Skip to content
Fingertip Integration

ApproveThis manages your Fingertip Integration approvals.

April 17, 2025

Integration Category: Cms

When Form Builders Meet Approval Chains

Let's get real – nobody starts their day excited to chase down approvals. Yet here we are, with marketing teams waiting on legal sign-offs, operations managers babysitting purchase orders, and client services stuck playing phone tag with stakeholders. Enter Fingertip (your data collection powerhouse) and ApproveThis (the approval sheriff your processes need). Hook them up through Zapier, and suddenly you've got a system that actually works while you sleep.

Why This Combo Doesn't Suck

Fingertip's great at gathering intel – contact forms, project briefs, you name it. ApproveThis? It's the muscle that actually gets people to make decisions. Together via Zapier, they turn "Hey, did you see that thing I sent?" into a process that hums like a Swiss watch. We're talking:

  • No more spreadsheet approval tracking (RIP, Excel hell)
  • Automatic escalation when Bob from accounting goes fishing
  • Client approvals without giving everyone software logins

Real Workflows for People Who Hate Busywork

Let's break down how this actually plays out in the wild:

1. Client Onboarding That Doesn't Make You Want to Cry

The Zap: New Fingertip form response → ApproveThis request → Legal team's inbox

Picture this – a marketing agency using Fingertip forms for client project intake. Instead of Slack pings to the legal team, every submission auto-generates an approval request with all the deets. Partners approve contracts via email (no logins needed), and once greenlit, the client gets auto-added to Fingertip's site contacts. Bonus: Approval thresholds automatically escalate big-budget projects to senior partners.

2. Procurement That Doesn't Require a PhD

The Zap: Fingertip purchase request → Multi-level approval → Vendor payment

Manufacturing companies dig this – when a floor manager submits equipment requests through Fingertip, ApproveThis routes it based on amount. $500? Auto-approved. $5,000? Needs plant manager sign-off. $50k? CFO gets involved. All with real-time budget calculations and delegation when approvers are OOO.

3. Client Content Reviews That Don't Miss Deadlines

The Zap: Fingertip content submission → Sequential approvals → Published

Digital agencies love this setup – clients submit blog drafts via Fingertip, which triggers an ApproveThis workflow with the agency's editor and then the client. Edits happen in the platform, version control stays intact, and everyone can see where the bottleneck is (looking at you, Karen from compliance).

Setting This Up Without Losing Your Mind

Here's the 411:

  1. Connect both apps to Zapier (takes 2 minutes)
  2. Pick your trigger – new Fingertip form? Site contact?
  3. Map fields to ApprovalThis requests (keep it simple at first)
  4. Set escalation rules and approval thresholds
  5. Test with a $5 office supply order before approving the company jet

Pro tip: Use ApproveThis' calculated fields to auto-flag requests over budget before they even hit approvers' inboxes.

Who Actually Benefits From This?

Marketing Teams

Client approvals on campaigns via email? Check. Automatic archiving of approved assets in Fingertip? Double check. No more "The client loved it but we missed the launch date" fiascoes.

Operations Managers

Purchase requests that auto-route based on amount and department budget. Vacation delegation ensures the supply chain keeps moving when managers are out. Real-time dashboards show exactly which approvals are stuck.

Client Services

External clients can approve project briefs and change orders without needing Fingertip logins. All communication stays tracked in one place – no more "I never approved that" disputes.

The Nuts and Bolts You Care About

While we're here, let's address the elephant in the room:

Yes, approvers can reject requests via email without jumping through hoops.
No, you don't need to buy Fingertip licenses for every client approver.
Yes, you can set hard stops for budget overages before requests even route.
No, your IT team won't hate you – setup takes less time than their coffee break.

When to Use This vs. When to Keep Walking

This integration shines when:

  • You've got multiple decision-makers across teams/clients
  • Approvals often get stuck in email black holes
  • Compliance requires audit trails for decisions

Maybe skip it if:

  • Your entire approval process is "Shoot Steve a text"
  • You approve literally everything (bless your optimistic heart)

Bottom Line

Combining Fingertip's data collection with ApproveThis' approval automation isn't about being fancy – it's about eliminating the crap that makes work suck. Less chasing, fewer errors, and actual visibility into why projects stall. For companies scaling past 50 employees, it's not just nice-to-have; it's "how did we survive before this?" territory.

Your Move

Either keep playing approval babysitter, or get started with ApproveThis and connect your Fingertip workflows in an afternoon. Demo's take 15 minutes – barely enough time to finish your coffee. Your choice.

🥳

Integrate with Fingertip 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 Fingertip

Suggested workflows (and their Zapier components) for Fingertip

Create approval requests for new form responses

When a new form response is received in Fingertip, create an approval request in ApproveThis to streamline review processes. This integration automates data collection and approval, reducing manual follow-ups. *Note: Customize approval conditions as needed.*

Zapier Components

Fingertip Logo

Trigger

New Form Response

Triggers when a new form response is created.

Action

Create Request

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

Create approval requests for new site contacts

When Fingertip logs a new site contact, automatically send an approval request via ApproveThis for quick verification and processing. This automation reduces delays and manual interventions. *Note: Adjust approval criteria in ApproveThis as necessary.*

Zapier Components

Fingertip Logo

Trigger

New Site Contact

Triggers when a new site contact is created.

Action

Create Request

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

Add approved requests as site contacts

When an approval request is completed in ApproveThis, add the approved item as a site contact in Fingertip to ensure only verified data enters your customer records. This integration minimizes errors and saves time. *Note: Ensure your Fingertip data fields match approval data.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Fingertip Logo

Action

Create Site Contact

Create a site contact in Fingertip.

Add pending requests as site contacts

When a new approval request workflow starts in ApproveThis, create a corresponding site contact in Fingertip for further processing. This integration helps track pending approvals and speeds up follow-ups. *Note: Verify initial data accuracy before final approval.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Fingertip Logo

Action

Create Site Contact

Create a site contact in Fingertip.