ApproveThis manages your TDox Integration approvals.

When Approval Automation Meets Mobile-First Processes

TDox transforms paper-based workflows into dynamic mobile apps, while ApproveThis brings structure to decision-making. Together through Zapier, these platforms create closed-loop systems where document updates trigger approval requests, and approved decisions automatically schedule follow-up actions. For businesses still relying on email chains or physical signatures, this integration cuts approval cycle times by 50-70% while creating audit-ready records.

How These Platforms Complement Each Other

TDox excels at converting complex forms into mobile-friendly interfaces, capturing field data from inspectors, sales teams, or clients. But when those submissions require executive sign-off or cross-departmental review, manual follow-ups create bottlenecks. ApproveThis injects governance into these processes without slowing things down – approvers receive email notifications with one-click decisions, and TDox automatically reflects updates based on outcomes.

Key Integration Benefits

Construction firms use this combo to approve change orders directly from TDox inspection reports. Healthcare providers validate patient intake forms against insurance thresholds before updating records. The integration shines in scenarios requiring:

• Conditional approvals based on calculated fields (e.g., auto-approving expenses under $500)
• Multi-tiered reviews with delegated fallback approvers

Real-World Workflow Accelerators

1. Document Change Control for Regulated Industries

When a TDox user updates a compliance checklist or safety protocol, ApproveThis routes it to QA managers and legal teams based on document type. Pharmaceutical companies use calculated fields to require additional sign-offs if changes impact active trials. Approval groups ensure both the site supervisor and corporate EHS lead sign off on plant floor modifications.

2. Event-Driven Project Kickoffs

Upon approving a client proposal in ApproveThis, TDox automatically schedules project planning sessions with stakeholders. Marketing agencies using this workflow reduced campaign launch delays by ensuring resource allocation happens within 48 hours of client approval. The integration updates TDox timelines if approvers request revisions, keeping all teams aligned.

3. Mobile Field Approvals

Field technicians submit TDox forms for equipment repairs – if repair costs exceed $2,000, ApproveThis escalates to facility managers. Approvers get email summaries with embedded TDox photos/videos. A Midwest HVAC company slashed emergency repair delays by routing after-hours approvals to on-call managers via SMS.

4. Agenda Management at Scale

When new event agendas enter TDox, ApproveThis verifies participant availability and budget allocations. A university conference team uses this to ensure speaker contracts don't get finalized until travel budgets are approved. Post-event, approved expenditure reports auto-generate TDox tasks for next year's planning.

Implementation Made Simple

Connecting TDox and ApproveThis requires no coding. Through Zapier, you create triggers based on TDox form submissions or document updates, then map fields to ApproveThis approval templates. Set up takes under 20 minutes:

1. Create Zapier account (if new to automation)
2. Choose TDox trigger (new/updated document, form entry)
3. Select ApproveThis action (create request with dynamic fields)
4. Test with sample data and activate

Critical pro tip: Use ApproveThis' calculated fields to auto-populate TDox metadata like project IDs or location codes. This maintains context when approvers review requests via email.

Team-Specific Advantages

Operations Teams

Eliminate paper trails for safety audits or inventory checks. TDox captures real-time data from warehouse scanners, while ApproveThis ensures supervisors validate stock adjustments before ERP updates. Vacation delegation prevents delays during manager PTO.

Finance Departments

ApproveThis thresholds auto-approve routine expenses but flag anomalies. When integrated with TDox receipt submissions, AP teams save 8-12 hours weekly chasing down managers. Real-time dashboards show pending requests by cost center.

External Collaborations

Client approvals happen faster since external stakeholders don't need TDox licenses. Architects share revised blueprints via TDox, collect client sign-offs in ApproveThis, then auto-lock documents post-approval. All activity logs are retained for compliance.

Why This Integration Beats Manual Processes

Combining these tools does more than automate steps – it transforms approval governance. Version control issues disappear because TDox only reflects approved changes. Budget overruns drop due to conditional thresholds. Legal teams rest easier with immutable decision logs attached to every TDox update.

For businesses scaling operations, this integration future-proofs processes. When you expand to new regions, approval rules adapt instantly – require regional director sign-off for TDox forms tagged with specific locations. During audits, filter ApproveThis logs by TDox document type to show compliance.

Getting Started

Begin with one high-impact workflow. Most clients start with document approvals:

• Create your Zapier connection
• Set up TDox triggers
• Build ApproveThis templates

ApproveThis offers a 14-day free trial with full Zapier access. For complex use cases like multi-region approvals or conditional SLAs, request a custom demo showing how calculated fields and approval groups map to your TDox workflows.

Transform your mobile data collection into actionable decisions. Start automating approvals today.