AutomatorWP – Caldera Forms

Take your website automation to the next level by connecting your Caldera Forms submissions directly to the powerful AutomatorWP ecosystem. This integration acts as a bridge, allowing every form entry to trigger a wide array of actions across your WordPress site. Whether you are looking to streamline lead management, automate user registration, or create complex workflows based on user input, this plugin ensures that your forms do much more than just collect data—they become the starting point for your entire automated business process.

Key Features

• Seamless Integration: Effortlessly connect any Caldera form to AutomatorWP, allowing form submissions to serve as triggers for any action supported by your other installed plugins.
• Dynamic Triggers: Create specific triggers based on form submissions, such as when a user submits a specific form, or even when a specific field within that form contains a certain value.
• Flexible Automation: Once a form is submitted, trigger actions in other plugins, such as adding a user to a membership level, assigning a tag in your CRM, sending a custom email, or updating user meta data.
• Support for Advanced Workflows: Combine this integration with other AutomatorWP add-ons to build multi-step automation sequences that span across your entire site architecture.
• Data Mapping Capabilities: Pass information collected within your Caldera Forms fields directly into other plugins, ensuring that your automated actions are personalized and data-rich.
• Reliable Performance: Built to be lightweight and efficient, ensuring that your form submissions are processed quickly without slowing down your website or impacting the user experience.

Use Cases / Who It’s For

This plugin is designed for website owners, marketers, and developers who rely on Caldera Forms to capture data and want to eliminate the manual work that follows each submission. If you find yourself manually adding users to email lists, updating spreadsheets, or changing user roles after a form is filled out, this integration is the solution you need.

For membership site owners, it allows for automatic user account creation and role assignment the moment a registration form is submitted. For e-commerce store owners, it can automatically trigger follow-up sequences or update customer profiles based on specific feedback or survey responses. Essentially, if you have a workflow that depends on user input, this plugin enables you to “set it and forget it,” allowing your site to work for you while you focus on growing your business.

Setup / How It Works

1. Install and Activate: Ensure you have both the core AutomatorWP plugin and the Caldera Forms plugin installed and active on your WordPress site.
2. Install the Add-on: Install and activate the AutomatorWP – Caldera Forms integration plugin.
3. Create an Automation: Navigate to the AutomatorWP menu in your WordPress dashboard and create a new automation.
4. Select Trigger: Choose Caldera Forms as your trigger provider and select the specific event, such as “A user submits a form.”
5. Configure Trigger Details: Select the specific Caldera form you wish to monitor from the dropdown menu.
6. Add Actions: Choose the actions you want to occur after the form is submitted. You can chain multiple actions together to create a comprehensive automated workflow.
7. Save and Test: Save your automation and perform a test submission on your form to ensure that all actions are firing correctly as intended.

Similar Plugins

If you are exploring other automation solutions within the WordPress ecosystem, you may also encounter integrations for alternative form builders. AutomatorWP maintains a wide library of integrations for popular form plugins, including Contact Form 7, Gravity Forms, WPForms, and Ninja Forms. If you are currently using a different form builder, check the AutomatorWP add-on library to see if a dedicated integration is available to achieve similar workflow automation results.