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Convert Forms Integration

ApproveThis manages your Convert Forms Integration approvals.

April 17, 2025

Integration Category: Forms

When Form Meets Function

Let's get real: forms are where good ideas go to die. Someone fills out a request, it gets lost in someone's inbox, three people chase down signatures, and by the time anyone approves anything, the project's already on life support. That's why pairing Convert Forms - Joomla's form-building workhorse - with ApproveThis' no-nonsense approval automation isn't just smart. It's survival.

Convert Forms collects the data. ApproveThis slaps a process on it. Together, they turn "Hey, can we get this approved?" into "It's already done." We're talking about turning days of email tennis into hours of actual work. For companies juggling client requests, internal purchases, or any process that needs a human green light? This combo's your new productivity dealer.

Why This Isn't Just Another Integration

Most tools either collect data or move it around. This duo actually does something with it. Here's the breakdown:

Convert Forms' Side Hustle

Builds the forms, captures submissions, plays nice with Joomla. Solid. But once that "Submit" button gets clicked? Radio silence. You're left hoping someone remembers to check the backend, forward it to the right person, and actually make a decision.

ApproveThis' Party Trick

Takes those submissions and forces them into a decision-making gauntlet. Not the soul-crushing kind. The "assign approvers based on dollar amounts," "auto-remind the slowpokes," and "let people approve via email without another login" kind. Plus, approvers don't need Convert Forms licenses - huge win when dealing with clients or cross-company teams.

Real Workflows for People Who Hate "Workflow Talk"

Enough abstract benefits. Let's talk about how this actually plays out in offices that still use phrases like "TPS reports":

Use Case 1: The Auto-Approval Assembly Line

Scenario: Marketing team uses Convert Forms for campaign requests. Every submission needs legal, finance, and CMO sign-off. Normally takes a week. With ApproveThis via Zapier:

1. New Convert Form submission → Zapier triggers ApproveThis
2. ApproveThis routes based on campaign budget:
- Under $5k? Auto-approve with manager review
- Over $5k? Legal gets it first, then finance
3. Each approver gets email with one-click approve/reject
4. Approved? Convert Form data gets timestamped and pushed to Asana
5. Denied? Requester gets a "Nice Try" email with notes

Who Cares: Agencies handling client requests, retail chains approving local promotions, any team where budget thresholds matter.

Use Case 2: The Paper Trail Special

Scenario: HR needs an audit trail for onboarding requests. Every approval step needs to live in Convert Forms for compliance. The fix:

1. Employee submits onboarding form in Convert Forms
2. Zapier fires up ApproveThis workflow:
- IT approves hardware
- Finance approves budget
- Manager approves role specifics
3. Each approval step gets logged back into Convert Forms as a new submission
4. Final report auto-generates with timestamps and approver comments

Who Cares: Healthcare orgs needing HIPAA paper trails, public companies with SOX requirements, anyone who's ever been audited.

Setup That Doesn't Need IT's Help

If you can set up a Netflix account, you can do this:

1. Zapier account (free tier works)
2. Connect Convert Forms → ApproveThis (takes 3 clicks)
3. Pick your trigger:
- New form submission → Create approval request
- Approval decision → Update Convert Forms record
4. Test with a $0 request (like "Petition for Free Snacks")
5. Go live and watch approvals happen while you actually work

Pro Tip: Use ApproveThis' calculated fields to auto-route based on form data. Like if "Project Type" = Legal, skip finance approval. Because lawyers hate waiting on accountants.

Department-Specific Wins

Operations Teams

Purchase requests via Convert Forms? Set approval thresholds. Under $1k auto-approves with a Slack alert. Over $1k needs CFO eyes. Use vacation delegation so when Karen in procurement is out, requests don't pile up.

Marketing Squads

Client campaign approvals stuck in email? Form submission triggers multi-step approval with client stakeholders (no ApproveThis license needed). Rejected? Comments flow back to Convert Forms for revision tracking.

HR Heroes

Onboarding checklists that actually finish. New hire submits Convert Form → IT approves laptop config, facilities approves desk assignment, payroll gets notified. All before Day 1.

Features You'll Actually Use

Beyond the basics:

Email Approvals: Approvers click "Approve" in their inbox. No logins. No passwords. No "I forgot" excuses.
Approval Groups: Need 3 engineers to agree on a spec? Set them as a group. Majority rules.
Real-Time Dashboards: Because sometimes you need to screenshot "Waiting on Jim" for the Slack hall of shame.

When to Use This vs. When to Walk Away

This combo works if:
- You have more than 20 approvals/month
- At least two people are involved in decisions
- You've ever said "Who approved this?!" in a meeting

Skip it if:
- All approvals go through one person (just CC them)
- Your entire process is Post-Its on a whiteboard
- You enjoy playing approval detective

No More "I Thought You Approved It?"

Combining Convert Forms and ApproveThis isn't about fancy tech. It's about killing the approval amnesia that plagues teams. When every form submission becomes a tracked, routed, deadline-driven request? That's how mid-sized companies act like they've got their crap together.

Ready to stop babysitting approvals? Register for ApproveThis or grab a demo. We'll even help you set up the first Zap - no sales script required.

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Integrate with Convert Forms 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 Convert Forms

Suggested workflows (and their Zapier components) for Convert Forms

Create approval requests for new Convert Forms submissions

If you're looking to streamline approval for form submissions, this integration can help. Whenever a new form submission is captured by Convert Forms, an approval request is automatically created in ApproveThis. Ensure each submission is reviewed efficiently without the need for manual follow-ups. *Note: Customize your approval workflow in ApproveThis to fit your specific business needs.*

Zapier Components

Convert Forms Logo

Trigger

New Submission

Triggers when a new submission is created.

Action

Create Request

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

Capture approval requests as Convert Forms submissions

Need a record of approval requests within your form system? With this automation, anytime a new approval request is initiated in ApproveThis, the details are automatically captured as a new form submission in Convert Forms. Keep track of all approval workflows without missing a step.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Convert Forms Logo

Action

New Submission

Triggers when a new submission is created.