EV EntryVault Start free
Features

Everything you need to actually manage your form leads.

EntryVault sits on top of your existing form plugin and gives you a real pipeline — Kanban, notes, owners, automations, and email round-trip — all inside WordPress.

Capture Kanban Automations Email Team & access Public surface Security
01 · Capture

Plug into the form plugin you already use.

EntryVault detects active form plugins at runtime and only loads the matching adapter. No shortcode rewriting, no field re-mapping, no broken integrations.

  • Five adapters today. WPForms, Gravity Forms, Forminator, Fluent Forms, and SureForms — and our own Trinity Forms is fully supported too.
  • Sub-second sync. New entries appear on the board within milliseconds of submission.
  • Historical backfill. Pro Pull years of past submissions into EntryVault on demand.
  • Custom adapter API. Roll your own in ~50 lines of PHP.
includes/adapters/class-adapter-myform.php 
class Adapter_MyForm extends Adapter_Base {
  public function register(): void {
    add_action('myform/after_submit', [$this, 'capture'], 10, 2);
  }

  public function capture($entry, $form): void {
    Sync_Engine::on_new_entry([
      'source_plugin'  => 'myform',
      'source_form_id' => $form->id,
      'fields'         => $entry->to_array(),
    ]);
  }
}

New 3

Annie M.
2m ago
Pranav K.
14m ago

Qualified 5

Lena R.
qualified

Proposal 2

Northgate Ltd.
2d

Won 4

Ojas Studio
12 Apr
02 · Kanban

A board that scales past 200 cards.

Built with React and @dnd-kit. Stays at 60fps on a Chromebook with eight columns of 200 cards.

Drag & drop

Optimistic UI with revert-on-failure.

Search 1000s

Full-text across title, email, fields.

NEW badges

Per-user "since last seen" markers.

WIP limits

Per-stage overflow warnings.

03 · Automations

Triggers × actions, with conditions.

A composable engine. Pick a trigger, pick an action, optionally narrow with all/any conditions. Use placeholders to interpolate field values.

Triggers

  • submission_createdWhen a new entry lands
  • stage_changedWhen a card moves between stages
  • tag_addedWhen a tag is attached
  • email_receivedWhen an inbound reply matches

Actions

  • send_emailTemplated outbound with reply token
  • webhookHMAC-SHA256 signed JSON POST
  • mailchimpAdd to list with tags
  • mailerliteSubscribe with custom fields
  • set_stageMove card based on rules
  • add_tagTag from regex / equals match
  • assign_ownerRound-robin or by condition

Conditions, combined with all/any

equals contains in empty gt lt matches /regex/
04 · Email round-trip

Reply matching that actually works.

Send from inside the lead card. We inject a unique reply token in Reply-To. An IMAP poller runs every 5 minutes and stitches inbound replies back to the right submission — even if the user changes the subject line.

  • 3-stage matching: token → threading headers → from-address fallback.
  • Multi-inbox: different inbox per pipeline.
  • Encrypted at rest: AES-256-GCM keyed off your AUTH_KEY.
  • Powered by Webklex/php-imap: robust enough for Gmail, Outlook, FastMail, IMAP-anywhere.
Outbound message
From: [email protected]
To: [email protected]
Reply-To: [email protected]
Subject: Re: Discovery call follow-up
Hi Annie — thanks for sending those mockups…
Inbound reply (matched)
From: [email protected]
To: [email protected]
Matched to submission #1429
05 · Team & access

Owners and pipelines, mapped to your WP roles.

Built on top of WordPress capabilities — your editor / author / custom roles already work. Add per-pipeline view caps for fine-grained team access.

  • Assign a card to any WP user with one click
  • Filter the Kanban by owner with one chip
  • Bulk assign in the submissions admin list
  • Per-owner reporting for closed/won counts

Per-owner this month

PR
Priya R.42 won
DK
Dharmesh K.31 won
MA
Maya A.19 won
06 · Public surface

Show submissions on the front-end.

A read-only submissions table for client portals, internal dashboards, or public listings. Configurable columns, capability- or token-gated access.

[entryvault_table]Free shortcode + matching block
entryvault/kanban-publicPro Kanban block for client portals
DateNameStageOwner
Apr 24Annie MorrisonqualifiedPriya R.
Apr 23Pranav KumarproposalDharmesh K.
Apr 22Lena RothwonPriya R.
Apr 21Northgate Ltd.proposalMaya A.
07 · Security

Self-hosted by design.

Your data never leaves your WordPress install. No third-party SaaS, no vendor lock-in, no surprise data-residency surprises.

AES-256-GCM at rest

IMAP passwords and tokens are encrypted using a key derived from your AUTH_KEY. Nothing leaves the server in plaintext.

Capability-aware

Every REST route checks WP capabilities. Per-pipeline view caps build on the same map_meta_cap filter you already trust.

Auditable code

Free core is GPL-2.0 licensed. Pro modules ship as plain PHP — no obfuscation, no encoder. Read every line you run.

See it on a live site in 5 minutes.

Install the free core from WordPress.org, then add a Pro license whenever you’re ready.

Download free on WordPress.org View pricing