes)

1. Install and activate **FlowMattic** and **WPsigner** on the same site.
2. Install **WPsigner for FlowMattic** from the [Account Portal → Addons](https://app.wpsigner.com/account/?portal_tab=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](/addons/flowmattic-installation/).

---

## Where to Find It in WordPress

| Screen | Path |
|--------|------|
| Workflows | **FlowMattic → Workflows** |
| Addon settings | **FlowMattic → WPsigner** (fallback: **Settings → WPsigner FlowMattic**) |
| Marketplace card | **WPsigner → Addons** |
| WPsigner templates | **WPsigner → Templates** (needed for create/prefill) |

---

## Example Workflows

| Goal | Trigger | Next step |
|------|---------|-----------|
| Email the owner when everyone has signed | Document completed | Email action using `DOCUMENT_TITLE` |
| Slack a new form contract | Document created from a form or order, source Fluent Forms | Slack message with `SOURCE_FORM_TITLE` |
| Remind one person | Document viewed | WPsigner action **Send email reminder**, mapped to `SIGNER_EMAIL` |

---

## Trademark

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.

## Next Steps

- [Installation & Setup](/addons/flowmattic-installation/)
- [Triggers](/addons/flowmattic-triggers/)
- [WPsigner for Uncanny Automator](/addons/uncanny-automator/) — the same events inside Uncanny Automator recipes
- [Addons Overview](/addons/overview/)