Skip to content
Omeda Integration

ApproveThis manages your Omeda Integration approvals.

April 17, 2025

Integration Category: Databases

Let’s cut to the chase: approval processes are where productivity goes to die. You’ve got data sitting in Omeda, decisions waiting to happen, and teams stuck playing email tennis. That’s why connecting Omeda’s audience management to ApproveThis’ approval automation isn’t just nice-to-have – it’s a straight-up power move for companies tired of chasing signatures.

What Happens When Data Meets Decisions

Omeda keeps your customer data organized. ApproveThis keeps your team from drowning in approval requests. Together through Zapier, they create a closed-loop system where customer actions trigger approvals, and approvals trigger customer actions. No more copying data between systems or begging managers to check their inbox.

Three Ways This Combo Beats Manual Processes

1. Speed: Turn Omeda form submissions into approved actions in hours, not days
2. Accuracy: Eliminate copy-paste errors between systems
3. Visibility: See the entire journey from customer input to approved action

Real Workflows for Real Teams

Let’s break down exactly how different teams would use this integration:

For Marketing Teams: Campaign Approvals That Don’t Suck

Imagine your Omeda form collects requests for new email campaigns. Instead of Slack pings and follow-up emails, ApproveThis automatically:

  • Routes requests to legal/compliance first
  • Escalates budget approvals over $5K to finance
  • Auto-approves repeat requests under threshold

Actual example: A retail company cut campaign launch time from 72 hours to 4 hours by auto-routing Omeda-collected requests through ApproveThis’ conditional workflows.

For Operations: Vendor Onboarding That Actually Scales

New vendor submission in Omeda? ApproveThis handles the 3-way approval dance between procurement, security, and department heads. Bonus: approvers can reject/approve via email without logging into either system.

For Finance: Purchase Approvals That Prevent Headaches

When Omeda records a purchase request, ApproveThis automatically checks budget thresholds, routes to the right approvers, and – here’s the kicker – pushes approved requests back to Omeda as finalized orders. No more “I thought you approved that!” moments.

Setting Up the Connection

Here’s how to make this work in 15 minutes flat:

  1. Connect Omeda and ApproveThis in Zapier
  2. Map Omeda form fields to ApproveThis request templates
  3. Set conditional rules (e.g., “Route all requests over $X to CFO”)

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests that need special handling based on Omeda data.

Why This Isn’t Just Another Integration

What makes this combo hit different:

  • No license sprawl: Approvers only need ApproveThis access – no extra Omeda seats required
  • Real-time math: Dynamic calculations in approval forms based on live Omeda data
  • Zero downtime: Vacation delegation means approvals never get stuck

The Hidden Benefit Nobody Talks About

Compliance teams love the audit trail. Every Omeda-initiated request in ApproveThis shows exactly who approved what, when, and why. Makes SOX auditors actually smile (well, almost).

When to Use This Integration

This isn’t just for enterprise giants. We’ve seen it work for:

- Healthcare orgs approving patient communication campaigns
- Manufacturers handling equipment purchase requests
- Nonprofits managing donor-funded project approvals

What You Can’t Do (And Why That’s Okay)

This integration won’t magically fix broken processes. If your approval rules are vague or your Omeda data’s messy, fix that first. But for teams with clear workflows? It’s like putting your approval process on autopilot.

Getting Started Without the Headaches

Start small: pick one Omeda form or workflow that’s causing delays. Maybe it’s content approvals or vendor contracts. Connect that single process first, then scale up once you see the time savings.

The Bottom Line

Omeda keeps your customer data organized. ApproveThis keeps your team from drowning in approval requests. Together through Zapier, they create a closed-loop system where customer actions trigger approvals, and approvals trigger customer actions. No more copying data between systems or begging managers to check their inbox.

Your Move

Either keep doing approvals the old way, or try ApproveThis free for 14 days. No credit card needed. For specific Omeda integration questions, book a 20-minute demo – we’ll show you real examples from your industry.

Still reading? That’s 10 minutes you could’ve saved by setting up the integration. Just saying.

🥳

Integrate with Omeda 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 Omeda

Suggested workflows (and their Zapier components) for Omeda

Create request in ApproveThis for new Omeda form submissions

When a new form submission is added in Omeda, you'll want to ensure it receives the proper attention. This integration helps by automatically creating a new request in ApproveThis, ensuring that each submission is reviewed and processed efficiently without delay. *Note: Make sure to configure the approval workflow in ApproveThis to suit your team's needs.*

Zapier Components

Omeda Logo

Trigger

New Form Submission

Triggers when a new form submission is added.

Action

Create Request

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

Add Omeda customer for approved ApproveThis requests

Efficiently manage customer data by adding a new customer to your Omeda database whenever a request is approved in ApproveThis. This automation ensures all approved requests lead directly into your customer relationship management flow, minimizing manual data entry and errors. *Note: Ensure your approval workflow is set to trigger only on fully approved requests.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Omeda Logo

Action

Add Customer

This will add a new Customer to the Omeda Database Queue, it will not process data immediately. (Save Customer and Order API)