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Formcarry Integration

ApproveThis manages your Formcarry Integration approvals.

April 17, 2025

Integration Category: Forms

When Form Submissions Meet Approval Chains

Let's be real: forms are where good ideas go to die. Someone fills out a request. It sits in a spreadsheet. People argue over Slack. Someone finally remembers to chase down approvals. By the time anything gets done, the moment's passed.

Formcarry catches the data. ApproveThis chases down decisions. Together, they turn "Hey, can we get this approved?" into a process that actually works. No more lost requests. No more approval limbo. Just forms that automatically kick off clear approval chains - with deadlines, reminders, and a big ol' audit trail.

Why This Combo Doesn't Suck

Most "integrations" just shuffle data around. This one actually fixes the crap that wastes your team's time:

  • External approvers won't ghost you: Clients, vendors, execs - they can approve via email without logging into yet another system.
  • No more approval babysitting: Auto-escalate if someone's on vacation. Set $$ thresholds so small stuff auto-approves.
  • Forms that actually do something: A marketing budget request form that routes to finance...then automatically updates your project tool when approved.

Example: A 200-person SaaS company uses Formcarry for feature requests. ApproveThis routes big-ticket items to the CTO, smaller tweaks to product leads. 63% faster decisions. (Yes, we made that stat up. But you get the point.)

Use Cases That Don't Put People to Sleep

1. "We Need a Human to Look at This First"

The Flow: New Formcarry submission → Auto-create ApproveThis request → Notify right people → Track deadline → Log decision.

Who Cares:

HR Teams: Onboarding forms that actually trigger equipment orders. No more new hires staring at empty desks on day one.

Procurement: Vendor quote form → auto-route based on spend. Under $5k? Manager approves. Over? Finance jumps in.

2. "We Approved It, Now What?"

The Flow: ApproveThis approval → Update Formcarry → Zapier pushes data to your CRM, project tool, etc.

Who Cares:

Legal Teams: Approved NDA form? Auto-send the signed doc to Salesforce. No more "Did we ever get that contract...?"

Operations: Facility request approved? Automatically add to Monday.com as a task. Maintenance crew knows what's coming.

Setup That Doesn't Require a PhD

If you can make toast, you can do this:

  1. Zapier Account: Got one? Good. If not, sign up here (it's the glue).
  2. Connect Formcarry: Zapier's got step-by-step. Basically, point your form to Formcarry, then Zapier grabs new submissions.
  3. Add ApproveThis: When Formcarry gets a submission → Create ApproveThis request. Set who approves, deadlines, etc.

Pro Tip: Use ApproveThis' Calculated Fields to auto-route requests. Example: If "Project Budget" field > $10k, send to CFO. Less? Team lead handles it.

Real Teams, Less Bureaucracy

Marketing Teams

Campaign approval forms that don't suck: Freelancer submits invoice via Formcarry → ApproveThis routes to budget owner. Paid in 48hrs or they get auto-reminded.

IT Teams

Software purchase form → Auto-check against license limits → Approve or deny based on rules. No more "But I didn't know we already had 50 Slack licenses!"

Facilities

Conference room request form → Check calendar conflicts → Auto-approve if available. Conflicts? Send to facilities manager. No more double-booking.

Why This Beats "Just Using Email"

Approvals over email are a disaster. ApproveThis adds:

  • Deadlines that matter: Auto-remind after 24hrs. Escalate if ignored.
  • No access headaches: Approvers don't need Formcarry logins. Just click "Approve" in email.
  • Audit trail: Who approved what, when, and why. Crucial for compliance.

Get Moving

This isn't about forms. It's about fixing the approval black holes that make your company slow.

Next steps:

  1. Grab an ApproveThis trial
  2. Pick one form that's a bottleneck (expenses, PTO, whatever)
  3. Connect it to Formcarry via Zapier. Test with a small team.

Still reading? Go set it up. Your CFO will finally stop yelling about unauthorized purchases.

🥳

Integrate with Formcarry 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 Formcarry

Suggested workflows (and their Zapier components) for Formcarry

Create approval requests for new Formcarry submissions

Ensure every form submission is promptly reviewed with this integration. When your Formcarry form receives a new entry, this automation will create an approval request in ApproveThis. Streamline your workflow and ensure that no important submission is overlooked. *Note: Adjust the approval process to fit your specific business needs within ApproveThis.*

Zapier Components

Formcarry Logo

Trigger

New Submission

Triggers when your form receives a new submission.

Action

Create Request

Creates a new request, probably with input from previous steps.

Log approved Formcarry requests as new submissions

Keep a record of all approved requests by logging them as new submissions in Formcarry. This integration will trigger every time a new request is created in ApproveThis and record the details in Formcarry, maintaining a comprehensive log of approvals. *Note: This integration requires that you map the details appropriately in Formcarry.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Formcarry Logo

Action

New Submission

Triggers when your form receives a new submission.