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Use Zapier approval to approve new/revised documents

  • 18 January 2021
  • 2 replies
  • 80 views

IMPORTANT

Approval by Zapier will be discontinued on February 28, 2023. If you’re using Approval by Zapier, you can still create approval steps in your Zaps using Zapier Tables and Zapier Interfaces. Request access to both apps through our Early Access Program.

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: