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FieldGoal Integration

ApproveThis manages your FieldGoal Integration approvals.

April 17, 2025

Integration Category: Forms

When Simple Forms Meet Smarter Approvals

FieldGoal's the quiet MVP of data collection - it gets forms done without the bloat. But let's be real: forms are just the starting pistol. The real race begins when you need actual decisions made on that data. That's where most teams face-plant into spreadsheets, endless emails, and "Hey, did you see my Slack?" hell.

ApproveThis isn't another layer of bureaucracy. It's the missing referee that keeps approvals moving without needing a PhD in process design. Together, they're like peanut butter and jelly for operations teams - separately good, together unstoppable.

Why This Combo Doesn't Suck

FieldGoal handles the "what happened" - expense reports, purchase requests, client onboarding details. ApproveThis handles the "who needs to decide" - routing, tracking, and locking down approvals before stuff gets messy.

No More Approval Black Holes

That marketing agency using FieldGoal for client content requests? Without approvals, those PDFs get lost between the PM's Trello and the client's inbox. Connect the two, and suddenly every storyboard submission auto-triggers a client approval chain with deadlines even your most absent-minded designer can't ignore.

License-Free Approvals (Your Finance Team Will High-Five You)

Here's the kicker: external partners don't need FieldGoal logins to approve stuff. Your manufacturing client submits equipment specs via FieldGoal? Their procurement team gets email approvals from ApproveThis without you buying 50 extra seats. Saves money, saves IT headaches.

Real-World Wins (Not Hypothetical Fluff)

Procurement Teams: Stop Being the Bottleneck

A construction company uses FieldGoal for subcontractor bids. Before ApproveThis? The PM would email the low bid to accounting, CC their boss, then chase both for signatures. Now:

  1. FieldGoal captures bid details
  2. ApproveThis routes to PM (budget check) → Controller (funds verification) → Legal (contract review)
  3. Auto-approved if under $5k via thresholds

Result: 68% faster bid approvals, zero "lost" contracts.

HR Teams: Onboarding That Doesn't Make You Hate People

Tech startup uses FieldGoal for equipment requests. New hire submits laptop specs via form. ApproveThis:

  • Routes to IT (inventory check)
  • Auto-escalates to CFO if over $2k
  • Reminds approvers every 12 hours

Outcome: New devs get gear day one, IT stops playing guessing games.

Setup That Doesn't Require a PhD

If you can make toast, you can connect these. Here's the cheat code:

  1. Zapier Time: Create a new Zap
  2. Trigger: "New Form Submission" in FieldGoal
  3. Action: "Create Request" in ApproveThis
  4. Map FieldGoal fields to ApproveThis (budget → calculated fields, approver emails → groups)
  5. Test with a $1 mock request (we both know you'll skip this, but try)

Pro tip: Use ApproveThis' conditional logic upfront. Example: "If request_total > $10k, require CFO approval" stops escalations before they blow up your Slack.

Department-Specific Wins

Finance: Closing the Books Faster

FieldGoal expense reports → ApproveThis thresholds:

- Under $500? Auto-approved with receipt
- $500-$5k? Department head + finance
- Over $5k? CFO gets pinged

Month-end reconciliation stops being a horror show.

Operations: Vendor Management That Doesn't Suck

FieldGoal collects vendor COIs, ApproveThis routes to:

1. Legal (compliance check)
2. AP (payment terms)
3. Auto-archives in Dropbox post-approval

No more chasing down signatures for that damn coffee supplier contract.

Features You'll Actually Use

We're not here to sell you shelfware. Key combos:

Calculated Fields = Your New Best Friend

FieldGoal captures project hours × rate. ApproveThis auto-calculates total cost, triggers:

- Client approval if over SOW
- Internal PM review if under

Vacation Delegation (Because People Have Lives)

CFO on safari? ApproveThis auto-reassigns budget approvals to COO after 24hrs. No holdups, no passive-aggressive out-of-office replies.

When to Use This vs. When to Pass

This combo rocks if:

- You have ≥5 approval-dependent processes
- External partners are in the mix
- Finance keeps yelling about "controls"

Skip it if:

- You love manual data entry
- Your team enjoys all-nighters chasing signatures
- You think "process" is a dirty word

Bottom Line: Approval Sanity Isn't a Luxury

FieldGoal keeps data collection simple. ApproveThis keeps decisions from turning into a dumpster fire. Together, they're how mid-sized companies punch above their weight without hiring a damn committee for every choice.

Get Started Free (takes 8 minutes - we timed it)
Or see a live demo (no sales drones, promise)

FAQs From Real Users

Q: Can approvers edit the form data?
A: Nope. ApproveThis shows read-only details from FieldGoal. Prevents "Oh, I'll just tweak this budget number" oopsies.

Q: What if our approval process changes monthly?
A. Duplicate workflows in ApproveThis. Client A needs 3 sign-offs? Done. Client B pays upfront? Set auto-approve. No code needed.

🥳

Integrate with FieldGoal 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 FieldGoal

Suggested workflows (and their Zapier components) for FieldGoal

Create approval requests for new form submissions

When a new form submission is received in FieldGoal, this automation creates an approval request in ApproveThis. It streamlines decision-making by tracking requests and simplifying approval workflows. *Note: Ensure the approver details are configured in ApproveThis.*

Zapier Components

FieldGoal Logo

Trigger

New Form Submission

Triggers when a new form submission is created.

Action

Create Request

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