OzyApprovals documentation
  • 👋Welcome to OzyApprovals
  • Product Guide
    • 🛠️Getting set up
      • Registration
      • Account Activation
      • Reset Password
      • Account Management
    • 🏛️Managing an Organization
      • Add Organization
      • Changing Organizations
      • Team Members
      • Approval Balance
      • Access Tokens
      • SLAs
      • Billing
    • ⏳Approvals
      • Processes
      • Stages
    • ⚡Intergrations
      • Make a connection
      • Triggers
        • When a Ticket Is Actioned
        • When a Ticket SLA Is Breached
      • Actions
        • Register an Approval Request
        • Create a Ticket
      • Search
        • Find an Approval Request
        • Find a Ticket
    • ☑️Action Requests
      • Authorized views
      • Search engine
    • 📜Reports
    • ❓FAQs
  • Use Cases
    • Discount Administration
    • Content Publication Approval
    • Leave Requests
    • Expense Reimbursement
    • Project Proposal Approval
    • Access requests
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  1. Product Guide
  2. Intergrations
  3. Actions

Register an Approval Request

Start of the approval journey

PreviousActionsNextCreate a Ticket

Last updated 1 year ago

This Action creates a new request on OzyApprovals. This request can then undergoers one or multiple approval stages.

Below is an illustration of how to register an approval request.

Select the process. Once the process has been chosen, the fields under the selected process will be loaded in the order configured at the approval process for you to input data. The fields marked as required have to be filled before you can continue.

Proceed to test the step to finish setting up the zap.

Select the process. Once the process has been chosen, the fields under the selected process will be loaded in the order configured at the approval process for you to input data. The fields marked as required have to be filled before you can continue.

Select the process. Once the process has been chosen, the fields under the selected process will be loaded in the order configured at the approval process for you to input data. The fields marked as required have to be filled before you can continue.

Regardless of the platform, the "Register an Approval Request" action returns the following data structure

 {
        "msg": "Use the request_id value to initiate an approval stage and/or search this approval process request data.",
        "status": "success",
        "request_id": 275,
        "approval_stages_under": "2",
        "approval_process_stages": [
            {
                "id": "4",
                "names": "HR Approval",
                "description": "HR Approval",
                "deleted": "NO"
            },
            {
                "id": "5",
                "names": "Finance Approval",
                "description": "For finance to disburse money",
                "deleted": "NO"
            }
        ]
    }

⚡
Select event
Setting up an action
Testing the step
Select a trigger
Creatin a new webhook trigger
Select trigger
Select the trigger stage