AutomatorWP – Everest Forms

AutomatorWP РEverest Forms is a WordPress integration plugin that connects AutomatorWP’s powerful automation engine with the Everest Forms form builder. Its primary purpose is to enable site owners, marketers, and administrators to create automated workflows (recipes) that respond to form activity and perform follow-up actions throughout a WordPress site or connected services. By bridging form submissions with AutomatorWP’s triggers and actions, this addon turns static form entries into dynamic events that can create users, update profiles, send notifications, add CRM tags, enroll users in courses, and more—without manual intervention or custom code.

This integration focuses on making form-driven processes simple, reliable, and extensible. It listens for events from Everest Forms—such as a new submission or a specific field value—and exposes those events as triggers within the AutomatorWP interface. Conversely, it enables AutomatorWP actions to interact with Everest Forms data—mapping fields, populating entries, or conditionally interacting with multi-step form workflows. The result is a flexible automation toolset that leverages the strengths of Everest Forms for data collection and AutomatorWP for orchestration and workflow automation.

Features

• Integration Triggers for Everest Forms
  • New Form Submission: Detect when a user completes and submits any Everest Form and use that event to start automated workflows, such as welcome emails or CRM updates.
  • Submission by Logged-in User: Trigger workflows only when submissions come from authenticated users, enabling personalized or membership-specific automations.
  • Submission with Specific Field Value: Restrict triggers to form submissions that match specific criteria (for example, a particular checkbox option or product selection), allowing targeted workflows for segmented responses.
  • Form Entry Updated: React to edits or updates to existing form entries when forms permit editing, useful for ongoing data collection or multi-step processes.
• Actions Related to Everest Forms and Collected Data
  • Create or Update Users: Automatically create a new user account or update existing user metadata from form fields‚Äîideal for registrations, surveys that convert to user profiles, and lead capture.
  • Map Form Fields to Other Systems: Map submitted form fields to actions in other plugins enabled by AutomatorWP (CRM, email marketing, LMS, membership, etc.), ensuring collected data flows to the correct place without custom mapping code.
  • Populate Form Entries or Pre-Fill Next Steps: Use previously collected data to pre-fill subsequent forms in multi-step flows, improving user experience and reducing duplication.
  • Attach Metadata and Tags: Add tags or metadata to entries or users based on form responses, enabling downstream segmentation and targeted campaigns.
• Conditional Logic and Filters
  • Complex Conditions: Build rules that require multiple conditions to be met before actions run‚Äîe.g., run only if a numeric field is above a threshold and an email opt-in checkbox is selected.
  • Field-Based Filters: Apply filters based on individual field values or combinations of fields to tailor actions precisely to form content.
• Field Mapping and Data Handling
  • Direct Field Mapping: Assign Everest Forms fields to user profile fields, post fields, or third-party service fields directly from the AutomatorWP action editor.
  • Support for Common Field Types: Handle text, email, phone, date, select, checkbox, radio, and textarea fields. The integration recognizes common types and provides appropriate mapping options.
  • File and Attachment Handling: Support for file upload fields, with options to attach uploaded files to emails, pass them to connected services, or save references in user meta.
• Compatibility and Extensibility
  • Works with Other AutomatorWP Addons: Use Everest Forms triggers and actions alongside AutomatorWP integrations for membership systems, LMS plugins, CRMs, e-commerce, and email marketing tools to create complex, cross-plugin workflows.
  • REST API and Webhook Friendly: Complement built-in webhook functionality for advanced integrations; use AutomatorWP to convert form events into webhook calls for external apps or services.
  • Multisite and Localization Support: Compatible with WordPress multisite installations and translatable strings, ensuring it works for multilingual or networked websites.
• Debugging, Logs, and Testing
  • Action Logs: Track when a trigger fired and what actions were executed for easier troubleshooting and audit trails.
  • Test Mode & Simulated Runs: Test workflows with sample submissions or simulated triggers to validate field mappings and conditional logic before applying automations live.
• Practical Addons and Alternative Solutions
  • Alternative Form Integration Addons: If you use different form builders, AutomatorWP also offers official integrations or third-party connectors for Gravity Forms, WPForms, Ninja Forms, Formidable Forms, Fluent Forms, and more‚Äîallowing similar automation patterns across platforms.
  • Other Automation Plugins: Other options exist in the WordPress ecosystem for automating form events, such as Uncanny Automator, AutomateWoo (for WooCommerce-focused automation), and Zapier/Make connectors. These can be alternatives when specific integrations or third-party service access is required.
  • Complementary Addons: Add-ons for CRM connections, email marketing platforms (e.g., Mailchimp, ActiveCampaign), LMS (LearnDash, LifterLMS), and membership plugins enhance the value of combining AutomatorWP with Everest Forms.

Use Cases

• Lead Capture and CRM Enrichment
  • Scenario: A marketing team collects leads via an Everest Forms landing page. With the AutomatorWP integration, each submission automatically triggers a recipe that sends lead data to a CRM, tags the lead with the campaign source, and subscribes them to a mailing list if they opt in.
  • Benefit: Reduces manual data entry, ensures immediate follow-up, and creates a seamless lead nurturing funnel where follow-up emails or salesperson notifications are sent in real time.
• User Registration and Onboarding
  • Scenario: A membership site uses Everest Forms for custom signups. When a visitor completes the signup form, AutomatorWP creates an account, assigns the correct membership level, sends a personalized welcome email, and enrolls the user in a beginner course.
  • Benefit: Streamlines new member onboarding, reduces friction, and ensures new users immediately receive relevant content and access without manual setup.
• Support and Ticketing Automation
  • Scenario: A support form built with Everest Forms captures issue reports. AutomatorWP detects submissions containing specific keywords or priority flags and then creates support tickets, alerts the support team via Slack or email, and assigns the ticket to a responsible agent.
  • Benefit: Ensures urgent issues are handled promptly and support workflows are standardized, improving response times and customer satisfaction.
• Event Registration and Management
  • Scenario: Event registrations are captured through Everest Forms. AutomatorWP enrolls attendees into the event roster, sends confirmation emails with attachments (tickets or tickets as PDFs), and adds attendees to follow-up campaigns or reminders based on their registration choices.
  • Benefit: Automates critical steps in event logistics, from confirming registrations to maintaining attendee records and sending timely reminders.
• Surveys, Feedback, and Conditional Follow-Up
  • Scenario: A post-purchase survey asks customers to rate their experience. Submissions with low ratings trigger an internal alert and a personalized apology message, while high ratings automatically request a public review or social proof sharing.
  • Benefit: Allows differentiated follow-up based on user sentiment, improving reputation management and facilitating targeted outreach to happy customers.
• E-commerce Workflows and Upsells
  • Scenario: Product inquiry forms are used for custom orders. When a customer selects certain options, AutomatorWP creates a draft order, notifies the sales team, and sends personalized upsell suggestions based on selected options.
  • Benefit: Streamlines custom order processes and increases average order value through automated upsell opportunities tied to form choices.
• Learning Management and Course Progression
  • Scenario: An educational site uses Everest Forms for course enrollment requests or pre-course assessments. Based on responses, AutomatorWP enrolls learners into appropriate courses, assigns cohorts, or schedules onboarding webinars.
  • Benefit: Personalizes learning paths and reduces administrative overhead for course managers.
• Data Synchronization and Third-Party Integrations
  • Scenario: A company must send new form entries to external systems (ERP, CRM, email platforms) in real time. AutomatorWP converts form submissions into webhook payloads or direct API calls using additional integrations to ensure external systems stay synchronized.
  • Benefit: Maintains data consistency across platforms and eliminates repetitive data entry between WordPress and external business tools.

AutomatorWP РEverest Forms is designed to make form-driven workflows more powerful, reliable, and maintainable. By exposing Everest Forms events to AutomatorWP’s automation builder, site owners can implement complex processes that respond instantly to user input without coding. Whether the goal is lead management, customer support, event handling, or personalized user experiences, this integration turns form submissions into actionable, repeatable workflows that scale with the site’s needs.