1.Monitors form submission created
Integrate Zapier Forms and intake mapping tools to capture approval form submission fields and trigger downstream steps.
Send approval reminders and follow-up to clients and owners
Automatically monitor approval form submissions across Zapier Forms, Zapier Tables, Mailgun, and Delay by Zapier. Get email reminders when form submissions are created or client responses are pending or submission references are missingβso you can request approval, notify owners, and follow up without manual follow-up.
How this automation sends approval follow-ups
When approval requests need action and responses can get missed, delays stall decisions and create extra back-and-forth. This automation routes submission data into record lookups, sends client approval emails, and schedules internal reminder emailsβso your team can follow up reliably.
Zapier Formsor swap with your favorite app
2.Finds matching record in table
Integrate Zapier Tables and data lookup tools to search by submission reference and pull owner email and contact data.
Zapier Tablesor swap with your favorite app
3.Sends approval email to client
Integrate Mailgun and templating tools to send a personalized approval request email with client name and reference placeholders.
Mailgunor swap with your favorite app
4.Delays for follow-up interval
Integrate Delay by Zapier and scheduling controls to pause for the configured follow-up window before the next email.
Delay by Zapieror swap with your favorite app
5.Sends reminder email to owner
Integrate Mailgun and reminder routing tools to send an internal reminder to the mapped owner email or reminders address.
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Explore all approval chain management automations
Speed up approval decisions with automated request routing, approval reminders, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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