How to Set Up Approveit Outbound Integrations with Zapier

How to Set Up Approveit Outbound Integrations with Zapier

How to Set Up Approveit Outbound Integrations with Zapier

Apr 9, 2025

How to Set Up Approveit Outbound Integrations with Zapier

Why Use Zapier with Approveit for Outbound Automation?

Maximize the power of your approval workflows by automatically triggering actions in external systems after approvals in Approveit. This guide walks you through setting up outbound integrations with Zapier to automate post-approval tasks across your entire tech stack.

Connecting Approveit to Zapier for outbound automation delivers significant benefits:

  • End-to-end workflow automation: Complete the full process cycle by automating actions after approvals

  • Eliminate manual follow-up tasks: Automatically update systems once approvals are complete

  • Reduce human error: Ensure consistent execution of post-approval actions

  • Save valuable time: Remove the delay between approval and implementation

  • Centralize workflow management: Keep Approveit as your process hub while extending its capabilities

  • No coding required: Create powerful integrations without technical expertise

Getting Started: Connecting Approveit to Zapier

Follow these steps to establish the connection between Approveit and Zapier. 

Create the workflow in Approveit. Go to the Workflows section and click on “New workflow”.

Approveit dashboard showing active approval workflows with labels, statuses, and modification dates for efficient business process management.

In the workflow builder click on Send requests data to.

Workflow builder interface for creating and customizing an access approval form with approvers and data settings.

Click on Zapier.

Approveit Popup for choosing data export method: Email, Zapier, or Approveit API during workflow setup.

Click on Save.

Approveit data routing options: send approval request data via Email, Zapier, or API with one-click save.

Configure the workflow. Configure the fields that your requestors will be filling and specify approvers.

Approveit Visual builder showing an access approval form setup with Zapier integration and customizable approver settings.

Save your workflow.

Approveit access approval workflow with form editor, approver setup, and Zapier integration for automated request handling.

Create and approve an approval request using the created workflow.

Approveit approval request dashboard displaying request statuses, forms, and filters for streamlined workflow management.

Go back to the Workflows section and select the created workflow. Here you can view the needed API keys.

Approveit workflow builder with active access approval form, custom fields, approver, and Zapier data integration.

Here you can see your API workflow key that you will need later.

Approveit interface showing Zapier API keys popup for seamless integration with automated workflow actions.

Create a new Zap in Zapier.

Zapier dashboard showing automation options, including integration with Approveit for creating custom approval workflows.

Select Approveit for the first step and select the trigger event.

Zapier automation setup screen integrating Approveit, triggering actions when an approval request is approved or rejected.

Creating a Zap: Step-by-Step Setup

Connect your Approveit account.

Zapier workflow using Approveit as a trigger app to automate actions based on approval request decisions.

Insert Approveit API key. Approveit API key can be found in Settings → Integrations → Zapier.

Approveit integrations panel showing Zapier API key setup for seamless connection with thousands of automation tools.

Insert the workflow API key. The workflow API key can be found in the workflow builder.

Zapier automation connecting Approveit approval requests to Google Sheets for seamless data processing and workflow execution.

Test the step.

Zapier draft automation using Approveit as a trigger, successfully pulling recent approval request data for workflow setup.

For the second step select the app you want to integrate with.

Zapier app selection screen for building automations, featuring Approveit and Google Sheets among top integration options.

Click on Search and select an event.

Zapier automation setup connecting Approveit approvals to Google Sheets with account selected, ready to choose action event.

Configure the mapping of fields.

Zapier automation connects Approveit approvals to Google Sheets, auto-clearing rows based on user data and permission changes.

Test the second step.

Zapier automation successfully tested: Approveit approval triggers row clearance in Google Sheets, ready for publishing.

Publish your Zap.

Approveit-to-Google Sheets Zap successfully tested—automatically clears spreadsheet row with employee approval data; ready to publish.

Create an approval request in Approveit and wait for the approval.

Approveit new approval request form for onboarding, collecting employee details and permission change requirements before submission.

Check the app that you integrated with via Zapier. In our case, we can see that the new row was created in Google Sheets upon the request approval in Approveit.

Google Sheet titled “Access history” displaying employee approval data from Approveit, including name, role, access type, and date.

Popular Use Cases for Approveit + Zapier

Explore these powerful automation scenarios to streamline your business processes:

Document Management

After document approval in Approveit, automatically:

  • Save final documents to Google Drive, Dropbox, or OneDrive

  • Generate PDFs and store them in designated folders

  • Update document metadata to reflect approval status

Team Communication

When workflows complete, instantly:

  • Send notifications to Slack or Microsoft Teams channels

  • Update project boards in Trello, Asana, or Monday.com

  • Create calendar events for implementation phases

Customer and Vendor Management

Following approval processes, automatically:

  • Create or update records in your CRM (Salesforce, HubSpot)

  • Generate and send contracts through DocuSign or Adobe Sign

  • Update customer status in your support platform

Financial Operations

After financial approvals, seamlessly:

  • Create invoices in accounting software like QuickBooks or Xero

  • Update budget tracking spreadsheets in Google Sheets

  • Send payment notifications to finance team members

HR Processes

When HR requests are approved:

  • Update employee records in HRIS systems

  • Schedule onboarding sessions in calendar applications

  • Provision access to systems through identity management platforms

By implementing these outbound integrations, you transform Approveit from a standalone approval system into a central automation hub that orchestrates actions across your entire organization.

For information on triggering Approveit workflows from external applications, check out our complementary guide on How to Trigger Approveit Workflows via Zapier.

If you have any additional questions, contact us right away.