Form assembly workflows for your approval process
Use Form Assembly forms to turn submissions into automated, tracked approval workflows.
Automate and streamline approval requests like these.
What you need:
An Approval Donkey PLUS account (free 30 day trial)
A Form Assembly 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 Form Assembly
Sign into your Form Assembly account and navigate to the Form List section
From the form list go to the 'Configure' drop down and select 'Notifications'
Scroll down to the 'Email Responses to' section
Replace any existing email address with the Panel Email address
Select 'Apply' 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.
Accountability & Transparency
Create robust streamlined workflows for key business decisions to save time, reduce errors and increase visibility.
Use Existing Forms
No need to change your current form provider or upgrade your existing account with this simple add-on.
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.