ApproveThis manages your CoDo Integration approvals.

When Approval Automation Meets Employee Journeys

Modern businesses face two universal challenges: moving fast without breaking things, and maintaining human connection at scale. This is where ApproveThis and CoDo form an unexpected power couple. One brings structure to decision-making, the other designs engaging employee experiences – together, they create workflows where compliance meets humanity.

ApproveThis acts as your digital air traffic controller for approvals, routing requests through predefined checkpoints. CoDo operates like a GPS for team development, guiding employees through training and onboarding journeys. Through Zapier integration, these systems now speak the same language, enabling three strategic advantages:

• Contextual approvals that trigger automatically based on progress in CoDo journeys
• Human-centric automation where compliance checkpoints feel like natural progression points
• Cross-platform visibility showing how approval bottlenecks impact team development timelines

Why This Integration Changes the Game for Distributed Teams

Consider a mid-sized tech company onboarding 50 new engineers remotely. Without integration, HR would:

1. Run onboarding in CoDo
2. Manually check completion statuses
3. Email managers to approve system access
4. Track responses in spreadsheets

The integrated flow? CoDo automatically triggers ApproveThis requests when employees complete security training modules. Engineering directors approve access directly from email, kicking off Azure permissions provisioning. New hires gain system access 72 hours faster while maintaining audit trails.

The Hidden Benefit: License Optimization

Unlike many HR platforms, ApproveThis doesn't require external approvers to hold CoDo licenses. Vendor managers approving procurement training completion or clients signing off on consultant certifications can participate in workflows without bloating software costs.

Real-World Use Cases That Deliver ROI

1. Compliance-Certified Onboarding

A financial services firm uses CoDo to onboard advisors through FINRA-regulated training journeys. Each completed module triggers ApproveThis validations where:

• Compliance officers verify understanding of new SEC rules
• Branch managers approve client-facing permissions
• IT automatically provisions CRM access after final sign-off

Result: 40% reduction in compliance audit prep time.

2. Accelerated Contractor Ramp-Up

A manufacturing company's CoDo journey trains temp workers on safety protocols. Completing the "Lockout/Tagout" step triggers:

1. ApproveThis request to shift supervisors
2. Equipment access approval via mobile
3. Real-time badge access updates

Outcome: Contractors become productive 2 days faster per assignment.

3. Client-Centric Certification Flows

A marketing agency built a CoDo journey showing clients their campaign development process. At key milestones:

• Completed "Creative Concept" step triggers ApproveThis
• Clients approve mood boards directly from email
• Approval logs auto-attach to project invoices

Impact: 92% of invoices now paid within net-30 terms.

Technical Synergies That Matter

While Zapier handles the basic connection, three ApproveThis features unlock CoDo's full potential:

Calculated Fields for Conditional Triggers

Automate approvals based on journey analytics. Example: If a CoDo user scores below 80% on compliance quizzes, ApproveThis can:

• Route to senior trainers instead of line managers
• Require two-step verification
• Extend review timelines automatically

Approval Thresholds Meet Learning Curves

Set monetary or risk-based thresholds that adapt to journey progress. A medical device company might:

1. Allow junior staff to approve low-risk inventory orders after basic CoDo training
2. Require director approval for high-value purchases until advanced procurement certification

Vacation Delegation Maintains Momentum

Critical in global organizations where approvers span time zones. When a CoDo journey completion coincides with an approver's PTO:

• ApproveThis automatically reassigns to designated backups
• Sends "returning from leave" recaps
• Maintains SLAs for training-to-productivity timelines

Implementation Made Simple

Connecting ApproveThis and CoDo via Zapier takes under 15 minutes:

1. In Zapier, choose CoDo as trigger app
2. Select "Complete Journey" or "Complete Step" event
3. Connect ApproveThis as action app
4. Map CoDo data to approval request fields
5. Set up approval routing rules in ApproveThis

Pro Tip: Use ApproveThis' calculated fields to auto-populate:

• Training completion dates from CoDo
• Assessment scores as approval criteria
• User journey paths for context-sensitive routing

Who Benefits Most?

HR & Learning Teams

Turn completed trainings into automatic compliance records. New hire onboarding becomes a true closed-loop process with built-in managerial sign-offs.

Operations Leaders

Maintain production velocity by linking equipment certification journeys to physical access approvals. No more waiting for paper sign-offs at the factory gate.

Client-Facing Units

Embed approval checkpoints into customer education journeys. Clients approve project phases directly from training materials, reducing "I'll review it later" delays.

The Bottom Line

This integration isn't about replacing human judgment – it's about eliminating the administrative sludge that slows good decisions. When ApproveThis and CoDo work in concert:

• Managers spend 18 fewer minutes daily chasing approvals (based on typical customer metrics)
• Employees experience approvals as natural next steps rather than bureaucratic interruptions
• Compliance teams gain real-time visibility into certification statuses

The magic happens in the middle – where CoDo's journey analytics inform ApproveThis' routing logic, creating workflows that adapt to how people actually work.

Next Steps

Ready to transform approval workflows from roadblocks to accelerators?

Start your ApproveThis trial or explore CoDo's journey builder, then connect them via Zapier in minutes.

For complex implementations, request a custom demo showing how approval logic can map to your existing CoDo journeys.