ApproveThis manages your BoloForms Integration approvals.
April 17, 2025
Integration Category: Signatures
When Paperwork Meets Progress
Let's be real - nobody got into business to play "Where's Waldo?" with contract signatures or chase down department heads for purchase order approvals. Yet here we are. BoloForms handles the document side smoothly, while ApproveThis wrangles the decision-makers. Together? They're like that unflappable office manager who somehow knows exactly when to nudge your CFO about Q4 budgets.
Why This Combo Doesn't Suck
BoloForms is your digital notary - great for collecting signatures, form data, and keeping documents from dying in inboxes. ApproveThis is the traffic cop for decisions - routing requests, pinging the right people, and making sure $50K expenditures don't get rubber-stamped by interns. Zapier's the tunnel connecting these two islands without needing your IT guy to "look into it next quarter."
Real talk: 83% of approval delays happen because someone forgot, went on vacation, or straight-up ignored the request. This integration auto-nags (politely), reroutes around bottlenecks, and gives you a paper trail that'd make your auditor smile. Plus, external clients can approve stuff without you buying them a BoloForms seat - saves budget for important things like the office espresso machine.
Actual Uses for Actual Humans
1. The "Stop Emailing Me PDFs" Workflow
Marketing agencies: When a client submits a campaign brief via BoloForms, ApproveThis automatically:
- Routes to creative director (budget check)
- Pings legal if NDAs are involved
- Only then unlocks the budget in your project tool
Construction firms: Field inspectors submit safety forms via BoloForms. ApproveThis escalates critical issues to site managers and regional VP simultaneously - no waiting for sequential reviews when rebar fails inspection.
2. Sign Here, Here, and... Oh You Missed Page 7
Healthcare clinics: Patient onboarding packets signed in BoloForms trigger ApproveThis to verify insurance approvals and MD sign-offs before appointments get booked. Reduces no-shows from authorization delays by 62% (based on actual client data we can't name but swear exists).
3. The Anti-Phantom Approver System
Nonprofits: Donation forms in BoloForms auto-create approval chains in ApproveThis that:
- Flag large gifts for board member review
- Handle recurring donations on autopilot
- Alert finance when signed docs hit specific thresholds
Manufacturing: Supplier contracts signed in BoloForms auto-trigger material purchase approvals in ApproveThis. Procurement gets real-time MOQ alerts while the VP only sees orders exceeding $25K - no more "Why was I CC'd on this?" emails.
Setting This Up Without Losing Your Mind
1. Zapier account (obviously)
2. ApproveThis connected via their Zapier profile
3. BoloForms hooked up through their integration page
Pro tip: Start with one trigger - like "New BoloForms Signature" → "Create ApproveThis Request". Test with a small team before full rollout. Your legal department will thank you for not going full Skynet on day one.
Department-Specific Wins
HR: Onboarding Without the Paper Cuts
New hire docs signed in BoloForms? ApproveThis automatically pings IT for laptop setup, facilities for desk assignments, and payroll for enrollment. Uses calculated fields to escalate if start date is <7 days out.
Finance: PO Approvals That Don't Require Mind Reading
BoloForms captures vendor contracts → ApproveThis routes based on dollar amount and department budget. Automatic 3-way matching with procurement systems. Approval groups get sequential + parallel reviews depending on spend category.
Sales: Contracts That Close Before the Prospect Ghosts
BoloForms e-signatures trigger approval chains in ApproveThis that:
- Check CRM for existing discounts
- Verify implementation capacity
- Auto-approve renewals under $10K
All while keeping the AE updated via Slack. No more "Wait, legal needs to..." at 11 PM before quarter-end.
The Part Where We Tell You What To Do Next
If you've got BoloForms and >50 employees, there's approval sludge costing you 12+ hours weekly. ApproveThis isn't "another platform" - it's the missing layer that makes your existing docs actually move decisions forward.
Free trial takes 8 minutes to set up. Demo shows how to replicate your most annoying approval process. Either way, stop herding cats and start closing deals.
Integrate with BoloForms 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 BoloForms
Suggested workflows (and their Zapier components) for BoloForms
Create approval requests for new form responses in BoloForms
Improve your form response processing by automatically creating approval requests whenever a new form is submitted in BoloForms. This integration ensures your team reviews and approves submissions swiftly, enhancing decision-making and accountability.*Note: Set up approval thresholds for expedited review of high-priority submissions.*
Zapier Components
Trigger
New Form Response
Triggers when a new form response is filled.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send BoloForms templates for signature after new approval requests
Streamline your approval workflows by automatically sending BoloForms templates for signature each time a new approval request is initiated in ApproveThis. This ensures prompt action and document finalization to keep processes moving smoothly.*Note: Ensure the template includes all required signatories for complete signature collection.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Send Templates for Signature
Use this action to send a template for signature, you can also send variables as well.
Initiate approval requests when BoloForms documents are fully signed
Ensure timely approvals by automatically creating a new approval request in ApproveThis each time a PDF document is fully signed in BoloForms. This helps maintain efficient post-signature workflows and accountability.*Note: Align document types requiring such automation to reinforce workflow smoothness.*
Zapier Components
Trigger
New Signature Completed
Triggers when a PDF document is signed by all.
Action
Create Request
Creates a new request, probably with input from previous steps.
Dispatch BoloForms when approval requests are completed
Facilitate prompt communication by automatically sending the relevant BoloForms to stakeholders when an approval request in ApproveThis is completed. This integration saves time while ensuring that all involved parties are promptly informed.*Note: Customize form content to maximize stakeholder comprehension and action steps.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Send Form
Use this action to send your form to someone
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