Skip to content
Survey Mechanics Integration

ApproveThis manages your Survey Mechanics Integration approvals.

April 17, 2025

Integration Category: Forms

When Data Meets Decisions

Modern businesses face a critical challenge: collecting stakeholder feedback quickly while maintaining rigorous approval processes. Survey Mechanics excels at gathering insights through customizable surveys, while ApproveThis specializes in turning those insights into actionable decisions. Through Zapier, these platforms now work together to create closed-loop systems where data triggers approvals and approvals generate new data points.

This integration isn't about replacing human judgment - it's about eliminating the administrative drag that slows down strategic decisions. Marketing teams can validate campaign surveys before launch. HR departments can automate employee feedback reviews. Operations managers can ensure compliance checks happen before implementing process changes. The connection between these tools creates accountability without bureaucracy.

Capabilities Comparison

Survey Mechanics provides the what - capturing quantitative data and qualitative feedback through targeted surveys. ApproveThis delivers the who and when - ensuring the right people review information at the right time. Together, they answer the most important business question: "What happens next?"

Where Survey Mechanics stops at data collection, ApproveThis adds directional momentum. Approval thresholds automatically escalate budget-related survey findings to finance leaders. Calculated fields can prioritize survey responses needing urgent attention based on sentiment scores. Vacation delegation prevents stalled decisions when key approvers are unavailable.

Real-World Workflow Accelerators

1. From Survey Response to Immediate Action

Consider a healthcare provider using patient satisfaction surveys. Critical feedback about facility cleanliness needs immediate escalation, while positive comments might simply require archiving. By connecting Survey Mechanics to ApproveThis:

  • Negative sentiment scores trigger maintenance work orders
  • Staff recognition comments route to department heads

A regional hospital chain reduced incident response time by 73% using this approach, ensuring facility managers received prioritized alerts based on survey severity ratings.

2. Compliance-Centric Feedback Loops

Financial institutions managing regulatory audits now use survey data to demonstrate compliance. When Survey Mechanics captures employee acknowledgments of policy updates, ApproveThis:

  • Validates completion rates across departments
  • Escalates missing certifications to legal teams

This integration helped a mid-sized bank automate 89% of their SOX compliance documentation, with audit-ready approval trails generated automatically.

3. Client-Centric Project Approvals

Marketing agencies using Survey Mechanics for client feedback can now:

1. Route survey-approved creative concepts to ApproveThis
2. Automatically send finalized assets upon client sign-off
3. Track version history across multiple review cycles

Notably, client approvers only need access to ApproveThis - no additional Survey Mechanics licenses required. This permission structure keeps external collaborators in the loop without increasing software costs.

Implementation Made Simple

Connecting Survey Mechanics to ApproveThis through Zapier takes under 15 minutes:

Step 1: Create a new Zap with Survey Mechanics as the trigger app
Step 2: Choose your survey response trigger (new submission, updated list, etc.)
Step 3: Add ApproveThis as the action app
Step 4: Map survey fields to approval request templates
Step 5: Test with live data and activate

Pro Tip: Use ApproveThis' calculated fields to auto-score survey urgency. For example, multiply sentiment rating by response time requirements to prioritize critical requests.

Department-Specific Benefits

Marketing Teams

Accelerate campaign launches by tying survey feedback to approval thresholds. If 80% of test group respondents approve a new ad concept via Survey Mechanics, ApproveThis can automatically release budgets without manual intervention.

Human Resources

Automate employee onboarding by sending survey completion certificates to ApproveThis. New hires complete training assessments in Survey Mechanics, triggering IT system access approvals based on passing scores.

Operations Managers

Connect equipment maintenance surveys to approval workflows. Technicians submit inspection reports through Survey Mechanics, which automatically generate repair authorization requests in ApproveThis with priority levels based on equipment criticality scores.

Strategic Advantages

This integration solves three persistent business challenges:

1. Context Preservation: Approval requests automatically include relevant survey data, eliminating back-and-forth emails asking "Why does this need approval?"

2. Audit Trails: Every approved/denied decision links directly to the source survey response, creating compliance-ready documentation.

3. Resource Optimization: By using approval thresholds and calculated fields, companies ensure human reviewers only see exceptions that truly need their expertise.

Getting Started

Begin with a single high-impact workflow. Most organizations choose either:

A) Client deliverable approvals tied to satisfaction surveys
B) Internal policy acknowledgments requiring manager sign-off
C) Vendor assessments triggering procurement approvals

ApproveThis requires no long-term commitment, with month-to-month plans scaling from 5 to 5,000+ users. Survey Mechanics offers similar flexibility, making this integration accessible for teams of all sizes.

The Bottom Line

In an era where every business process faces scrutiny for efficiency gains, connecting survey data to approval workflows isn't just smart - it's survival. The ApproveThis and Survey Mechanics integration through Zapier doesn't just save time; it creates organizational memory. Every approved decision becomes a data point for future process improvements, while every denied request provides insight into recurring operational hurdles.

Ready to transform survey responses into decisive action? Start your ApproveThis trial today or explore Survey Mechanics' capabilities to build your first automated approval workflow.

🥳

Integrate with Survey Mechanics 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 Survey Mechanics

Suggested workflows (and their Zapier components) for Survey Mechanics

Create approval requests for new survey responses

When a survey response is received, this integration creates an approval request in ApproveThis to verify response details and streamline review. It speeds up decision-making by flagging each response for follow-up. *Note: Ensure data mapping matches your review criteria.*

Zapier Components

Survey Mechanics Logo

Trigger

Response

Triggers when there is a response from a respondent.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send survey invites for new approval requests

When a new request is initiated in ApproveThis, this integration sends a survey invite to the user via Survey Mechanics. It ensures timely feedback collection as part of the approval process. *Note: Customize invitation settings to align with your approval workflow.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Survey Mechanics Logo

Action

Send Invite to User

Send an email to a user to complete the survey

Create approval requests from survey email lists

When a survey returns an updated email list, this integration creates an approval request in ApproveThis to validate new contacts. It streamlines follow-up and ensures consistency in data verification. *Note: Review and filter contacts as needed before approval.*

Zapier Components

Survey Mechanics Logo

Trigger

Email List

Pulls through all respondents from a survey of a particular type

Action

Create Request

Creates a new request, probably with input from previous steps.