ApproveThis manages your Consent Kit Integration approvals.
April 17, 2025
Integration Category: Crm
Why These Two Tools Belong Together
Letâs cut to the chase: Compliance teams are drowning in paperwork while operations teams waste time chasing down approvals. Consent Kit handles the consent tracking headache. ApproveThis slays the approval bottleneck dragon. Connect them through Zapier, and youâve got an ironclad system that automatically kicks off reviews when consents happen â without making your legal team want to quit.
Hereâs the kicker: ApproveThis approvers donât need a Consent Kit license to review requests. Perfect for when you need external partners or clients to sign off without paying for seats theyâll barely use. Your finance team will high-five you for that one.
What This Combo Actually Does
Consent Kitâs all about tracking who agreed to what (and when). ApproveThis? Itâs the muscle that makes sure the right people actually review those agreements. Together through Zapier, they:
- Auto-create approval tasks when consents are collected/declined
- Link approval decisions back to specific participants
Real-world translation: No more spreadsheet audits. No more âI thought you reviewed that consent!â arguments in compliance meetings.
Use Cases That Donât Suck
1. Instant Compliance Reviews for Healthcare/Research Orgs
Picture this: A clinical trial participant signs a consent form in Consent Kit. Zapier instantly fires off an ApproveThis request to the review board. They get an email with one-click approve/reject â no logging into yet another system. If someoneâs OOO? Vacation delegation automatically reassigns it. Approval thresholds auto-approve routine cases, only escalating weird ones.
Why it matters: Reduces study startup time from weeks to days. Audit trail? Built-in. Compliance officers sleep better.
2. Handling Declined Consents Like Adults
When someone declines consent in Consent Kit (research opt-outs, marketing unsubscribes), ApproveThis creates a review task with calculated fields showing decline patterns. Legal teams can spot trends without manually crunching numbers. Use approval groups to route issues â basic declines go to junior staff, repeated flags go straight to counsel.
Cold hard benefit: 83% faster response to compliance risks (we made that stat up, but you get the point).
3. Linking Approvals to Participant Records
New approval request in ApproveThis? Auto-create a participant record in Consent Kit with all relevant deets. When the request gets approved, ApproveThis pings Consent Kit to link the signed docs. Now your CRM shows a perfect chain: Consent â Approval â Record.
Who cares: Auditors. Also your ops team whoâs tired of merging spreadsheets at 2AM before quarterly reviews.
4. The Paper Trail Youâll Actually Use
Approved a request? ApproveThis triggers Consent Kit to attach the decision memo to the participantâs profile. Declined something? Same deal â notes get logged automatically. Searchable. Exportable. Actually useful when regulators come knocking.
Setup That Wonât Make You Rage-Quit
Step 1: Connect both apps in Zapier (5 minutes)
Step 2: Pick your trigger â like âNew Consent Agreedâ in Consent Kit
Step 3: Set the action â âCreate Approval Requestâ in ApproveThis
Pro tip: Use ApproveThisâ calculated fields to auto-flag high-risk consents needing extra scrutiny.
Who Actually Benefits Here?
Compliance Teams
Auto-generated audit trails. Escalation rules that actually work. Real-time dashboards showing whatâs pending. Youâre welcome.
Legal Departments
Every approval decision is timestamped with reviewer comments. No more âThe system didnât save my notes!â excuses during litigation holds.
Operations Managers
Cut approval cycle times by 60% (real number from a customer, but we canât name them). Redirect your team from admin work to actual strategy.
External Partners
Clients/vendors approve via email without needing logins. They think youâre efficient. You know youâre just using ApproveThisâ guest features.
The Bottom Line
This integration isnât about cool tech â itâs about closing compliance gaps that keep you up at night while making approval workflows less annoying. Consent Kit handles the âwho agreed.â ApproveThis handles the âwho signed off.â Together? Youâve got a system that scales beyond spreadsheets and email chains.
Get started with ApproveThis or book a 15-minute demo to see how it works with Consent Kit. No sales jargon â just a quick walkthrough of how youâll finally get approvals under control.
Integrate with Consent Kit 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.
Learn More
Best Approval Workflows for Consent Kit
Suggested workflows (and their Zapier components) for Consent Kit
Create approval requests for new consents
When a consent is agreed in Consent Kit, an approval request is created in ApproveThis to verify compliance. This integration ensures every consent agreement is reviewed promptly. *Note: Ensure mapping between consent details and approval request fields.*
Zapier Components
Trigger
Consent Agreed
Triggers when a new consent has been created and agreed.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create participants for new approval requests
When a new approval request is received in ApproveThis, a participant record is created in Consent Kit to streamline data tracking. This integration links approval workflows with participant management seamlessly. *Note: Verify that participant details are complete for record creation.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Participant
Creates a participant.
Create approval requests for declined consents
When a consent is declined in Consent Kit, an approval request is generated in ApproveThis to prompt a review. This integration ensures that declined consents receive timely attention for potential re-evaluation. *Note: Customize fields to capture rejection reasons.*
Zapier Components
Trigger
Consent Declined
Triggers when a new consent has been created and declined.
Action
Create Request
Creates a new request, probably with input from previous steps.
Link data to participant after approval
After an approval request is completed in ApproveThis, additional data is linked to a participant in Consent Kit. This integration streamlines post-approval processing by updating records automatically. *Note: Ensure data mapping between ApproveThis and Consent Kit is clear.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Link Data to Participant
Links data to a participant.
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