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Add an Approval Workflow to your Cognito Form.
Leverage your existing Cognito Form to turn form submissions into automated, tracked approval workflows.
Step One: Set-up and Copy a Panel Email address
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Firstly login to Approval Donkey and Add a New Panel, every Panel you create comes with an auto generated Panel Email address
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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
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Sign into your Cognito Forms account and select 'Build'
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Select the 'Submission Settings' section and go to 'Notification Emails'
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In the 'To' field paste the Panel Email address
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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.
Configurable Workflows
Configure unanimous, multi-step or required response workflows so the right people get the right request at the right time.
Notifications & Tracking
Save loads of time and avoid frustration with automated tracking, reminders and notifications
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.
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