ApproveThis manages your Embedery Integration approvals.

When Form Meets Function

Embedery helps businesses convert visitors through targeted popups and forms. ApproveThis turns those submissions into actionable decisions. Together through Zapier, they create closed-loop systems where data collection automatically triggers structured reviews - turning leads into approvals and ideas into executed plans.

Why This Combination Works

Embedery captures critical data points from customers and employees. ApproveThis applies governance to that data. For marketing teams, this means campaign copy gets legal review before going live. For operations, it ensures purchase requests follow budget guidelines. The integration acts as quality control - not slowing processes, but making them intentionally faster through automation.

Key Technical Advantages

ApproveThis adds layers Embedery can't provide alone: approval thresholds that auto-approve small expenses but escalate big ones, delegated approvals during vacations, real-time calculations determining who needs to sign off. Meanwhile, Embedery's visitor analysis helps prioritize which requests get expedited treatment based on lead score or customer tier.

Real-World Use Cases

Client Content Approvals (Marketing Agencies)

Agency teams embed draft content review forms via Embedery on client portals. When clients submit feedback, ApproveThis automatically routes it to copywriters and legal teams based on content type. Approval groups ensure both client and compliance sign-offs occur before revisions. Since ApproveThis approvers don't need Embedery logins, external clients review directly via email.

Promotion Requests (HR Teams)

Employees submit leadership development requests through Embedery forms. ApproveThis routes these to managers, HRBP, and compensation teams sequentially. Calculated fields auto-flag requests exceeding department budgets, adding CFO review. Real-time dashboards let HR track approval rates across regions.

Vendor Onboarding (Procurement)

New suppliers complete Embedery intake forms. ApproveThis triggers multi-departmental reviews: legal checks contracts, finance validates tax docs, operations assesses capacity. Consensus-based approvals ensure all stakeholders agree before vendor activation. Procurement teams use vacation delegation to prevent bottlenecks during holidays.

Implementation Made Simple

Connect Embedery and ApproveThis in 3 steps using Zapier:

1. Create Zap with Embedery's "New Entry" trigger
2. Map form fields to ApproveThis' custom request template
3. Set approval rules (thresholds, groups, escalation paths)

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Embedery form data (e.g., route all requests over $5K to execs).

Team-Specific Benefits

Marketing

Launch campaigns faster by automating legal/compliance reviews on Embedery-captured copy changes. Approval thresholds auto-greenlight minor edits while flagging regulated claims for review. Real-time tracking prevents last-minute scrambles before launch dates.

Operations

Convert equipment requests from Embedery forms into purchase orders only after multi-level approvals. Vacation delegation keeps requests moving when managers travel. Approval groups ensure facilities and IT teams co-approve shared infrastructure buys.

Human Resources

Process employee experience surveys collected via Embedery through compliance reviews before sharing with leadership. Use sequential approvals to have local HRBP validate findings before escalating to regional directors.

Strategic Advantages

This integration turns Embedery from a data collector into a decision initiator. ApproveThis provides the structure to:

• Prevent overspending with approval thresholds
• Maintain compliance through enforced review chains
• Reduce email clutter with centralized request tracking

For Embedery users, it means captured data actually does something - triggering workflows that convert submissions into actions. For ApproveThis users, it brings structured governance to front-line operations.

Getting Started

Begin with high-volume, low-risk processes:

Example: Connect Embedery's newsletter signup forms to ApproveThis for GDPR consent tracking. Marketing automatically gets alerted when users revoke permissions via calculated field triggers.

Visit Embedery to optimize data capture, then connect to ApproveThis for decision automation. Approvers only need email access - no additional software licenses required for external participants.

The Bottom Line

Businesses using Embedery + ApproveThis through Zapier report 40% faster approval cycles and 90% reduction in "I didn't see that email" delays. The combination is particularly powerful for:

◼️ Companies with distributed teams needing centralized oversight
◼️ Industries requiring audit trails for compliance
◼️ Organizations scaling processes without adding bureaucracy

Ready to transform form submissions into executed decisions? Book a demo or start your free trial today.