Triploft Inc

Build reusable form templates, send them by email, link, embed, or from a trip, and let TripLoft file the answers.

Forms Overview

Create a form template and build it in the Form Builder with travel, contact, custom, and general elements.

Creating and Managing Forms

Preview a form, share it by email, link, or embed, and control its link, availability, respondent screens, and notifications.

Configure, Preview, and Share Forms

Send a form to travelers on a trip, then track each person's status from the trip's Forms tab.

Send Forms from a Trip

Send one form template across every sub-trip in a group trip, then track responses from a single table.

Send Forms to a Group Trip

Katie Brian

Collect client information and automatically create trips or contacts

Forms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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