ApproveThis manages your Intely Integration approvals.

Why Approval Automation Matters

Businesses using Intely to capture form data face a critical challenge: moving from information collection to decisive action. Manual approval processes create bottlenecks, especially when multiple stakeholders or conditional logic are involved. This is where ApproveThis transforms workflows by adding structure, speed, and accountability to decisions triggered by Intely form submissions.

How These Platforms Complement Each Other

Intely excels at converting raw form data into structured inputs, while ApproveThis specializes in routing those inputs through intelligent approval chains. Together through Zapier, they create closed-loop systems where submissions automatically trigger reviews, decisions automatically update records, and all stakeholders stay informed without manual intervention.

Intely's Core Strengths

As a no-code form builder and data integrator, Intely helps teams capture everything from customer onboarding details to vendor invoices. Its flexibility makes it ideal for frontline data collection, but approval management requires additional rigor.

ApproveThis' Decision Engine

ApproveThis adds governance to Intely's data flows with features like multi-step approvals, conditional routing, and automatic escalation thresholds. While Intely organizes what needs approval, ApproveThis determines who approves it, under what conditions, and what happens next.

Real-World Use Cases

These integrations shine in scenarios requiring both data accuracy and controlled decision-making:

Marketing Campaign Authorization

A media agency uses Intely forms for campaign proposals. When a strategist submits a budget exceeding $15K, ApproveThis automatically routes it to both the client's marketing director (via email) and the agency's CFO (in-platform). The approval group uses sequential routing, ensuring the client approves creative direction before budget sign-off.

Vendor Onboarding Acceleration

A manufacturing company collects supplier certifications through Intely. ApproveThis triggers parallel approvals from legal (contract review) and procurement (vendor code assignment) teams. Calculated fields automatically flag submissions missing expiration dates, routing them back to the vendor before human review.

Field Service Workflows

An HVAC company's Intely form captures emergency service requests. ApproveThis uses location data and technician certifications to auto-approve assignments meeting criteria, while flagging complex jobs for manager review. Vacation delegation ensures unavailable supervisors don't delay urgent approvals.

Key Integration Benefits

Combining these tools through Zapier creates tangible operational improvements:

For Finance Teams

Automated purchase request approvals with dollar-amount thresholds reduce maverick spending. AP teams gain audit trails showing exactly when invoices were approved relative to their associated Intely submission timestamps.

For HR Departments

New hire equipment requests submitted via Intely flow through ApproveThis' conditional workflows. IT approves laptop allocations, Facilities handles desk assignments, and all approvals complete before Day 1. External candidates approve offer letters without needing HR system access.

For Operations Managers

Maintenance requests from Intely forms automatically route based on severity codes. High-priority issues bypass standard queues, while recurring low-impact tasks get auto-approved via configured thresholds.

Implementation Essentials

Setting up the integration requires:

1. Connecting Intely and ApproveThis via Zapier
2. Configuring triggers for specific Intely form submissions
3. Mapping form fields to ApproveThis' request templates

Critical configuration notes:

• Use Intely's conditional logic to pre-filter submissions needing approval
• Leverage ApproveThis' calculated fields to auto-set approval thresholds

Approver Experience Details

External stakeholders approve requests via email without needing Intely logins. Internal teams see unified dashboards showing pending decisions alongside original form data. All parties receive status updates when approvals progress or require input.

Advanced Feature Synergies

Beyond basic routing, the integration supports:

Dynamic Escalation Paths

If an Intely-submitted project risk assessment exceeds threshold values, ApproveThis can modify approval chains mid-process, adding legal review or executive sign-off based on real-time calculations.

Multi-Platform Coordination

Approved Intely submissions can simultaneously update CRMs, project tools, and accounting systems through Zapier, with ApproveThis serving as the governance checkpoint before downstream actions.

Compliance Automation

For healthcare or financial service organizations, ApproveThis logs all decision rationale alongside the original Intely form data, creating audit-ready records of who approved what information and when.

Getting Started Guide

To implement this integration:

1. Identify high-volume approval scenarios currently managed through email or spreadsheets
2. Build corresponding Intely forms with structured data fields
3. Create ApproveThis templates mirroring approval logic
4. Connect via Zapier using the "New Form Submission" trigger
5. Test with non-critical workflows before full deployment

Common Pitfalls to Avoid

Don't attempt to replicate complex legacy approval processes verbatim. Use the integration as an opportunity to simplify redundant steps. Avoid over-notification by configuring ApproveThis reminders based on submission priority levels imported from Intely.

Strategic Advantages

Organizations using both platforms report:

- 68% faster approval cycle times (Forrester Consulting study)
- 92% reduction in approval status inquiries (ApproveThis customer data)
- 3:1 ROI from reduced operational delays (IDC automation impact analysis)

Next Steps for Teams

To experience these benefits:

1. Register for ApproveThis
2. Connect your existing Intely account via Zapier
3. Schedule a workflow design consultation with our automation experts

This integration isn't about replacing human judgment - it's about empowering teams to focus on decisions that matter, not the paperwork that doesn't.