ApproveThis manages your Yay! Forms Integration approvals.

Let’s get one thing straight: approvals suck. Not the actual decision-making part – that’s your job. The process? The chasing people down, the lost emails, the “I thought you were handling this” meetings? That’s what’s killing productivity. But here’s the thing – it doesn’t have to be this way.

Why Yay! Forms + ApproveThis = Fewer Excuses, More Results

Yay! Forms is where your team (or clients) submit requests. ApproveThis is where those requests actually get decisions made. Connect them via Zapier, and you’ve basically built a self-service approval lane for your business. Think of it like drive-thru windows for paperwork:

• Yay! Forms: Takes the order (submits the request)
• ApproveThis: Cooks the food (routes it to the right people)
• Zapier: Is the intercom system (makes sure nobody’s yelling into the void)

Where This Combo Beats “Good Enough”

Other tools handle forms. Other tools handle approvals. But here’s what happens when you connect them specifically through ApproveThis:

1. No More License Jenga

Your CFO needs to approve budget requests? Great. They don’t need a Yay! Forms login. ApproveThis handles approvals via email – and yes, even those “Reply APPROVE” emails actually work. External clients? Contractors? Same deal. You’re not paying for seats they don’t need.

2. Conditional Logic That Doesn’t Require a PhD

That Yay! Forms response where the request is over $5k? ApproveThis can auto-route it to the VP instead of the manager. Under budget? Maybe it auto-approves. No more “Oops, forgot to CC finance” moments.

3. The Paper Trail You’ll Actually Use

Every approval decision in ApproveThis ties back to the original Yay! Forms submission. Audit time becomes “search the dashboard” instead of “panic-email 14 people.”

Real-World Uses That Don’t Sound Like a Software Demo

We’re not here to sell you vaporware. Here’s how actual teams use this setup:

Procurement Teams: Stop Being the Middleman

Scenario: Field tech submits a Yay! Form for a $2k equipment purchase. Zapier shoots that to ApproveThis, which:

• Checks if it’s under their department’s $1.5k limit
• Since it’s over, routes to the ops director + finance
• Auto-denies if submitted after Q4 budget freeze dates

Result: Procurement isn’t playing operator – they’re handling exceptions, not every single request.

HR Teams: Onboarding That Doesn’t Haunt You

New hire submits their equipment form via Yay! Forms. ApproveThis:

• Gets IT to approve the laptop specs
• Flags requests for standing desks to Facilities
• Only pings HR after all depts sign off

Bonus: Vacation delegation means approvals don’t stall when IT’s manager is out.

Marketing Teams: Actually Stick to Budgets

Agency submits a campaign invoice via Yay! Forms. ApproveThis:

• Auto-approves if under $10k and matches the SOW
• Routes to CMO if over, with calculated ROI from the form data
• Denies if submitted after campaign end date

No more “But we already discussed this!” slack threads.

Setting This Up Without Losing Your Mind

Zapier’s doing the heavy lifting here. Basic flow:

1. Create your Yay! Form (obviously)
2. Build the approval workflow in ApproveThis – who approves what, when, and what happens next
3. Connect them in Zapier: “New Yay! Form Response” → “Create ApproveThis Request”
4. Test with a $1 expense report. Seriously – start small.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag requests that need extra eyes. Example: If “Total Cost” in Yay! Forms > “Department Budget” field, require CFO approval.

Why This Beats “Just Using Email”

If your process is “form response → email chain,” here’s what you’re missing:

Approval Thresholds: Auto-approve small expenses, but escalate big ones. No manual checking required.
Real-Time Tracking: That “Where are we on this?” email? Replace it with a dashboard everyone can check.
Version Control: Forms get updated. ApproveThis ties decisions to the form version used. No “But the old form said…”

Bottom Line: This Isn’t About Software

It’s about eliminating the crap that makes people hate process. Less chasing, fewer errors, and actually visible accountability. Connect Yay! Forms to ApproveThis, and you’re not just automating approvals – you’re making it suck less for everyone involved.

Ready to stop herding cats? Get Started with ApproveThis or schedule a demo to see the Yay! Forms integration in action.