Why Approval Workflows Matter for Modern Teams
Businesses using Rétine to create sophisticated polls and forms often hit a critical bottleneck: deciding what to do with the data they collect. While Rétine excels at gathering insights through visually engaging surveys, teams still waste hours manually reviewing responses, chasing down stakeholders for input, and ensuring compliance with internal protocols.
This is where ApproveThis transforms the process. By connecting Rétine to ApproveThis via Zapier, organizations automate the entire review cycle. Poll results trigger instant approval workflows, decision-makers provide feedback directly from their inboxes, and approved data gets routed to the right tools – all without manual intervention.
How the Integration Works
When a respondent submits answers in a Rétine poll, Zapier automatically converts that data into an ApproveThis request. Approvers receive email notifications with key details – think customer feedback on a new product concept or employee responses to a benefits survey. They click "Approve" or "Deny" directly from their inbox, triggering one of three outcomes:
Key Automation Paths
Approved Responses can automatically update CRMs, generate tasks in project management tools, or trigger thank-you emails through Zapier. A marketing team might auto-publish positive customer testimonials to their website after manager sign-off.
Denied Submissions route back to relevant teams for revision. For instance, HR could flag incomplete training feedback surveys for follow-up with employees.
Escalated Requests use ApproveThis' thresholds to handle edge cases. Budget-related poll responses exceeding $10K might auto-forward to finance directors, while standard approvals stay with department heads.
Cross-Functional Benefits
Marketing Teams: Faster Campaign Launches
Consider a beverage company testing new flavor concepts through Rétine polls. With 500+ consumer responses weekly, marketing leads waste days compiling data for legal and compliance reviews. The integration automatically routes high-risk claims (e.g., "30% less sugar") to regulatory teams and design concepts to brand managers. Approval decisions sync to their product launch calendar, cutting review cycles from 2 weeks to 48 hours.
Operations: Audit-Ready Processes
Manufacturing firms using Rétine for supplier quality surveys benefit from ApproveThis' audit trails. Each approved vendor rating gets timestamped with approver comments, creating immutable records for ISO compliance audits. Denied submissions auto-generate corrective action tickets in their ERP system via Zapier.
HR: Scalable Employee Engagement
When rolling out new workplace policies via Rétine pulse surveys, HRBP's need to track regional leadership approvals. A global tech company uses approval groups in ApproveThis to ensure consensus from APAC, EMEA, and Americas leads before updating employee handbooks. Vacation delegation prevents delays when approvers are OOO.
Real-World Use Cases
Nonprofit Donor Surveys
A wildlife conservation group uses Rétine to survey major donors about funding preferences. Approval workflows ensure development directors vet all requests mentioning restricted gifts before updating Salesforce records. Calculated fields in ApproveThis automatically escalate donations over $50K to the executive director.
Retail Customer Feedback
Fashion retailers embedding Rétine polls in post-purchase emails route low-star ratings to district managers via ApproveThis. Denied escalation requests (e.g., frivolous complaints) get archived, while approved cases generate service recovery tasks in Zendesk. Real-time dashboards show resolution rates by region.
Healthcare Patient Satisfaction
Clinics using Rétine for post-appointment surveys automatically flag HIPAA-related comments in ApproveThis. Compliance officers review potential PHI disclosures before sharing anonymized data with marketing. Approval thresholds escalate critical patient safety feedback to quality assurance teams within 1 hour.
Implementation Guide
Setting up the integration takes under 20 minutes:
- In Zapier, create a new Zap with Rétine's "New Answer" trigger
- Filter responses if needed (e.g., only submissions from specific polls)
- Add ApproveThis' "Create Request" action
- Map Rétine fields to ApproveThis templates (response data, poll ID)
- Set approvers using email addresses or dynamic groups
- Test with live data
Pro Tip: Use ApproveThis' calculated fields to auto-calculate risk scores based on Rétine response values. For example, a customer satisfaction index below 60 could trigger executive alerts.
Why This Combo Beats Native Solutions
While Rétine offers basic notification settings, it lacks granular approval logic. ApproveThis adds:
- Multi-level sign-offs with parallel/serial sequencing
- Automatic delegation during PTO
- Compliance audit trails with IP logging
Critically, external approvers (e.g., clients, board members) can review submissions without needing Rétine logins. This eliminates seat license costs and simplifies cross-org collaboration.
Getting Started
To activate these workflows:
1. Register for ApproveThis (14-day trial available)
2. Connect your Rétine account via Zapier
3. Clone pre-built templates or design custom flows
For complex implementations like regional approval chains or HIPAA-compliant setups, request a demo to discuss enterprise features.
More Forms integrations you might like
-
formless
Published: March 10, 2025Formless, Typeform's pioneering AI solution that elevates data collection through engaging, natural conversations.
-
FormPress
Published: March 10, 2025FormPress is an open-source online form builder that offers an ultra-fast and lightweight solution with a simple interface.
-
Second Street
Published: March 10, 2025Second Street is a SaaS audience engagement platform that allows its customers to create interactive promotions to engage and grow their audience.
You'll ❤️ these other ApproveThis integrations
-
Formly
Published: March 10, 2025Formly is a Form builder designed for lead generation online. It's the fastest form on your marketing roster
-
Leadmate
Published: March 10, 2025Leadmate is a platform where AI agents work 24/7 to manage your calls, texts, appointment scheduling, and follow-ups.
-
Intely
Published: March 10, 2025The ultimate no-code data integrator, custom form builder, and workflow automation platform.