Question

Does Zapier still offer an approval workflow ? I do not see it when I try to create a Zap

  • 21 February 2024
  • 1 reply
  • 58 views

Hi guys,

I read about approvals offered by Zapier here:

Manually approve form submissions with Approval by Zapier | Zapier Community

 

But when I look for it in creating a Zap I don’t find any Zapier Approval function.  Where do I go to access the Zap actions?

I would really like to stay on Zapier and not another additional piece of software.

 

My approval process consists of an intake form (jotform) which will once submitted, go to some sort of approval screen for my staff member to manually look over the form’s data and approve.  Once approved, it should send out two eSignature contracts and once those are signed, it should put the jotform data into my CRM.


1 reply

Userlevel 7
Badge +14

Hi @crmuser789 

Check out this Zapier Template for Approval Requests:

https://zapier.com/templates/approval-request

 

 

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