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Drag'n Survey Integration

ApproveThis manages your Drag'n Survey Integration approvals.

April 17, 2025

Integration Category: Forms

When Surveys Meet Approvals: No More Black Holes

Let's be real - most companies handle surveys and approvals like they're separate universes. Your team spends days crafting the perfect Drag'n Survey form to collect client feedback... only to have those responses disappear into email threads and Slack debates. Meanwhile, ApproveThis exists in its own world, efficiently processing purchase orders and contract sign-offs. What if these two could actually talk to each other?

Through Zapier, we've connected these platforms to create what we call "decision pipelines." Now when someone completes a Drag'n Survey, it doesn't just sit there looking pretty - it kicks off real approval workflows in ApproveThis. No more copy-pasting responses into emails, no more guessing who needs to sign off on what. We're talking about cutting approval times for survey-based processes from days to hours, with full audit trails.

Why This Combo Works for Mid-Sized Companies

If you're managing 50-5,000 employees, you've hit that sweet spot where manual processes start breaking down but enterprise software feels overkill. Here's where our integration shines:

  • No license bloat: External partners can approve survey-related requests in ApproveThis without needing Drag'n Survey logins
  • Real calculations, real decisions: Use ApproveThis' calculated fields to auto-approve surveys meeting score thresholds

Take client onboarding surveys. Marketing agencies using Drag'n Survey for client needs assessments can now auto-route high-budget responses to execs while letting junior staff handle smaller accounts. All without creating 17 different survey versions.

Actual Use Cases That Don't Suck

1. Vetting High-Stakes Feedback

HR teams love Drag'n Survey for employee engagement polls... until they get a scathing review about the CEO. Our integration adds crucial guardrails:

When any survey scores below 3/5 stars:

  1. Zapier triggers an ApproveThis workflow
  2. Legal and HR leads get sequential approvals
  3. Only vetted responses reach leadership dashboards

Healthcare providers use this to filter patient satisfaction surveys - sensitive complaints get legal review before anyone else sees them.

2. Controlled Access to Sensitive Surveys

Financial institutions can't just blast survey links to high-net-worth clients. The approval chain matters:

Relationship manager requests client feedback survey > Compliance team approves request in ApproveThis > Drag'n Survey generates unique authenticated link > Client receives personalized survey

All tracked in ApproveThis with automatic reminders if compliance sits on the request for 48+ hours.

Setting This Up Without Losing Your Mind

We'll keep this simple because nobody needs another 20-step tutorial:

Phase 1: Connect the Pipes

1. In Zapier, make your Drag'n Survey trigger (new response) talk to ApproveThis' "Create Request" action
2. Map critical survey fields to ApproveThis' calculated fields (pro tip: set score thresholds here)
3. Test with dummy data that doesn't make your team look bad

Phase 2: Build Smart Escalations
Use ApproveThis' vacation delegation to ensure survey approvals never get stuck. If your compliance officer is OOO, requests auto-reassign to their deputy after 24 hours.

Phase 3: Close the Loop
Connect ApproveThis decisions back to Drag'n Survey using Zapier. Approved client feedback? Auto-generate their NPS follow-up survey. Denied? Trigger a re-assessment request.

Department-Specific Wins

Marketing: Campaign Feedback That Doesn't Die in Inbox

When external partners complete campaign surveys in Drag'n Survey:
- Budget approvals route to finance
- Creative feedback goes to design leads
- Legal checks any trademark mentions
All while keeping the agency looped in via ApproveThis' comment threads.

Operations: Vendor Assessments That Actually Matter

Procurement teams use Drag'n Survey for supplier evaluations. Our integration adds:
- Auto-approvals for vendors scoring above 85%
- CFO alerts for any scoring below 60%
- Re-assessment workflows if 3+ departments flag issues

Customer Success: Churn Alerts That Prevent Churn

CSAT surveys in Drag'n Survey now trigger:
- Immediate approval chains for detractors (NPS 0-6)
- Auto-approved thank yous for promoters (9-10)
- Escalated deal reviews for passives (7-8)

Features You'll Actually Use

Beyond basic approvals, this integration shines when you leverage:

Approval Thresholds: Auto-approve survey responses scoring above 80% to fast-track happy clients
Conditional Routing: Send technical surveys to engineering leads and billing surveys to accounting
Real-Time Tracking: Watch survey approval rates in dashboards instead of chasing email confirmations

The Bottom Line for Busy Teams

If you're using Drag'n Survey without approval automation, you're leaving two big problems on the table:
1. Important responses get stuck in individual inboxes
2. Nobody knows who approved what version of the truth

ApproveThis fixes this through:
- Centralized audit trails for every survey decision
- Automatic escalations when people ghost requests
- Role-based permissions so junior staff can't approve million-dollar deals

And here's the kicker - your approvers don't need another software login. They can approve directly from email or Slack while keeping everything tracked in ApproveThis.

Ready to Stop Playing Approval Whack-A-Mole?

If you made it this far, you've got one of two problems:
1. Your survey process is a mess of sticky notes and crossed fingers
2. You're smart enough to realize your "smooth" process has hidden delays

Either way, here's your next move:
Grab an ApproveThis trial and connect it to your Drag'n Survey account via Zapier. Or book a 15-minute demo where we'll show exactly how to shave 8 hours off your weekly approval grind.

P.S. If you're still manually forwarding survey responses to your boss's boss, we can't be friends. Fix that today.

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Integrate with Drag'n Survey 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.

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Best Approval Workflows for Drag'n Survey

Suggested workflows (and their Zapier components) for Drag'n Survey

Create approval requests for new survey responses

When a respondent answers a survey, trigger an approval request via ApproveThis to review and verify survey data. This integration streamlines approval workflows and ensures that all new survey responses are vetted efficiently. *Note: Setup filters in ApproveThis for specific criteria.*

Zapier Components

Drag'n Survey Logo

Trigger

Respondent Answers

Triggers when a respondent answers your survey.

Action

Create Request

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

Generate authenticated links for approved requests

When an approval request is approved or denied in ApproveThis, generate a new authenticated survey link for the respondent in Drag'n Survey. This automation streamlines the process of providing verified survey access after a decision. *Note: Confirm that survey metadata is mapped correctly in Drag'n Survey integration.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Drag'n Survey Logo

Action

Create an Authenticated Link

Creates a link to your survey for a specific respondent by associating meta-data to it.