EntryVault
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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.

  • Seventeen adapters today. Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Forminator, SureForms, Ninja Forms, Formidable Forms, WS Form, Everest Forms, Jetpack Forms, MetForm, Kadence Forms, Otter Forms, Spectra Forms and Elementor Pro forms, plus our own Trinity Forms.
  • 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.
  • One mailbox: replies to every pipeline come back through one IMAP inbox.
  • 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 — a direct download from us — then add a Pro license whenever you’re ready.

Download free View pricing