When Forms Meet Approvals: A Match Made for Grown-Ups
Let's get real - forms are where good ideas go to die in committee. Someone submits a request, it gets lost in someone's inbox, and three weeks later you're explaining to the CFO why the Q4 budget hasn't moved. Mokaform collects the data, but ApproveThis makes sure shit actually happens.
Connect these two through Zapier, and you've got a system where every form submission triggers a approval workflow that actually respects people's time. No more "I thought Jessica was handling it" excuses. Real tracking. Actual deadlines. The kind of adulting that makes scaling possible without losing your mind.
Why This Combo Works for Teams That Hate Meetings
Mokaform's great at gathering intel - expense reports, project proposals, vendor onboarding docs. But until now, you've been duct-taping that data to your approval processes. ApproveThis replaces the duct tape with something that doesn't leave residue:
- No license tax: External partners approve via email - no need to buy them Mokaform seats
- Escalation protocols: Stuck approval? The system pings the next in command automatically
Example: A mid-sized logistics company uses Mokaform for driver expense reports. With ApproveThis, any submission over $500 gets auto-routed to regional managers, under that to fleet supervisors. Approvers get email links - they click approve/reject without logging into anything. Finance gets clean records for auditing.
Real-World Use Cases (Not Just HR Buzzwords)
Procurement Teams: Stop Being the Bottleneck
Mokaform collects vendor quotes and specs. ApproveThis handles:
- Multi-tier approvals based on spend thresholds
- Automatic delegation when buyers are OOO
A food distributor cut their PO approval time from 9 days to 48 hours. How? Setup:
- Mokaform captures supplier bids with attached contracts
- Zapier feeds data into ApproveThis
- Rules auto-route under $10k to purchasing agents, over that to directors
Marketing Teams: Kill the Creative Limbo
Campaign briefs submitted via Mokaform trigger:
- Sequential approvals (creative director → legal → client)
- Deadline reminders with version control
An ad agency using this combo reduced missed launch dates by 70%. Their secret? Approval groups with fallback reviewers so vacations don't stall projects.
Facilities Management: When Emergencies Can't Wait
Maintenance requests via Mokaform get:
- Immediate routing based on issue type (HVAC goes to engineering, plumbing to contractors)
- Auto-approval for recurring vendors under contract
Features You'll Actually Use (No Fluff)
Threshold Rules = Less Micromanaging
Set it once: "Approve automatically if under $5k and vendor is pre-approved." Your team handles exceptions, not every damn request.
Approval Groups That Don't Suck
Require 3/5 approvals from department heads? Done. Need C-suite sign-off after lower tiers? The system escalates without you playing messenger.
Calculated Fields for Smarter Routing
Example: A Mokaform submission calculates total campaign budget based on ad spend + production costs. ApproveThis routes it to the right budget owner based on those numbers.
Setup That Takes Less Time Than a Coffee Run
1. Connect Zapier to both Mokaform and ApproveThis
2. Map Mokaform fields to your approval template
3. Set routing rules once (role-based, conditional, etc.)
4. Test with a $1 expense report (we both know you expensed worse)
Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Like adding sales tax to procurement orders before approval.
Department-Specific Wins
HR Teams: Onboarding Without the Papercuts
New hire forms in Mokaform trigger equipment approvals (IT), desk assignments (Facilities), and budget checks (Finance). All synchronized, all trackable.
Legal Teams: Contract Reviews That Don't Haunt You
NDA submissions auto-route based on counterparty risk levels. High-value contracts get parallel legal/finance reviews. Standard templates auto-approve with e-signature.
Operations: Inventory Orders That Keep Shelves Stocked
Replenishment requests auto-approve up to par levels, flag unusual quantities for manual review. Vendors get PO numbers without back-and-forth.
Why This Isn't Just Another "Automation" Pitch
Most approval tools just digitize the same old crap. ApproveThis + Mokaform actually changes the game because:
- External users stay external: Clients approve contracts without getting added to your Mokaform account
- Audit trails that matter: Every decision timestamped with comments, visible in both systems
- Real conditional logic: Not just "if this then that" but "if this and that, unless this other thing"
Bottom Line for Grown-Ups
If you're managing 50+ people with multiple approval layers, you need two things Mokaform can't do alone: structured escalation paths and enforceable accountability. ApproveThis adds that missing spine.
Try it free for workflows where:
- You're currently using email chains
- Approvers often miss requests
- Auditors keep asking "who approved this?"
Get Started or schedule a 15-minute demo that skips the sales fluff.
Integrate with Mokaform 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 Mokaform
Suggested workflows (and their Zapier components) for Mokaform
Create approval requests for new submitted forms
Receive a new form entry from Mokaform and automatically create an approval request in ApproveThis for review. This integration routes form data into a structured approval workflow, ensuring timely decisions. *Note: Configure any conditional approval thresholds within ApproveThis as needed.*
Zapier Components

Trigger
New Submitted Form
Triggers when a form is submitted.
Action
Create Request
Creates a new request, probably with input from previous steps.
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