Use file uploads from the WordPress plugin in webhooks

When to use

When you connect your Tripetto responses to automation tools, all the submitted data can be used in your automations right away. If your form responses from the Tripetto WordPress plugin include files from the File Upload block or the Signature block, you can also use those in your automations, for example to store in a cloud service. To do so, you can follow the instructions included in this article.

🚧 Warning: Automation tool/webhook knowlegde needed

We assume you know how to configure and use your desired automation tool and/or webhook. Tripetto support can not help you with configuring this and/or the services that you want to connect your Tripetto form to.

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File download availability

By default the files from the File Upload block and the Signature block only are available to the owner of the form. You have to be logged in to the corresponding WordPress site (WP Admin) to be able to download the files. Now, this becomes difficult for automation tools, because those can't login to your WP Admin and thus won't have access to the file downloads.

Therefore there is an extra setting available in the Connections pane in the WordPress plugin to make the files available to your automation tool. To activate that, open your form in the Tripetto WordPress plugin. At the top menu bar of the form builder click Automate Click Connections. The Connections pane will show up on the right side of the form builder.

Now in the webhook that you have connected, activate the setting Allow access to uploaded files. Now the download links will be available for that automation tool, so you can use it in your automation scenarios from there on.

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How to use

File uploads from Tripetto forms can be downloaded via a download link. To use that in your automations, you need an extra step in your automation tool to download the file into your automation scenario. To demonstrate this, we use Make¹ as our automation tool.

📌 Also see: Make setup instructions

We have a more detailed help article about connecting your form response to Make:

• How to connect to other services with Make

🔖 Ad 1: Make alternatives

There are alternatives to use as your automation tool. For this demonstration we use Make as our automation tool, but you can also use Zapier, Pabbly Connect or even a custom webhook. Of course it's up to you to use your favorite automation tool. Those will have comparable setups available to use files from Tripetto. We assume you know how to configure and use your desired automation tool and/or webhook.

Basic automation

First we will demonstrate how to setup the basic automation to download the file into your automation tool. The basic configuration in Make looks like this:

Step 1 - Watch Tripetto responses

• Add a Tripetto module to your Make scenario. As trigger select Watch responses.
• Connect your Tripetto form to this webhook URL.
• Receive a form response to this module, so the scenario learns your Tripetto form structure.

Step 2 - Download file

• Add a HTTP module to your Make scenario. As action select Make a request.
• As URL select the corresponding File Upload/Signature block of your form from the Tripetto module you created in step 1.

Now the Make scenario will download the file from the File Upload/Signature block, assuming the Allow access to uploaded files setting is enabled and thus the file download is available for Make.

This is the basic setup to download the file data into your automation scenario. From there on you can now use that file data in your follow-ups in your scenario.

Basic automation with file names

If you want to store the downloaded file, you might want to use the original file name of the file that your respondent uploaded in the Tripetto form. Therefore the download link includes a query string parameter filename with the original file name as value.

📣 Info: Signature block file names

Files from the Signature block have a fixed file name in this format: signature-YYYYMMDDHHMMSS.png

The more advanced configuration in Make, including the file name, looks like this:

Step 1-2 - Setup basic configuration

Setup the basic configuration as described in steps 1-2 above.

Step 3 - Get file name

• Add a Tool module to your Make scenario. As action select Set variable.
• As Variable name enter a name, for example File name.
• As Variable lifetime select One cycle.
• We now want to extract the filename parameter from the query string of the file download. To do do, as Variable value setup the following:
  • Insert a text split function (see Make documentation).

    

  • As first parameter in the split function insert the corresponding File Upload block of your form from the Tripetto module.
  • As second parameter in the split function enter filename=.

    

Now the Make scenario has stored the original file name of the file that the respondent uploaded to your Tripetto form. From now on you can use that file name in your follow-ups in your scenario.

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Example: Store file in Google Drive

An often used scenario will be to store files to a cloud storage service, for example Google Drive. In this example we will demonstrate a possible setup for that scenario in Make.

The full configuration in Make looks like this:

Step 1-2-3 - Setup basic configuration with file names

Setup the basic configuration with file names as described in steps 1-3 above.

Step 4 - Upload to Google Drive

• Add a Google Drive module to your Make scenario. As action select Upload a file.
• Grant access to your Google account.
• Optionally select the folder in your Google Drive where the files should be stored.
• As File name select the variable you created in step 3 (File name in our example). To prevent issues with encoding you can add a decodeURL function to the file name (see Make documentation).
• As Data select the Data of the HTTP module you created in step 2.

Now the Make scenario will store the file with the original file name to your Google Drive!