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Formitize Integration

ApproveThis manages your Formitize Integration approvals.

April 17, 2025

Integration Category: Forms

When Digital Forms Meet Smarter Approvals

Let's cut through the BS: most companies using Formitize have already ditched paper forms, but they're still stuck with approval processes that move at the speed of fax machines. That's where ApproveThis comes in. We're not here to sell you fairy tales about "digital transformation" - we're here to fix the specific problem where your Formitize workflows hit a wall because someone needs to sign off on something.

Think about it: Formitize handles your inspections, dispatch jobs, and client intake like a champ. But the second a form needs executive approval, a budget sign-off, or client review? That's when the wheels fall off. ApproveThis acts like the bouncer at the club of productivity - making sure only properly vetted requests get through, without creating a bottleneck.

Why This Combo Hits Different

Unlike other approval tools that force you to rebuild your entire process, we plug directly into Formitize using Zapier. This means:

  • Zero retraining costs: Your team keeps using Formitize like normal
  • External approvers don't need new logins: Clients or execs approve via email

Real example: A plumbing company uses Formitize for onsite job reports. When a repair exceeds $500, the system auto-creates an approval request in ApproveThis. The VP gets an email, clicks "approve," and the job gets auto-updated in Formitize. No app switching. No missed requests.

Use Cases That Actually Matter

1. Killing the "Where's My Approval?" Game

The problem: Field teams submit perfect Formitize forms... then wait days for HQ to OK purchases or schedule work.

The fix: Connect Formitize's "On Form Submitted" trigger to ApproveThis' "Create Request" action. Now, every time a form hits specific conditions (like exceeding budget), it pings the right approver immediately.

Who benefits: Construction firms get materials approved same-day. Healthcare providers fast-track equipment requests without compliance headaches.

2. From "Approved" to "Done" in 60 Seconds

The problem: Approved requests in ApproveThis just sit there until someone manually creates a Formitize job.

The fix: Flip the script - set ApproveThis to trigger "Create Job" in Formitize the moment a request gets approved. Suddenly, your approvals directly dispatch work orders.

Who benefits: Property managers instantly assign maintenance jobs. Retail chains auto-schedule merchandising updates after corporate sign-off.

3. Quality Control That Doesn't Require Micromanaging

The problem: New Formitize jobs need supervisor checks, but managers drown in system alerts.

The fix: Use Formitize's "On Create Job" trigger to kick off ApproveThis requests with photos, notes, or compliance checklists attached.

Who benefits: Food safety inspectors require manager sign-off on critical issues. Manufacturing teams verify equipment setups before production runs.

Setup That Takes Less Time Than a Coffee Break

If you can make a Zapier account (free), you can connect these systems:

  1. Create Zapier account (if you don't have one)
  2. Choose Formitize as trigger app
  3. Pick ApproveThis as action app
  4. Map form fields to approval criteria

Pro tip: Start with one workflow (like purchase requests) before scaling. Most clients get their first automation live in under 20 minutes.

Team-Specific Wins

Operations Managers

Stop playing telephone between field crews and finance. Set approval thresholds in ApproveThis so small purchases auto-approve, while big spends get flagged. Use vacation delegation so approvals never stall when someone's OOO.

Finance Teams

Embed real-time budget calculations into approval requests. If a Formitize form includes quantity and price, ApproveThis can auto-calculate total cost and require higher approval based on your rules.

Field Supervisors

Attach Formitize photos/docs directly to approval requests. Approvers see context without hunting through folders. Rejected requests? Comments flow back into Formitize for instant revisions.

Why This Isn't Just Another Integration

ApproveThis adds brainpower to Formitize's brawn. While Formitize captures data beautifully, we handle the messy human decisions that follow. Key differentiators:

  • Email approvals work for anyone: Clients, vendors, or execs don't need Formitize logins
  • Conditional logic: Route $10K+ requests to CFO automatically
  • Audit trails: Every approval/rejection time-stamped with comments

Example: A logistics company uses Formitize for driver inspections. ApproveThis automatically escalates safety issues to the safety manager while routing routine maintenance to fleet supervisors.

Bottom Line: Stop Approving, Start Doing

Formitize already took you paperless. ApproveThis takes you from digital to automatic. This isn't about features - it's about fixing the exact point where your current processes leak time and money.

We're not saying you need another software platform. We're saying you need 20 minutes to connect the tools you already use. Either way, your approvers will thank you. Or they'll keep drowning in PDFs - your call.

Get Started Free or schedule a 15-minute demo to see real client workflows.

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Integrate with Formitize 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 Formitize

Suggested workflows (and their Zapier components) for Formitize

Create an approval request for new Formitize form submissions

Managing form submissions manually can be tedious and prone to errors. This automation helps streamline the approval process by creating an approval request in ApproveThis whenever a new form is submitted in Formitize. You'll immediately trigger an approval workflow, ensuring prompt decision-making and efficient handling of new submissions.

Zapier Components

Formitize Logo

Trigger

On Form Submitted

Triggers when a form has been submitted on Formitize.

Action

Create Request

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

Create Formitize jobs for new approval requests

Transform your approval workflows into actionable tasks with ease. This automation initiates a job in Formitize every time a new approval request is created in ApproveThis. Streamline your task management and ensure every approved request converts directly into an actionable job, boosting productivity.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Formitize Logo

Action

Create Job

Create's a job in Formitize.

Initiate approval requests for new Formitize jobs

Ensure all dispatched jobs are properly vetted with this automation. When a job is created in Formitize, this integration immediately triggers an approval request in ApproveThis, enabling quick assessments and ensuring that only validated jobs are executed. Enhance your quality control and maintain high standards efficiently.

Zapier Components

Formitize Logo

Trigger

On Create Job

This trigger occurs when a job is dispatched from the Formitize portal

Action

Create Request

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