ApproveThis manages your PlatoForms Integration approvals.

When PDFs Meet Approval Workflows

Lets get real: approvals suck. Theyre the traffic jam in your otherwise smooth business highway. Now imagine if every time someone submitted a form (say, a contract, invoice, or purchase order), the right person got pinged immediately to sign off on it. No chasing. No I thought you handled this. No spreadsheets lost in email threads. Thats what happens when you connect ApproveThis and PlatoForms using Zapier.

PlatoForms turns static PDFs into living, breathing web forms your clients and teams actually want to use. ApproveThis slaps a turbocharger on your approval processes. Together? They turn document handling from a bureaucratic nightmare into a why didnt we do this sooner? moment. And yes, it works even if your approvers have never touched PlatoForms.

How They Work Together (Without the Corporate Jargon)

Heres the simple version: PlatoForms collects the data, ApproveThis decides what happens next. Zapiers the middleman that makes them talk without awkward small talk. When a form gets submitted  whether its a client contract or an internal purchase request  Zapier automatically creates an approval request in ApproveThis. Approvers get notified via email (they can approve/reject without logging into anything), and the results flow back to wherever you need them.

The kicker? ApproveThis doesnt make your clients or vendors jump through hoops. They fill out your PlatoForm, you handle approvals internally or with external partners, and nobody needs extra software licenses to play nice.

Real-World Uses That Actually Matter

Use Case 1: Auto-Create Approvals for Form Submissions

Picture this: Your marketing agency uses PlatoForms for client creative briefs. Every time a client submits their requirements, Zapier pings ApproveThis to route it to your creative director, legal team, and client account lead. The director checks scope, legal verifies NDAs, account lead confirms budget. All before the client finishes their latte.

Or take manufacturing: Production teams submit equipment purchase requests via PlatoForms. ApproveThis routes anything under $5K straight to the plant manager (thanks to approval thresholds), while bigger spends go to the CFO. No more guessing who needs to sign off.

Use Case 2: Trigger Forms When Approvals Start

HR teams love this one. When someone initiates a new hire approval in ApproveThis, Zapier automatically generates a PlatoForm for onboarding docs. The hiring manager gets the approved req and the completed I-9/W-4 forms in one shot. No more Wheres the paperwork? follow-ups.

Legal departments? They auto-generate NDA request forms whenever a new vendor approval starts. Vendors fill out the PlatoForm, it attaches to the approval request, and counsel reviews everything in one place. Boring? Yes. Efficient? Hell yes.

Setting This Up Without Losing Your Mind

Heres the beauty part  youre not coding anything. If you can make a sandwich, you can set this up:

1. Grab a Zapier account (theyve got a free tier)
2. Connect PlatoForms and ApproveThis as your apps
3. Pick your trigger (e.g., New PlatoForms Submission)
4. Choose the ApproveThis action (Create Request)
5. Map form fields to approval request details

Total time? About 15 minutes if youre taking coffee breaks. Need specifics? Weve got step-by-step guides that even your least techy colleague can follow.

Who Actually Benefits From This Mashup?

Finance Teams

AP departments live in fear of rogue purchases. With calculated fields in ApproveThis, every PlatoForms procurement request auto-calculates tax and shipping. Approval thresholds automatically flag anything over budget. CFOs sleep better knowing $10K+ spends cant slip through without executive eyes.

Operations Managers

Vacation delegation is the silent killer of workflows. When your warehouse managers out, ApproveThis automatically reroutes PlatoForms equipment requests to their backup. No production halts because someones on a beach.

IT Departments

Shadow IT requests via random Slack messages? Kill that noise. Employees submit software purchase forms via PlatoForms, which kick off ApproveThis workflows that check license availability, security compliance, and budget impact. All before the requester finishes their standup.

The Bottom Line

This isnt about digital transformation buzzwords. Its about making sure Karen in accounting isnt manually forwarding PDFs to Bob in legal every time someone needs a contract signed. Its about clients getting faster responses because your approval chain isnt stuck in 2012. And its about doing all this without forcing your team to learn yet another tool.

ApproveThis + PlatoForms via Zapier works because it meets people where they already are. Clients get familiar web forms. Approvers get simple email decisions. You get to stop playing approval traffic cop.

What Now?

If youve got PlatoForms and manual approvals, youre leaving speed and accountability on the table. Spin up an ApproveThis trial, connect it in Zapier, and automate your first workflow today. Or book a 15-minute demo to see how other mid-sized companies killed their approval bottlenecks.

Either way, stop treating approvals like an office ritual. They should be a background process, not a productivity black hole.