ApproveThis manages your WPForms Integration approvals.

When Form Submissions Meet Approval Automation

Let's cut to the chase: forms are where work goes to die. Someone fills out a request, it sits in someone's inbox, people chase each other for signatures, and suddenly your "quick approval" takes three days. WPForms makes it easy to collect information - but then what? This is where ApproveThis picks up the baton.

By connecting WPForms to ApproveThis via Zapier, you're not just automating data transfer - you're rebuilding how decisions get made. Think of it as adding a turbocharger to your form-based processes. When submissions automatically trigger approval workflows with logic, escalations, and tracking, you turn static forms into dynamic decision engines.

Why This Combo Works (When Others Don't)

WPForms excels at gathering data. ApproveThis specializes in routing it. Together, they handle the complete lifecycle of requests without forcing your team into yet another software platform. Here's the kicker: approvers only need access to ApproveThis (or even just email) - no extra WPForms licenses required. This makes it perfect for:

• External clients approving project deliverables
• Cross-departmental reviews (finance + legal + operations)
• Field teams submitting requests through your website

The Nuts and Bolts

ApproveThis adds three critical layers to WPForms submissions:

1. Decision Logic: Auto-approve small expenses but route larger ones to the CFO. Require dual signatures for contract changes. Escalate stale requests.

2. Accountability: See exactly who's sitting on a request, with automatic reminders and delegation when someone's OOO.

3. Audit Trails: Every comment, approval, and rejection gets logged - crucial for compliance-heavy industries.

Real-World Use Cases That Don't Suck

1. The Instant Approval Funnel

Scenario: A marketing agency uses WPForms for client campaign requests. Their old process? Form submission 92 Email to account lead 92 Slack pestering 92 Google Doc approval 92 Jira ticket. Now:

WPForm entry 92 Auto-route via ApproveThis based on client tier and budget 92 Approved? Automatically create Asana tasks. Denied? Send client a templated email with next steps.

Why it works: Combines WPForms' front-end flexibility with ApproveThis' back-end routing. Account leads save 6+ hours/week on approval admin.

2. The Self-Service Procurement Portal

Scenario: A manufacturing company's field teams need to order safety gear. Previously: PDF forms emailed to warehouse managers, lost in inboxes. Now:

WPForms submission 92 ApproveThis checks inventory levels 92 If in stock, auto-approve and notify shipping. Out of stock? Route to procurement with vendor options. Integrates with their Netsuite ERP via Zapier webhooks.

Why it works: Field teams get instant resolutions without learning new tools. Warehouse managers only handle exceptions.

3. The Compliance Sandwich

Scenario: Healthcare provider needs patient consent form approvals. Legal requires two-factor review for HIPAA compliance. Their solution:

WPForms entry 92 ApproveThis enforces sequential approvals (physician 92 privacy officer) 92 Approved forms get watermarked and pushed to EHR 92 Denied forms trigger compliance review workflow.

Why it works: Audit trails satisfy regulators. Automatic version control prevents "Oops I approved the wrong draft" incidents.

Setting This Up Without Losing Your Mind

Here's the beauty of Zapier integrations - you're not building some fragile Rube Goldberg machine. For a basic approval workflow:

Step 1: Create your Zap with WPForms as the trigger (New Form Entry)

Step 2: Add ApproveThis as the action (Create Request)

Step 3: Map form fields to approval request details (Pro tip: Use ApproveThis' calculated fields to auto-add expiration dates or priority levels)

Step 4: Set up conditional logic (e.g., route $500+ requests to finance, others to department heads)

Total setup time? About 15 minutes if you've had coffee. Less if you've had two.

Department-Specific Wins

HR Teams: Onboarding Without the Papercuts

New hire forms in WPForms 92 Equipment approvals in ApproveThis. IT gets notified automatically when laptop requests are approved. Facilities sees desk setup approvals. All tied to the same candidate profile.

Finance: Killing the Expense Report Shuffle

Employees submit receipts via WPForms. ApproveThis routes based on amount: <$100 auto-approved, $100-500 to managers, $500+ requires receipts and finance review. Integrates with QuickBooks for auto-reimbursement.

Operations: Vendor Management That Doesn't Manage You

Supplier registration forms in WPForms trigger 3-step approvals: operations 92 legal 92 CFO. Approved vendors get pushed to your CRM. Denied? Auto-send a templated email with next steps.

Why This Isn't Just Another Integration

Most Zapier integrations just move data from A to B. This combo actually changes how decisions happen:

Speed: Approval cycles drop from days to hours because requests can't get buried in inboxes.

Visibility: Everyone sees where a request is stuck - no more "I thought YOU approved it!"

Scale: Handle 10x the requests without hiring more approvers, thanks to auto-approval thresholds and smart routing.

And here's the sneaky benefit: It makes WPForms more powerful. Suddenly those forms aren't just collecting data - they're initiating complex workflows that actually finish.

The Bottom Line

If your team uses WPForms for anything requiring human judgment, you're leaving speed and accountability on the table. ApproveThis adds the decision-making layer WPForms can't - without forcing approvers to learn new tools.

This isn't about replacing your existing stack. It's about connecting the dots between data collection and action. The result? Fewer meetings about approvals, fewer emails asking "Did you see that request?", and less risk of important decisions falling through the cracks.

Next steps: If you've got WPForms running, try our pre-built approval templates. Or schedule a 15-minute demo to see how approval automation could slice through your team's backlog.