I thought what I needed to do could be accomplished by Approvals by Zapier, but that was discontinued back in February. I came across an incomplete tutorial in this community outlining how to pre-fill a form via URL.
Here’s what I’m trying to do:
I have vendors submitting Invoices but they need to be approved. I want to have a form (Invoice Form) that, when submitted, triggers a zap which generates an email to an approver. That email would contain a URL to an approval form (which is associated with the table in the Invoice Form), which has, prefilled, the data from the Invoice Form submittal, along with a checkbox to approve. When the Submit on this form is clicked, a zap is triggered which updates the table behind the original Invoice Form with this approval checkbox = checked, and continues along with other actions.
I see tutorials on creating a Button field in a table, but I don’t see how submitting a form can be associated with that button. It seems that button can only be clicked when a Table is part of an Interface. So I don’t think this method replaces the Approvals by Zapier.
Is this even possible? Perhaps there’s another way to do it?
Why did Zapier discontinue Approvals?