American AllWaste · NMA Approval

What we built

The NMA process is how American AllWaste decides whether to accept a new type of waste material from a customer. Each submission needs to pass through five sequential reviews: Account Manager kicks it off, then Regulatory, Disposal, and Transportation teams each sign off, before Final Approval closes the deal.

We built each review stage as a dedicated JotForm that feeds into Pipedrive via Make.com scenarios. The tricky part was the routing logic — reviewers needed to see only their relevant submissions, and rejections at any stage had to kill the deal immediately. We also had to prevent duplicate submissions: if an approval URL already had a value in Pipedrive, new submissions wouldn't overwrite it.

Mid-project, the client shifted from deals to leads as the primary object. That meant rebuilding all the workflow automations to work with Pipedrive's lead system instead — a significant rework that touched every form and scenario.

The system validates that Deal IDs are never empty (to prevent orphaned submissions) and includes a hidden "Reject" field across all forms that triggers automatic deal loss when populated.

Tech stack

• Pipedrive — CRM backbone, storing NMA submissions and tracking approval stages
• JotForm — Five interconnected forms for the approval chain
• Make.com — Orchestrates form submissions, field parsing, file handling, and Pipedrive updates
• Miro — Workflow documentation and process mapping