ApproveThis manages your WS Form Integration approvals.

Why Your Forms Need a Gatekeeper

Let's be real - most form submissions aren't urgent. But some absolutely are. The problem? They all land in the same inbox, CC chain, or (god forbid) Slack channel. WS Form's great at collecting data, but approvals? Not so much. That's where pairing it with ApproveThis turns "form received" into "action taken."

How This Duo Works

ApproveThis becomes the traffic cop for your WS Form entries. New form submission? Trigger an approval workflow that's actually built for decisions. Approvers get clear context (no digging through spreadsheets), one-click approve/deny, and automatic routing when someone's OOO. Meanwhile, WS Form keeps doing what it does best - no coding required.

Who Wins?

Operations Teams: Procurement requests from WS Form get auto-routed based on amount. Under $500? Auto-approved. Over? Finance gets it instantly. No more "Did you see my email?" at standups.

HR: Vacation requests submitted via form now hit manager inboxes with all details + PTO balance. Approval triggers calendar blocks and Slack confirmations. Denials? Automatically explain remaining days.

Client Services: Client submits project change request via WS Form. Internal review happens in ApproveThis with client CC'd (they don't need a login). Legal signs off first, then PM. If stuck, escalates to account lead after 24hrs.

Two Killer Use Cases (That Don't Suck)

1. The "No More Spreadsheet Hell" Integration

What Happens: New WS Form entry → Creates ApproveThis request with all submission data attached.

Real-World Example: A construction company uses WS Form for material purchase requests. ApproveThis auto-routes based on:

• Total cost (under $1k = site manager, over = regional lead)
• Vendor status (pre-approved or needs legal review)
• Project phase (early stage requires CFO sign-off)

Approvers get a single email with specs, budget impact, and vendor history. Denials auto-email the requester with reasons. Approvals push PO data to Netsuite.

2. The "Audit Trail You'll Actually Use" Combo

What Happens: Approval starts in ApproveThis → Logs details in WS Form for reporting.

Real-World Example: A healthcare org collects patient intake forms via WS Form. Sensitive cases need admin approval before processing. ApproveThis routes to the right clinician based on:

• Patient history (existing vs new)
• Insurance type (requires different auth)
• Urgency flags from form responses

Every approval/rejection gets logged back into WS Form with timestamps and approver notes. No more lost Post-Its explaining why something was denied.

Setup That Doesn't Need IT

1. Zapier Time: Create a Zap starting with WS Form's "New Submission" trigger.

2. Map the Fields: Connect form responses to ApproveThis request fields (amounts, dropdowns, notes).

3. Set Approval Rules: In ApproveThis, build your workflow: - Add thresholds (e.g., auto-approve under $500) - Assign groups (finance team + requester's manager) - Add conditional steps (if denied, notify department head)

4. Test with Real Data: Submit a WS Form entry. Watch it route correctly. Tweak as needed. Total time? 23 minutes if you're slow.

Why This Isn't Just Another Integration

Approvers Don't Need WS Form Logins: Clients, contractors, execs - they approve via email. No "Can you resend the link?" hell.

Decisions Happen in Context: Approvers see form data + internal notes (profit margins, client history) without switching tabs.

Escalations That Work: If Bob from Legal ignores the request, it auto-reassigns after 24hrs. No babysitting.

Teams That Stop Hating Approvals

Finance: CapEx requests via form now show budget impact calculations (thanks to ApproveThis' real-time fields). Denials auto-send compliance reasons.

Marketing: Campaign spend approvals get routed based on channel (social = manager, TV = CMO). Approvals trigger budget tracker updates.

IT: Software purchase requests auto-check license counts. Under 10 seats? Auto-approved. Over? Routes with cost per head analysis.

Bottom Line

WS Form collects. ApproveThis decides. Together, they turn submissions into actions without the back-and-forth. You get audits trails that make sense, escalations that actually work, and approvers who don't hate you.

Next Step: Get ApproveThis, connect your WS Form in Zapier, and kill one approval process this week. Or book a 12-minute demo to see how other teams ditched the chaos.