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DocupletionForms Integration

ApproveThis manages your DocupletionForms Integration approvals.

April 17, 2025

Integration Category: Forms

Why Let Forms Pile Up When You Can Automate the Paperwork Circus?

Let’s cut the fluff: forms are the necessary evil of business. DocupletionForms helps you collect data without losing your mind. ApproveThis makes sure those submissions don’t rot in someone’s inbox. Together? They’re like caffeine for your workflows—suddenly everything moves faster and nobody’s crying over spilled coffee.

What Each Tool Does (Without the Other)

DocupletionForms is that friend who actually enjoys organizing spreadsheets. It builds forms that adapt on the fly—think “show this field only if the user selects ‘Budget Over $5K’.” But once the form’s submitted, it’s just… sitting there. Like a puppy waiting for someone to open the door.

ApproveThis is the bouncer at the club. It takes those form submissions and routes them to the right people, nags them politely, and kicks requests to the next approver if someone’s on vacation. But without forms feeding it data? It’s just a really organized guy with a clipboard.

Why This Combo Doesn’t Suck

Most “integrations” are just digital duct tape. This one’s different. When a DocupletionForm gets submitted, ApproveThis instantly:

  • Routes it based on dollar amounts, project types, or 20+ other rules you set
  • Lets approvers say yes/no via email (no new logins—seriously, Karen from Accounting will thank you)
  • Updates both systems automatically so nobody’s chasing paper trails

Example: A $12K marketing request form auto-escalates to the CMO instead of getting stuck with a junior manager. Because apparently junior managers shouldn’t greenlight sports car rentals. Who knew?

Real Scenarios Where This Actually Works

We’re not here to sell you vaporware. These are actual ways mid-sized companies use this combo:

1. Marketing Teams: Stop Campaigns From Dying in Slack

Picture this: Your team uses DocupletionForms for campaign briefs. The creative team submits a form asking for $50K in Facebook ads. Normally, this would ping-pong between 3 departments for weeks.

With ApproveThis plugged in:

  • Form submission → Auto-check budget vs. Q4 goals
  • If under $20K: Auto-approved (because you’ve got better things to micro-manage)
  • Over $20K: Routes to CMO + CFO with deadline reminders

Result: That Halloween campaign launches before Thanksgiving. Miracle.

2. Procurement Departments: No More “Who Approved This?!”

Field techs submit equipment requests via DocupletionForms. The old way? PDFs emailed to a distribution list that half the company ignores.

Now:

Requests over $1K get auto-routed to department heads. If three people approve, it’s sent to Purchasing. If someone’s OOO, ApproveThis skips to their backup. All tracked in one dashboard so when the CEO asks why there’s a forklift in the parking lot, you have receipts.

3. Client Onboarding: Stop Losing Deals to Paperwork Delays

Your sales team uses DocupletionForms for client intake. But waiting for legal to approve NDAs? That’s how you lose a $200K deal to a competitor who uses… well, probably this exact setup.

Integration fix:

New client form → ApproveThis checks “Contract Value” field → Routes to appropriate manager tier. High-value deals escalate to VP. Approval happens via email—client never knows you almost missed the deadline because Dave was on a cruise.

Setting This Up Without Hiring a 14-Year-Old Hacker

Zapier does the heavy lifting. Here’s the cheat code:

  1. Log into Zapier (you have an account, right?)
  2. Choose “DocupletionForms” as the trigger (New Form Submitted)
  3. Pick ApproveThis as the action (Create Request)
  4. Map form fields to approval criteria (e.g., “Total Cost” → Approval Threshold)

Pro tip: Use ApproveThis’ Calculated Fields to auto-flag requests that exceed department budgets. Because apparently “I didn’t know we were over” isn’t a valid excuse anymore.

Why Your CFO Will Finally Stop Glaring at You

Finance teams love this for one reason: control. Approval thresholds mean no more rogue purchases. If a request exceeds budget, it can’t get approved without VP review. Plus, all approvals feed into audit trails—so when the IRS asks questions, you’re not sweating through your shirt.

Operations Teams: Become the Office Hero

Imagine IT requests that don’t require 17 follow-up emails. DocupletionForms captures what’s broken; ApproveThis routes it based on urgency. Server down? Skips frontline to notify sysadmins directly. Microwave broken? Routes to facilities… eventually.

The Secret Sauce: Features You’ll Actually Use

ApproveThis isn’t just another dashboard. These matter:

Vacation Delegation: Approver out? Requests auto-forward. No more “Sorry, I was hiking” excuses.

Approval Groups: Need 3 people to approve a $50K spend? Set it once. They get parallel or sequential requests—your call.

Real-Time Tracking: See which requests are stuck on “Reviewing” because someone’s binge-watching Netflix.

Bottom Line: This Isn’t Just About Forms

It’s about killing the 47-step email chains that make people quit their jobs. DocupletionForms collects the data; ApproveThis forces decisions. Together, they turn “Where are we on this?” into “It’s done.”

Ready to stop being the approval bottleneck? Book a 10-minute demo or start a free trial. Unless you enjoy playing spreadsheet detective.

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Best Approval Workflows for DocupletionForms

Suggested workflows (and their Zapier components) for DocupletionForms

Create approval requests for new form submissions

Automatically create an approval request in ApproveThis every time a new form is submitted in DocupletionForms. This integration ensures submissions are reviewed promptly to streamline decision-making. *Note: Ensure field mapping matches your approval workflow criteria.*

Zapier Components

DocupletionForms Logo

Trigger

New Form Submitted

Triggers when a new form is submitted.

Action

Create Request

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