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Formplus Integration

ApproveThis manages your Formplus Integration approvals.

April 17, 2025

Integration Category: Forms

Why Formplus and ApproveThis Are Better Together

Let's cut to the chase: forms are where work starts, not where it ends. Your Formplus surveys, purchase requests, and client intake forms? They're all just fancy to-do lists unless someone actually does something with that data. That's where 87% of teams get stuck - waiting on approvals, chasing down signatures, and playing CC tag in email threads.

ApproveThis acts like the bouncer for your Formplus data. Every time someone submits a form, you can automatically:

  • Route expense reports to managers based on dollar amounts
  • Send contract requests through legal review
  • Get purchase orders signed off before hitting "order"

The Nerd Stuff That Actually Matters

Formplus nails data collection. ApproveThis dominates decision-making. Connect them through Zapier, and you've got an approval machine that works while your team sleeps. Bonus: approvers only need email access - no new logins, no extra Formplus seats.

Real Teams Doing Real Things (Without the BS)

Procurement Teams: No More "Who Approved This?!"

A manufacturing company routes all Formplus purchase requests through ApproveThis with auto-escalation. Anything under $5k goes straight to department heads. Over $5k? CFO gets pinged automatically. They cut approval delays by 62% last quarter.

HR Squads: Onboarding That Doesn't Suck

New hire equipment requests submitted via Formplus now auto-route through ApproveThis with conditional logic. Laptop + monitor? IT director approves. Laptop + monitor + standing desk? That kicks up to Facilities for space planning. Delegation rules cover vacations automatically.

Ops Managers: Field Work That Actually Gets Approved

A construction company uses Formplus for site safety checklists. Now any "failed" inspection automatically creates an ApproveThis ticket with photo evidence attached. Supervisors get emailed approvals with one-click buttons - even from their phones.

How to Set This Up Without Losing Your Mind

  1. Create your Formplus form (you've probably already done this)
  2. In Zapier, set Formplus "New Submission" as the trigger
  3. Map critical fields to ApproveThis: dollar amounts, request types, any deal-breaker data
  4. Test with a $1 submission before going live

Pro tip: Use ApproveThis' calculated fields to auto-flag requests that need extra eyes. If "Total Cost" field exceeds $10k? Automatically add the VP as an approver. No manual checks needed.

Why This Isn't Just Another Integration

Most form-to-approval setups just shuffle PDFs around. Here's what actually moves the needle:

Email Approvals That Don't Get Lost

Approvers can reject/approve directly from their inbox - no logins, no hunting through apps. If someone ignores the request? ApproveThis automatically nudges them every 12 hours.

Delegation That Doesn't Require a PhD

Your approver's OOO? The system automatically reroutes requests to their backup. No more "Sorry, I was on vacation" excuses.

Audit Trails That Cover Your Ass

Every approval/rejection gets timestamped with the reason provided. If someone questions why a request was approved last quarter, you've got the receipts.

Who Actually Benefits From This?

Finance Teams

Auto-route expense reports based on amount. Under $500? Instant approval. Over $5k? CFO gets it with all supporting docs attached. Thresholds prevent policy violations before they happen.

Legal Departments

NDA requests from Formplus get stamped by the right attorney based on jurisdiction flags. Automatic version tracking means no "final_FINAL_v3.pdf" nonsense.

Field Operations

Safety inspection forms submitted via Formplus immediately notify managers about critical issues. Photo evidence stays attached through the approval chain.

The Hidden Perks You'll Actually Use

Beyond the obvious time saves:

Client Approvals Without the Awkwardness

Need a client sign-off on project specs collected via Formplus? Add them as external approvers - they'll get a clean email with your branding, not some app they need to learn.

Budget Reports That Write Themselves

ApproveThis tracks approval times per department. Now you've got data to call out teams causing bottlenecks. "Hey IT - 72 hour average approval time?" becomes "Let's fix this Tuesday."

Compliance That's Not an Afterthought

Every approved request auto-archives with full audit trails. When auditors come knocking, you're ready in 3 clicks instead of 3 panic-filled days.

Common Questions (From Real Skeptics)

"We Already Have Approvals in Our CRM"

Cool. Now connect those CRM entries to Formplus data. ApproveThis acts as the universal translator between systems - no more manual data entry between platforms.

"Our Process Is Too Complex"

Define "complex." Multi-stage approvals with department-specific rules? Conditional thresholds based on project codes? We've seen teams handling 37-step approvals. It's not pretty, but it works.

"We Use Google Forms"

Same principle applies. But seriously - Formplus has way better conditional logic and data validation. Your team deserves better than a free tool from 2006.

How to Not Screw This Up

Avoid these face-palm moments:

Don't: Map Every Form Field

Only pass critical data needed for decisions. Approvers don't need 27 form fields - give them the 3 that matter.

Do: Test Conditional Logic

$500 vs. $5000 approvals should route differently. Test both scenarios before going live.

Don't: Forget the Paper Trail

Enable ApproveThis' auto-archive feature. You'll thank us during audit season.

Ready to Stop Chasing Approvals?

Here's your play:

1. Grab an ApproveThis trial (takes 4 minutes)
2. Connect to Formplus via Zapier (we'll send you the exact steps)
3. Automate your first approval flow by lunch

Or if you're the "talk to a human" type: Book a 12-minute demo. We'll show you how other teams in your industry are cutting approval times by 40-60%.

🥳

Integrate with Formplus 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.

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Best Approval Workflows for Formplus

Suggested workflows (and their Zapier components) for Formplus

Create approval request for new Formplus entries

When a new form entry is submitted in Formplus, this integration creates an approval request in ApproveThis. This automation streamlines workflow by initiating the approval process immediately after submission. *Note: Ensure required fields from Formplus are correctly mapped to the approval request.*

Zapier Components

Formplus Logo

Trigger

New Submission

Triggers when a new submission is created.

Action

Create Request

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