n8n & Make Automation

Integrate WPsigner with automation platforms like n8n and Make to create powerful no-code workflows.

Why Automation Platforms?

Platform	Best For	Pricing
n8n	Self-hosted, technical users	Free (self-hosted)
Make	Visual workflows, beginners	Free tier available
Integromat	Same as Make (rebranded)	Same as Make

---

n8n Integration

Setup n8n Webhook

1. Add Webhook node to your n8n workflow
2. Copy the webhook URL provided
3. Configure in WPsigner:
   • Go to WPsigner → More → Webhooks
   • Add new webhook with n8n URL
   • Select events to trigger

Example: Document Signed → Slack Notification

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  WPsigner   │───▶│    n8n      │───▶│   Slack     │
│  Webhook    │    │  Workflow   │    │   Message   │
└─────────────┘    └─────────────┘    └─────────────┘

n8n Workflow:

1. Webhook node - Receives WPsigner events
2. IF node - Check event type = document.completed
3. Slack node - Send notification

Webhook payload (JSON):

{
  "event": "document.completed",
  "document_id": 123,
  "document_title": "Service Agreement",
  "completed_at": "2026-01-15T14:30:00Z",
  "signers": [
    {
      "name": "John Smith",
      "email": "john@example.com",
      "signed_at": "2026-01-15T14:30:00Z"
    }
  ]
}

Example: CRM → Create Document

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  HubSpot    │───▶│    n8n      │───▶│  WPsigner   │
│  New Deal   │    │  Workflow   │    │  Create Doc │
└─────────────┘    └─────────────┘    └─────────────┘

n8n Workflow:

1. HubSpot Trigger - New deal created
2. HTTP Request node - Call WPsigner API:
   • Method: POST
   • URL: https://yoursite.com/wp-json/wpsigner/v1/documents
   • Headers:
     • X-WPS-API-Key: your_key
     • X-WPS-API-Secret: your_secret
   • Body (JSON):

{
  "title": "{{$node.HubSpot.json.dealname}} Agreement",
  "template_id": 123,
  "signers": [{
    "name": "{{$node.HubSpot.json.contact_name}}",
    "email": "{{$node.HubSpot.json.contact_email}}"
  }],
  "send_emails": true
}

---

Make (Integromat) Integration

Setup Make Webhook

1. Create new scenario in Make
2. Add Webhooks module → Custom webhook
3. Copy webhook URL
4. Add to WPsigner:
   • Go to WPsigner → More → Webhooks
   • Paste Make webhook URL
   • Select events

Example: Document Completed → Google Sheets

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  WPsigner   │───▶│    Make     │───▶│Google Sheets│
│  Webhook    │    │  Scenario   │    │   Add Row   │
└─────────────┘    └─────────────┘    └─────────────┘

Make Scenario:

1. Webhooks - Custom webhook (receives WPsigner data)
2. Router - Filter by event type
3. Google Sheets - Add row with document details

Data mapping:

WPsigner Field	Google Sheets Column
document_title	Document Name
completed_at	Date Completed
signers[0].name	Signer Name
signers[0].email	Signer Email

Example: Typeform → WPsigner

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  Typeform   │───▶│    Make     │───▶│  WPsigner   │
│  Response   │    │  Scenario   │    │  Create Doc │
└─────────────┘    └─────────────┘    └─────────────┘

Make Scenario:

1. Typeform - Watch responses
2. HTTP module - Make a request:
   • URL: https://yoursite.com/wp-json/wpsigner/v1/documents
   • Method: POST
   • Headers:
     • X-WPS-API-Key: your_key
     • X-WPS-API-Secret: your_secret
   • Body type: JSON
   • Request content:

{
  "title": "Contract for {{answers.email}}",
  "template_id": 123,
  "signers": [{
    "name": "{{answers.name}}",
    "email": "{{answers.email}}"
  }],
  "send_emails": true
}

---

Common Automation Workflows

Lead to Contract

New CRM lead → Wait 1 hour → Create document → Send for signature
                    ↓
               Lead not qualified? → Skip

Signed Document Storage

Document completed → Download PDF → Upload to Google Drive → Update Airtable

Reminder Sequence

Document sent → Wait 3 days → Check if signed
                                    ↓
                              Not signed? → Send reminder email
                                    ↓
                              Wait 3 more days → Escalate to sales

Multi-System Sync

Document completed → Update CRM → Create invoice → Notify team

---

Webhook Events Reference

Event	Triggered When
document.created	New document created
document.sent	Document emails sent
document.viewed	Signer opens document
document.signed	Individual signature applied
document.completed	All signatures complete
document.declined	Signer declines
document.expired	Document expires unsigned
document.voided	Admin voids document

---

Authentication in Automation

For outgoing calls (to WPsigner)

Include in every HTTP request:

Headers:
  X-WPS-API-Key: wps_your_key_here
  X-WPS-API-Secret: your_secret_here
  Content-Type: application/json

For incoming webhooks (from WPsigner)

Verify webhook signature:

Header: X-WPS-Signature
Value: HMAC-SHA256 of payload

Most automation platforms handle this automatically or allow secret validation.

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Tips & Best Practices

Error Handling

• Add error handling branches in your workflows
• Set up notifications for failed executions
• Log all attempts for debugging

Rate Limiting

• WPsigner allows 60 requests/minute
• Add delays between bulk operations
• Use batch endpoints when available

Testing

1. Use test webhooks first
2. Verify data mapping works
3. Test error scenarios
4. Monitor first few production runs

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Troubleshooting

Issue	Solution
Webhook not triggering	Verify URL is correct and accessible
Authentication errors	Check API key and secret
Missing data	Verify event includes needed fields
Timeout errors	Increase timeout, check WPsigner server

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Next Steps

• Webhooks Reference - All event types and payloads
• REST API - Complete API documentation
• Code Examples - Ready-to-use code