# WPsigner for Uncanny Automator

> Official addon that registers a native WPsigner integration in Uncanny Automator — triggers, actions, tokens, loops, and messaging 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/uncanny-automator/
Markdown: https://docs.wpsigner.com/md/addons/uncanny-automator.md
Source file: addons/uncanny-automator.md

---

**WPsigner for Uncanny Automator** is an official addon that registers a **WPsigner** integration inside [Uncanny Automator](https://automatorplugin.com/). Recipes start when a document is sent, signed, completed, paid, backed up, or deleted — and they can create or send WPsigner documents without leaving WordPress.

> **note**
Current addon version documented here: **1.2.0**. Requires **Uncanny Automator** and **WPsigner** (Lite or Pro) on the **same** WordPress site.

---

## What This Addon Does

| Capability | Description |
|------------|-------------|
| **Triggers** | Document lifecycle, Stripe payments, completed PDFs, and cloud backups |
| **Actions** | Create from a template (with prefill), send, remind, tag, expire, or message |
| **Tokens** | Document, signer, field, payment, and cloud values for later steps |
| **Loops** | Automator Pro token loops over all signers or pending signers |
| **Conditions** | Automator Pro checks for status, template, tag, or WordPress user |
| **Settings** | Hide signing URLs or field values from tokens and logs |
| **Everyone recipes** | Signing triggers are anonymous because signers are often guests |

```
┌──────────────────────────────────────────────┐
│  WordPress site                              │
│  ┌────────────┐   hooks    ┌──────────────┐  │
│  │  WPsigner  │───────────▶│ Uncanny      │  │
│  │  (core)    │◀───────────│ Automator    │  │
│  └────────────┘  actions   │ + this addon │  │
│                            └──────────────┘  │
│         No remote Automator app / API key    │
└──────────────────────────────────────────────┘
```

**Important:** This is not Zapier. Nothing is sent to Uncanny Owl or to WPsigner’s cloud. Templates, PDFs, emails, and signing URLs stay on your site.

---

## Documentation Map

| Guide | Contents |
|-------|----------|
| [Installation & Setup](/addons/uncanny-automator-installation/) | Requirements, ZIP install, first recipe |
| [Triggers](/addons/uncanny-automator-triggers/) | Every trigger, WordPress hook, and template filter |
| [Actions](/addons/uncanny-automator-actions/) | Create, send, remind, messaging, tags, expiration |
| [Tokens](/addons/uncanny-automator-tokens/) | Document, signer, field, loopable, and payment tokens |
| [Recipe Examples](/addons/uncanny-automator-recipes/) | WooCommerce, Slack, WhatsApp, Drive, refunds |
| [Settings](/addons/uncanny-automator-settings/) | Signing-URL privacy, field tokens, rate caps |
| [Security](/addons/uncanny-automator-security/) | Recipe trust, sanitization, rate limits, uninstall |
| [Troubleshooting](/addons/uncanny-automator-troubleshooting/) | Missing integration, empty tokens, messaging errors |

---

## Quick Start (5 Minutes)

1. Install and activate **Uncanny Automator** and **WPsigner** on the same site.
2. Install **WPsigner for Uncanny Automator** from the [Account Portal → Addons](https://app.wpsigner.com/account/?portal_tab=addons).
3. Open **Automator → Recipes → Add Recipe** and choose **Everyone** (for guest signers) or **Logged-in users**.
4. Add a **WPsigner** trigger, for example *A WPsigner document is completed*.
5. Add any Automator action (email, CRM, LearnDash) or a WPsigner action (*Create a document from a template*).

Full steps: [Installation & Setup](/addons/uncanny-automator-installation/).

---

## Where to Find It in WordPress

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

---

## Free Automator vs Pro

| Feature | Uncanny Automator (free) | Automator Pro |
|---------|--------------------------|---------------|
| WPsigner triggers | Yes | Yes |
| WPsigner actions | Yes | Yes |
| Tokens | Yes | Yes |
| Conditions (status, template, tag, WP user) | No | Yes |
| Token loops over signers | No | Yes |

---

## Trademark

WPsigner for Uncanny Automator is an independent addon by WPsigner. It is not affiliated with, endorsed by, or sponsored by Uncanny Owl. “Uncanny Automator” is a trademark of its respective owner and is used only to describe compatibility.

## Next Steps

- [Installation & Setup](/addons/uncanny-automator-installation/)
- [Recipe Examples](/addons/uncanny-automator-recipes/)
- [Zapier](/integrations/zapier/) — cloud alternative when you need SaaS apps outside WordPress
- [Addons Overview](/addons/overview/)