1.Monitors form submission created
Integrate Zapier Forms and form capture tools to detect new spend request submissions and capture submission ID and fields.
Send approval emails for high spend requests to approvers
Automatically capture spend request form submissions across Zapier Forms and route them using Gmail approver paths. Get instant alerts when new submission, amount threshold is met, or no approver match is found—so you can email approvers, notify finance fallback, and reference submission IDs without manual routing.
How this automation protects approval turnaround
When high spend requests arrive without fast routing, approvals stall and spend visibility drops. This automation filters by amount threshold, sends approver emails and fallback notifications—so your team can act quickly.
Zapier Formulareor swap with your favorite app
2.Checks amount threshold
Integrate Filter by Zapier and decision rules to evaluate the submitted amount and continue only for qualifying requests.
Filter von Zapieror swap with your favorite app
3.Sends approval email to approvers
Integrate Gmail and email templating tools to send approval emails with submission ID, key fields, and a request link.
Gmail (Englisch)or swap with your favorite app
4.Sends fallback email to finance
Integrate Gmail and investigation workflows to send a fallback message when no approver match exists, with submission summary and ID.
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Send approved spend request email to requester with date
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Accelerate purchasing decisions with automated request routing, approval alerts, and policy-based escalations
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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