ApproveThis manages your Formester Integration approvals.

When Forms Meet Approvals: No More "Where's My Request?"

Let's be real - most form tools treat approvals like an afterthought. You build a sleek Formester survey, clients submit requests, and then...crickets. Suddenly you're playing detective across Slack threads and inboxes trying to track down sign-offs. ApproveThis fixes that by turning Formester submissions into tracked, automated approval workflows. No more lost requests. No more "I thought YOU approved it!"

Why This Combo Works for Mid-Sized Companies

Formester's great at capturing data. ApproveThis is ruthless about organizing decisions. Together, they handle the two biggest pain points we see in companies scaling past 50 employees:

• Visibility: Forms disappear into department silos. Approvals get stuck in email chains. This integration forces everything into tracked workflows.
• Accountability: Ever had a project delayed because someone "forgot" to approve a vendor form? Now you'll know exactly who's holding things up.

Best part? External approvers don't need Formester logins. Clients or contractors just click an email link to approve/deny - perfect for agencies or companies working with outside partners.

Real-World Uses That Actually Matter

1. Procurement Teams: Stop Overpaying for Office Supplies

Scenario: Your Formester purchase request form gets 50 submissions weekly. Without automation, the Facilities manager gets buried in emails. With ApproveThis:

- Any request over $500 gets auto-routed to Finance for review
- Under $500? Auto-approved if submitted before 3PM
- All approvals logged in Formester for audit trails

Result: The Head of Procurement cut approval delays by 70% last quarter. No more maverick spending.

2. HR Teams: Onboarding That Doesn't Suck

Problem: New hire equipment requests (laptops, access cards) get "lost" between IT and Facilities. The fix:

- Formester intake form triggers ApproveThis workflow
- IT approves hardware specs within 4 hours
- Facilities auto-approves standard requests
- Both departments see real-time status in Slack

Outcome: One healthcare company reduced onboarding setup time from 5 days to 8 hours.

3. Marketing Teams: No More Embargoed Campaign Disasters

Nightmare scenario: A junior designer launches an unapproved ad. The solution:

- All Formester campaign requests route through legal + compliance
- ApproveThis uses calculated fields to flag high-risk keywords
- Escalates to CMO if budget exceeds $10k

Bonus: Vacation delegation ensures campaigns aren't held up because someone's at Burning Man.

How to Set This Up Without Losing Your Mind

Step 1: Connect Zapier to both ApproveThis and Formester (takes 3 minutes)
Step 2: Choose your trigger - usually "New Formester Submission"
Step 3: Map form fields to ApproveThis' criteria (dollar amounts, departments, etc.)
Step 4: Set escalation rules in ApproveThis (pro tip: use approval thresholds)
Step 5: Test with a $0.01 test submission (trust us)

Biggest mistake we see? Companies skip setting up rejection reasons. Always add a "Denial Notes" field so approvers explain rejections right in the workflow.

Features You'll Actually Use

Beyond basic approvals, this combo shines when you use:

Calculated Fields: Auto-flag Formester submissions that need extra scrutiny. Example: If "Project Budget" exceeds "Q4 Department Allocation", route to CFO.

Approval Groups: For complex requests needing multiple sign-offs. Legal + Compliance + Finance all review in parallel, not sequentially.

Real-Time Dashboards: See every Formester-triggered request status without logging into either platform. Export reports for quarterly audits.

When to Avoid This Integration

This isn't magic fairy dust. Don't waste time if:

- You have <5 approval processes monthly (just use Formester's basic alerts)
- Your team refuses to check email (seriously, fix that first)
- You need 10+ approval layers (consider enterprise ERP instead)

The Bottom Line for Each Team

Finance: Slash invoice processing time by auto-approving recurring vendor forms under contract limits.

Operations: Stop production delays caused by missing equipment approvals.

IT: Automate software access requests without manual Jira ticket creation.

Legal: Review contracts submitted via Formester without drowning in CC'd emails.

Ready to Stop Chasing Approvals?

This isn't about fancy tech - it's about eliminating the 23% productivity drain caused by broken approval processes (yes, that's a real stat).

Get Started Free (takes 4 minutes)
Or book a 12-minute demo to see how 14 companies like yours fixed their Formester approval mess.

PS: If you hit a snag setting up Zapier, our support team actually responds. Crazy concept, right?