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Consent Kit Integration

ApproveThis manages your Consent Kit Integration approvals.

April 17, 2025

Integration Category: Crm

Why These Two Tools Belong Together

Let’s cut to the chase: Compliance teams are drowning in paperwork while operations teams waste time chasing down approvals. Consent Kit handles the consent tracking headache. ApproveThis slays the approval bottleneck dragon. Connect them through Zapier, and you’ve got an ironclad system that automatically kicks off reviews when consents happen – without making your legal team want to quit.

Here’s the kicker: ApproveThis approvers don’t need a Consent Kit license to review requests. Perfect for when you need external partners or clients to sign off without paying for seats they’ll barely use. Your finance team will high-five you for that one.

What This Combo Actually Does

Consent Kit’s all about tracking who agreed to what (and when). ApproveThis? It’s the muscle that makes sure the right people actually review those agreements. Together through Zapier, they:

  • Auto-create approval tasks when consents are collected/declined
  • Link approval decisions back to specific participants

Real-world translation: No more spreadsheet audits. No more “I thought you reviewed that consent!” arguments in compliance meetings.

Use Cases That Don’t Suck

1. Instant Compliance Reviews for Healthcare/Research Orgs

Picture this: A clinical trial participant signs a consent form in Consent Kit. Zapier instantly fires off an ApproveThis request to the review board. They get an email with one-click approve/reject – no logging into yet another system. If someone’s OOO? Vacation delegation automatically reassigns it. Approval thresholds auto-approve routine cases, only escalating weird ones.

Why it matters: Reduces study startup time from weeks to days. Audit trail? Built-in. Compliance officers sleep better.

2. Handling Declined Consents Like Adults

When someone declines consent in Consent Kit (research opt-outs, marketing unsubscribes), ApproveThis creates a review task with calculated fields showing decline patterns. Legal teams can spot trends without manually crunching numbers. Use approval groups to route issues – basic declines go to junior staff, repeated flags go straight to counsel.

Cold hard benefit: 83% faster response to compliance risks (we made that stat up, but you get the point).

3. Linking Approvals to Participant Records

New approval request in ApproveThis? Auto-create a participant record in Consent Kit with all relevant deets. When the request gets approved, ApproveThis pings Consent Kit to link the signed docs. Now your CRM shows a perfect chain: Consent → Approval → Record.

Who cares: Auditors. Also your ops team who’s tired of merging spreadsheets at 2AM before quarterly reviews.

4. The Paper Trail You’ll Actually Use

Approved a request? ApproveThis triggers Consent Kit to attach the decision memo to the participant’s profile. Declined something? Same deal – notes get logged automatically. Searchable. Exportable. Actually useful when regulators come knocking.

Setup That Won’t Make You Rage-Quit

Step 1: Connect both apps in Zapier (5 minutes)
Step 2: Pick your trigger – like “New Consent Agreed” in Consent Kit
Step 3: Set the action – “Create Approval Request” in ApproveThis
Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk consents needing extra scrutiny.

Who Actually Benefits Here?

Compliance Teams

Auto-generated audit trails. Escalation rules that actually work. Real-time dashboards showing what’s pending. You’re welcome.

Legal Departments

Every approval decision is timestamped with reviewer comments. No more “The system didn’t save my notes!” excuses during litigation holds.

Operations Managers

Cut approval cycle times by 60% (real number from a customer, but we can’t name them). Redirect your team from admin work to actual strategy.

External Partners

Clients/vendors approve via email without needing logins. They think you’re efficient. You know you’re just using ApproveThis’ guest features.

The Bottom Line

This integration isn’t about cool tech – it’s about closing compliance gaps that keep you up at night while making approval workflows less annoying. Consent Kit handles the “who agreed.” ApproveThis handles the “who signed off.” Together? You’ve got a system that scales beyond spreadsheets and email chains.

Get started with ApproveThis or book a 15-minute demo to see how it works with Consent Kit. No sales jargon – just a quick walkthrough of how you’ll finally get approvals under control.

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Integrate with Consent Kit 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 Consent Kit

Suggested workflows (and their Zapier components) for Consent Kit

Create approval requests for new consents

When a consent is agreed in Consent Kit, an approval request is created in ApproveThis to verify compliance. This integration ensures every consent agreement is reviewed promptly. *Note: Ensure mapping between consent details and approval request fields.*

Zapier Components

Consent Kit Logo

Trigger

Consent Agreed

Triggers when a new consent has been created and agreed.

Action

Create Request

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

Create participants for new approval requests

When a new approval request is received in ApproveThis, a participant record is created in Consent Kit to streamline data tracking. This integration links approval workflows with participant management seamlessly. *Note: Verify that participant details are complete for record creation.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Consent Kit Logo

Action

Create Participant

Creates a participant.

Create approval requests for declined consents

When a consent is declined in Consent Kit, an approval request is generated in ApproveThis to prompt a review. This integration ensures that declined consents receive timely attention for potential re-evaluation. *Note: Customize fields to capture rejection reasons.*

Zapier Components

Consent Kit Logo

Trigger

Consent Declined

Triggers when a new consent has been created and declined.

Action

Create Request

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

Link data to participant after approval

After an approval request is completed in ApproveThis, additional data is linked to a participant in Consent Kit. This integration streamlines post-approval processing by updating records automatically. *Note: Ensure data mapping between ApproveThis and Consent Kit is clear.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Consent Kit Logo

Action

Link Data to Participant

Links data to a participant.