WordPress Automation: Forms and Workflows
4.5 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
167 students enrolled

WordPress Automation: Forms and Workflows

Save time on your daily tasks with powerful, effective workflow automation system, based on WordPress.
4.5 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
167 students enrolled
Last updated 1/2019
English [Auto-generated]
Current price: $34.99 Original price: $49.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • 2 articles
  • 5 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Turn any standard WordPress site into a forms and workflow automation system
  • Install WordPress on some of the most popular hosting platforms
  • Setup WordPress email notifications (even if your hosting provider blocks SMTP)
  • Customize WordPress email notifications and confirmations per workflow
  • Understand what WordPress themes and plugins are and how to use them
  • Use the Gravity Forms WordPress plugin to automate your business processes
  • Create WordPress users and assign specific permissions
  • Assign different approves per workflow
  • Automatically convert submitted WordPress forms to PDF files
  • Students need to own or to be able to purchase basic Gravity Forms plugin license

Update: 16/1/17 - Based on feedback I have updated the course with new lectures and improved audio!

*Here is what students are saying about this course*


Thank you for such a great course I learned a lot from this course and is up to date, unlike many other courses which aren't updated.It helped me a lot and will surely apply what i learned. (Sumeet 8/11/17)


The course was awesome. I learnt so many things which I was not aware of previously on security and Automation. I am glad that I subscribed for this course. (Gauatm 8/11/17)


I enjoy the subject, and the instructor takes his time to clearly demonstrate the areas - while not taking so long that it becomes boring. Excellent! (Nic 30/7/17)


WordPress is well known for its content management capabilities, plugins, themes, and has great use in online marketing. In fact it is the #1 platform in the world for setting up blogs and sites.

However, is is often overlooked that with the right combination of plugins, WordPress can be used for other tasks as well, including "offline" businesses, and workflow automation.

This course takes you from having no WordPress site at all to owning a fully automated forms, and workflow approval system. By the end of the course you will have a working WordPress site, you'll know how to setup forms and email notifications, and how to automatically process and approve requests.

What's the course about?

The course is about forms and workflows automation with WordPress.

What does it mean?

It  means that by the end of this course you'll learn how to turn any  WordPress site into an automation system for forms and approval  workflows.

What can you use it for?

Anything from job application forms and vacation approvals to daily checklists and change management - you are only limited by your imagination!

Why did I make this course?

Simple - I am using the same techniques myself on a daily basis with my team,  they are cost-effective, they work, and I love sharing my experience and  knowledge with others.

Who should enroll?

This course is targeted to anyone who is looking to add automation to his daily "office" tasks without spending a lot of money on workflows and approval tools.

Are there any prerequisites?

There is only one - You need to own, or to be able to purchase a single site  license for Gravity Forms plugin ($39), in order to complete the course.

  • If you don't already own a WordPress site - Don't worry, This course shows how to setup one in less than 10 minutes.

  • If you don't know how to write code - Don't worry you can complete this course without writing a single line of code!

Course materials includes form resource files, to help you complete course objectives and interactive practice sessions so you can implement what you have learned.

By the time you complete this course you should have at least 3 workflows automated!

Who this course is for:
  • Wed developers
  • Entrepreneurs
  • Employees looking to automate manual forms and workflows
Course content
Expand all 20 lectures 01:28:27
+ Updates
1 lecture 02:27

In WordPress 5.0, the classic content editor was replaced with a brand new block editor, known as Gutenberg.

WordPress block editor is a totally new and different way of creating content in WordPress. However, due to compatibility issues with some plugin and themes  you may want to roll back to the classic editor.

Preview 02:27
+ Basic Setup
5 lectures 11:26

Welcome to "Forms and Workflows Automation with WordPress"!

In this welcome video we will

  1. Review the course outline.
  2. Make sure that you have a working WordPress site.
  3. Review where you can get support to complete this course.

Set expectation right and define the basic terms we will use throughout this course. 

Preview 03:16

WordPress workflow automation depends on having the right plugin in place.

In this lecture I'll so you how to install the necessary plugins.

This lecture resource files includes all the plugins you need, download them, and install them on your site.

Preview 03:35

In this lecture we will setup WordPress email notifications.

Email notifications are critical factor in forms and workflow automation.

If you already have a WordPress site working with email notifications you can skip this lecture.

If your hosting provider blocks SMTP traffic, please check the external resource attached to this lecture - how to setup pepipost for email notifications.

Set up email notifications

In this lesson I'll show you how to use the form templates file that are provided with this course.

You are free to download the files, and import them to your WordPress site.

Using the files will greatly assist you in following and completing this course.

Preview 01:19
+ Basic form setup - Job application
1 lecture 07:55

In this lesson we will create our first from - a job application form.

With this form we will

  • Collect personal information
  • Choose job to apply
  • upload a CV file
  • Setup confirmation message
  • Send the application to the HR manager
Create job application form
+ First Practice
1 lecture 01:47

Video overview and step by step instructions on how to complete the first practice in this course.

1st Practice instructions and preparations

A quick 1 question quiz to evaluate what you have learned so far 

Text in image
1 question
+ Basic Form Customization
1 lecture 06:13

In this lesson we will customize several elements of the job application form we created earlier, including the confirmation message, email notifications and recipients.

Customize the job application form
+ Setting up a Workflow - Employee vacation request
2 lectures 22:56

In this lesson we will setup our first workflow by setting up the required fields and roles 

Add Approval process to employee request form and setup notifications

In this lesson we will do a bit of house cleaning tasks

  1. limit who can submit a form on out site
  2. Limit who can approve a form and grant him the required permissions
Conditional approves and security optimizations (limit who can approve forms)
+ Advanced Form Customization
1 lecture 10:27

Sometimes it is easier to auto-complete form data based on the personal information of the logged in user, this lesson shows how to do just that.

Auto complete fields based on logged in user
+ Covert forms to PDF files
4 lectures 21:31

The lecture discusses the benefits of converting web forms to PDF files.

Preview 03:15

This lecture explains how to automatically convert submitted or approved to to a pdf file

Auto convert form to PDF

Basic customization of the pdf file output

Customizing PDF files

The lecture covers the following topics

  1. What are CSS,, CSS classes and their role
  2. The relationship between from output and PDF file output
  3. Advanced customization of from and pdf layouts
Advanced customization of forms and PDF layouts
+ Bonus Section
2 lectures 01:13
This is Only The Beginning
Bonus Lecture: Special Offer. Get Massive Discount on Your Next Course