When Approval Workflows Meet Typeformâs Charm
Letâs cut to the chase: approvals suck. Theyâre the traffic jam of business processes â everyoneâs waiting, nobodyâs happy, and thereâs always that one person holding up the whole show. But what if you could turn those red lights into green lights without hiring a crossing guard? Thatâs where ApproveThis and Typeform come in â like peanut butter and jelly for your workflow sandwich.
Why This Combo Doesnât Just Work â It Actually Solves Problems
Typeform makes forms that donât make people want to stab their screens with a pencil. ApproveThis makes approvals that donât require three follow-up emails and a carrier pigeon. Together? Theyâre the dynamic duo your middle managers never knew they needed.
The Business Benefits That Actually Matter
⢠Speed: Cut approval times from âIâll get to it next quarterâ to âDone before your coffee gets coldâ
⢠Collaboration: Let external partners approve stuff without giving them keys to your entire software kingdom
⢠Accuracy: No more âI thought you were handling thatâ email chains that last longer than a Netflix series
Real-World Use Cases That Donât Make Us Want to Yawn
1. The âAuto-Create Approval Requestsâ Workflow
Picture this: Your sales team uses Typeform to collect client requirements. Every submission automatically becomes an approval request in ApproveThis. The product team gets notified, reviews specs, and either greenlights the project or sends it back faster than you can say âscope creep.â
Whoâs This For?
⢠Marketing agencies approving client campaign briefs
⢠Manufacturing firms handling purchase requests
⢠Healthcare providers managing equipment sign-offs
2. The âForm on Demandâ Setup
New approval request pops up in ApproveThis? Zapier instantly creates a Typeform to gather extra deets. Itâs like having a digital assistant who actually listens. Use this for collecting vendor bids, employee feedback, or client revisions without playing email tennis.
3. The âKeep Your Forms Freshâ Trick
Approval denied? Typeform automatically updates its dropdown options to reflect new budget limits. Approved a new vendor? Your procurement form suddenly knows their contact info. Itâs like your forms gain sentience â but in a good way.
Setting This Up Without Losing Your Mind
1. Connect both apps through Zapier (takes 4 minutes tops)
2. Map your Typeform fields to ApproveThis templates
3. Set approval rules (who needs to sign off on what)
4. Test with a fake request about office snacks â because why not?
Who Gets to Look Like a Hero
Finance Teams
Expense reports submitted via Typeform get auto-routed based on amount. Under $500? Auto-approved. Over? Goes straight to the CFOâs email. Approval thresholds mean youâre not bothering execs for coffee money reimbursements.
HR Departments
New hire equipment requests come through Typeform. IT gets notified via ApproveThis only if laptops are needed. Otherwise, Facilities handles it automatically. Vacation delegation ensures requests never get stuck with out-of-office managers.
Operations Crews
Field teams submit safety checklists via Typeform. Any red flags trigger immediate ApproveThis workflows to the right safety officers. Real-time tracking means everyone knows where that inspection stands â no more radio silence.
IT Squads
Software access requests through Typeform get routed based on department and seniority. Calculated fields automatically determine approval paths. Suddenly, youâre not manually playing permission bouncer for 500 employees.
The Cool Features Youâll Actually Use
⢠Email approvals: Let execs approve stuff from their phones without logging into another system
⢠Approval groups: Need three department heads to agree? Set it and forget it
⢠Calculated fields: Auto-calculate budget impacts right in the approval request
⢠Vacation coverage: No more âSorry, I was OOOâ delays â approvals automatically reroute
The Bottom Line (Because We Know You Skipped Ahead)
This isnât about adding more software to your stack. Itâs about making the tools you already hate using slightly less hateable. The ApproveThis-Typeform combo through Zapier turns approval processes from productivity black holes into actual workflows that flow.
Best part? You donât need to buy licenses for every external vendor or client who needs to approve something. They get email links, you get to keep your software budget intact. Everyone wins except the office printer.
Ready to Stop Being an Approval Bottleneck?
If youâre still manually forwarding form submissions or chasing down signatures, weâve got bad news â itâs 2024. Book a demo to see how approval workflows should work, or start your free trial and be up and running before your next status meeting.
Pro tip: The first team to try this usually becomes the office hero. Just saying.
Integrate with Typeform 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 Typeform
Suggested workflows (and their Zapier components) for Typeform
Create ApproveThis requests for new Typeform entries
Streamline your workflow by automatically creating approval requests in ApproveThis whenever a new Typeform form is submitted. This integration ensures that each entry is reviewed, approved, or denied through ApproveThisâs structured workflows, helping your team to manage form responses efficiently and make better-informed decisions.
Zapier Components
Trigger
New Entry
Triggers when a form is submitted.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create new Typeform for every new ApproveThis request
Automatically generate an empty Typeform whenever a new approval request is started in ApproveThis. This setup helps in collecting additional information or feedback related to each approval process, ensuring that all necessary data is captured from stakeholders seamlessly.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create an Empty Form
Creates a new empty form.
Update Typeform questions for completed ApproveThis requests
Easily update your Typeform questions based on the final decision of an ApproveThis request. This automation ensures that Typeform's multiple-choice, dropdown, or ranking questions reflect the latest approval outcomes and parameters, streamlining feedback and ensuring data accuracy.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Update Dropdown, Multiple Choice or Ranking Question Options
Update Dropdown, Multiple Choice or Ranking Question Options
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