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How can I integrate an approval button in emails that would trigger a zap ?

  • January 4, 2024
  • 7 replies
  • 549 views

Is there any way to integrate an approval button in emails that would trigger a zap ?

 

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7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 4, 2024

Hi @vlsepd 

Which email app are you trying to use?


Iliyan Slavov
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Hi @vlsepd, why do you need it in the email? What’s the email containing as content?


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 4, 2024

@vlsepd 

Links in emails need to redirect somewhere.

Webhooks can be used as a link, but that is not a good user experiences as you can’t control the redirect.


  • Author
  • Beginner
  • January 5, 2024

Hi Troy, Iliyan, 

Thank you for your quick answers,

We would be sending mails with gmail. These emails would contain information regarding a specific purchase order request as text (that would be fed into them from a fillout form connected to zapier).

So if I understand, I’d have to include a specific link in each email that would change the status of purchase order requests? Do you have any examples of zaps that work like this?

I was thinking of connecting the zap to notion where there is a nice kanban view. Could clicking a specific link vs another mean that the request (page in notion) is attributed a new status (approved vs rejected for instance).

If you have any idea of how I can do this please share,

All the best,

Vincent


Iliyan Slavov
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@vlsepd 

What you can do in this regard is the following:

 

  1. Have a Zap that triggers when the form entry is filled out (with the text).
  2. Add Notion  Action - Find Database Item (that’s for finding the specific kanban card in the view)
  3. Add Notion Action - Update Database Item (to update the kanban card with the status approved or rejected and etc.)

 

From what I understand, these are the fundamental things you need.

 

You don’t need an approval button to be included in the email once you have a form.


  • Author
  • Beginner
  • January 8, 2024

Hi Iliyan,

Thank you for your reply,

What you describe is something that I have already managed to do.

I already have a zap that activates when an entry is filled out and sends a mail (or in another zap, a slack message) to the manager mentioned in the form. I have already linked it to Notion so all good on that end.

What I am looking to do is set up a zap that starts when a button (basically a link) in the first email sent is clicked, there could be multiple buttons / links for different types of statuses (approved, rejected). Then depending on the link clicked, the notion database would be updated accordingly (which I have already managed to do with Slack).

What I am missing is this button / link in the email which would activate a new zap.

Is this something possible?

Thank you for your time,

Vincent


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 8, 2024

@vlsepd 

Webhooks can be used as a link, but that is not a good user experiences as you can’t control the redirect.