ApproveThis manages your Metaforce Integration approvals.

When Data Meets Decisions

Let's cut to the chase: if your team uses Metaforce to collect information through smartforms, but still relies on Slack pings, forwarded emails, or sticky notes to get approvals, you're working harder than you need to. ApproveThis isn't just another approval tool – it's the missing link between your data collection and actual decisions.

Metaforce handles the "what" (the information), while ApproveThis owns the "now what" (the action). Together through Zapier, they create closed-loop processes where submitted data automatically triggers approval workflows, and approved decisions automatically unlock the next steps. No more chasing down signatures or wondering where that vendor contract stands.

How This Changes the Game for Mid-Sized Companies

Companies between 50-5k employees hit a sweet spot: complex enough to need real processes, but agile enough to actually implement them. Here's why this integration matters:

For operations teams: Smartform submissions about facility repairs? Those now auto-create repair approval requests with attached quotes and photos.

For HR: New hire paperwork submitted via Metaforce triggers benefits enrollment approvals without HR manually shuffling PDFs.

For finance: Expense reports collected through forms get routed based on amount – $500 goes to the manager, $5k+ escalates to CFO.

Three Ways This Duo Gets Real Work Done

1. From Form to Approval in 60 Seconds (Literally)

When a sales team uses Metaforce to submit client discount requests, here's what happens next:

Zapier flow: New Metaforce submission → ApproveThis creates request with deal details → Routes to Sales Director if under 15%, CFO if over.

Why it works: Approvers get everything they need in one place – contract PDFs, discount math, client history. No digging through emails.

2. Approval to Action Without the Human Ping-Pong

An approved marketing campaign budget in ApproveThis triggers Metaforce to send the creative brief smartform to external agencies.

The kicker: Agencies don't need ApproveThis logins. They get the smartform via email, fill it out, and the results auto-sync back. No license juggling.

3. The Paper Trail That Actually Makes Sense

After approving a vendor contract, ApproveThis automatically pulls the signed SOW from Metaforce and attaches it to the original request.

Real-world impact: Auditors get a single timeline showing the request, approval comments, and final contract. No more "I think that's in Sharepoint?"

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a PhD. Here's the real deal:

Step 1: Connect Zapier to both ApproveThis and Metaforce (takes 2 minutes per app).

Step 2: Pick your trigger – like "New Smartform Submitted" in Metaforce.

Step 3: Map the key data points (budget amount, department, etc.) to ApproveThis fields.

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Example: If "Project Risk" = High in Metaforce, require CTO approval.

Who Actually Benefits From This?

Construction & Field Services

Subcontractors submit safety inspection forms via Metaforce. ApproveThis routes critical issues to safety officers, equipment requests to ops. All with photo evidence attached.

Healthcare Admin

Patient intake forms trigger insurance pre-approvals. HIPAA-friendly because ApproveThis approvers only see necessary data pulled from Metaforce – no full chart access.

Manufacturing

Quality control checklists submitted on the factory floor become approval requests for engineering sign-off. Rejections auto-create corrective action forms in Metaforce.

The Hidden Perks You'll Only Appreciate Later

Beyond the obvious time savings:

Approval vacations actually work: CFO out? Delegated approvers get the Metaforce form data without needing access to the CFO's email.

External clients stay external: Vendors submit specs via Metaforce, you approve in ApproveThis. Nobody's sharing logins.

Audit trails that audit: Every approved request shows the exact Metaforce data snapshot used for the decision. No "the form changed later" excuses.

Why This Isn't Just Another Integration

Most app pairings just move data. This one changes how teams work:

For managers: Less "approval babysitting" – conditional routing means requests only hit your inbox when they truly need you.

For IT: Fewer "my form didn't go through" tickets because ApproveThis shows exactly where requests get stuck.

For finance: Auto-approve small expenses, flag anomalies, and get real-time spend alerts – all fed by Metaforce data.

Ready to Stop Being a Human Router?

If you've got Metaforce running your data collection but approvals are still a black hole, here's your fix. ApproveThis doesn't just "integrate" – it plugs the leaks where decisions get stuck.

Next steps:

• Test drive with our live demo (takes 8 minutes)
• See Metaforce's integration docs for technical specs

Or just keep doing approvals the old way. Your call. But your competitors? They're already using this.