Add an Approval Workflow to your Cognito Form.
Leverage your existing Cognito Form to turn form submissions into automated, tracked approval workflows.
What you need:
An Approval Donkey PLUS account (free 30 day trial)
A Cognito Forms account
Step One: Set-up and Copy a Panel Email address
Firstly login to Approval Donkey and Add a New Panel, every Panel you create comes with an auto generated Panel Email address
Copy the Panels Email address (this can be done like any copy function e.g. Select and Ctrl C or right click and 'copy email address'
Step Two: Paste the Panel Email address to Cognito
Sign into your Cognito Forms account and select 'Build'
Select the 'Submission Settings' section and go to 'Notification Emails'
In the 'To' field paste the Panel Email address
Select Save and that’s it, all done
Now whenever your form is submitted it will automatically go through the Approval Donkey workflow you have just added. Give it a test run now.
Quick tip: Include a field to capture the submitter email address so you can forward status updates to them or set-up a Zap with Zapier to automate it.
Manage loads of approval requests via a personalised Dashboard so you can action what you need to.
Use Existing Forms
No need to change your current form provider or upgrade your existing account with this simple add-on.
Accountability & Transparency
Create robust streamlined workflows for key business decisions to save time, reduce errors and increase visibility.
Notifications & Tracking
Save loads of time and avoid frustration with automated tracking, reminders and notifications
Configure unanimous, multi-step or required response workflows so the right people get the right request at the right time.
As a Panel Owner you can add as many members as you like under the one PLUS account, any members you add don't incur any additional cost.