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FluentCRM

Connect WPsigner with FluentCRM to automatically sync signing events with your CRM contacts — apply tags, add to lists, and track activity.

[!TIP] FluentCRM is a self-hosted WordPress CRM plugin. This integration uses direct PHP hooks — no external API keys or HTTP requests required.

How It Works

Section titled “How It Works”
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

Requirements

Section titled “Requirements”
  • WPsigner 2.1.0+
  • FluentCRM plugin (Free or Pro)
  • Both plugins active on the same WordPress installation

Setup

Section titled “Setup”

Step 1: Install FluentCRM

Section titled “Step 1: Install FluentCRM”
  1. Install and activate the FluentCRM plugin
  2. Complete the FluentCRM setup wizard if prompted
Section titled “Step 2: Create Tags (Recommended)”
  1. Go to FluentCRM → Tags
  2. Create tags for signing events:
    • Document Signed — applied when a signer signs
    • All Signatures Complete — applied when all signers finish

Step 3: Configure WPsigner

Section titled “Step 3: Configure WPsigner”
  1. Go to WPsigner → Integrations → FluentCRM
  2. Click Test Connection to verify FluentCRM is detected
  3. Configure:
SettingDescription
EnableTurn on the integration
Tag on SignatureTag to apply when a signer signs a document
Tag on CompleteTag to apply when all signatures are complete
Add to ListList to add signers to when added to a document
Track ActivityLog signing events in the contact timeline
  1. Click Save Settings

Events & Actions

Section titled “Events & Actions”
WPsigner EventFluentCRM Action
Signer AddedCreate or update contact; add to selected list
Document SignedApply “signed” tag; log note in contact activity
All Signatures CompleteApply “completed” tag to all signers; log note

Contact Management

Section titled “Contact Management”

Automatic Contact Creation

Section titled “Automatic Contact Creation”

When a signer is added to a document, WPsigner will:

  1. Search FluentCRM for an existing contact by email
  2. If found, update the existing contact
  3. If not found, create a new contact with status Subscribed

Activity Notes

Section titled “Activity Notes”

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"

Security

Section titled “Security”
FeatureDetails
No API KeysUses FluentCRM’s PHP API directly
Nonce VerificationAll AJAX requests verified with nonces
Rate LimitingTest: 5/min, Save: 10/min per user
Capability CheckRequires manage_options for settings

Troubleshooting

Section titled “Troubleshooting”
IssueSolution
”FluentCRM Plugin Not Found”Install and activate FluentCRM
Tags not appearingCreate tags in FluentCRM → Tags first
Contact not createdVerify signer has a valid email address
Activity not loggedEnable Track Activity in settings

Next Steps

Section titled “Next Steps”