ApproveThis manages your Metaforms Integration approvals.

Two Tools, One Goal

Businesses using Metaforms already know the power of smart data collection. When you combine adaptive AI-powered forms with ApproveThis' approval automation, you create a decision-making engine that works while your team sleeps. This integration solves a critical problem: collecting information is only half the battle – acting on it quickly separates successful companies from the rest.

What Makes This Integration Unique

Metaforms adapts questions based on user responses to uncover deeper insights. ApproveThis turns those insights into action through structured approvals. Together, they handle complex scenarios other tools can't:

• AI-Driven Decisions: Use Metaforms' conditional logic to trigger different approval paths in ApproveThis based on response patterns
• External Collaboration: Clients or partners approve submissions directly via email without needing Metaforms logins

Example: A marketing agency collects client feedback through Metaforms. If a client requests premium add-ons exceeding $5K, ApproveThis automatically routes the request to the CFO while sending standard requests to department heads.

Three Teams That Win

Client Services Teams

Metaforms helps agencies gather detailed project requirements through adaptive questionnaires. With ApproveThis, project managers can:

- Auto-route scope changes to the right stakeholders
- Get client sign-offs via email (no portal logins required)
- Track approval SLAs to prevent delays

Real impact: A digital agency reduced proposal approval time from 72 hours to 8 hours by connecting their Metaforms client briefs to approval workflows.

Product Teams

Use Metaforms' AI-powered surveys to test feature concepts, then:

- Automatically escalate popular requests to PM review
- Route low-priority ideas to backlog
- Calculate approval thresholds based on survey sentiment scores

Example: A SaaS company uses calculated fields in ApproveThis to auto-approve features with 90%+ user satisfaction scores from Metaforms surveys.

Operations Teams

Transform Metaforms intake forms into executable tasks:

- New vendor applications → Procurement review
- Equipment requests → IT approval chain
- Facility maintenance reports → Priority routing

Bonus: Vacation delegation in ApproveThis ensures no request gets stuck when approvers are OOO.

Building Your Workflow

Here's how to connect Metaforms and ApproveThis through Zapier:

Step 1: Capture Smart Data

Build your Metaforms survey with branching logic. Example fields that improve approvals:

- Budget ranges that trigger different approval thresholds
- Project timelines that determine approver urgency
- Multiple choice options mapping to department heads

Step 2: Set Up Triggers

Create a Zap that watches for new Metaforms responses. Key configuration tips:

- Use Metaforms' hidden fields for internal tracking codes
- Map conditional survey answers to ApproveThis tags

Step 3: Configure Approval Logic

In ApproveThis, set up a workflow template that:

- Assigns approvers based on Metaforms response data
- Applies automatic approvals for low-risk submissions
- Adds calculated fields (e.g., budget x urgency score)

Step 4: Test Cross-Platform Flow

Submit test Metaforms entries to verify:
- Data appears correctly in ApproveThis requests
- Conditional routing works as intended
- Email approvals function without app access

Beyond Basic Approvals

While many teams start with simple "approve/reject" flows, advanced users leverage:

Dynamic Escalation

If a Metaforms response indicates a high-priority issue (e.g., "service outage reported"), ApproveThis can:
- Bypass regular approvers
- Notify on-call managers via SMS
- Auto-approve if no response within 15 minutes

Feedback Loops

When requests get denied in ApproveThis, automatically:
- Create new Metaforms cases for resubmission
- Log reasons in your CRM
- Trigger retraining workflows for common rejection causes

Why This Beats Manual Processes

Teams using separate tools for data collection and approvals often face:

- Lost requests in email threads
- No audit trail for compliance
- Delays from approver unavailability

The Metaforms/ApproveThis combo solves these through:
- Centralized tracking dashboards
- Automatic vacation coverage
- Full approval history with timestamps

Getting Started

Ready to automate your decision-making? Follow these steps:

1. Sign up for ApproveThis (free trial available)
2. Create your Metaforms account
3. Connect both apps via Zapier in under 15 minutes

Pro tip: Start with one high-impact workflow (e.g., client contract approvals) before scaling to other use cases.

Final Thought

In 2024, competitive businesses don't just collect data – they activate it. By connecting Metaforms' intelligent forms with ApproveThis' decision automation, you turn insights into outcomes faster than your competitors can schedule their next approval meeting.

Next step: Book a 15-minute demo to see how ApproveThis handles your specific Metaforms workflows.