ApproveThis manages your Incontrol Integration approvals.

Why Incontrol Users Need Approval Automation

Incontrol helps organizations manage documents, leads, and cases through digital forms - but what happens after data enters your system? Manual follow-ups, email chains, and spreadsheet tracking often create bottlenecks. This is where ApproveThis transforms how teams handle decisions.

By connecting Incontrol to ApproveThis via Zapier, you add structured approval logic to every form submission. Legal teams can review contracts faster, sales managers qualify leads systematically, and operations leads maintain audit trails without manual oversight.

How It Works: Approval Power Without Complexity

ApproveThis doesn't replace Incontrol - it enhances it. When a form is submitted in Incontrol, Zapier automatically creates an approval request with all relevant context. Approvers receive email notifications (no additional software required) and make decisions directly from their inbox. Approved requests trigger downstream actions in Incontrol; rejected ones return for edits.

Key advantages:

• External Collaboration: Clients or partners approve documents without needing Incontrol licenses
• Conditional Routing: High-value contracts automatically escalate to legal directors
• Real-Time Visibility: Track all pending decisions in ApproveThis' dashboard

Three Workflows Every Team Should Automate

1. Document Sign-Offs for Regulated Industries

When: New contracts or compliance docs are created in Incontrol

Why it matters: Healthcare providers and financial institutions often require multiple sign-offs on sensitive documents. A medical billing company used this integration to reduce approval cycles from 72 hours to 4 hours by automatically routing new patient consent forms to physicians, privacy officers, and legal counsel.

ApproveThis features used: Sequential approvals, calculated fields for automatic escalation based on document risk level

2. Lead Qualification for Sales Teams

When: New leads register through Incontrol forms

Why it matters: Marketing agencies use this to prevent overpromising on unavailable services. When a lead requests a premium video production package, ApproveThis routes the request to both sales and creative directors for capacity checks before engagement.

ApproveThis features used: Approval thresholds (auto-approve leads under $5K), vacation delegation during team downtime

3. Case Resolution Tracking for Support Teams

When: Customer support cases are updated in Incontrol

Why it matters: IT departments leverage this to handle access requests. When a case requests elevated system permissions, ApproveThis requires approvals from both the requester's manager and cybersecurity lead - with full audit trails for compliance reviews.

ApproveThis features used: Multi-step approvals, real-time comment threads

Implementation: Set Up in 15 Minutes

1. Create your ApproveThis account and build an approval template matching your Incontrol form
2. In Zapier, choose "New Document" or "Updated Case" as your Incontrol trigger
3. Map form fields to ApproveThis' "Create Request" action
4. Test with a real submission - approvers will receive email links to review

Pro tip: Use ApproveThis' calculated fields to auto-approve routine requests (e.g., office supply orders under $500) while flagging exceptions for manual review.

Department-Specific Benefits

Legal & Compliance

Automatically route NDAs from Incontrol forms through redline reviews. Set conditional rules so contracts over $250K require additional executive approval. All versions and comments are preserved without email clutter.

Sales Operations

Qualify discounted deals faster by requiring regional manager approval for any Incontrol quote under 70% margin. ApproveThis' real-time dashboard shows which deals are stuck and why.

Human Resources

Process employee onboarding documents submitted via Incontrol with parallel approvals. IT gets equipment requests, facilities handles desk assignments, and payroll confirms tax forms - all from a single submission.

When to Consider Custom Development

While Zapier handles most integrations, enterprises with complex ERP systems might explore ApproveThis' API for direct webhook support. This allows real-time syncs between approved Incontrol submissions and legacy procurement systems.

Beyond Basic Approvals: Advanced Use Cases

ApproveThis becomes indispensable when combining multiple Incontrol processes:
- Automatically create Jira tickets when approved feature requests come through Incontrol forms
- Sync approved vendor contracts from Incontrol to QuickBooks for payment terms
- Push finalized marketing plans from Incontrol to project management tools after CMO sign-off

Common Pitfalls to Avoid

Don't overload approvers - use approval groups to distribute workload evenly. Avoid vague rejection reasons by configuring predefined response options in ApproveThis. Always test new workflows with a small team before org-wide rollout.

Getting Started

ApproveThis offers a free tier for basic workflows, while Incontrol's premium plans support advanced form logic. Together, they create an approval system that scales with your needs without complex coding.

Ready to eliminate approval bottlenecks? Start your free ApproveThis trial or schedule a custom demo to see how approval automation can transform your Incontrol workflows.