When Forms Meet Approvals: The Power Couple You Didn't Know You Needed
Let's cut through the corporate speak: forms are where good ideas go to die under a mountain of "I'll review it later." OpnForm makes capturing requests easy. ApproveThis makes decisions happen faster than your morning coffee kicks in. Together? They're the bureaucratic ninjas your middle-management dreams are made of.
OpnForm's slick form-building meets ApproveThis' no-nonsense approval engine through Zapier, creating workflows that actually work for companies who've outgrown "just CC everyone." We're talking procurement requests that don't get lost in Slack purgatory. Expense reports that get approved before the employee forgets what they spent. Vendor contracts that move faster than your legal team's eye-roll when you mention "urgent."
Why This Isn't Just Another "Integration"
Most form tools stop at data collection. Most approval systems start with confusing dashboards. Here's where we flip the script:
For OpnForm Users Who Hate Chasing Signatures
Your beautifully designed form becomes more than a data dump. Now every submission auto-triggers:
- Multi-level approvals that actually follow your org chart
- Real-time status updates without pinging people on Teams
- Automatic escalations when Karen from accounting's on vacation
For ApproveThis Teams That Need Better Input
No more garbage-in-garbage-out approvals. OpnForm structures the data so approvers get:
- All required attachments actually attached
- Calculated totals that math-challenged employees can't mess up
- Conditional questions that prevent "Wait, why are we approving this?" follow-ups
Real-World Workflows That Don't Suck
Let's get specific. These aren't hypothetical "maybe someday" scenarios - we're talking Monday-morning solutions:
Procurement Teams: From "Can We Buy This?" to "It's Already Here"
OpnForm captures purchase requests with vendor quotes, budget codes, and delivery timelines. ApproveThis:
- Routes based on amount: Under $5k? Auto-approved. Over $50k? CFO gets it with one click
- Checks remaining department budget in real-time
- CCs AP once approved so they actually process the damn thing
Actual result: That $120k server upgrade gets approved before the IT director starts looking at competitors.
HR: New Hire Paperwork That Doesn't Embarrass You
Candidate accepts offer → OpnForm triggers equipment/access approvals → ApproveThis pings IT, facilities, and payroll with exactly what they need to do. No more "Wait, do we still have MacBooks?" back-and-forth.
Bonus: Vacation delegation means approvals don't stall when the HRBP is out climbing Machu Picchu.
Client Services: Change Orders Clients Actually Sign
OpnForm collects scope changes → ApproveThis routes to project manager (check impact), client lead (check budget), then sends to client via email approval. All without your team playing telephone.
Key Detail: Clients approve via email without needing an ApproveThis login. Because nobody's giving their external vendors another damn password to remember.
Setup That Won't Make You Call IT
If you can make a Zapier account (free), you can do this in 15 minutes:
Basic Flow for the Impatient
1. Zapier trigger: New OpnForm submission (build your form first)
2. Action: Create ApproveThis request
3. Map form fields to approval details (amounts, dates, requesters)
4. Set approval rules: Who needs to sign off based on submission data
Pro Tip for Control Freaks
Use ApproveThis' calculated fields to auto-flag requests that exceed budgets or violate policies before they even reach approvers. Because sometimes you need to play bad cop without the awkward conversations.
Department-Specific Wins That Look Good on Your Next Review
Finance Teams: Killing Spreadsheet Zombies
OpnForm submissions feed into ApproveThis with auto-calculated totals, budget code validation, and audit trails that actually satisfy auditors. Month-end close stops being a horror show.
Operations: Preventing Warehouse Disasters
Maintenance request form → Routes to shift manager (priority check) → Facilities lead (parts availability) → Auto-approves if under $1k. Downtime drops faster than your safety incident reports.
Marketing: Ending Creative Gridlock
Campaign brief form → Simultaneous approval from legal, compliance, and CMO. Version control handled via OpnForm attachments. Launch dates stop getting pushed because someone used a trademarked slogan.
Why This Beats "Just Using Sharepoint"
Let's address the elephant in the room: yes, you could hack together some email rules and shared drives. But when's the last time that:
- Automatically reminded the right person when a request is stuck?
- Showed execs real-time approval metrics without manual reports?
- Let external partners approve without VPN headaches?
Exactly. That's why 50-5,000 person companies are ditching duct-taped solutions for this integration.
Your Move
If you're still manually routing form submissions through email chains, you're not just wasting time - you're creating compliance risks and employee frustration. The fix takes less time than your next pointless status meeting.
Next Steps for Non-Masochists:
- Get ApproveThis (free trial, no CC required)
- Build your first OpnForm → ApproveThis Zap in Zapier
- Forward this article to whoever's been blocking your automation budget
P.S. No, this won't get you laid. But it might finally get you that "efficiency champion" plaque they keep promising.
Integrate with OpnForm 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 OpnForm
Suggested workflows (and their Zapier components) for OpnForm
Create approval requests for new OpnForm submissions
Automate your approval workflow by turning each new OpnForm submission into an approval request. Once a new submission is received, this integration will create a request in ApproveThis, streamlining your approval process and ensuring no submission is overlooked.
Zapier Components

Trigger
New Submission
Triggers when a new submission is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Log new ApproveThis requests as OpnForm submissions
Ensure every new approval process in ApproveThis is accurately logged by capturing it in OpnForm. This integration provides a record of each request initiation in your OpnForm, helping track and manage all requests efficiently
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
New Submission
Triggers when a new submission is created.
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