Skip to main content

Let's say you have a Zap that automates a the generation of a quote for work, based on the answers a potential client gives you in a form (eg Typeform, Active Campaign, etc).

The Zap has done most of the work for you, but you want to double check the details before it's made into a document and emailed to the client.

How could you add a manual approval step into that flow to give you control over what's sent, whilst automating the rest of the process?

I think that this is one of those interesting questions that could have more than one answer, so I'm really curious to hear your thoughts!


You can collect the form response in a spreadsheet app like Google Sheets and then insert a checkbox column ("Approved") and trigger the zap based on updates to that column. You can do the same in airtable and then create a view filtered to the tick column and then trigger by new update in that view.

On Kanban boards like Trello, the zap can be triggered when a card is dragged from one list to another. List 1 "Quotes" List 2 "Approved Quotes" This can also be done in Airtable with its Kanban view

In Gmail a zap can be triggered when a label is manually added to an email. Label = "Approved quote"

Another useful email "vetting" process is to "Create Draft" rather than "Send email", so that you can give it a quick once over and tweak before sending.



Those are some great options, @ChrisP!

I especially like the idea of creating a draft email - I'd not thought of that one!



There is definitely more than a single answer here!

But the way I would do it is through a two zap process. The first zap triggers off of whatever like a form submission etc, processes the data and creates the document for editing or approval. That zap finishes by communicating (either through email or slack or the like) a message to an approver, that message has three links, one to the document for editing/reviewing, one labeled "no" and another link labeled "yes" those two links are encoded GET URLs for the webhook trigger in step 2 zap.


That URL is encoded with ?approve=yes&docURL=https://whatever.com/etc&approvername=fred OR ?approve=no&docURL=https://whatever.com/etc&approvername=fred and then the second zap which is triggered from the webhook has a path in there for approve=yes and another for approve=no. Etc.


I've actually used this in a real world situation where the first zap also fires off a third zap via a webhook which delays for three days and checks to see if the approval request has been responded to, (via storage) and then if not it sends a similar email to the next step up in the approval process.


We've debated how many levels/layers to do this, but so far we're just using two approvers, if the second doesn't take action within three days a disapprove webhook is called.






I've built this 2 ways.

  1. In the Zap, I created a task in Basecamp with the text/ detail needing approval - you can edit the text in the 'body' if needed. Then the 'tick' to mark the task as complete triggers the workflow to carry on to the next step - taking the text with it.
  2. I used an Infusionsoft campaign email - again with the detail in a paragraph and with 3 trackable buttons.
  3. Approve
  4. edit - took them to a form to edit the text and approve.
  5. decline



Yeah for me I have built this in a couple different ways depending on the situation.


Simple Yes: Airtable or Google Sheets (I used Airtable), with a checkbox field to trigger the second part of the automation.


Complex Decision with Multiple Options and Data Input: Process Street (I work here full disclosure) - Runs a checklist, fills with relevant data, and then as a part of that process, provides you with multiple options you can take (and potentially input other data into text fields/form fields), before triggering the second automation using a checklist.


Simple Yes but Multiple Options - No Data: Trello - Creates a card with info, you then move it to the appropriate list based on your decision. Works best for a multi-option decision, but not for having to input specific variable data.


Simple Yes but with Basic Data: Email or Slack Message sent to you with data, and then you provide a specific response to the question as a reply that then triggers the second Zap and enacts the decision. Works if you need to input basic data and make a basic decision. You could also receive a Push Bullet and then reply via something like SMS or Push by Zapier.



@PaulKortman, @Bryan and @BlakeBailey - these are all great ideas, thank you!

I love it when there's more than one solution to a problem - it means you can pick the one that's right for your situation and also it's fun!



This topic has been going for a while, but I just saw it. What I did in one of our workflows is the following:

  • Create again a 2 zap workflow structure; 
    • One zap would trigger on a form, mail or anything that needs to be approved and sends a message to our Slack
    • The other zap would take care of the approvement and further actions

The approvement zap is the interesting part, we liked to have it all on 1 system (Slack);

  • The approvement workflow would trigger on a new slack message in a private channel
  • There would be a filter that allows the workflow to continue only if the message starts with “approve” or “Approve”
  • We used a formatter that would remove the “approve” string and only take the last bit. In this case we would approve per ID, for example “approve 1” and the formatter would take 1
  • The ID, 1 in this case, would search for any data that is related to this in a Google sheet and continue with the workflow.

Cheers! 

 

~Bjorn


@Danvers my startup builds a manual review platform that can very easily do something like this. We are pre-launch in beta. Happy to send a pair of credentials across :) 

My email is bernat@humanlambdas.com


Reply