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Use Zapier approval to approve new/revised documents

  • 18 January 2021
  • 2 replies
  • 47 views

Is there a way, via your Zapier API, where, for the documents (templates) in our application (also has a Zapier API), when someone uploads a new document, or updates an existing document, that the document can be put in a "requires review" Mode. And your workflow system takes over requiring the appropriate reviews before the document is published for use.

??? - thanks - dave

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Best answer by jpot 21 January 2021, 17:51

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2 replies

Userlevel 7
Badge +8

:wave_tone3:@andywingrave have you seen a workflow like this before? Any ideas? Thanks in advance!

Userlevel 4
Badge +5

We recently soft-launched something called Approval that could work for this. Check it out: