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Form-Data Integration

ApproveThis manages your Form-Data Integration approvals.

April 17, 2025

Integration Category: Forms

Let's be real: form submissions are where productivity goes to die. Someone fills out a request. It sits in someone's inbox. Three follow-up emails later, you finally get a "Looks good" reply that doesn't even include the required sign-off. Enter the tag team you didn't know you needed - ApproveThis and Form-Data, connected through Zapier.

Why This Integration Doesn't Suck

Form-Data handles the messy part of form collection like a champ - spam filtering, auto-responses, and storing submissions. But when those forms need actual human decisions? That's where most teams faceplant. ApproveThis picks up the baton to automate routing, enforce approval rules, and prevent "I thought YOU were handling that" disasters.

Together, they solve the two biggest headaches in business processes:

  • No more form black holes: Submissions automatically become tracked approval requests
  • Zero license juggling: Approvers don't need Form-Data logins - huge for client-facing workflows

Real-World Uses That Don't Feel Like Corporate BS

1. Marketing Teams: Client Content Approvals That Don't Require 17 Revisions

Agency scenario: Client submits new homepage copy via Form-Data. Zapier instantly creates an ApproveThis request routed to your copy chief, legal team, and account lead. Calculated fields auto-flag submissions exceeding word count limits. If legal doesn't respond within 48hrs? The request escalates to your COO automatically. Meanwhile, the client gets email updates without needing access to your internal systems.

2. Manufacturing: Procurement Requests That Don't Require Chasing Down Bob From Accounting

Floor manager submits a tooling replacement request. Form-Data collects specs and photos. ApproveThis routes it based on cost thresholds: under $1k to shift supervisor, $1-5k to plant manager, $5k+ requires CFO eyes. Approval groups ensure two engineers sign off on technical specs. When the CFO is on vacation? Delegation rules automatically reassign to her EA.

3. Healthcare: Patient Onboarding That Doesn't Violate HIPAA (or Common Sense)

New patient forms submitted via Form-Data trigger multi-layered approvals in ApproveThis. Insurance verification goes to billing, medical history review goes to nursing staff, and flagged conditions (like allergies) automatically notify the attending physician. All approvals happen through secure email links - no PHI sitting in unencrypted inboxes.

Setting This Up Without Calling IT

If you can make toast, you can build this integration:

  1. Connect Form-Data to Zapier: Authenticate your Form-Data account
  2. Choose your trigger: "Form Submitted" event from Form-Data
  3. Add ApproveThis action: Map form fields to an approval template
  4. Activate: Test with a real submission (we both know you'd skip the test phase anyway)

Why Your Finance Team Will Stop Hating You

Approval thresholds turn your AP department from bottleneck to speed bump. Set rules like:

  • Auto-approve office supply orders under $500
  • Require dual signatures for vendor payments over $10k
  • Escalate overdue approvals to department heads after 2 days

Suddenly, Karen from accounting isn't spending her mornings approving stapler purchases.

The Hidden Perks No One Talks About

Beyond the obvious time savings:

Audit trails that actually help: Every approval decision ties back to the original form data. No more guessing who approved that questionable client discount.

Client-friendly without the free-for-all: External partners submit forms and approve requests via email - zero logins required. Your team keeps control without playing helpdesk.

Vacation mode that works: Approvers set OOO dates once. Requests automatically reroute to their backup. No more "Sorry, I was on a cruise" excuses.

When to Use This vs. When to Keep Doing It Manually

This integration shines for:

Multi-step approvals: Requests needing input from different departments or locations

Compliance-heavy industries: Healthcare, finance, or anywhere that needs airtight audit trails

Client-facing processes: Collecting requirements or getting sign-offs from external parties

Still okay to do manually: Deciding where to order lunch for the team meeting.

The Part Where We Tell You What to Do Next

If you've got more than 50 employees and at least one approval process that makes you want to scream into a pillow, register for ApproveThis. Pair it with your existing Form-Data account through Zapier, and suddenly those "urgent" approval requests handle themselves.

Prefer to see it in action first? Book a 12-minute demo - we'll show you how to automate your most painful approval process, no sales jargon allowed.

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Integrate with Form-Data 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.

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Best Approval Workflows for Form-Data

Suggested workflows (and their Zapier components) for Form-Data

Create approval requests from new Form-Data submissions

Tired of manually initiating approval workflows for each form entry? With this automation, every new submission through Form-Data will create an approval request in ApproveThis. Streamline your data management and ensure prompt review of every submission.

Zapier Components

Form-Data Logo

Trigger

Form Submitted

Triggers when a user submits your form.

Action

Create Request

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

Notify teams of new approval requests from Form-Data submissions

Ensure your team is always in the loop with new approval processes. This integration triggers an internal notification whenever a new Form-Data submission starts an approval request in ApproveThis. Keep everyone informed and ready to act immediately.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Form-Data Logo

Action

Form Submitted

Triggers when a user submits your form.