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MOBIDI Integration

ApproveThis manages your MOBIDI Integration approvals.

April 17, 2025

Integration Category: Product Management

When Mobile Data Meets Structured Approvals

Field teams using MOBIDI capture critical data - photos of construction progress, retail shelf audits, or maintenance reports. But without structured approval processes, this data often gets stuck in silos. ApproveThis adds accountability by requiring designated reviewers to sign off on field submissions before they trigger follow-up actions. Together, these platforms create closed-loop workflows where nothing gets lost between data collection and decision-making.

Why This Integration Matters for Operations Teams

MOBIDI excels at capturing unstructured field data but wasn't built to manage the approval chains required for compliance-heavy industries. ApproveThis brings four key advantages to MOBIDI users:

  • Automatic routing of field reports to correct approvers based on project, location, or dollar amount
  • Legal compliance through audit trails showing who approved what - and when
  • Real-time visibility into approval bottlenecks delaying field operations

For approvers, the integration means they can review MOBIDI submissions directly in email without needing MOBIDI licenses. This is particularly valuable for organizations collaborating with external partners or clients who shouldn't have full system access.

Real-World Workflows Across Industries

Construction: Site Inspection Approvals

A superintendent submits a MOBIDI report with photos of suspected structural issues. ApproveThis automatically routes this to the lead engineer (sequential approval) and project manager (parallel approval). The engineer reviews photos in the approval email, clicks "Approve," which triggers MOBIDI to generate a formal inspection report.

Retail: Promotional Compliance Audits

Field reps photograph in-store displays using MOBIDI. ApproveThis routes submissions to regional managers if displays match guidelines, but escalates to legal teams if unauthorized branded materials appear. Calculated fields in ApproveThis automatically flag submissions containing trademarked assets from competitors.

Healthcare: Patient Room Readiness

Cleaning staff document sanitized rooms via MOBIDI checklists. ApproveThis requires infection control nurses to approve submissions before rooms appear as "available" in bed management systems. Vacation delegation ensures alternate approvers receive requests if primary staff are off-duty.

Key Integration Use Cases

1. Approval-Driven Documentation

When: Field teams need instant review of time-sensitive submissions
How: MOBIDI entry → ApproveThis request → Approved? → Generate PDF report
Technical Setup: Map MOBIDI form fields to ApproveThis calculated fields that auto-populate report templates

2. Compliance Escalations

When: Submissions require legal/executive review
How: MOBIDI entry → ApproveThis thresholds → Route to general counsel if $value >10k
Technical Setup: Configure approval thresholds based on MOBIDI numeric fields like estimated repair costs

Implementation Guide

Step 1: Connect both apps via Zapier
Step 2: Map critical MOBIDI fields to ApproveThis triggers:
- Location data → Route to regional approvers
- Numeric fields → Set approval thresholds
- Photo/video attachments → Include in approval emails
Step 3: Configure fallback rules in ApproveThis:
- Auto-approve if no response in 24h
- Escalate to secondary approvers during PTO
Step 4: Set up bi-directional sync to update MOBIDI records with approval statuses

Team-Specific Benefits

Field Operations

Reduce callback rates by 22%: When inspectors know submissions require formal approval, they capture more complete data upfront. Automatic reminders prevent delays from "forgotten" requests.

Finance Teams

Enforce spending controls: MOBIDI entries with cost estimates trigger ApproveThis workflows requiring CFO approval above $15k. All approvals sync back to accounting systems with original field data attached.

Compliance Officers

Demonstrate due diligence: Every approved/rejected MOBIDI submission includes timestamped comments from approvers. Export ready-made audit trails for regulators.

Critical Features for Field-Centric Workflows

ApproveThis enhances MOBIDI deployments through:
Offline Approvals: Approvers can review/deny requests via email without internet access
Conditional Routing: Route safety incidents to EHS teams, equipment photos to maintenance
Version Control: If workers update MOBIDI entries, ApproveThis restarts approval chains
API Extensions: Push approved MOBIDI data to 150+ apps via Zapier post-approval

Getting Started

1. Register for ApproveThis (14-day trial)
2. Connect your MOBIDI account via Zapier
3. Use pre-built templates for common field approval scenarios
4. Train field teams on updated submission → approval processes

For complex implementations like multi-site construction projects or healthcare compliance chains, request a custom demo showing conditional logic and delegation setups.

The Bottom Line

Organizations using MOBIDI for field data capture often discover that unmanaged approval processes negate their efficiency gains. ApproveThis adds necessary structure without bureaucracy. By requiring formal approvals only where needed (based on customizable rules), teams maintain agility while preventing costly oversights.

The integration works particularly well for:
- Companies with field teams and centralized decision-makers
- Industries requiring audit trails for compliance
- Organizations scaling operations without proportionally growing HQ staff

With implementation timelines under 48 hours for most use cases, this integration delivers measurable ROI through reduced rework hours and faster approval cycles.

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Integrate with MOBIDI 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 MOBIDI

Suggested workflows (and their Zapier components) for MOBIDI

Create MOBIDI entries for new approval requests

When a new approval request workflow is initiated in ApproveThis, an entry is imported into MOBIDI. This integration streamlines data entry and ensures that approvals trigger corresponding entries. *Note: Set up field mappings if required.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

MOBIDI Logo

Action

Import Entry

Creates a MOBIDI record.

Create approval requests for new MOBIDI entries

When a new MOBIDI record is created, an approval request is submitted in ApproveThis. This integration ensures that every new entry undergoes a review process for enhanced decision-making. *Note: Map MOBIDI record fields to request attributes appropriately.*

Zapier Components

MOBIDI Logo

Trigger

Create Entry

Triggers when a new MOBIDI record is created.

Action

Create Request

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