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ApproveThis manages your Rétine approvals.

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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:

  1. In Zapier, create a new Zap with Rétine's "New Answer" trigger
  2. Filter responses if needed (e.g., only submissions from specific polls)
  3. Add ApproveThis' "Create Request" action
  4. Map Rétine fields to ApproveThis templates (response data, poll ID)
  5. Set approvers using email addresses or dynamic groups
  6. 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.

Request a Demo