Launch Automated Approval Workflows in the Cloud
Digitize business approval processes from submitting requests to closing tasks with Caspio's cloud database platform. Build custom web forms, generate reports, add automatic notifications and more — all by clicking, not coding.
Built-In Relational Database
Design the building blocks of your automated approval workflows with Caspio's integrated online database. Manage multiple tables and create relationships between specific fields using intuitive drag-and-drop tools.
Visual Application Builder
Caspio's point-and-click tools allow you to build workflow apps that facilitate seamless approvals. Create conditional forms to submit requests, real-time dashboards to monitor approval items and more without coding.
Deploy Anywhere Online
Launch approval workflows on any public-facing website, intranet portal or CMS in just a few clicks, similar to embedding a YouTube video. Alternatively, share a Caspio-hosted URL and give users instant 24/7 access.
Why Do You Need Online Approval Workflows?
Well-planned approval workflows standardize business processes and ensure the timely completion of jobs. Here’s why you should move the entire approval process of your business into Caspio's leading cloud database platform.
According to a recent study by IDC, 70% of all organizations already have accelerated use of digital technologies — transforming existing business processes like approval workflows to drive customer engagement, employee productivity and business resiliency.
Transforming your approval processes from paper-based workflows, legacy spreadsheets and siloed databases presents a significant leap forward in fostering great user experiences both internally and externally. The results speak for themselves.
While the combination of apps that comprise a fully-featured approval workflow ranges from simple web forms and reports to expansive portals that cover multiple departments, anyone can build them.
Caspio’s no-code platform allows business users to create online databases and web apps from scratch without having to write a single line of code. Manage your entire business approval process that supports unlimited users and collaborators in a secure cloud environment. All you need to do is just point,
click and publish!
4 Business Benefits of Approval Workflows
Instead of dealing with fragmented business processes, why not use automated approval workflows? Here are four reasons to use approval workflows to complement the way you work:
Standardize Processes
Implementing an approval workflow helps standardize your internal processes through defined, dependable procedures. Leverage automated workflow systems to accelerate the delivery of mission-critical business requirements.
Streamline Tasks
Efficient approval workflows are convenient tools to manage incoming tasks and requests. You no longer have to deal with manually filtering requests – simply implement your automated approval workflow and it will do all the ground work for you.
Increase Productivity
Designing an automated approval workflow within your business application reduces the time, cost and effort needed for your projects. With approval workflows, collaboration is seamless, allowing you to focus on the bigger tasks at hand.
Improve Accessibility
With automated workflows, you and your team members can instantly view information at a glance, enhancing transparency in your processes. You also control who gets to see specific information by enforcing permissions based on user access.
Automate Your Approval Workflows in 3 Easy Steps
Import all your existing records into Caspio in just a few clicks. No file conversions or copy-pasting required. Once your data is uploaded, start building custom web interfaces fast and deploy them online. It’s that simple.
Step 1: Import Your Data
Upload your spreadsheets and quickly turn them into online databases using Caspio’s point-and-click wizards.
Step 2: Create Secure Logins
Implement custom authentication for users, admins and other roles within
your organization.
Step 3: Set Up Your Approval Workflow
Create multi-user web interfaces using Caspio’s visual application builder. No
coding required!
Why Create Your Approval Workflows With Caspio
Eliminate manual business processes and digitize your operations today. Build a custom approval workflow using Caspio’s pioneering no-code development platform, complete with the following features:
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UNLIMITED USERS
Caspio eliminates all user caps, allowing your entire organization to work on one platform at no extra cost.
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POWERFUL AUTOMATIONS
Add data-driven notifications, implement scheduled tasks and more with Caspio’s easy automation tools.
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MASSIVE SCALABILITY
Grow your custom application according to your needs. Caspio automatically scales to meet usage spikes.
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MAXIMUM SECURITY
Leverage enterprise-grade compliance requirements to ensure security, privacy and governance of your data.
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FAST PERFORMANCE
Experience optimal response times with any number of concurrent users accessing your Caspio application.
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CLOUD INTEGRATIONS
Integrate popular cloud services such as Office 365, Active Directory, OneDrive and over 2,000 third-party tools.
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DEPLOY ANYWHERE
Publish your custom application on any website, intranet, portal or CMS — including SharePoint.
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NO CODE
No need to be an expert in any programming language to add automations and workflows. Just point and click!
Examples of Approval Workflows
Automated approval workflows have a wide range of use cases in any organization looking to improve customer experiences and internal processes. Here are some interfaces you can build with cross-functional teams:
Time-Off Requests
Automate time-off requests for employees while working remotely or in the office. Include key features like email notifications for any pending leaves submitted for approval. Caspio's centralized online database provides the perfect foundation for your workflows.
Service Requests
Use automated approval workflows to better serve customer requests in the field. Assign tasks to any team member, manage ongoing jobs, monitor results, register customers and more with Caspio's centralized online database platform.
Purchasing Systems
Experience easier buying and restocking for your business through automated approval workflows. This ensures that costs are reviewed correctly and thoroughly as authorized users keep inventory up to date.
Document Approval
View and manage document approvals with ease on a Caspio-powered workflow. We provide business professionals with powerful no-code tools to effortlessly manage content assets. You can even generate custom PDF reports of your approval process.
Project Management
Projects undergo multiple approvals to review business impact, secure resources and enable collaboration between teams among other tasks. Organize competing projects with approval workflows to get the best results on time, on spec and on budget.
Patient Management
Approval workflows help you manage patient visits, submit doctor recommendations, send notifications and more through your patient portal. Healthcare professionals benefit from Caspio's HIPAA-compliant platform that protects patient information in the cloud.
Training Portal
Build internal training workflows for instructors and admins to create and approve classes. Students can then register and enroll through a public-facing site that accepts payment via credit card or PayPal. Caspio powers everything behind the scenes.
Automate Your Approval Workflows Today!
Want to begin streamlining your business processes with approval workflows? Watch our 5-part video tutorial on how to build an approval workflow.
In this course, you’ll learn how to:
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Import Databases Online: Learn all about database tables and relationships — your foundation in building an approval workflow that’s reliable and easy to maintain.
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Set User Privileges: Create custom authentications and database views to correctly filter users based on their assigned roles when logged into you Caspio application.
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Create Approval Workflows: Build a self-service interface that allows users to submit requests and admins to assign them to other team members, among other features.
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Build Web-Based Reports: Generate professional reports and real-time dashboards with record level security, allowing individual users to only view relevant data
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Extend Functionality With Low Code: Learn how to insert HTML blocks and apply SQL on calculated fields. Tech-savvy users are free to enhance their apps with standard languages.
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Launch Your Web App: Embed your workflow-powered Caspio application on any website for 24/7 access to your app from any computer
or device.
What Our Customers Say
For over 20 years, we’ve been simplifying how tens of thousands of businesses worldwide manage and present data online. Find out why our customers love working with us and why we have 5-star ratings on Gartner and Capterra.
Your Approval Workflow Questions Answered
What are approval workflows?
Approval workflows are systems that facilitate requests, approvals and rejections for varying purchases, job orders or other key tasks. They serve to streamline and automate the steps involved in an organization’s unique approval process, standardizing how teams with different roles submit and close pending items.
How do you create workflow approvals?
The best way to create reliable and accurate workflow approvals is to design them in the cloud. Caspio’s intuitive no-code platform empowers business users to migrate their organization’s approval processes online without writing a single line of code. Start by creating an online database with related tables that store relevant fields like employees, approval requests and approval status. Next, build web forms, tabular reports and other interfaces you need to submit and monitor items. Just point, click and publish!
Can an online database be used for approval workflows?
Yes. In fact, an online database serves as the foundation for any web interface you build for cloud-based approval workflows. The tables within your database are responsible for storing complete records of your approval process including dates, comments, images, calculations and more. Upon linking your tables together with related fields, the web apps you build gain a level of automation not possible with spreadsheets and paper-based systems.
Can I use Caspio to create approval actions for work orders and invoices?
Definitely! Whether you need a workflow for field maintenance requests, routine safety inspections or any other jobs, Caspio allows you to build fully-featured approval systems complete with automated notifications and custom PDF invoices you can generate for your clients.
How fast does it take to set up approval workflows with Caspio?
With Caspio’s all-in-one app builder, collaborate with unlimited users to set up approval workflows up to 20x faster than traditional software development. Our visual point-and-click and drag-and-drop tools allow for rapid development cycles from database creation to deploying apps live on any website you control.
Can I use Caspio’s workflow application builder for free?
Yes! Sign up for a free Caspio account and launch simple approval workflows you can use live for your business. You can even add unlimited users and app builders with no extra fees! When time comes for you to upgrade with more resources, check out our affordable plans and scale to your business requirements.
How many users can access my approval workflows?
As many as you need! Caspio supports unlimited users and app builders with no hidden fees. We provide the best platform for any business to scale by dropping traditional per-user licensing so you can focus on growth without breaking the bank.
Do I need any coding experience to create an automated workflow?
You don’t need any coding experience or background in IT to start building your workflows. Caspio is specially designed to be a no-code platform with a guided user interface, allowing business users to build apps from start to finish with proper guardrails and step-by-step wizards. And if you’re an experienced developer, Caspio allows you to extend your apps with popular programming languages like HTML, CSS and JavaScript.
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