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Sendpoint.io Integration

ApproveThis manages your Sendpoint.io Integration approvals.

April 17, 2025

Integration Category: Forms

Why Approval Automation Matters Now

Businesses using Sendpoint.io already understand the value of frictionless form data collection. But what happens after the submission? Manual routing of requests via email chains or disjointed systems creates bottlenecks that cost time, money, and client trust. ApproveThis solves this by adding intelligent approval automation to Sendpoint's robust form capabilities.

Together, these platforms create closed-loop systems where submissions automatically trigger approval workflows with conditional routing, real-time tracking, and compliance-ready audit trails. Marketing teams get faster creative sign-offs. Procurement departments reduce purchase order delays. Client services teams maintain SLAs on contract approvals. The integration works through Zapier, requiring no custom code.

Core Capabilities: What Each Tool Brings

Sendpoint.io's Form Superpowers

Sendpoint.io eliminates backend complexity for teams collecting data through web forms, mobile apps, or third-party platforms. Its submission endpoints act as centralized hubs for intake processes ranging from client onboarding questionnaires to internal IT requests.

ApproveThis' Approval Engine

ApproveThis adds structured decision-making to unstructured workflows. Key features like multi-step approvals with conditional logic ensure requests move to the right people based on submission data. Approval thresholds automatically greenlight low-risk items while escalating others. Crucially, approvers don't need Sendpoint.io licenses - external clients or cross-departmental teams can review requests via email without added software costs.

Real-World Workflows: Beyond Theory

Procurement Process Overhaul

A manufacturing company uses Sendpoint.io forms for purchase requests from 12 global facilities. Previously, finance managers wasted hours each week manually sorting submissions into spreadsheets. Now:

  • Submissions over $5K auto-route to department heads + CFO
  • Under $5K requests get instant approval via threshold rules
  • Delayed approvals trigger SMS alerts through Zapier+Twilio

Result: 68% faster purchase order processing with full audit trails.

Client-Driven Approvals

A marketing agency handles 50+ client content approvals weekly. Their old Google Sheets system caused version control issues and missed deadlines. The new flow:

  • Sendpoint.io captures final drafts via client-facing form
  • ApproveThis routes to assigned client contacts via email
  • Automated reminders prevent bottlenecks

Result: 40% reduction in approval cycle times with branded client portals.

Technical Integration Made Simple

Connecting Sendpoint.io to ApproveThis takes under 15 minutes:

  1. Create Zapier account (if new to automation)
  2. Choose Sendpoint.io "New Form Submission" trigger
  3. Select ApproveThis "Create Request" action
  4. Map form fields to approval request details
  5. Set conditional rules (e.g., route high-value requests differently)
  6. Test with live submission

Pro Tip: Use ApproveThis' calculated fields to auto-flag submissions needing legal review based on contract value or keywords.

Department-Specific Wins

Human Resources

HR teams manage sensitive approvals for promotions, policy changes, and offboarding. Manual processes risk compliance gaps. Example workflow:

Sendpoint.io captures employee transfer requests → ApproveThis routes to department heads + HRBP → Vacation delegation ensures no delays during PTO → Approved requests auto-update HRIS via Zapier.

Finance & Accounting

AP teams processing vendor invoices via Sendpoint.io forms gain:

Auto-approvals for recurring suppliers under $10K → Three-way matching validation through calculated fields → Escalation paths for disputed charges → Real-time sync with NetSuite or QuickBooks.

Operations

Facility managers use the integration for:

Maintenance request prioritization → Vendor contract approvals with legal team oversight → Equipment purchase authorization → Automated work order creation upon approval.

Advanced Feature Synergies

Dynamic Decision-Making

ApproveThis' calculated fields enable smart routing based on Sendpoint.io submission data:

A healthcare provider automatically routes patient equipment requests exceeding $2K to insurance verification teams before clinical approval.

Compliance Without Complexity

Built-in audit trails meet regulatory requirements for industries like:

• Education: Grant proposal approvals
• Healthcare: PHI access requests
• Finance: Loan application reviews

Scaling Without Stumbling

As submission volumes grow, ApproveThis maintains control through:

Approval Groups: Rotate approvers to prevent burnout
Threshold Adjustments: Increase auto-approval limits as trust grows
Parallel Reviews: Speed up high-priority requests with simultaneous approvals

Getting Started Guide

Follow these steps to implement in your organization:

1. Audit Existing Processes: Identify 2-3 approval bottlenecks
2. Build Sendpoint.io Forms: Mirror current submission methods
3. Design Approval Workflows: Start simple, add complexity later
4. Configure Zapier Connection: Use pre-built templates
5. Train Stakeholders: 30-minute session for approvers
6. Monitor & Optimize: Review approval metrics weekly

Why This Integration Wins

Competitors require custom development for similar workflows. ApproveThis + Sendpoint.io delivers:

Cost Control: No per-approver fees for external participants
Speed: Launch new workflows in hours, not weeks
Flexibility: Adapt processes as business needs change
Visibility: Real-time dashboards replace status update meetings

Next Steps for Teams

The Sendpoint.io + ApproveThis integration isn't another tech stack addition - it's a operational multiplier. Marketing teams approve campaign budgets faster. Legal teams streamline contract reviews. Operations teams maintain equipment without delay.

Ready to transform your approval processes? Register for ApproveThis or schedule a personalized demo to see live workflow examples. For Sendpoint.io setup, visit their integration guide.

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Integrate with Sendpoint.io 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.

Learn More

Best Approval Workflows for Sendpoint.io

Suggested workflows (and their Zapier components) for Sendpoint.io

Create approval requests for new Sendpoint form submissions

When a new form submission is received via Sendpoint.io, this integration creates an approval request in ApproveThis to streamline review processes. It ensures submissions are promptly approved or rejected based on predefined criteria. *Note: Configure your approval workflow details in ApproveThis after connecting the accounts.*

Zapier Components

Sendpoint.io Logo

Trigger

New Form Submission

Triggers when a new submission is received for a specific Sendpoint Form.

Action

Create Request

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

Create approval requests for all Sendpoint form submissions

Every time Sendpoint.io captures a form submission from any of your forms, this integration initiates an approval request in ApproveThis. It centralizes approval workflows and helps maintain oversight of all incoming submissions. *Note: Set up your approval rules in ApproveThis to match your process.*

Zapier Components

Sendpoint.io Logo

Trigger

All Submissions

Triggers when a new form submission is received for any and all of your Sendpoint forms.

Action

Create Request

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