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Formsly Integration

ApproveThis manages your Formsly Integration approvals.

April 17, 2025

Integration Category: Forms

When Forms Meet Approvals, Magic Happens

Let's be real - forms are where productivity goes to die. Someone fills out a request. It sits in someone's inbox. Then it gets forwarded. Then someone asks for clarification. Then the original person is on vacation. Rinse and repeat until everyone involved wants to scream into a pillow.

This is why combining Formsly's dead-simple form building with ApproveThis's no-bullshit approval automation creates something beautiful: actual working processes that don't make your team resent their jobs. We're talking about turning "form hell" into "form handled" without the endless Slack pings or spreadsheet trackers.

Why This Combo Works Better Than Your Current Setup

Formsly captures data. ApproveThis makes decisions happen. Together through Zapier, they remove the three biggest time sucks in any approval process:

  • The "Who's Responsible?" Shuffle: New form entry = automatic approval routing to the right people
  • The "Did You See My Email?" Game: Approvers get notified, can review actual form data, and approve/reject without login gymnastics

Real example: A 200-person manufacturing company cut their purchase order approval time from 6 days to 8 hours. Not because they hired more people - because they stopped losing requests in email threads.

Use Cases That Actually Matter

1. Procurement That Doesn't Require Mind Reading

Scenario: Your team needs a new $5K software tool. They fill out a Formsly request with vendor details, budget code, and justification. Here's what happens next:

- Auto-approve if under $1K (using ApproveThis thresholds)
- Route to department head + IT security if over $1K
- Escalate to CFO if over $10K
- Update the requester AND accounting automatically when approved

No more finance team playing detective on who authorized what.

2. HR Onboarding That Doesn't Embarrass You

New hire submits equipment preferences via Formsly. Approval workflow:

- IT confirms tech specs
- Manager approves budget
- Facilities arranges shipping
All before HR lifts a finger. Bonus: If the manager is OOO, ApproveThis automatically delegates to their backup.

3. Marketing Campaigns That Launch Before the Trend Dies

Content team submits a campaign brief through Formsly. Approval chain:

- Legal checks disclaimers
- Compliance verifies data sources
- CMO gives final sign-off
With calculated fields in ApproveThis automatically flagging campaigns over $50K for extra scrutiny. No more last-minute "We can't say that!" disasters.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can build this integration:

  1. Create your Formsly form (pro tip: name fields match your approval criteria)
  2. In ApproveThis, build a workflow template with conditions (amounts, departments, etc.)
  3. Connect them via Zapier - takes about 7 minutes if you type slow

The secret sauce? ApproveThis doesn't require approvers to have Formsly logins. Your external vendor can approve a contract extension without getting access to your entire form system. Your CFO only sees what's relevant. No extra seats, no permission nightmares.

Why Your Teams Will Actually Use This

Finance Team

They stop being the approval police. Set rules like "auto-approve subscriptions under $200/month" and watch 60% of requests resolve themselves. Only the big-ticket items hit their inbox.

Operations Managers

Real-time dashboards show exactly where bottlenecks are. Is Jason in legal sitting on requests? The data doesn't lie. Plus, vacation mode means approvals don't pile up when someone's out.

Department Heads

They can approve directly from email while waiting for their coffee. No logins, no portals, just "Approve" or "Deny" with a single click. If they need context, the original form data is right there.

Features You'll Use More Than Your Standing Desk

This isn't just about passing data between apps. ApproveThis adds muscle to your Formsly workflows:

Conditional Escalation: That $50K client contract auto-routes from sales ops to VP to CEO based on amount and client risk score pulled from your CRM.

Audit Trails That Don't Suck: Every approval decision includes who approved it, when, and what they saw. GDPR/ISO compliance without the panic.

Calculated Approvals: Automatically flag requests that exceed quarterly budgets or violate project scope. Because humans are bad at math when tired.

The Bottom Line (No MBA Jargon)

Companies between 50-5,000 employees waste an average of 14 hours per week on broken approval processes. That's $18K/year in lost productivity for a 100-person company. This integration fixes that by making approvals:

- Faster: No more waiting for someone to "check with someone"
- Transparent: Everyone sees where things stand without status meetings
- Accountable: Approvers can't claim they didn't see the request

It's not sexy, but neither is not losing money on preventable delays.

How to Stop Talking About It and Fix It

Option 1: Register for ApproveThis, connect your Formsly account via Zapier, and set up your first workflow in 20 minutes.

Option 2: Book a 15-minute demo and we'll show you exactly how other companies in your industry are using this combo.

Pro tip: Start with your most hated process - the one that generates the most complaint tickets. Fix that first, then come back for the rest.

🥳

Integrate with Formsly 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 Formsly

Suggested workflows (and their Zapier components) for Formsly

Create approval requests for new form entries

When new form entries are submitted via Formsly, this integration creates an approval request in ApproveThis to streamline the decision-making process. It automatically routes each entry for review, ensuring consistency and reducing manual workload. *Note: Ensure that your approval workflow in ApproveThis is set up to handle incoming requests appropriately.*

Zapier Components

Formsly Logo

Trigger

New Entry

Triggers when a new entry is created.

Action

Create Request

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