ApproveThis manages your Wispform Integration approvals.

Let’s cut through the corporate speak: approvals suck. They’re the traffic jam in your workflow highway. But what if you could turn that gridlock into a HOV lane? That’s exactly what happens when you connect ApproveThis and Wispform using Zapier. We’re talking about transforming form responses into actionable approvals – and vice versa – without the endless email chains or missed Slack messages.

Why This Combo Works Like Coffee for Your Processes

Wispform builds the forms. ApproveThis handles the decisions. Together? They’re like peanut butter and jelly for operational sanity. Here’s the breakdown:

Wispform’s Superpower: Collects clean data through beautiful forms – think vendor onboarding questionnaires, employee purchase requests, or client project briefs. No more deciphering scribbled Post-its or PDF attachments lost in inboxes.

ApproveThis’s Move: Takes that structured data and runs it through your actual business rules. Approval thresholds? Check. Escalation paths when someone’s OOO? Done. Automatic routing based on department or dollar amount? You bet.

The Nuts and Bolts of Not Sucking at Approvals

Here’s where most companies faceplant: They treat all approvals the same. A $50 office supply order gets stuck in the same loop as a $50k contractor agreement. Our integration helps you:

• Kill the one-size-fits-all approach: Route form responses based on what’s actually in the submission
• Stop playing approval tag: Automatically notify the right people in the right order

And here’s the kicker: Approvers don’t need a Wispform login. They just click Approve/Reject in their email or mobile. Perfect for working with clients or contractors who shouldn’t have access to your internal tools.

Real-World Uses That Don’t Require a PhD to Implement

We’ll skip the hypothetical fluff. Here’s exactly how mid-sized companies use this integration:

HR Teams: Onboarding Without the Papercuts

Scenario: New hire submits equipment request form in Wispform → Approval routes to IT based on laptop vs. desktop selection → Finance auto-approves if under $1,500 → New employee gets gear before their first day.

No more HR manually forwarding requests between departments. Approval thresholds mean routine requests sail through while big-ticket items get proper scrutiny.

Procurement: From “Where’s My PO?” to “It’s Done”

Vendor submits Wispform quote → ApproveThis routes to purchasing manager → If over $10k, auto-adds CFO to approval chain → Approved POs sync back to your ERP.

Bonus move: Set up calculated fields to flag vendors who consistently hit 80% of budget thresholds. Procurement gets early warnings before costs spiral.

Marketing: Killing Creative Gridlock

Content team submits campaign brief via Wispform → Routes to legal for compliance check → Simultaneously goes to budget approver → Only when both greenlight does it move to production.

No more “I thought you approved this!” meltdowns. The audit trail shows exactly who signed off on what version.

Setting This Up Without Calling IT

If you can make a sandwich, you can connect these tools. Here’s the step-by-step:

1. Create your Wispform (pro tip: use conditional fields to capture routing triggers)
2. In Zapier, choose “New Wispform Response” as trigger
3. Add ApproveThis “Create Request” action
4. Map form fields to approval request details
5. Set up approval rules in ApproveThis (thresholds, groups, etc.)

Total setup time: Less than your average status meeting. Zapier handles the heavy lifting so you don’t need to code anything.

The Hidden Perks You’ll Actually Care About

Beyond the obvious time savings, this combo delivers some underrated benefits:

Approval Analytics That Don’t Lie: See which departments bottleneck requests, how often thresholds trigger auto-approvals, and where delegated approvals get used most. Actual data > gut feelings about process efficiency.

Client-Friendly Without the Headache: External partners approve directly via email – no guest logins or portal training needed. Maintain control without the friction.

Audit Trails That Cover Your Assets: Every approval ties back to the original form submission. Perfect for compliance reviews or settling the eternal “Who approved this?!” debate.

When Not to Use This Integration (Yes, Really)

This isn’t magic fairy dust. If you need real-time co-editing like Google Docs or complex BPMN diagrams, look elsewhere. But for 90% of approval scenarios that plague growing companies? This is your fix.

Teams That Win With This Setup

Finance: Auto-route invoices based on amount and vendor risk score. Set hard stops on unauthorized spend.

Operations: Standardize facility requests while preventing department heads from approving their own pet projects.

IT: Handle access requests without becoming the approval middleman between employees and department leads.

Your Move

Let’s be real – you’re still handling some approvals manually. Maybe even printing forms (we won’t judge... much). The alternative? A system where:

- Requests can’t get lost
- Approvers can’t ghost you
- Exceptions don’t derail everything

ApproveThis + Wispform via Zapier isn’t about flashy features. It’s about finally fixing the approval processes that make your team dread Mondays. Setup takes minutes, scales as you grow, and works the way your actual business operates.

Ready to stop being the approval bottleneck? Get started with ApproveThis or schedule a 15-minute demo to see how it works with your existing Wispform flows.

P.S. If you’re still manually herding approvals, at least stop using reply-all emails. Your coworkers will thank you.