ApproveThis manages your PlanSo Forms for WordPress Integration approvals.

When Form Meets Function

Let's be real - nobody got into business to play paperwork ping-pong. Yet here we are, with teams wasting hours chasing down approvals for everything from purchase orders to blog posts. That's where smashing together ApproveThis and PlanSo Forms for WordPress turns your approval circus into a well-oiled machine.

PlanSo handles the data collection through WordPress forms like a champ. ApproveThis? It's the no-nonsense bouncer deciding what gets through the velvet rope. Connect them via Zapier, and you've just created an automatic paper trail that even your most skeptical CFO would approve.

Why This Combo Slaps

Mid-sized companies (50-5,000 employees) aren't startups anymore, but they're not enterprises either. You need tools that work how you work - no six-month implementation cycles, no requiring everyone to learn new software. That's where this integration shines:

For the Doers

Your team already uses WordPress? Cool - they already know how to use PlanSo Forms. Approvers get everything they need right in their email. No new logins, no hunting through Slack threads. Just click approve/reject and get back to actual work.

For the Budget Watchers

ApprovalGroups mean you're not paying for extra PlanSo seats just so Bob from Accounting can say "yes" to office supply orders. Set thresholds so small purchases auto-approve, while big spends get escalated. Vacation coverage? Handled automatically so projects don't stall because Karen's at the beach.

Real Workflows for Real Teams

Let's break down exactly how different departments would use this combo without getting stuck in tech jargon:

HR: New Hire Onboarding

Scenario: Every new employee submission via PlanSo kicks off equipment approvals. The magic happens when:

• IT gets a request for laptop specs
• Facilities approves desk location
• Finance OKs the salary band

ApproveThis' calculated fields automatically flag if a salary request exceeds department budgets before it even hits the CFO's inbox.

Operations: Vendor Management

Your maintenance team submits a PlanSo form for a new cleaning service contract. The integration:

• Routes to legal for contract review
• Pings procurement for three-bid comparison
• Escalates to COO if contract exceeds $25k

All while keeping the original form data attached for audit trails.

Marketing: Content Production

Editors submit blog drafts via PlanSo. ApproveThis then:

• Requires SEO review first
• Routes to legal if mentioning competitors
• Auto-publishes once all approvals are in

Bonus: Set conditional logic so articles under 500 words skip senior editor review.

Setting Up Your Approval Superhighway

Here's the quick-and-dirty setup guide (we'll skip the tech speak):

Step 1: Connect the Dots in Zapier

Create a Zap that triggers on new PlanSo submissions. Map form fields to ApproveThis requests - think "Project Budget" becomes an approval threshold. Test with a $1 request to make sure Finance gets notified when needed.

Step 2: Configure Your Approval Gates

In ApproveThis, set up workflows that match how your company actually works. Pro tip: Name them clearly like "Marketing Contracts < $50k" so everyone knows what's up.

Step 3: Train Your Team (The 5-Minute Version)

Show approvers how to click email links to review full request details. Remind them about mobile-friendly approvals for those "I'm stuck in an airport" moments.

Why This Isn't Just Another Integration

Other tools make you choose between flexibility and control. This combo gives both:

For Distributed Teams

Manufacturing clients use PlanSo for equipment repair requests from multiple plants. ApproveThis routes based on location - factory managers approve local issues, HQ handles cross-site investments.

For Regulated Industries

Healthcare providers collect patient intake forms via PlanSo. ApproveThis adds HIPAA-compliant audit trails showing exactly who approved treatment plans and when.

For Client-Facing Services

Marketing agencies get client feedback via PlanSo. ApproveThis lets clients approve campaign drafts directly without getting access to internal systems.

Keeping the Lights On

Maintenance is where integrations usually die. Not here:

Update Workflows Without IT

Changed your approval matrix? Adjust in ApproveThis - no need to touch the PlanSo forms everyone already uses.

Track Without Micromanaging

Real-time dashboards show bottlenecks ("Why does Accounting take 3 days on sub-$100 requests?") without requiring status update meetings.

Scale Without Complexity

Add new departments or locations by cloning existing workflows. No starting from scratch when you expand to Europe.

Bottom Line: Approval Is a Process, Not a Project

This isn't about implementing some flashy AI thing that'll be obsolete in six months. It's about fixing the approval crap that's been slowing you down since day one.

ApproveThis handles the decision-making logistics. PlanSo captures what you need. Zapier moves data between them without any coding. The result? Requests get handled faster, with less frustration, and way fewer "Did you get my email?" follow-ups.

Ready to stop being a paperwork janitor? Get started with ApproveThis or schedule a 15-minute demo to see how it plays with your PlanSo setup.