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Tripetto - Create PDF, Word, Excel Documents
Tripetto connects with Documentero to turn submitted form responses into ready-to-use documents. When someone fills out a Tripetto form, the data can be sent directly to Documentero to create PDF, Word, or Excel files based on your templates. This setup helps you quickly produce formatted documents without manual copy-paste. You can use it for reports, contracts, or any paperwork that depends on form inputs.
Tripetto
Documentero
Triggers
Watch Responses — Triggers when a new Tripetto form is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Tripetto using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tripetto using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Tripetto survey responses
Create Word proposals based on Tripetto sales inquiry forms
Export Tripetto registration data into Excel templates
Build personalized offer letters from Tripetto job application forms
Produce signed agreements from Tripetto client intake forms
Generate meeting notes in Word from Tripetto event feedback forms
Create custom invoices from Tripetto service request forms
Export Tripetto contact forms into structured PDF files
Build compliance reports in Excel from Tripetto audit forms
Automatically generate certificates from Tripetto training completion forms
How you can use Tripetto + Documentero
Client Contracts
Generate a contract in PDF format whenever a client completes a Tripetto onboarding form.
Survey Reports
Turn survey responses collected in Tripetto into a structured Word report using Documentero templates.
Registration Confirmations
Create personalized confirmation letters in PDF when participants register through a Tripetto form.
Expense Tracking
Export Tripetto expense submissions into an Excel sheet with Documentero for accounting purposes.
Feedback Summaries
Compile customer feedback from Tripetto into a formatted document for internal review.
Setup Guides
Make Tutorial: Integrate Tripetto with Documentero
- Create a new scenario in Make.
- Add Tripetto to the scenario and choose one of the triggers (Watch Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tripetto trigger.
- Run or schedule your scenario and verify the output.
