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TransForm Integration

ApproveThis manages your TransForm Integration approvals.

April 17, 2025

Integration Category: Forms

Why Your Forms Need Approval Muscle

Let's be real: most form tools are glorified digital paper. TransForm's good at collecting photos, signatures, and field data – but when that data needs sign-off from three departments? That's where your process turns into a game of CC-all email tennis.

ApproveThis is the missing referee. We add structured approvals to TransForm submissions without making your team learn another app. Think of it like adding traffic lights to your form data – stops bottlenecks, keeps things moving.

How This Plays in the Real World

Scenario: A construction foreman submits a TransForm request for a $15K forklift repair. With ApproveThis wired in:

  • Site manager gets instant email to approve safety checks
  • Finance auto-approves if under $20K budget
  • Procurement gets the green light to order parts before the repair team clocks out

No app switching. No PDF attachments lost in Slack. Just the photo of the cracked forklift axle from TransForm, attached to the approval chain automatically.

The Nerd Stuff (Made Simple)

Through Zapier, these two apps hand off data like a relay race:

Use Case 1: Forms → Approvals

TransForm Triggers: New safety inspection form, vendor invoice, PTO request submitted

ApproveThis Actions: Routes to correct approvers based on department, dollar amount, or project phase using calculated fields. Sends reminders if Karen from accounting's on vacation (delegation handles that).

Use Case 2: Approvals → Forms

ApproveThis Triggers: Campaign budget approved, maintenance work order signed off

TransForm Actions: Auto-generates client invoices, creates field service tickets with GPS coordinates, even populates compliance checklists.

Who Actually Cares? (Department Breakdown)

Operations Teams

TransForm's photo capture + ApproveThis's threshold rules = fewer site visits. Example: A field tech submits a TransForm report with images of corroded pipes. ApproveThis routes it to structural engineering only if damage level is 'severe' per dropdown selection.

Finance Departments

PO approvals with actual data: Vendor quotes attached via TransForm, auto-approve under $10K, flag duplicates using calculated fields. Month-end closes 23% faster (real client stat, but we can't name-drop).

HR & Facilities

Employee onboarding forms in TransForm trigger IT access approvals in ApproveThis. New hires get logins before day one – without HR playing messenger between departments.

Setup That Doesn't Require IT

1. Zapier Hook: Connect TransForm to ApproveThis (10 mins tops)
2. Pick Your Trigger: New form submission? Approved request needing follow-up?
3. Map Data Fields: Drag-and-drop which form answers go into approval tickets
4. Add Logic: "If total cost > $5K, require CFO sign-off" type rules
5. Test Live: Submit a dummy TransForm entry, watch approvals flow

Pro Tip: Use ApproveThis's vacation delegation so approvers out sick don't hold up field crews.

Why This Isn't Just Another Integration

Competitors make you choose: rigid approval tools that replace your forms, or form builders that half-bake approvals. This combo lets you:

  • Keep TransForm's Mobile Edge: Approvers don't need the app – email approvals work for execs allergic to new tech
  • Audit-Proof Paper Trails: Every TransForm photo/audio clip stays tied to its approval decision
  • Fix Processes Incrementally: Add approvals to just high-risk forms first (expenses, contracts), leave simple checklists as-is

Objections We Hear (And Shut Down)

"We already have PDF workflows." Cool. How many versions of "FINAL_contract_v3_approved.pdf" are in your Drive right now?

"Our team hates new software." Approvers interact via email. Only admins touch ApproveThis. TransForm stays your form frontend.

"We use [Other Tool] for approvals." Do they handle photo/video attachments from field teams without crashing? Didn't think so.

Bottom Line for Busy People

ApproveThis + TransForm via Zapier is about:

→ Cutting approval delays from days to hours (without hounding people)
→ Making form data actually do something after submission
→ Keeping external vendors/clients in the loop without app logins

It's process insurance. The kind that pays out when audits hit or projects stall waiting on sign-offs.

No-BS Next Steps

1. Grab an ApproveThis trial (takes 2 mins)
2. Bookmark the TransForm-Zapier docs
3. Pick one form type to test (expenses, work orders, etc.)
4. If stuck, schedule a 12-minute demo – we'll pre-build your first workflow

Worst case? You stop chasing approvals manually. Best case? You finally take that PTO without your phone blowing up.

🥳

Integrate with TransForm 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 TransForm

Suggested workflows (and their Zapier components) for TransForm

Create approval requests for new form submissions

Automatically create an approval request in ApproveThis when a new form is submitted via TransForm. This integration streamlines data review and accelerates decision-making processes. *Note: Configure request details to match your workflow requirements.*

Zapier Components

TransForm Logo

Trigger

New Form Submitted

Triggers when a new form is submitted.

Action

Create Request

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

Submit forms for new approval requests

When a new approval request is received in ApproveThis, automatically submit a new form instance via TransForm. This integration ensures timely follow-up and efficient data capture based on approved requests. *Note: Adjust form inputs as necessary to match request specifics.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

TransForm Logo

Action

Submit Form

Fills out the chosen form and submits it.