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11 min read

How to create an approvals table with Zapier Tables

By Elena Alston · September 5, 2024

Most internal tasks and processes don't look that complicated from the outside. In fact, every company I've ever worked at has had quite straightforward processes in place. Need a new computer? Fill out an office gear form. Want time off? Request it through your HR tool. Piece of cake. (For the requester, that is.)

But it's the people behind these processes that have it hard. When you're reviewing hundreds of requests from employees and customers—like budget requests, internal IT approvals, or approving leads—things can get out of hand. 

That's especially true when these kinds of processes require manual, human input. Having the right database tool—that's also built for automation—is key. 

Zapier Tables is a no-code database tool that lets you easily move and store data, and build Zaps—what we call automated workflows—to fire off actions in other apps you use. 

That means you can easily create an approvals table that gives you the power to review records before giving them the green light. Then, once you've approved (or rejected) a request, Zapier will trigger automated workflows to notify employees, add that data to another tool, and more. 

In this blog post, I'll walk you through exactly how to create your own approvals table using Zapier Tables. Plus, I'll show you how to create automated workflows that will take this process to the next level. 

Table of contents

  • Build your table in Zapier Tables

  • Customize your table

  • Edit your approval and rejection buttons

  • Build your button Zaps

  • Adjust your table's settings

  • Other ways to enable approvals

  • Troubleshoot your table

Are you ready to store, organize, edit, and automate all of your data in one place? Start the Build workflows with Zapier Tables course to level up your Tables skills.

Before you begin

Make sure you have a Zapier account. You can build your own project today at tables.zapier.com.

Screenshot of tables hero

Build your table in Zapier Tables 

Let's start off with creating an approvals table from one of our pre-made templates. Click Try it on the template below, then click Use template in the new window.

Approval Request Template Preview
Approval Request Template
Easily approve or reject requests and send automatic messages to the requester.
Try it

This will create your table within Zapier Tables. Your table will include several premade fields, which you can now customize. Your table will include fields for a requester's name, the details of the request, their Slack username, and approval and rejection buttons. We'll add new fields and edit these existing fields in a little bit. 

Screenshot of table set up

If you need to import existing records into this table, click the three-dot icon in the top-right corner of your screen and click Import records.

Screenshot of three dot icon

You'll be prompted to upload a file with your existing data. Choose a file to upload from your computer, then click Continue. Tables will let you preview how your data will look. You can also map your data to different fields in your table.

Screenshot of preview data

If everything looks good, click Continue importing. This will import all your existing records into your table.

Customize your table

Because I'm building an approval process for employees to request software tools, I'll be adding a few more fields (like the employee's hire date and a dropdown for specific apps) to my table. 

To add a new field, click the + Add field icon in the top-right corner of your table.

Screenshot of add field option in tables

You can choose between a number of field type options such as AI fields, buttons, linked records, text, long text, date and time, number, email address, and more.

Screenshot of field table options

Once you've selected your field type, a right-hand side panel will appear—this is where you can add the field name and field type, align the text, and add an icon.

Screenshot of field type settings

In my case, I'll be adding a dropdown field that connects to another table where all the company's software apps are listed. That way, those apps can be selected from a dropdown menu. 

Once you've finished editing your field, remember to click Create

If you need to edit an existing field, just click on the field in question and select Edit field from the menu of options. Then repeat the same process as above.

Screenshot of edit field option

Tip: You can also rearrange the order of your fields by clicking on the field name and dragging-and-dropping it into a new place. 

For any other field adjustments, you can click on each field name in order to lock, hide, and delete fields. 

Screenshot of field settings

If you want to view a specific record in full, click in any field and click Expand record.

Screenshot of expand record option

Expanding a record lets you take some additional steps, like copying a link to the specific record, duplicating it, deleting it, and so on.

Screenshot of record details

Remember, your table doesn't have to be super detailed, but it should include the key information your team needs to approve software budgets. 

This is what our main fields look like:

Screenshot of tables

Edit your approval and rejection buttons

Now it's time to edit your approval/rejection button, so you can easily review and take action on any software requests moving forward. First, click on the Approval field then click Edit field

Screenshot of edit field button

In the right-hand panel, you can give that field a new name (like approve/reject). You can also adjust the alignment and add an icon to personalize your table.

Screenshot of button settings

Under Type of Button, you can select Trigger Zap or Continue Zap. If you select Trigger Zap, that means that whenever you click on the button to approve a software request, it will kickstart an automated workflow (like for example, notifying your finance team in Slack).  

If you select Continue Zap, that means that your workflow will run up until this action and wait until you click it. For example, you might want to wait until you have a certain number of requests before you batch-send Slack messages.

Screenshot of button type

In our instance, we're going to choose Continue Zap so that we can add both a primary (approve) and a secondary (reject) button. We'll delete the existing reject button in your table after this, as we won't need it.

With the Continue Zap option, both your approval and rejection buttons will display in the same field.

Enter a Primary Button Label for the button. In our case, we'll use Approve. For our second label, we'll use Reject. Click Save.

Screenshot of type of button labels

Note: Your button will display an exclamation mark until we set up the connecting Zap.

Back in your table, you'll see the button field set up: 

Screenshot of button in tables

Build your button Zap

Now that we've set up our core table, it's time to build the Zap that will start whenever we click on the "approve" or "reject" button.

In this instance, I'm going to build a Zap that notifies the finance team in Slack whenever a software budget is approved, so that they can take the necessary steps from there. If it's rejected, the requester will be sent an email, asking them to get in touch with their manager. 

If your table doesn't have any entries yet, I recommend filling out at least one field with some information, even if it's just test data. Otherwise, your Zap won't be able to select a record when you're setting it up. 

To set up a Zap, just click Set up button inside your dedicated field.

Screenshot of set up button tables

Next, click +Create.

Screenshot of Zap settings

You'll be taken straight to the Zap editor, where a pre-populated Zap using Paths will open. You can now set up your Zap trigger and any other actions.

Screenshot of paths zap set up in Zap editor

First up, the trigger app, event (New record in Zapier Tables), and the Table ID will already be filled in, like this:

Screenshot of table ID

Click Continue and test your trigger. Next up, your action app and event will also be preselected.

Screenshot of action app and event

Once you click Continue, you'll also see the rest of the action step already configured for you:

Screenshot of table ID and record ID set up

Click Continue and test your action app. 

Now it's time to set up the conditions in which your Zap will run. As we've stated, we have two possible paths. Click Path Conditions in Path A.  

Select Custom rules, then select a field (the button) from your trigger step to be checked. Next, select the condition for the field in the second dropdown menu. Finally, enter the value the rule must meet.

Screenshot of path conditions

Click Continue to test your path rule. 

In this next step, you'll set up the action—the event your Zap will perform once it's triggered. Start by searching for and selecting your action app. 

We'll use Slack in our example, as we want to notify the finance team in Slack whenever a software budget has been approved. But you can choose whichever app and event that best suits your workflow. 

In my instance, I'll select Send Channel Message as my action event. Next, connect your Slack account to Zapier by clicking on the dropdown menu and selecting +Connect a new account. You'll need to give Zapier permission to access your Slack account.  (Note: You may have to first log in to Slack if you're not already logged in.) Once you've connected your account, click Continue.

Screenshot of Slack set up in editor

Now you need to tell your Zap where to send the Slack message. Choose a Slack channel from the dropdown. This will be where our accounting team will get notified automatically whenever a tool request gets approved.

Screenshot of channel in Slack

Next, type out the message that you'd like to send. You can add field mappings from previous steps in your Zap by clicking the + icon inside any empty field where you want the data to go (such as inside the Message Text field) and selecting an option—or multiple options—from the Insert Data dropdown menu.

In this instance, we'll pull in the requester's name, their email address, and the approved software from our table, like so: 

Screenshot of message text in Zap

After you finish customizing your message text, you'll have further options to set up your message. For example, if you want the message to be sent from a bot instead of your Slack handle, make sure you select Yes under Send As A Bot? You can also give your bot a name, use a Slack emoji as the bot's icon, include a link to the Zap itself, and more. 

Next, you'll need to test your Zap. Zapier will show you a preview of the Slack channel message before it's sent. Click Test & Continue

Screenshot of Slack test data

Zapier will now send a test message to the Slack channel you selected with the message you've just set up. 

If you're happy with how the message looks in Slack, you're ready to set up Path B.

If a software request doesn't get approved, I want to trigger a workflow that sends the requester an email, asking them to get in touch with their manager. 

But you can set up any Zap you like here—it just depends on what you want your workflow to look like. For example, you might want to send your requester a notification in Slack or add the rejected software to an Airtable row. 

Click Path Conditions in Path B. Follow the same process as before, but remember to add the right conditions for your rejection.

screenshot of conditions in path B

Next, I'll use Gmail for my action app. Then I'll select Send Email for my action event. 

Screenshot of Gmail set up

Next, I'll connect my Gmail account. 

Now it's time to customize the email notification that will send each time my Zap triggers. 

I'll pull in my Tables data from my previous step into my Zap by clicking the + icon to add field mappings next to each field. 

Click on the To field, then select the associated email address from your Tables step.

Screenshot of tables data inside step

I'm also going to add data from my table to the Body field when crafting my email message:

Screenshot of body inside message

Once you're happy with the way your Gmail message looks, don't forget to test the Zap to make sure it's working correctly and then publish it. 

Customize your table's settings

If you head back into your table, you'll see that both your approval and rejection buttons are now enabled:

Screenshot of approve and reject buttons enabled

You can view all your Zaps that are connected to your table by clicking the Linked assets icon on the top section of your table. You can view the Zaps you've set up, see if they're switched on, and create new Zaps directly within the left-hand side panel that pops up.

Screenshot of Zaps linked

If you click on the gear icon in the left-hand panel, you can edit the name and description of your table, delete it, and more.

Screenshot of settings icon

Once you're happy with your table layout, you can also share the table with other team members by clicking Share in the top-right corner. 

Screenshot of share button in approvals table

Provided you have a Team or Enterprise plan, you can share your table with coworkers, stakeholders, and anyone else in your organization. You can also create a public link. There are a few different levels of access (editor, view-only, no access), which is quite handy if, for example, you don't want other team members to accidentally delete or edit a field. 

Screenshot of access within tables

Other ways to enable approvals

Depending on the type of approval process you want to set up, you have a few other options to add approval steps to your table. 

Click on the gear icon in the left-hand panel again, which will open the Table Settings pane.

You can choose to send records manually (pending) or automatically

Screenshot of pending and automatic records

Processing records manually means that if you set up a Zap that triggers when your record is updated, you'll have the chance to review it first before processing it through the Zap. 

This option is great when you want to approve a record before it’s sent through a Zap. You might want to wait until a lead record is completely filled in or verify that the employee records are correct before triggering a connected Zap.

For example, you could set up a Zap that triggers when a specific field is updated. In my example below, I've set up a Zap that triggers whenever the email proof field is updated, and sends the email link to a Slack channel. With the pending record turned on, I can review the record first. 

Screenshot of pending records in action

If, on the other hand, you choose to send your records automatically, that means that any record you add in will trigger any connected Zaps without a delay. 

Another good idea is to set up a checkbox field. This field acts in a similar way to a button field, where you can set up a Zap to trigger when it's either selected or unselected. 

Screenshot of checkbox approvals

For example, if an employee software request is completed, you can check off the checkbox. You can then build a Zap to trigger when the box is checked, so that it sends approved requests to the IT team for reporting.

Test out your table

Now that your table is finished (hurrah!), you should think about doing a final check to make sure everything's working as it should. 

Just click Approve on any test record you have in your table, like so:

Screenshot of approve buttons to test

Now, thanks to the Zap I set up previously, a Slack message is automatically sent to the accounting channel, notifying the team: 

Screenshot of sample Slack message

And now that I've approved Winston's request, the button will be grayed out, so I can easily keep track of who's been approved and who hasn't. 

Screenshot of approve buttons

Now let's test out our rejection button to make sure it's working. Within seconds, your Gmail account will fire off an email, letting the requester know about next steps. Here's mine:

Screenshot of sample email Zap

You can always troubleshoot and tweak anything you're not happy with. Once you've double-checked that everything is working smoothly, your new table is now ready to be used and shared with your team. 

Streamline your internal processes with Zapier Tables

With Zapier Tables, you can build an entire approvals workflow that does a great job of setting you and your team up for success. Whether you want to build an approval system to process software requests, or one to process leads before you send them to your sales team, you can streamline your workflows. 

Zapier Tables is a great option for managing your data and connecting it with the apps you use—and the other teams involved. 

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.

Related reading:

  • Zapier Tables: A better way to store (and use) your data

  • Create a lead management table powered by AI with Zapier

  • Create an internal bug reporting hub with Zapier

  • How to create an onboarding process with Zapier

This article was originally published in September 2023 and was most recently updated in September 2024.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'