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naturalForms Integration

ApproveThis manages your naturalForms Integration approvals.

April 17, 2025

Integration Category: Forms

When Form Submissions Meet Approval Automation

Let's be real - most companies using form tools like naturalForms aren't trying to win awards for "Most Exciting PDF Collection." You're solving real problems: replacing clipboard warriors with mobile data capture, ditching filing cabinets for cloud storage, maybe finally letting Bob from accounting retire his 1998-era fax machine.

But here's where things get interesting: What happens after the form gets submitted? That's where ApproveThis picks up the baton. While naturalForms handles the "get the data in" part beautifully, we handle the "get decisions made" part - automatically, trackably, and without requiring your approvers to learn yet another software.

Why This Combo Hits Different

Most approval software acts like overeager hall monitors - all rules and no flexibility. ApproveThis works more like a GPS for decisions: you set the destination, we handle routing around traffic jams (read: vacationing approvers, budget threshold debates, "I thought YOU were reviewing this!" email chains).

When connected via Zapier, naturalForms becomes the trigger for actual business momentum:

  • Field teams submit inspection reports → Safety manager approves/denies corrective actions before the next shift starts
  • HR collects onboarding docs → IT automatically provisions access after 3 department heads sign off

Key thing here: Approvers only interact via email or ApproveThis' dashboard. They don't need naturalForms logins - crucial when dealing with clients, auditors, or executives who shouldn't be digging through your form data.

Real Workflows for Real Industries

Construction & Field Services: Approval Chains That Work in the Real World

Picture this: A crew submits a naturalForms safety checklist after inspecting a worksite. The Zapier integration kicks off an ApproveThis workflow where:

  1. Project lead reviews within 2 hours (thanks to Slack/email alerts)
  2. If flagged, automatically routes to safety officer + general contractor
  3. Approved docs get stamped with compliance metadata + auto-saved to project folder

No more "Did you see that inspection report?" texts at 7PM. Bonus: Vacation delegation means summer Fridays don't become approval logjams.

Healthcare: Compliance Without the Clipboard Hangover

Patient intake forms via naturalForms can trigger:

  • Insurance verification team approvals
  • MD sign-offs on treatment plans
  • Automatic archiving after X years based on approval metadata

Critical benefit: Approval thresholds. Under $500 med order? Auto-approved. Over $5k? Escalates to CFO + legal without manual flagging.

Setting This Up Without Losing Your Mind

Here's why even the "I'm not technical" crowd loves this integration:

Step 1: naturalForms captures data → Zapier detects new submission
Step 2: ApproveThis creates request with key form fields pre-mapped
Step 3: Approvers click Approve/Deny → Results sync back to naturalForms if needed

Pro tip: Use ApproveThis' calculated fields to auto-flag submissions. Example: If "Equipment Repair Cost" field exceeds $10k, route to CFO tier automatically.

Department-Specific Superpowers

Operations Teams: Kill Bottlenecks, Not Morale

Field reports used to die in managers' inboxes. Now:

- Maintenance requests auto-route based on location/severity
- Vendor contracts get legal eyes before procurement sees them
- Approval groups allow parallel sign-offs (legal + finance + ops all at once)

Finance: Guardrails > Micromanaging

Instead of being the "Department of No," set thresholds:

- Under $1k? Auto-approved with weekly digest
- $1k-$10k? Needs director approval
- Over $10k? CFO + audit committee
All while keeping naturalForms data intact for compliance trails.

The Nuts, Bolts, and Secret Sauce

ApproveThis adds layers naturalForms alone can't:

Conditional Routing: Submitted safety incident form? Route to EHS manager + plant supervisor based on severity dropdown.
Audit Trails: Every approval decision timestamps with comments - no more "Who approved this?!" witch hunts.
Mobile-First Approvals: Field managers can review/submit via email - no app download required.

When Not to Use This Combo

This isn't magic fairy dust. If your approval processes are:

- Based on gut feelings vs. clear criteria
- Require 15+ approvers for every decision
- Change more often than TikTok trends

...you might need heavier customization. But for 80% of companies? This gets approvals from "necessary evil" to "actually functional."

Ready to Stop Herding Approval Cats?

ApproveThis isn't another layer of bureaucracy - it's the system that lets naturalForms data actually do something. The result? Fewer status meetings, faster cycle times, and way less "Did you get my form?" shoulder taps.

Start your free trial or book a 15-minute demo to see how approval workflows should work - no papercuts guaranteed.

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Integrate with naturalForms 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 naturalForms

Suggested workflows (and their Zapier components) for naturalForms

Create new approval requests for submitted documents in naturalForms

For businesses managing a high volume of form submissions, automating the approval process can save time and enhance efficiency. This integration automatically initiates an approval request in ApproveThis whenever a new document is submitted via naturalForms. This ensures each form is tracked and managed for further action without delay, streamlining your workflow.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Action

Create Request

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

Create ApproveThis requests for new naturalForms document submissions

When documents are submitted through naturalForms, ensuring they are reviewed and approved promptly is key for efficiency. By creating a new request in ApproveThis for each submitted document, you streamline the approval process and keep all submissions organized without manual intervention.

Zapier Components

naturalForms Logo

Trigger

Submitted Document

Triggers when a document is submitted.

Action

Create Request

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