ApproveThis manages your Formsite Integration approvals.

Why Combine Formsite with ApproveThis?

Formsite and ApproveThis solve complementary challenges. Formsite empowers teams to collect critical data through forms – expense reports, vendor onboarding questionnaires, or creative project briefs. But when those submissions require human judgment, manual follow-ups create bottlenecks. ApproveThis adds structure to the decision-making process, automating routing, reminders, and record-keeping. Together, they turn form submissions into actionable workflows.

Consider a marketing agency using Formsite to gather client campaign requests. Without automation, each submission might trigger emails to department heads, scattered spreadsheets, and missed deadlines. With ApproveThis, the campaign brief automatically routes to the right stakeholders based on budget, client tier, or project type. Approvers click ‘approve’ directly from their inbox, and the requester receives instant updates – all while maintaining a centralized audit trail.

Key Benefits for Cross-Functional Teams

Finance Teams: Control Without Micromanagement

Formsite forms can capture expense reports, purchase orders, or contract terms. ApproveThis adds guardrails: auto-approving expenses under $500 using approval thresholds, escalating high-value contracts to legal via sequential approvals, or flagging submissions missing receipts with conditional logic. Finance leads gain visibility into pending requests without chasing down paper trails.

Operations: Streamline Vendor & Procurement Workflows

Vendor onboarding forms in Formsite often require multiple department sign-offs. ApproveThis eliminates email ping-pong by assigning approval groups – require consensus from IT, Facilities, and Security for new software vendors, or route equipment requests based on office location. Vacation delegation ensures no single person’s absence stalls critical processes.

HR: Accelerate Hiring & Employee Requests

HR teams use Formsite for employee onboarding documents, travel advance requests, or training enrollments. Integrate with ApproveThis to automatically route background check approvals, validate per-diem rates against company policies using calculated fields, or require manager sign-off before enrolling employees in premium courses.

Real-World Use Cases

Nonprofit Donation Approvals

A nonprofit uses Formsite to collect donor proposals requiring board review. Previously, proposals got lost in shared inboxes. Now, each submission triggers an ApproveThis workflow:

• Auto-calculate potential tax implications using calculated fields
• Route high-value proposals to the finance committee first
• Send reminders if votes stall

Result: The board reduced decision time by 40%, and donors receive confirmation emails automatically upon approval.

Manufacturing: Safety Incident Reporting

A factory uses Formsite for employees to report equipment malfunctions. ApproveThis ensures urgent issues get immediate attention:

• Severity ratings in the form trigger escalation paths
• Maintenance leads approve part replacement requests
• Approved work orders sync to their project management tool

Result: Critical repairs are prioritized, and all incidents are logged for compliance audits.

Setting Up the Integration

Connect Formsite and ApproveThis in under 15 minutes using Zapier:

1. Create a Zap: Choose “New Formsite Result” as the trigger
2. Map Fields: Link Formsite responses to ApproveThis criteria (e.g., budget field → approval threshold)
3. Set Approval Rules: Define approvers, escalation paths, and auto-approval conditions
4. Test & Launch: Submit a test form to confirm routing and notifications

Pro Tip: Use ApproveThis’ calculated fields to auto-populate deadlines based on form submission dates or apply discount rates to quoted services.

Why This Integration Works for External Partners

ApproveThis doesn’t require external approvers to have Formsite logins. Clients, vendors, or contractors receive approval requests via email and can respond without creating accounts. For example:

A marketing firm sends client campaign approvals through ApproveThis. The client receives an email with the creative brief (submitted via Formsite) and clicks ‘approve’ – no software download or password required. If the client doesn’t respond within 48 hours, ApproveThis escalates to their second-in-command.

Advanced Features to Explore

Conditional Routing: Route Formsite submissions to different approvers based on dropdown selections. Example: “IT Request” forms go to tech leads, “Facilities” forms go to office managers.

Dynamic Deadlines: Set approval timelines based on urgency levels captured in the form. High-priority requests shorten escalation windows.

Multi-Language Support: Send approval emails in the approver’s preferred language, ideal for global teams using Formsite for regional requests.

Getting Started

ApproveThis + Formsite works best for teams that:

• Handle 10+ approvals weekly
• Require cross-departmental sign-offs
• Need audit trails for compliance

Ready to automate your Formsite workflows? Start a free ApproveThis trial or schedule a custom demo to see how approval automation can reduce your team’s administrative workload by up to 60%.