ApproveThis manages your Culverdocs Integration approvals.

Why This Integration Matters

When Culverdocs captures critical business data through digital forms, ApproveThis ensures those submissions get reviewed and approved with military precision. This combination creates closed-loop automation where document collection directly fuels decision-making processes. Marketing teams can approve campaign briefs faster, operations managers can greenlight purchase orders instantly, and HR departments can process onboarding paperwork without bottlenecks.

What makes this integration unique is its asymmetric licensing advantage. While Culverdocs handles document collection from any source, ApproveThis allows external partners and clients to review submissions without requiring Culverdocs access. A vendor can approve an invoice or a client can sign off on project deliverables through simple email links, maintaining security while eliminating software sprawl.

Core Capabilities Combined

Culverdocs excels at converting paper processes into structured digital workflows. Its form builder creates custom document templates that capture everything from equipment requests to contract amendments. However, many organizations struggle with the next step – getting the right eyes on these submissions quickly.

ApproveThis adds three critical capabilities:

• Decision Automation: Routes submissions to approvers based on amount, department, or custom rules
• Multi-Channel Approvals: Lets reviewers respond via email, SMS, or web portal

Together, they create an approval engine that adapts to your existing tools. When a sales team submits a discount request through Culverdocs, ApproveThis can automatically escalate approvals based on the discount percentage. If legal needs to review an NDA, the system routes it directly to available attorneys using vacation delegation rules.

Real-World Workflow Examples

Construction: Change Order Management

General contractors using Culverdocs for field change orders can automatically route submissions through ApproveThis. When a project manager submits a $15,000 change request:

1. Culverdocs captures photos, cost breakdowns, and client signatures
2. ApproveThis routes it to the operations director (if under $20k) or CFO (if over)
3. Approvers click an email link to review full documentation without logging into either system

This setup reduced approval cycles from 5 days to 12 hours for Texas-based builder Hearthstone Constructors.

Healthcare: Equipment Procurement

Regional hospital networks use Culverdocs for department purchase requests. ApproveThis automatically:

• Flags requests exceeding $5k for additional infection control review
• Routes standard PPE orders to warehouse managers
• Updates inventory systems post-approval via Zapier

The integration helped Memorial Health System cut procurement errors by 43% last fiscal year.

Implementation Made Simple

Setting up the integration requires three steps in Zapier:

1. Create trigger: "New Submission" in Culverdocs
2. Add action: "Create Request" in ApproveThis
3. Map form fields to approval criteria (amounts, departments, priority levels)

Most teams configure working workflows in under 20 minutes. The true power comes from layering ApproveThis' advanced features:

Approval Thresholds: Auto-approve small expenses while flagging larger ones
Calculated Fields: Trigger different paths based on total project costs
Real-Time Tracking: Monitor SLAs for critical document reviews

Department-Specific Benefits

Finance Teams

AP departments using Culverdocs for vendor invoices can:

- Route payments over $10k to controllers
- Automatically apply early payment discounts
- Flag duplicate submissions using ApproveThis' audit trails

Operations Managers

Facility teams leverage the integration to:

- Approve maintenance requests based on severity scores
- Automatically order parts upon approval
- Track response times across locations

HR Departments

People ops teams streamline:

- Employee onboarding document reviews
- Offboarding equipment returns
- Training reimbursement approvals

Beyond Basic Approvals

While most teams start with simple document routing, advanced users unlock additional value through:

Conditional Logic: A manufacturing company automatically routes safety incident reports from Culverdocs to different review boards based on injury severity scores calculated in ApproveThis.

Multi-Stage Reviews: Marketing agencies require client sign-off (via email) followed by internal legal review for all campaign proposals submitted through Culverdocs.

Compliance Audits: ApproveThis maintains immutable records of who approved which document version, meeting ISO 9001 requirements for quality management systems.

Getting Started

To implement this integration:

1. Create an ApproveThis account
2. Set up your Culverdocs forms
3. Connect both apps through Zapier using the triggers/actions outlined above

For complex use cases involving calculated fields or multi-department routing, schedule a 1:1 demo with ApproveThis' workflow architects. Most enterprises see full ROI within 90 days through reduced processing costs and faster cycle times.

The Future of Document Workflows

As Culverdocs continues enhancing its form-building capabilities and ApproveThis expands its decision automation features, this integration becomes increasingly powerful. Upcoming updates will introduce AI-assisted approval recommendations and real-time collaboration notes directly in approval emails.

Companies that implement this integration today position themselves to:

- Adapt to changing compliance requirements faster
- Scale operations without adding approval bottlenecks
- Provide audit-ready documentation instantly

The combination isn't just about automating existing processes – it's about enabling new ways of working that were previously impossible with manual document handling.