ApproveThis manages your Formify Integration approvals.

When Forms Meet Approvals: The Business Superpower You Didn’t Know You Needed

Let’s be real: forms are where productivity goes to die. Someone fills one out, then it gets lost in Slack hell, buried under 47 "urgent" emails, or stuck waiting for Gary from Accounting to get back from vacation. Formify solves the first half by making forms people actually want to fill out. ApproveThis handles the second half by making sure those submissions don’t gather digital dust.

Connect them through Zapier, and you’ve got a system where every submission automatically kicks off an approval process tailored to your business rules. No more chasing down decision-makers. No more spreadsheet trackers. Just forms getting filled and decisions getting made.

Why This Combo Works Better Than Your Current Process

Formify’s strength is collecting clean data through forms that look like you spent hours designing (even if you used their AI builder). ApproveThis’s job is to make sure that data gets to the right people, at the right time, with zero babysitting. Together, they handle:

• The “Who needs to see this?” problem: Route submissions based on dollar amounts, department, or project type
• The “Where’s my approval?” black hole: Real-time tracking with automatic reminders

Example: A $5k vendor request gets auto-routed to department heads. A $50k one goes straight to the CFO. Meanwhile, your IT team’s software purchase form only bugs the CTO when someone picks “Enterprise” tier.

Real-World Uses That Don’t Suck

For Finance Teams: Expense Reports That Don’t Make Everyone Hate Accounting

Formify collects receipts and expense details. ApproveThis automatically:

• Routes anything over $1k to a senior manager
• Skips straight to AP for pre-approved travel costs
• Flags submissions missing receipts before they even hit an inbox

Bonus: Use calculated fields to auto-flag when someone’s meal expenses “accidentally” exceed per diem rates.

For HR: New Hire Requests That Actually Get Approved This Quarter

Department heads fill a Formify form for new roles. ApproveThis:

• Requires budget approval from Finance if salary exceeds band
• Gets IT involved early if the role needs specialized equipment
• Shows real-time status so recruiters know when to start sourcing

For Operations: Purchase Orders That Don’t Require 17 Signatures

Vendor submissions in Formify trigger approval chains where:

• Repeat orders under $2k auto-approve
• New vendors get vetted by Legal first
• High-risk categories alert Compliance automatically

Pro tip: Set up approval groups so either the warehouse manager or assistant manager can greenlight urgent supply orders.

Setting This Up Without Losing Your Mind

1. Build your form in Formify (use their conditional logic to ask follow-up questions based on initial answers)
2. Create a Zap that triggers on new Formify submissions
3. Map form fields to ApproveThis’s request template (bonus points for using calculated fields)
4. Set approval rules: thresholds, groups, escalation paths
5. Test with a $1 test submission before letting the team loose

Time sink: About 15 minutes if you’ve used Zapier before. Less if you steal a pre-built template from ApproveThis’s library.

Why Your Approvers Will Actually Use This

Approvers don’t need to log into Formify, learn new software, or even check another app. They get an email, click approve/reject, and get back to work. For external clients or contractors? They never even see your internal systems – just a clean approval email that matches your brand.

When someone’s OOO (looking at you, Gary), ApproveThis auto-reassigns their approvals. No more “Waiting on Gary” hold-ups because Gary decided to take that impromptu fishing trip.

When to Use This vs. When to Keep Doing It Manually

Use this integration if:
- You have more than 5 approval requests/week
- Different submissions need different approval paths
- You’re tired of being CC’d on 20 “APPROVE THIS” emails daily

Don’t bother if:
- All your approvals go through one person who never takes PTO
- You enjoy the thrill of searching Slack for “Did anyone approve the…?”
- Your current process is “YOLO, we just approve everything”

The Hidden Perks You’ll Only Appreciate Later

Audit trails that don’t require FOIA-level digging: Every decision is logged with timestamps, comments, and approver details. Useful for compliance, essential for covering your ass.

Analytics that actually matter: See which departments bottleneck approvals, how often auto-approvals save time, and which forms need tweaking based on rejection rates.

Scale without chaos: Adding a new office location? Just duplicate your existing workflow and swap approvers. No need to retrain everyone on a new process.

“But Wait, What If…” Scenarios We’ve Already Solved

“We need three directors to approve!”
Set up parallel approvals so they can all review simultaneously, or require sequential sign-offs if order matters.

“Our approval rules change quarterly!”
Update the workflow once in ApproveThis. All future Formify submissions follow the new rules automatically.

“What about contracts that need legal review first?”
Add a conditional step in the approval chain. If the Formify submission selects “Includes NDA”, route to Legal first. Everyone else skips that step.

How This Plays Out Across Industries

Healthcare: Patient intake forms auto-route to specialists based on symptoms reported. HIPAA-compliant approvals handled through encrypted emails.

Manufacturing: Equipment repair requests prioritize based on severity. High-risk issues escalate to safety officers automatically.

Nonprofits: Donation forms trigger different approval chains for cash vs. in-kind gifts, with automatic IRS documentation checks.

Getting Started Without Overcommitting

Pick one process that currently sucks. Maybe it’s travel approvals. Maybe it’s content publishing. Connect Formify and ApproveThis for that single workflow. Let the team experience not being the approval police for a change. Then expand when they beg you to fix other processes.

Register for ApproveThis, build a test form in Formify, and use their pre-built Zapier templates. If you get stuck, their support actually responds in under an hour – we checked.