ApproveThis manages your Paperform Integration approvals.

When Form Meets Function

Let’s get real: forms are where good ideas go to die. Someone fills one out, it sits in a spreadsheet, and three weeks later you’re scrambling to approve something that should’ve taken 20 minutes. Paperform solves half the problem by making forms that actually work for business - payments, bookings, data collection. ApproveThis handles the other half: turning those submissions into decisions without chasing people down over Slack.

Connect them through Zapier, and you’ve got a system where every form submission triggers the right approval chain automatically. Marketing needs a new vendor? HR onboarding a remote hire? Legal reviewing a contract? The form starts it, ApproveThis routes it, and your team actually gets shit done.

Why This Combo Works for Teams That Hate Red Tape

Most approval tools treat every request like it’s the same. Yawn. Paperform captures nuanced data (payment amounts, project specs, contract terms), while ApproveThis uses that intel to route requests smartly:

• Expenses over $5k auto-escalate to CFO
• Client contracts get parallel legal + account lead reviews
• New vendor requests check compliance databases first

Translation: approvers only see what matters to them, requests don’t get stuck waiting for someone’s vacation to end, and you’re not paying for 50 extra SaaS seats just so externals can click “approve”.

Real Workflows for People Who Actually Have Work to Do

1. Client Onboarding That Doesn’t Require 17 Reminders

Marketing agencies: When a new client fills out your Paperform intake form, ApproveThis can:

• Route NDAs to legal
• Send project specs to relevant department heads
• Auto-approve standard retainer agreements under $10k

Example: A Denver-based agency cut their onboarding time from 14 days to 48 hours by auto-routing client questionnaires to the right service leads before kickoff calls.

2. HR That Doesn’t Make People Quit

Employee equipment requests via Paperform trigger ApproveThis workflows that:

- Check budget against department remaining funds
- Require IT security review for specialized software
- Auto-approve standard laptop upgrades during fiscal surplus months

Bonus: Approvers get email links that work on mobile without logging into yet another portal.

3. Finance Teams That Actually Prevent Fraud

Expense reports submitted via Paperform can trigger ApproveThis rules like:

- Flag receipts over $X for manager review
- Cross-check vendor names against blocked list
- Require secondary approval for budget category swaps

Pro tip: Use calculated fields to auto-flag expenses that push departments over budget before approval.

Setting This Up Without Losing Your Mind

Step 1: Zapier account (existing is fine)
Step 2: Pick your Paperform trigger (new submission, partial save, etc.)
Step 3: Map form fields to ApproveThis request templates
Step 4: Set escalation rules in ApproveThis based on form data
Step 5: Test with a $5 Starbucks gift card request (you know you want to)

Pro move: Use Paperform’s conditional logic to pre-sort requests before they even hit ApproveThis. Example: “Is this over $10k?” → yes/no determines approval path.

Department-Specific Wins

For Operations Managers

Stop being the human router. Vendor contracts submitted via Paperform auto-route based on:

- Contract value (department head vs. exec team)
- Service type (legal for NDAs, IT for SaaS tools)
- Location (regional compliance checks)

Vacation delegation in ApproveThis means approvals keep moving while your team is OOO.

For Marketing Teams

Client content approvals via Paperform → ApproveThis:

- Route drafts to clients via email (no client logins)
- Auto-archive approved versions in DAMs
- Escalate overdue approvals to account leads

For IT & Security

New software request forms trigger:

- Vendor security audits
- Cost/license count thresholds
- Auto-denial for non-compliant tools

The Part Where We Tell You What to Do Next

If you’ve got Paperform and a dozen half-baked approval processes in Slack/email: ApproveThis has a free trial that doesn’t require a credit card. Connect it to your existing forms in 20 minutes, or book a demo to see how conditional approvals work with your actual workflows.

Not using Paperform yet? Their free plan handles basic forms - decent for testing before you commit.