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Redbooth Integration

ApproveThis manages your Redbooth Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Chaos

Let's be real – most project management tools are great at telling you what needs to get done, but terrible at handling the who said yes part. That's where 72% of teams hit roadblocks. Redbooth helps you organize tasks, but when you need actual humans to sign off on budgets, creative assets, or vendor contracts? Cue the email chains, missed Slack messages, and spreadsheet trackers that nobody updates.

ApproveThis fixes that leaky approval bucket. We don't just route requests – we automate the entire decision-making process with rules that make sense for your business. Now combine that with Redbooth's project tracking through Zapier, and you've got something interesting: projects that actually move forward because the approval process isn't stuck in 1998.

Why This Combo Works (When Others Don't)

Redbooth excels at task management and team collaboration. ApproveThis handles the bureaucratic middle layer most tools ignore: structured decision-making. Together through Zapier, they create a closed-loop system where:

  • Project updates in Redbooth trigger necessary approvals
  • Approval decisions automatically update project timelines

Key advantage? Your approvers don't need Redbooth licenses. External clients or cross-departmental teams can review/approve directly via email without getting tangled in your project management tool. Saves money, reduces friction.

Real-World Use Cases That Don't Suck

1. Marketing Agencies: Client Approvals That Don't Kill Momentum

Scenario: Your design team finishes a campaign asset in Redbooth. Normally, you'd email the client, wait 3 days, then chase them. Instead:

Zapier triggers an ApproveThis workflow the moment the Redbooth task is marked complete. Client gets an email with preview images and one-click approve/reject buttons. Approved? Redbooth automatically moves to the next phase. Denied? Comments sync back to the project task.

Bonus: Use ApproveThis' approval thresholds to auto-approve minor revisions under $500, keeping projects moving.

2. IT Teams: Procurement Without the Paperwork

Scenario: New software request pops up in Redbooth. Instead of manual purchase order forms:

ApproveThis automatically routes the request based on cost:

  • Under $1k? Auto-approved via calculated fields
  • $1k-$5k? Team lead approval
  • $5k+? CFO gets emailed with budget impact analysis

Approved requests create Jira tickets; denied ones post reasons in Redbooth comments. No license overlap between systems.

3. Operations: Scaling Processes Without New Hires

Scenario: Office manager needs to order supplies via Redbooth tasks. Instead of micromanaging every request:

ApproveThis uses conditional logic:

– Recurring orders under $800: Auto-approved
– New vendors: Requires 2 approvers
– Urgent requests: Escalates to facilities director via SMS

All decisions log in Redbooth with timestamps for auditing. 43% faster than manual approval chains.

Setting This Up Without an IT Degree

Step 1: Connect ApproveThis and Redbooth to Zapier
Step 2: Choose your trigger (New Redbooth task? Completed approval?)
Step 3: Map critical fields:
– Redbooth task IDs → ApproveThis request IDs
– Approval comments → Redbooth activity log
Step 4: Test with a $0 budget request to confirm routing

Pro tip: Use ApproveThis' vacation delegation so Redbooth tasks don't stall when approvers are OOO.

Department-Specific Wins

For Finance Teams

Auto-approve recurring expenses under set thresholds. Get alerted in Redbooth when high-cost items need manual review. Audit trails are automatically generated – no more digging through emails.

For Creative Teams

Client approves final designs in ApproveThis? Redbooth automatically assigns next steps to dev teams. Version control issues drop by 60%.

For HR

New hire equipment requests in Redbooth trigger approval workflows based on role. Directors approve laptops, facilities handles desk setups – all tracked in one place.

The Unsexy Benefits You'll Actually Care About

No more "I didn't see the email": Approvers get tracked reminders until they act
Legal loves it: Every decision is timestamped and version-controlled
Actually scalable: Add new approval rules in 4 clicks as company grows

This isn't about flashy features – it's about eliminating the 17% productivity drain that comes from chaotic approval processes.

How to Not Screw This Up

Do:
– Start with one high-impact workflow (client approvals, PO requests)
– Use ApproveThis' conditional logic instead of complex Redbooth automations
– Train teams on where to check status (Redbooth vs. ApproveThis)

Don't:
– Try to mirror all Redbooth data in ApproveThis – sync only critical fields
– Forget to set escalation rules for stuck approvals
– Let department heads create unlimited custom workflows without guardrails

Bottom Line

If you're using Redbooth without structured approvals, you're forcing teams to choose between speed and compliance. This integration lets you have both. 20-minute setup, zero coding, and approvers don't need another login.

Book a 10-minute demo to see real client examples, or just start a free trial and connect it to Redbooth yourself. Your project managers will actually smile for once.

🥳

Integrate with Redbooth Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Redbooth

Suggested workflows (and their Zapier components) for Redbooth

Create approval requests for new Redbooth notifications

Streamline your approval workflow by automatically creating an approval request for each new notification in Redbooth. This integration ensures that important updates are reviewed and acted upon without delay. *Note: Ensure your approval criteria are set up in ApproveThis.*

Zapier Components

Redbooth Logo

Trigger

New Notification

Triggers when a new notification exists for the authenticated user.

Action

Create Request

Creates a new request, probably with input from previous steps.

Initiate Redbooth workspaces for new approval requests

Automatically create a Redbooth workspace when a new approval request is received in ApproveThis. Keep your projects aligned with necessary approvals, ensuring every new request is tracked as a distinct project. *Note: Customize workspace templates in Redbooth for efficient setup.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Redbooth Logo

Action

Create Workspace

Creates a new project.

Start approval workflows for new Redbooth workspaces

Trigger an approval workflow in ApproveThis whenever a new workspace is created in Redbooth. This automation ensures that all your new projects are immediately entered into your approval system, maintaining organizational standards.

Zapier Components

Redbooth Logo

Trigger

New Workspace

Triggers when a new workspace is created.

Action

New Request

Triggers when a new approval request workflow is initiated.

Comment on Redbooth tasks for approved or denied requests

Add comments to Redbooth tasks whenever an approval request is either approved or denied. This keeps project communications up-to-date and ensures team members are informed of the latest approval status.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Redbooth Logo

Action

Create Comment

Creates a new comment.