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Formaloo Integration

ApproveThis manages your Formaloo Integration approvals.

April 17, 2025

Integration Category: Forms

When Forms Meet Approvals: Why This Combo Slaps

Let's be real - most approval processes suck. Someone fills out a form, it gets lost in Slack, finance needs seven "urgent" changes, and the requester ends up sending passive-aggressive follow-ups. ApproveThis and Formaloo fix this by doing the heavy lifting where most tools don't: connecting the "ask" directly to the "yes".

Formaloo's forms collect what you need (purchase requests, content approvals, contract sign-offs). ApproveThis handles the messy part: routing it to the right people, chasing decisions, and documenting who said what. Together via Zapier, they turn "Hey, can you approve this?" into a process that doesn't make everyone hate their jobs.

How This Plays Out in Real Life (No Fluff Examples)

These aren't hypotheticals. Here's how mid-sized companies use this combo to stop being approval roadkill:

1. The "Stop Micromanaging Me" Workflow

Problem: Marketing needs legal to review every social post. Legal's backed up, requests get buried in email, campaigns get delayed.

Fix: - Team submits content via Formaloo form
- Zapier creates ApproveThis request with all details
- Legal gets email (no app login needed) with context
- Approved? Auto-updates Formaloo, triggers Hootsuite
- Denied? Comments go back to requester without 12 forward/backward emails

2. The "Why Is Finance Always Mad at Us?" Fix

Problem: Department spends $4k without approvals, CFO loses their mind at month-end.

Fix: - Formaloo form for purchase requests with calculated totals
- ApproveThis auto-routes based on amount:
→ Under $500? Auto-approved, logs in Formaloo
→ Over $500? Escalates to department head + finance
- Approved? PO gets auto-generated, Formaloo updates
- Denied? Requester gets explanation without 3 meetings

Teams That Win With This Setup

HR: Onboarding Without the Paper Avalanche

New hire needs laptop, software access, desk setup. Instead of 17 emails:
- Formaloo form collects needs (department, role specifics)
- ApproveThis routes to IT, facilities, manager
- Approvers get one-click options via email
- IT auto-provisions tools on approval
Bonus: Use approval thresholds – standard setups auto-approve, custom requests get human eyes.

Operations: Vendor Contracts That Don't Haunt You

Procurement team juggling 50 vendor renewals. Instead of spreadsheet hell:
- Formaloo captures contract terms, costs, SLAs
- ApproveThis routes based on spend:
→ Under $10k? Team lead approval
→ Over $10k? Legal + CFO review
- Approved? Dates sync to contract management tool
- Denied? Vendor gets automated "We're reviewing" email

Finance: Closing the Books Without the Panic Attacks

Expense reports submitted via Formaloo with receipt uploads. ApproveThis:
- Routes reports based on employee role/department
- Flags duplicates using calculated fields
- Auto-approves under $100 with manager oversight
- Exports approved reports to NetSuite/Xero automatically

Setting This Up Without Losing Your Mind

We know you're busy. Here's the 3-step cheat code:

  1. Connect the Dots in Zapier
    Zapier handles the plumbing. Pick a trigger (new Formaloo response, payment, etc.) and map fields to ApproveThis.
  2. Build Your Approval Rules
    In ApproveThis, set who approves what. Pro tip: Use approval groups so if Karen in legal's out, it auto-routes to her backup.
  3. Test With Real Data
    Run a $1 purchase request. If it gets stuck, tweak routing. No coding, no consultants needed.

Key thing: Approvers don't need Formaloo access. Send clients a branded approval page or let them decide via email. No extra licenses, no app store rage.

Why This Isn't Just Another Integration

Most tools slap APIs together and call it a day. Here's what actually matters:

  • Approval Context That Doesn't Suck: Approvers see the Formaloo form data in the approval request. No hunting through PDFs.
  • Escalations That Work: If an approver ghosts, ApproveThis bumps it up the chain automatically. No manual follow-up.
  • Audit Trails That Cover Your Ass: Every decision logs who approved what, when, and why. GDPR/SOX folks stay happy.

Bottom Line: Approval Processes Shouldn't Be a Career

If your team spends more time chasing sign-offs than doing actual work, this combo cuts the crap. It's not about fancy features – it's about making approvals boring. As in, they just happen without drama.

Next steps:
- Grab an ApproveThis trial (takes 8 minutes)
- Check out Formaloo's forms if you're still using Google Sheets
- Or book a 15-minute demo to see real workflows

P.S. If you're the person currently forwarding approval emails with "???" – we see you. This is your exit.

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Integrate with Formaloo 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 Formaloo

Suggested workflows (and their Zapier components) for Formaloo

Create new Formaloo rows for new ApproveThis approval requests

Manage your approval process efficiently by capturing each new ApproveThis request into Formaloo. Whenever a new approval request is initiated in ApproveThis, this integration will add a new row in your Formaloo form, ensuring you have all the approval data documented seamlessly. This way you won't miss any critical approvals and can follow up as needed.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Formaloo Logo

Action

Add Row

This action adds a Row to your Form

Create ApproveThis requests for new Formaloo responses

Effortlessly manage workflow approvals by creating new requests in ApproveThis for each response submitted in Formaloo. Each time a new response is submitted through your Formaloo form, an approval request is automatically generated in ApproveThis, streamlining your team's decision-making process.

Zapier Components

Formaloo Logo

Trigger

New Response (Row)

Triggers when the row is submitted.

Action

Create Request

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

Initiate ApproveThis requests for new Formaloo form payments

Enhance payment approval efficiency by initiating ApproveThis requests for each new payment submitted through a Formaloo form. This integration guarantees that all form payments trigger an approval request in ApproveThis, ensuring that every transaction is reviewed and processed in a timely manner.

Zapier Components

Formaloo Logo

Trigger

New Form Payment

Triggers when a form payment is submitted.

Action

Create Request

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