Automating5 Min.

How to connect to other services with Zapier

Zapier is an automation tool that helps you to connect your Tripetto response data to other online services. This article describes how to enable our webhook for this and how to configure it with Zapier.


When to use

By connecting Tripetto to other services you can do all kinds of actions with your response data, like pushing it to a spreadsheet editor (Microsoft Excel/Google Sheets) or a database, or trigger other follow-up actions. The possibilities are endless!

Zapier is a tool that can help you with this. Follow the instructions in this article if you want to use Zapier to connect your Tripetto response data with other software services.

There are alternatives to use for Zapier, for example Integromat. Of course it's up to you to use your favorite automation tool.

How to use

In this article we will show the steps you have to take to connect Tripetto with Zapier. You can also have a look at our global article about how webhooks work.

Step 1 - Prepare automation tool

The method we're going to use is the 'Webhook by Zapier'. You can find all details on that with the link below.

In Zapier:

In Zapier simply create a new Zap. You'll immediately see the first block called When this happens .... This is where we are going to collect the responses from Tripetto.

In the search bar search for Webhooks by Zapier and click the corresponding app button in the search results. The webhook app will be added to your Zap.

Next step, select the trigger that receives new responses. From the dropdown, select Catch Hook.

Click Continue.

The settings of the webhook block.

Step 2 - Connect webhook

Now we're going to connect your Tripetto form and your webhook in Zapier.

In Zapier:

Zapier will show the webhook URL, which you need in Tripetto. So, copy the webhook URL and switch to Tripetto.

In Tripetto:

At the top menu bar of the form builder click Automate. The Automate pane will show up on the right side of the form builder.

The third feature of this screen is Webhook. After enabling the feature Notify an external service when someone completes your form you can paste the webhook URL you got from your new Zapier Zap.

Important: leave the option Send raw response data to webhook disabled. Don't select that option, as it's for experts only!

In Zapier:

After you pasted the webhook URL, switch back to Zapier and click Continue.

Copy-paste the webhook URL to Tripetto (of course including your own Zap's id's).

Step 3 - Receive response data

Next up, Zapier wants to test if the Zap is receiving data. To test this, we're going to submit a test response in our Tripetto form.

In Zapier:

First let Zapier know you're going to submit some test data, by clicking Test & Review. Zapier now enables your Zap temporarily to receive data.

In Tripetto:

Now, switch back to Tripetto and submit an entry to your Tripetto form. The best way to do so, is by just completing your form once.

It's recommended to enter some proper test data inside your test response, by which you can recognize each field in your form later on. You can use the Test button in Tripetto to test the connection, but that will not send proper data to your webhook.

In Zapier:

After you completed your form, return to Zapier and you will see Zapier has found some data. When you click on the response, you'll recognize your test data. Sweet, you are connected!

Finally click Done Editing. You have now prepared Zapier to receive Tripetto response data.The next step is to add your wanted service(s) to your Zap.

Zapier has received some test data.

Step 4 - Add services

In Zapier you can now add the follow-up services you want to trigger.

In Zapier:

For each service you add another Zap and follow the instructions of Zapier. How to connect to other services differs for each service, so we cannot give an instruction on that.

In most cases Zapier will show data fields of the connected service in which you can enter Tripetto response data. You can select the corresponding data fields that you tested with in step 3. In that way you can connect certain questions in your Tripetto form to the desired end location of another service.

An example of the settings of a Google Sheets file.

Click Continue.

Step 5 - Activate magic

If you're done editing your Zap, you can activate it.

In Zapier:

To really let the Zap receive response data, you'll need to enable it. Use the big switch at the right top corner to switch if from Off to On.

If this is your first Zap, you might need to confirm your Zapier account, by following the confirmation steps Zapier provides.


Discover the possibilities!

Zapier supports lots of great services to connect to.

Examples

We listed some common used scenarios that you can start with right away!

All Zapier apps

Take a look at the endless possibilities of services in Zapier in their apps overview. Just make sure you configure their webhook connection as described in this article and then integrate it with the service(s) you want.

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