ApproveThis manages your Quill Forms Integration approvals.

When Forms Meet Approvals: No More Black Holes

Let’s cut to the chase: forms collect data, approvals move business forward. But when these two systems live in separate universes, you get stuck playing detective – chasing down who signed off on what, manually updating spreadsheets, and losing sleep over audit trails. That’s where connecting ApproveThis and Quill Forms via Zapier changes the game.

Quill Forms’ conversational forms are great for capturing everything from vacation requests to vendor contracts. ApproveThis? It’s the muscle that actually gets those submissions decided on – without endless Slack pings or “per my last email” follow-ups. Together, they create a closed-loop system where every form submission automatically triggers the right approval process, and every decision automatically updates your records.

How This Tag Team Actually Works

Here’s the technical breakdown without the tech jargon:

Trigger: Someone submits a Quill Form (expense report, contract, whatever).

Magic: Zapier instantly creates an approval request in ApproveThis with all form data attached.

Result: Approvers get an email (no logins required) to approve/reject. Their decision auto-updates your systems.

The kicker? Approvers don’t need Quill Forms access. Huge for working with clients or external partners who shouldn’t have full system access. Your CFO can approve budget requests from their Gmail without touching your WordPress backend.

Real-World Scenarios That Actually Move Needles

1. Procurement Teams: Stop Playing Contract Telephone

Picture this: Your operations team uses Quill Forms to collect vendor proposals. Normally, this leads to PDFs getting lost in inboxes and legal never reviewing the right version. With ApproveThis:

• Every vendor submission auto-creates an approval chain
• Legal gets first review via email (they live in Outlook anyway)
• Once legal clears it, finance approves the budget threshold

Bonus: Approval thresholds mean small-dollar purchases get auto-approved, while big contracts follow the full chain. No more $200 office chair orders waiting on VP review.

2. HR Onboarding: New Hire Paperwork That Doesn’t Suck

Quill’s conversational forms make new hires actually complete their I-9s. ApproveThis ensures HR, IT, and facilities all approve access levels before Day 1. If the hiring manager’s OOO, vacation delegation automatically reassigns approvals. No more “Sorry, Linda’s in Bali” delays.

3. Marketing Campaign Approvals: Kill the Creative Chaos

Social teams submit content calendars via Quill. ApproveThis routes them through legal (compliance), finance (budget), and the CMO (strategy) in sequence. Calculated fields auto-flag campaigns exceeding quarterly budgets before they even reach finance. Real-time dashboards show where bottlenecks are – is legal taking 3 days per post? Time to adjust.

Setting This Up Without Losing Your Mind

If you can set up a Zoom call, you can build this integration:

1. Zapier Account: Free tier works
2. Connect Quill Forms: Use their Zapier integration
3. Connect ApproveThis: 2-minute setup
4. Map Form Fields: Drag-and-drop which form responses become approval request details
5. Test: Submit a test form. Did the approval request pop up? Gold star.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag high-risk submissions. Example: If a Quill Form’s “project budget” field exceeds $10K, require CEO approval automatically.

Why This Isn’t Just Another Integration

Most app partnerships just shuffle data. This combo actually closes loops:

For Process Nerds: Every approval step is auditable. Try that with email chains.

For Finance: Approval thresholds prevent small expenses from clogging workflows.

For Managers: Real-time dashboards show which teams approve fastest/slowest.

For IT: No more building custom approval logic for every form.

The Quiet Perks You’ll Learn to Love

Beyond the obvious, watch for:

Email Approvals That Don’t Look Like Spam: ApproveThis sends clean, brandable emails. No “noreply@system.com” garbage.

Conditional Escalations: If a manager ignores a request for 24hrs, it auto-escalates. Peace out, bottlenecks.

Cross-Team Visibility: Legal can see why finance rejected a contract without scheduling a meeting about a meeting.

Who Actually Benefits Here?

Mid-Sized Companies (50-500 Employees)

You’re big enough that email approvals cause chaos, but small enough that buying 50 Salesforce licenses would bankrupt you. ApproveThis scales as you grow without per-user fees for approvers.

Industries With Compliance Needs

Healthcare, finance, anyone with audits. Every approval is logged with timestamps and comments. HIPAA, SOX, GDPR nerds rejoice.

Teams Using WordPress

Quill Forms lives there. If your intranet or client portals are WordPress-based, this keeps everything native instead of forcing users to yet another platform.

Common “Aha” Moments Customers Report

(Not direct quotes, but patterns we’ve seen):

Reduced License Costs: External partners approve via email without needing system access.

Fewer “Lost” Requests: Real-time tracking means Susan can’t claim “the system ate my approval.”

Faster Training: New hires understand Quill’s forms instantly; ApproveThis’ emails are self-explanatory.

How Not to Screw This Up

Do: Start with one high-impact form (PO requests, PTO approvals).

Don’t: Try to boil the ocean. Map existing paper processes first.

Do: Use calculated fields to auto-approve simple requests.

Don’t: Let managers set up 10-step approvals for $50 expenses.

Ready to Stop Herding Approval Cats?

If you’ve got Quill Forms collecting data and ApproveThis handling decisions, connecting them via Zapier is like giving your processes a Red Bull. Less chaos, faster decisions, actual visibility.

Book a 15-minute demo to see how approval workflows actually work when they’re not held together by duct tape and hope. Or start a free trial – no CC required, and we won’t spam your sales team.