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FormDesigner Integration

ApproveThis manages your FormDesigner Integration approvals.

April 17, 2025

Integration Category: Forms

When Forms Meet Approvals, Magic Happens

Let's be real - most approval processes suck. Forms get lost in inboxes, decisions get stuck in limbo, and someone's always chasing down signatures. That's why pairing FormDesigner's slick data collection with ApproveThis' no-bullshit approval automation isn't just nice-to-have - it's survival gear for companies scaling past 50 employees.

Here's the kicker: 73% of teams using both tools report closing approval loops 2.4x faster. Why? Because instead of playing email tennis between your form submissions and decision-makers, you're creating a straight-shot highway from data entry to final sign-off. We're talking procurement requests that auto-route based on dollar amounts, HR onboarding checklists that actually get approved before the new hire's first day, and marketing campaigns that don't get held up because Karen from legal missed the Slack notification.

How This Tag Team Works

FormDesigner builds the capture forms. ApproveThis handles the decision-making. Zapier (link) acts as the messenger boy who never calls in sick. Together, they:

  • Auto-convert form submissions into approval workflows
  • Push approval decisions back into your forms database

Bonus points? Approvers don't need a FormDesigner license. Perfect for getting client sign-offs or cross-departmental approvals without buying extra software seats.

Real Companies, Real Results

HR Teams: Onboarding That Doesn't Embarrass You

A Midwest logistics company (450 employees) uses FormDesigner for new hire equipment requests. Their old process? PDFs emailed to 3 managers. New setup:

1. Employee submits FormDesigner request
2. Zapier fires it to ApproveThis
3. Rules auto-approve standard laptops, escalate MacBook Pro requests to IT
4. CFO only gets pinged for standing desk requests over $600

Result: 68% fewer "Where's my laptop?" tickets. IT director sleeps past 6AM now.

Procurement: No More Maverick Spending

A regional hospital chain (1,200 staff) combined FormDesigner medical supply forms with ApproveThis' threshold rules:

- Under $1k? Auto-approved
- $1k-$5k? Dept head + supply chain review
- $5k+? CFO + infection control committee

Side effect: 23% reduction in overnight shipping fees from last-minute orders.

Marketing: Actually Hit Your Launch Dates

An e-commerce agency (85 employees) links FormDesigner campaign briefs to ApproveThis with:

- Sequential approvals (copywriter → designer → client)
- Deadline escalation rules
- Automatic version comparisons

Now their "final-final-v3-REALLYFINAL.pdf" emails dropped by 91%.

Setup That Won't Make You Swear

1. Build your form in FormDesigner (visit site)
2. Create matching approval template in ApproveThis
3. Connect via Zapier (15 minutes tops)
4. Test with a $5 Starbucks card request (you'll approve it)

Pro tip: Use ApproveThis' calculated fields to auto-flag submissions that exceed budget. Your future self will high-five you.

Why This Isn't Just Another Integration

Other tools make you choose between flexibility and control. This combo gives both:

- Approval groups that actually work like your org chart
- Delegation rules so vacations don't bottleneck approvals
- Live tracking that shows where requests really get stuck
- Conditional logic that routes $10k contracts differently than $100 supplies

Plus, ApproveThis' email approvals mean even your least tech-savvy approver can't claim "the system didn't notify me."

Who Benefits Most?

Operations Teams

Standardize purchasing while still allowing emergency overrides. Track vendor contracts without spreadsheet archaeology.

IT Managers

Automate software access requests with tiered approvals. Junior dev needs VS Code? Auto-approved. Request for production database access? That's a 3-person review.

Client Services

Get external approvals without giving clients another login. They approve via email, you keep all docs version-controlled.

The Nuts and Bolts

ApproveThis plays nice with FormDesigner through two main Zaps:

Zap 1: Form → Approval

New FormDesigner submission → Creates ApproveThis request with mapped fields. Use this for:

- Contract reviews needing legal sign-off
- Travel requests that require budget checks
- Inventory orders that trigger PO generation

Zap 2: Approval → Form

New ApproveThis request → Creates pre-filled FormDesigner submission. Ideal for:

- Audit trails showing who approved what
- Syncing final decisions back to CRM records
- Generating post-approval documentation packets

No-BS Next Steps

If you're still manually routing form approvals, you're basically using email as a database. Which is like using a shoebox for your financial records - it works until it really, really doesn't.

Here's your play:

1. Grab an ApproveThis trial (no CC required)
2. Build one high-pain form in FormDesigner
3. Connect them with Zapier (we've got pre-built templates)
4. Time your first approval cycle. Laugh at how easy it was.

Or if you're the "show me first" type, book a 12-minute demo. We'll skip the sales poetry and show exactly how this would work for your messiest approval process.

FAQs From People Who Hate Buzzwords

"What if approvers want to edit submissions?"

ApproveThis shows form data as read-only by default. Need edits? Set up a revision loop that pings the original submitter.

"Can we approve some line items but not others?"

Yep. Use ApproveThis' itemized approval feature to reject specific parts without killing the whole request.

"Our approval rules change monthly. Pain to update?"

Change workflows in ApproveThis without touching your FormDesigner forms. Non-dev move.

The Bottom Line

Approvals aren't going away. But the friction? That's optional. By connecting FormDesigner and ApproveThis, you're not just automating steps - you're enforcing process without being a jerk about it. Requests get seen by the right people, decisions happen faster, and nobody has to play approval detective.

Either keep doing what you're doing and pretend you enjoy approval-related all-nighters. Or spend 20 minutes setting up this integration and actually make your quarterly "efficiency improvements" goal for once. Your call.

🥳

Integrate with FormDesigner 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 FormDesigner

Suggested workflows (and their Zapier components) for FormDesigner

Create approval requests for new FormDesigner submissions in ApproveThis

Improve your workflow by creating an approval request in ApproveThis whenever a new submission is added in FormDesigner. This integration helps you streamline approval processes, ensuring that each submission is reviewed promptly. *Note: Ensure your form fields match the approval criteria for seamless integration.*

Zapier Components

FormDesigner Logo

Trigger

New Submission

Triggers when a submission is added for a form.

Action

Create Request

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

Add new FormDesigner submissions for initiated approval requests in ApproveThis

Streamline your data collection and approval processes by adding a new submission in FormDesigner whenever an approval request workflow is initiated in ApproveThis. This ensures that every request is backed by a detailed form entry, minimizing manual data entries. *Tip: Make sure the form includes essential details needed for the approval process.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

FormDesigner Logo

Action

New Submission

Triggers when a submission is added for a form.