When Mobile Data Meets Approval Automation
Let's get real: field teams love Magpi for collecting inspection reports, survey data, or inventory counts. But what happens after that "Submit" button gets tapped? Usually, a messy email chain, missed Slack messages, and delays that cost money. That's where ApproveThis comes in - like a bouncer for your approval processes, but without the velvet rope attitude.
Connect Magpi to ApproveThis via Zapier, and suddenly every form submission becomes a tracked, traceable approval item. We're talking about turning field data into actionable decisions faster than you can say "Why wasn't this approved last week?"
Why This Combo Works (No Corporate Buzzwords)
Magpi's great at grabbing data from anywhere - construction sites, retail floors, remote clinics. ApproveThis? It's the enforcer that makes sure that data doesn't get stuck in approval purgatory. Together, they handle two critical questions:
- "Did we collect the right information?" (Magpi's job)
- "Did the right people sign off on it?" (ApproveThis' territory)
The kicker? Approvers don't need Magpi licenses. Perfect for getting quick sign-offs from external partners or execs who shouldn't have access to your field data systems.
Real-World Use Cases That Don't Suck
1. Construction Inspections That Actually Move Projects Forward
Picture this: Your field crew submits a Magpi form about unexpected foundation issues. With our integration:
- Zapier automatically creates an ApproveThis request
- Project manager gets an email with key data points
- If approval exceeds $50k, it routes to CFO automatically
Bonus: Use ApproveThis' calculated fields to auto-flag cost overruns based on Magpi's submitted numbers.
2. Healthcare Compliance That Doesn't Give Auditors Nightmares
Medical device company uses Magpi for facility audits. Every submitted audit:
- Triggers parallel approvals to QA lead and legal team
- Auto-escalates if any compliance flags are present
- Maintains full audit trail showing who approved what and when
Pro Tip: Set up approval groups in ApproveThis so critical issues get 2+ sign-offs automatically.
3. Retail Inventory Adjustments That Don't Require 17 Emails
Store manager deletes a Magpi record for damaged goods. Instead of playing phone tag:
• Delete trigger → ApproveThis request with item details
• Loss prevention manager approves via email in 2 clicks
• Approved? Magpi record updates automatically
• Denied? Full paper trail for the investigation
Setting This Up Without Losing Your Mind
Here's the 3-step reality check:
1. Pick Your Trigger: New record? Update? Delete? Magpi handles all three.
2. Map Critical Data: Pull Magpi fields into ApproveThis requests - no retyping needed.
3. Set Approval Rules: Thresholds, groups, escalation paths - configure once, save hours weekly.
Pro move: Use ApproveThis' vacation delegation so approvals don't stall when Bob from accounting is on safari.
Who Actually Benefits From This?
Operations Teams
Stop being human routers between field staff and decision-makers. Auto-route Magpi submissions based on location, project type, or dollar amounts using ApproveThis' conditional logic.
Compliance Officers
Sleep better knowing every Magpi data change (new/edit/delete) requires documented approval. Real-time tracking = no more "I thought Janet approved that!"
Finance Departments
Set approval thresholds so small field purchases auto-approve, while big-ticket items hit the CFO's inbox. Calculated fields in ApproveThis can even cross-check Magpi data against budget limits.
The Unsexy But Critical Details
• Security: ApproveThis maintains SOC 2 compliance - your Magpi data stays protected
• Scale: Handles 5 approvals/month or 5,000 without breaking a sweat
• Mobile: Approvers can sign off from their phones without logging into Magpi
• Audits: Every decision timestamped and tied to specific user accounts
Why This Beats "Just Using Email"
Let's compare:
The Old Way:
Magpi alert → Forward email → "Can you approve this?" → Reply-all chaos → Missed deadlines → Blame game
The Smarter Way:
Magpi + Zapier → Auto-formatted ApproveThis request → Email approvals with one-click decisions → Automatic status updates → Searchable records
Bonus: ApproveThis' reminder system nags slow approvers so you don't have to.
Getting Started (Without IT Help)
1. Magpi account? Check.
2. ApproveThis trial? 30 seconds.
3. Zapier connection? Pre-built templates available.
4. Test with one form → Scale to entire org.
First automation usually takes <20 minutes. Seriously.
Bottom Line for Busy People
If your team uses Magpi for data collection but still approves things via email/Slack/post-its, you're leaving money on the table. ApproveThis adds structure without bureaucracy, speed without chaos.
Next step: Book a 15-minute demo to see how approval automation could shave 8+ hours off your team's monthly workflow. Or just keep forwarding emails - your call.
Integrate with Magpi 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 Magpi
Suggested workflows (and their Zapier components) for Magpi
Create approval requests for new Magpi records
This automation initiates an approval request in ApproveThis each time a new record is added in Magpi. It ensures that newly collected data is reviewed promptly. *Note: Configure required approval details in the ApproveThis action step.*
Zapier Components

Trigger
New Record
Triggers when a new record is added to a Form.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for updated Magpi records
This automation creates an approval request in ApproveThis when a record is updated in Magpi. It helps teams review changes and validate data continuously. *Note: Set up conditional checks as needed in ApproveThis.*
Zapier Components

Trigger
Update Record
Triggers when a Form record is updated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for deleted Magpi records
This automation sends an approval request through ApproveThis when a record is deleted in Magpi. It helps ensure that record deletions are properly reviewed and confirmed. *Note: Customize the request criteria as necessary for your workflow.*
Zapier Components

Trigger
Delete Trigger
Triggers when a Form record is deleted.
Action
Create Request
Creates a new request, probably with input from previous steps.
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