ApproveThis manages your SureForms Integration approvals.

When Forms Meet Approvals, Magic Happens

Let’s be real – forms are where good ideas go to die. Someone fills out a request, it gets lost in someone’s inbox, and three weeks later, you’re getting frantic Slack messages about why the thing hasn’t happened yet. That’s where pairing SureForms’ slick form-building with ApproveThis’ no-nonsense approval automation comes in. It’s like giving your processes a double shot of espresso.

What Each Tool Brings to the Table

SureForms is your go-to for building forms that don’t suck. Lead capture, internal requests, vendor onboarding – if it involves collecting data, SureForms handles it. But collecting data is just step one. ApproveThis is the muscle that takes that data and runs it through your approval chains without dropping the ball. Think of it as the bouncer for your business processes – only the legit requests get through.

Why This Combo is a Game-Changer for Mid-Sized Companies

Companies between 50-5,000 employees are too big for ad-hoc approvals but too scrappy for enterprise bloat. This integration cuts through the noise:

• No more approval black holes: Every form submission becomes a tracked request with deadlines, reminders, and a clear audit trail
• Approvers don’t need to be tech wizards: They can approve/reject via email without logging into yet another system

Bonus: External clients or contractors can approve stuff without needing a SureForms license. Your procurement team just fist-pumped.

Real-World Use Cases That Don’t Put People to Sleep

Marketing Teams: Campaign Approvals That Don’t Kill Momentum

Scenario: Your team uses SureForms to collect campaign requests from sales. The old way? PDFs emailed to Legal, Finance, and CMO. The new way:

1. Sales submits campaign brief via SureForms
2. Zapier triggers an ApproveThis workflow with budget calculations
3. Legal auto-approves if under $10k, anything bigger goes to CFO

Result: Campaigns go live 3x faster because no one’s playing email tag.

HR: Onboarding That Doesn’t Require 17 Signatures

New hire needs a laptop, software access, and a security badge. Instead of HR playing carrier pigeon:

• Manager submits onboarding form in SureForms
• ApproveThis pings IT, Facilities, and Security with their specific tasks
• Each department approves their part in parallel

Pro move: Use calculated fields to auto-approve standard equipment requests, only escalating non-standard items.

Finance: Expense Reports That Don’t Cause Mutiny

Employees submit receipts via SureForms. ApproveThis routes based on:

• Amount: <$500? Auto-approved
• $500-$5k? Department head gets it
• >$5k? CFO + Legal review

Plus: Real-time dashboards show where bottlenecks are. Suddenly, everyone’s reimbursed before payday.

Setting This Up Without Losing Your Mind

Here’s the 5-minute version:

1. Connect SureForms + ApproveThis via Zapier
2. Set trigger: “New Form Submission” in SureForms
3. Choose action: “Create Approval Request” in ApproveThis
4. Map form fields to approval fields (budget amount, requester, etc.)
5. Test with a $1M request to see if your escalation rules work (kidding… mostly)

Pro tip: Use ApproveThis’ conditional logic to skip unnecessary steps. Why send a $50 office supply request to the CFO?

Features You’ll Actually Use (Not Just Pay For)

Beyond basic approvals, this combo handles real-life messiness:

• Vacation Overrides: Karen in Legal is out? Requests auto-reroute to her backup
• Approval Thresholds: Auto-approve small expenses, escalate big ones
• Calculated Fields: Auto-add tax/shipping to budget requests

And because ApproveThis lives in Zapier, approved requests can kick off next steps – like creating Jira tickets or updating your CRM.

Who Wins in Your Company

Operations Teams: Procurement requests get approved before vendors start charging late fees
IT: No more service ticket approvals lost in Slack
Execs: Only see what actually needs their input

Common Objections (And Why They’re BS)

“We’re fine with email approvals.” Cool, enjoy explaining to auditors why there’s no record of that $50k purchase.
“We built something in-house.” How’s that working out since the developer quit?
“We don’t have time to set this up.” It takes longer to schedule the meeting to discuss it.

Bottom Line

If your company’s growing but your processes aren’t, you’re either losing money or talent (maybe both). ApproveThis + SureForms via Zapier is how mid-sized companies punch above their weight without hiring a process consultant.

Ready to stop herding cats? Get started with ApproveThis or book a 10-minute demo to see how it works with your existing SureForms setup.