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Kizeo Forms Integration

ApproveThis manages your Kizeo Forms Integration approvals.

April 17, 2025

Integration Category: Forms

When Paperwork Meets Progress

Let's be real – nobody got into business to chase down signatures or play detective with form submissions. Yet here we are, with teams drowning in "Hey, did you approve that?" Slack messages while critical requests gather dust in inboxes. Enter the tag team you didn't know you needed: ApproveThis and Kizeo Forms, connected through Zapier.

Kizeo Forms turns your clunky paper processes into sleek digital workflows – inspections, purchase orders, client onboarding, you name it. ApproveThis does one thing brutally well: getting decisions unstuck. Together? They're like giving your approval processes a jetpack. With analytics.

Why This Combo Hits Different

Most "integrations" just shuffle data between apps. This one actually fixes the crap that makes approvals take forever:

No More Approval Black Holes

Field tech submits a repair report via Kizeo. CFO needs to approve the $5k part replacement. With the old email-forwarding circus, this could take days. Now? The moment that form hits Kizeo, ApproveThis routes it based on amount, department, whatever rules you set. Approvers get it in their inbox – click yes/no. Done.

Documents That Actually Follow the Process

Construction PMs: imagine auto-attaching the latest blueprint revision from Kizeo to your change order approval. HR teams: new hire forms packaged with their offer letter before sending to legal. No more "Did you get the updated file?" nonsense.

External Approvals That Don't Embarrass You

Client needs to sign off on a deliverable? Vendor waiting on PO approval? They get a clean email from ApproveThis – no Kizeo login required. Looks professional, not some "Reply All" gong show.

Real-World Uses That Don't Suck

Use Case 1: The Instant Paper Trail

Zap: New Kizeo form submission → Create ApproveThis request with all attachments

Healthcare example: A clinic's patient intake form gets submitted via Kizeo. ApproveThis immediately routes it to the right physician for review, attaching insurance docs and medical history. Denied? Comments get logged back in Kizeo automatically. Audit-proof without the spreadsheets.

Use Case 2: Approval-Triggered Updates

Zap: Approved in ApproveThis → Push data to Kizeo Forms

Manufacturing play: Quality control form gets rejected in Kizeo. The "why" gets pushed back to the floor supervisor's dashboard. Approved? Update inventory counts in Kizeo automatically. No human copying/pasting errors.

Use Case 3: The Preemptive Strike

Zap: ApproveThis request starts → Generate Kizeo PDF report

Accounting teams: When a new invoice approval starts, Zapier auto-generates a Kizeo cost breakdown PDF. Approvers see the full context before clicking yes. Cuts those "Wait, what's this charge?" delays by 80%.

Setup That Won't Make You Hate Tech

If you can make a sandwich, you can connect these tools:

  1. Log into Zapier (account required – they have a free tier)
  2. Choose your Kizeo form trigger (new submission, update, etc.)
  3. Select ApproveThis as the action app
  4. Map form fields to approval request fields (takes 2 mins)
  5. Test with a real form submission

Pro tip: Start with one critical process – say, equipment repair approvals. Get that humming, then clone the Zap for other workflows.

Department-Specific Wins

Operations Teams

Field crews submit safety inspection forms via Kizeo. Any "fail" triggers an ApproveThis workflow requiring sign-off from both the site manager and safety officer before work resumes. Vacation delegation means approvals never wait on PTO.

Finance & Procurement

PO requests auto-route based on amount: $1k-$5k goes to department heads, $5k+ requires CFO review. Approved? Kizeo auto-generates the vendor PDF. Denied? Form gets kicked back with decline reasons.

HR & Legal

New contract from legal gets uploaded to Kizeo. ApproveThis routes it to CLO, then CEO if over $100k liability. Every version is tracked. Signed final doc gets pushed back to Kizeo – no more "Final-Final_v3.pdf" email chains.

Features You'll Actually Use

ApproveThis isn't just another checkbox – these matter when scaling:

Approval Thresholds

Set it so anything under $500 auto-approves (but still logs it). Over $10k? Needs two VPs. Kizeo form data determines the path.

Calculated Fields

Contract approval in Kizeo shows total liability? ApproveThis can calculate risk scores on the fly, routing high-risk deals to legal automatically.

Real-Time Tracking

See which department approvals are bottlenecked. Hint: It's always legal. Now you have data to fix it.

No More "Who Approved This?!"

The combo of Kizeo's data capture and ApproveThis' audit trails means you can actually track:

  • Who approved the overtime last month
  • Which vendor contracts are pending renewal
  • Why the Denver office keeps exceeding budgets

All without playing 20 questions with your team.

Bottom Line: Approval Isn't the Enemy

Bad processes are. When forms talk directly to approvals (no human middlemen), you get:

  • 30-60% faster decisions (we've seen both)
  • 75% fewer "status update" meetings
  • Actual compliance instead of checkbox theater

It's not about eliminating approvals – it's about making them suck less.

Make It Happen

If your approval processes still rely on hope and Outlook, you're leaving speed (and sanity) on the table. Kizeo Forms handles the data capture, ApproveThis handles the decisions. Together? They work so you don't have to.

Next steps:

1. Register for ApproveThis (free 14-day trial)
2. Book a 15-minute demo to see the Kizeo integration live
3. Pick one process to automate this week

Pro tip: Start with whatever approval currently causes the most swearing in meetings.

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Integrate with Kizeo Forms Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Kizeo Forms

Suggested workflows (and their Zapier components) for Kizeo Forms

Download Kizeo Forms custom export for new ApproveThis requests

Automatically download a custom export from Kizeo Forms whenever a new approval request is initiated in ApproveThis. Streamline your data handling and ensure all necessary documentation is prepared as soon as the request starts. Useful for initiating pre-approval documentation preparation.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Kizeo Forms Logo

Action

Download Custom Export

Download a custom export (Word, Excel, PDF)

Create ApproveThis requests for new Kizeo Forms data events

Kickstart the approval process by creating a new request in ApproveThis whenever an event occurs on Kizeo Forms data. This ensures that all relevant data changes are reviewed and approved efficiently, keeping your projects on track.

Zapier Components

Kizeo Forms Logo

Trigger

Event on Data

Triggers when an event occurred on data.

Action

Create Request

Creates a new request, probably with input from previous steps.

Push data to Kizeo Forms on ApproveThis approval

Automatically push relevant data to Kizeo Forms once a request is approved or denied in ApproveThis, ensuring that your forms are always up-to-date with the latest approval outcomes, improving operational efficiency.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Kizeo Forms Logo

Action

Push Data

Push a Data to a Form