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DataScope Forms Integration

ApproveThis manages your DataScope Forms Integration approvals.

April 17, 2025

Integration Category: Forms

Why Your Field Teams Need This Integration Yesterday

Let's cut through the BS: if your approval processes still rely on chasing down signatures via WhatsApp or digging through inboxes for that one "APPROVED" email, you're hemorrhaging time. DataScope Forms gets your field data into the system. ApproveThis makes decisions happen fast. Together? They turn "Where's that approval?" into "It's already done."

DataScope's mobile forms are killer for capturing inspections, work orders, or client signatures in the field. But here's where it gets ugly: Jane from accounting can't approve a purchase order until she gets back to her desk. The safety manager needs to review incident reports but keeps missing Slack notifications. That's where ApproveThis comes in - it takes those form entries and runs them through your actual approval rules, no matter where your team is.

No More "Check Your Email" Chasing

Here's the dirty secret about most form tools: they collect data well but fall apart when humans need to make decisions. ApproveThis fixes that gap by adding three things DataScope can't:

1. Approval logic that doesn't suck: Route forms based on dollar amounts, project types, or location thresholds. Auto-escalate if someone's OOO. Require 3 signatures from engineering but only 1 from marketing. You get the idea.

2. Approvals that happen where your team actually works: Field crews aren't checking DataScope dashboards. ApproveThis sends decisions via email/Slack/MS Teams - wherever your approvers live. Bonus: external clients can approve without needing a DataScope login.

3. Audit trails that won't make compliance cry: Every approval step time-stamped, with comments. Perfect for ISO audits, client billing disputes, or figuring out who greenlit that terrible vendor last quarter.

Real-World Use Cases That Don't Feel Like Corporate Fluff

Construction: Get Paid Faster, Avoid Change Order Disasters

Picture this: your crew submits a DataScope form for unexpected site work. ApproveThis instantly routes it to the PM (based on job site), client rep (if over $5k), and safety lead (if OSHA-related). Approvals happen in hours, not weeks. No more "We never approved that!" from clients.

Facilities Management: Preventative Maintenance That Doesn't Get Lost in Shuffle

HVAC inspection form gets submitted? ApproveThis auto-routes to: 1) Vendor manager (if parts needed), 2) Building owner (if over $2k), 3) Tenant (for access approval). All before the tech leaves the site.

Retail: Stop Stockouts Without Overordering

Store managers submit inventory requests via DataScope. ApproveThis routes to district manager (if over usual order), finance (if exceeding budget), and logistics (if special shipping needed). Automatic approval if under $500 and from high-performing stores.

Setting This Up Without Hiring a Zapier Expert

If you can set up an out-of-office email, you can do this. Here's the skinny:

  1. Connect both apps to Zapier (takes 2 minutes per app)
  2. Pick your trigger: "New DataScope Form Entry" or "Approval Decision Made"
  3. Map the key fields: Cost center? Project ID? Urgency level?
  4. Test with a $0.01 test form to avoid embarrassing yourself

Pro tip: Start with one process (like PO approvals) before automating everything. Your AP team will send you cookies.

Which Teams Get the Biggest Win?

Operations: Stop Being the Approval Middleman

No more manually forwarding forms to "the right person." ApproveThis auto-routes based on rules you set. Field ops get instant visibility into where approvals are stuck via the dashboard.

Finance: Enforce Budgets Without Being the Bad Guy

Auto-approve routine purchases under threshold. Require extra eyes on big spends. Get every approved form synced to NetSuite or QuickBooks without CSV hell.

Compliance: Sleep Better Knowing Who Approved What

Every approval step logged with timestamps and comments. Instant audit trails for SOX, ISO, or client mandates. Exportable reports that don't require IT to run SQL queries.

Why This Isn't Just Another "Integration"

Most app integrations just move data. This changes how decisions happen:

Forget license seat math: Approvers don't need DataScope logins. Clients, vendors, execs - they approve via email. You only pay for DataScope users actually submitting forms.

Decisions follow people, not apps: ApproveThis works where your team already is - email, Slack, Teams. No new app to download for that one approval every quarter.

Real-time > Real-late: Dashboards show approvals stuck in limbo. Set auto-escalations if someone's dragging their feet. No more status update meetings.

Cool Features You'll Actually Use

Vacation Delegation That Doesn't Require HR

John's on PTO? ApproveThis auto-reassigns his approvals to Sue. No more forms rotting in an inbox.

Calculated Fields for Smarter Routing

Auto-add 20% contingency to budget requests from teams that chronically underbid. Route high-risk safety forms directly to the VP.

Conditional Approvals That Aren't Dumb

Require 3 signatures for new vendors, but only 1 for renewals. Fast-track approvals for platinum clients. You set the rules once, it handles the rest.

Bottom Line: This Isn't About Apps, It's About Velocity

Every day wasted waiting on approvals is cash flow stuck in limbo, crews idle on site, or clients getting antsy. DataScope + ApproveThis via Zapier turns your forms into action, not paperwork.

Ready to stop being a human router? Get started with ApproveThis (free trial, no CC needed). Or book a demo to see how 100+ companies cut approval time by 65%.

PS: If you're still using PDFs for field approvals, we need to talk. Seriously.

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Integrate with DataScope 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.

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Best Approval Workflows for DataScope Forms

Suggested workflows (and their Zapier components) for DataScope Forms

Change form status for new ApproveThis requests

Streamline request management by automatically changing the status of a DataScope form whenever a new approval request is initiated in ApproveThis. This integration ensures forms are updated without manual intervention, saving time and reducing errors.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

DataScope Forms Logo

Action

Change Form Status

Change the status of the form.

Create ApproveThis requests for new DataScope form entries

Automatically create an approval request in ApproveThis for every new form entry in DataScope. This helps ensure that new data entries are reviewed and approved efficiently, facilitating faster decision-making.

Zapier Components

DataScope Forms Logo

Trigger

New Form Entry

Triggers when a new form entry is created.

Action

Create Request

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

Assign tasks on request approval in ApproveThis

Ensure task delegation happens instantly by creating a new task in DataScope whenever an approval request in ApproveThis is completed. This integration helps maintain workflow continuity and responsiveness.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

DataScope Forms Logo

Action

Assign Task

Create a new tasks assigned to specific form and user.