ApproveThis manages your Formdesk Integration approvals.

When Form Meets Function

Let's get real - most companies using Formdesk aren't just collecting cat memes. You're handling purchase orders, contract reviews, budget sign-offs. The kind of stuff that gets people promoted or fired. That's where ApproveThis comes in. We're not another form builder. We're the missing piece that turns "submitted" into "approved" without chasing people through Slack.

Formdesk handles the data collection like a champ. ApproveThis handles the politics. Together through Zapier, they create an ironclad process that even your most approval-averse VP can't ignore. No more "I didn't see the email" or "Who's supposed to sign off on this?" Just clean audit trails and decisions that keep the business moving.

Why This Combo Works for Mid-Sized Companies

If your company has between 50-5,000 employees, you're hitting that sweet spot where manual approvals start to cripple growth. Department heads fight over budgets. Legal gets buried in contract reviews. Procurement becomes a game of telephone. Here's how this integration fixes that:

Kill the Approval Bottlenecks

Imagine a sales team submitting 50 discount requests through Formdesk daily. Without automation, those land in someone's inbox where they compete with 200 other emails. With ApproveThis? Each request auto-routes based on deal size:

• Under $1K? Auto-approved
• $1K-$5K? Sales manager + finance
• Over $5K? Add the VP to the chain

Approvers get nudged automatically. Delays get flagged. Deals close faster.

Approvals Without the License Tax

Here's the kicker - your external partners or department approvers don't need Formdesk logins. They get email approvals with one-click decisions. Legal signs contracts without learning a new system. Contractors approve invoices without IT tickets. You control access without buying seats you don't need.

Real-World Workflows That Actually Work

Procurement Teams: From "Request" to "Ordered" in Hours

A manufacturing company uses Formdesk for equipment requests. Each submission triggers:

1. Auto-calculation of total cost (including shipping via Calculated Fields)
2. Routing based on cost center and budget remaining
3. Escalation to CFO if over $20K (using Approval Thresholds)

Result: 68% faster purchase approvals compared to their old SharePoint mess.

HR Teams: Onboarding That Doesn't Embarrass You

A 500-employee tech firm handles new hire requests through Formdesk. The integration ensures:

• IT gets hardware requests only after HR approves
• Department heads confirm headcount budget first
• Auto-delegates approvals when managers travel (Vacation Delegation)

New hires get their laptops on day one. Miracles do happen.

Setting This Up Without Losing Your Mind

Here's the beauty of Zapier - you're not coding anything. For the basic "New Formdesk Submission → Create ApproveThis Request" flow:

Step 1: Connect the Dots

In Zapier, choose Formdesk's "New Submission" trigger. Map key form fields to ApproveThis - things like "Total Cost" or "Department." Pro tip: Use Calculated Fields in ApproveThis to auto-add tax or validate budgets.

Step 2: Set Your Approval Rules

Inside ApproveThis, build workflows that match how your company actually works. Maybe:

- Marketing content approvals need Legal + Compliance in parallel
- IT purchases require sequential approvals (Manager → Director)
- Travel requests auto-approve under $500

Step 3: Test With Problem Children

Run a $50K purchase request through. Does it route to the right people? Have someone reject a submission. Does the form submitter get notified? Fix these edge cases now.

Department-Specific Wins

Finance Teams

Cut invoice approval cycles from weeks to days. Set rules like "Over $10K requires CFO review" but keep everything audit-ready. Real-time dashboards show bottlenecks.

Operations Teams

Equipment requests get auto-routed based on location and maintenance schedules. Vendor contracts require Legal sign-off only when specific clauses are present.

Marketing Teams

Campaign budgets approved before work starts. Content reviews happen in parallel (Legal + Compliance + Brand) instead of endless email chains.

The Nuts and Bolts You Care About

ApproveThis plays nice with Formdesk's flexibility:

- Conditional logic? Yep - show/hide approval steps based on form data
- File attachments? They carry over from Formdesk to ApproveThis
- Audit trails? Every decision timestamped with notes
- Mobile approvals? Works in email without logins

When to Use This vs. Built-In Approvals

Formdesk has basic approval features. ApproveThis is for when you need:

- Multiple departments involved
- Compliance requirements (SOX, GDPR, etc.)
- Approval paths that change based on amount or risk
- Delegation rules for vacations or role changes
- Real-time analytics on approval bottlenecks

No More "Follow-Up Fridays"

This integration isn't about flashy tech. It's about fixing that sinking feeling when someone asks "Did you get my approval request?" With Formdesk capturing data and ApproveThis handling decisions, you get:

- 80% fewer approval-related emails
- 50% faster decision cycles (our clients' average)
- One system of record for audits
- Less frustration across teams

Ready to stop being the approval bottleneck? Book a 15-minute demo or start a free trial. Your future self (and your annoyed coworkers) will thank you.