ApproveThis manages your Tally Integration approvals.

When Forms Meet Approvals: No More Black Holes

Let’s be real – most companies treat approvals like a game of telephone. Someone fills out a form, it gets lost in someone’s inbox, and three weeks later you’re chasing down why the new marketing campaign still says "Lorem Ipsum." Tally’s slick forms solve the data collection part, but approvals? That’s where ApproveThis comes in.

Together, they’re like putting your approval process on autopilot. Tally captures requests from employees, clients, or vendors. ApproveThis handles the messy part: routing to the right people, chasing decisions, and documenting everything. No more "I thought Jessica was handling that" moments.

Why This Combo Works (When Other Tools Fail)

Most form tools stop at "notification sent." ApproveThis picks up where they leave off with three killer advantages:

• Approval chains that actually move: Conditional routing based on dollar amounts, departments, or project types
• Zero seat licenses for approvers: Clients or contractors can approve directly via email without another software login

Example: A construction company uses Tally for change order requests. ApproveThis automatically routes anything under $5k to the project lead, over $5k to the CFO, and anything safety-related to the compliance team – all while keeping the client in the loop via email approvals.

Real-World Workflows That Don’t Suck

1. From Form Submission to Approved Request in 60 Seconds

The Zap: New Tally submission → Create ApproveThis request

Who needs this: HR teams drowning in PTO requests. Instead of digging through form responses and Slack messages, every Tally submission becomes a tracked approval with deadlines. Auto-reassign approvals when managers are OOO using ApproveThis’ vacation delegation.

2. Audit Trail Mode Activated

The Reverse Zap: New ApproveThis request → Log in Tally

Why it matters: Finance teams love this for purchase approvals. Every approved/denied request in ApproveThis gets timestamped in Tally, creating a clean paper trail for quarterly audits. Bonus: Use ApproveThis’ calculated fields to auto-flag requests that exceed budget thresholds.

Setup That Takes Less Time Than Your Morning Coffee

1. Connect via Zapier – no devs needed
2. Map Tally form fields to ApproveThis templates
3. Set escalation rules (optional but recommended)
4. Test with a $0.01 expense report approval (trust us)

Pro tip: Use ApproveThis’ approval groups for cross-functional requests. Tally collects the specs, ApproveThis routes to design, legal, and compliance simultaneously instead of playing approval ping-pong.

Department-Specific Wins

Operations Teams

Vendor onboarding forms in Tally → Approval chains with legal and accounting. Auto-approve repeat vendors below spend limits using approval thresholds.

Marketing Squads

Campaign brief submissions → Creative director approval → Auto-log approved concepts in Tally with timestamps. Kill zombie projects that linger in revision limbo.

IT Departments

Software access requests via Tally → Multi-tier approvals based on security levels. ApproveThis handles escalations when primary approvers are swamped with tickets.

What You’re Dodging by Using Both Tools

• Manual data entry errors: No copying form responses into emails
• Approval amnesia: Built-in reminders prevent "I forgot to click approve"
• Blame game: Everyone sees where the request is stuck in real time

A healthcare client reduced equipment approval times from 11 days to 2 by combining Tally’s mobile-friendly forms with ApproveThis’ priority routing. Their compliance team still gets warm fuzzies from the audit-ready logs.

When to Stick With Basic Forms (Spoiler: Almost Never)

Tally alone works if you’re approving lunch orders. But once you have:
- Multiple approvers across teams
- Compliance requirements
- Actual money on the line
…that’s when layering ApproveThis pays off. Their conditional logic handles edge cases that would make a simple form approval workflow implode.

Ready to Stop Herding Approval Cats?

This isn’t about fancier software – it’s about eliminating the 37 back-and-forth emails currently hiding in your sent folder. ApproveThis works where spreadsheets and basic form tools tap out.

Book a 15-minute demo to see real client workflows or start a free trial if you’re the "learn by doing" type. Either way, your Tally forms are about to become actual decision engines instead of digital sticky notes.

FAQ (For the Skeptical Manager)

Q: Can external partners approve without a Tally login?
A: Yes – they get email links to approve/reject. No ApproveThis login required either.

Q: What if an approver goes MIA?
A: Set escalation rules to reroute after 24hrs. No more bottlenecking on that one VP who’s always "in meetings."

Q: Can we customize approval reasons?
A: Add dropdowns or free-text fields in ApproveThis to capture why something was rejected. Syncs back to Tally if needed.