Add an Approval Workflow to your Cognito Form.

Leverage your existing Cognito Form to turn form submissions into automated, tracked approval workflows. 

Automate and streamline approval requests like these.

  • Order Forms

  • Service Requests

  • Marketing Approvals

  • Leave Requests

  • Purchases/Procurement

  • Expenses Approval

What you need:
  1. An Approval Donkey PLUS account (free 30 day trial)
  2. 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.
Personalized Dashboard

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

Configurable Workflows

Configure unanimous, multi-step or required response workflows so the right people get the right request at the right time.

Unlimited Members

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.

info@approvaldonkey.net

 

GridAKL

101 Pakenham St West

Auckland, New Zealand

Approval

Donkey

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