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ZapFloorHQ Integration

ApproveThis manages your ZapFloorHQ Integration approvals.

April 22, 2025

Integration Category: Crm

Why Bother Connecting These Two?

Let's cut to the chase: ZapFloorHQ handles your property management grind – invoices, customer tracking, deal pipelines. ApproveThis handles the "can somebody please sign off on this?" dance. Together? They turn approval bottlenecks into background noise.

Here's the ugly truth most mid-sized companies ignore: Every time someone manually chases an approval via email/Slack/carrier pigeon, you're bleeding time and money. Worse – you look disorganized to clients and partners. This integration fixes that by making approvals a natural part of existing workflows, not an annoying detour.

What This Combo Actually Does

ZapFloorHQ users – property managers, real estate ops teams, facility companies – live in their CRM. ApproveThis plugs into that environment through Zapier, so approvals happen where the work already does. No new logins for approvers. No copying data between systems. Just decisions made faster.

Key wins:

  • Auto-create approval requests when deals, customers, or incidents hit ZapFloorHQ
  • Push approved decisions back into ZapFloorHQ without manual entry

Bonus: Approvers only need ApproveThis access – no extra ZapFloorHQ licenses required. Perfect for involving external contractors or execs who shouldn't have full CRM access.

Real Use Cases (Not Just Theory)

1. New Customer Onboarding That Doesn't Suck

The Problem: Property managers often need legal/finance sign-off before activating new clients. This usually means PDFs emailed around, missed deadlines, and clients wondering why their move-in is delayed.

The Fix: When ZapFloorHQ creates a new customer, ApproveThis automatically fires off an approval request with all relevant details. Legal reviews tenant agreements, finance checks credit – all via email or ApproveThis' dashboard. Approved? Customer gets activated automatically. Denied? ZapFloorHQ flags the account for follow-up.

Who uses this: Student housing companies verifying guarantors, commercial real estate firms vetting tenant financials.

2. Deals That Close Faster Than Your Morning Coffee

The Problem: Sales teams promise quick turnaround, then get stuck waiting days for management to approve discounts or special terms.

The Fix: New deals in ZapFloorHQ trigger approval requests with built-in rules. Deals under $10K? Auto-approve. Over threshold? Route to specific VPs based on deal size. ApproveThis' calculated fields can even adjust approval chains dynamically – 15% discount needs regional director, 20% needs CFO.

Who uses this: Brokerages handling lease renewals, vacation rental managers offering last-minute deals.

3. Incident Reports That Actually Get Resolved

The Problem: Maintenance issues get logged in ZapFloorHQ...then languish because no one approves repair budgets.

The Fix: New incidents auto-generate approval requests with vendor quotes attached. Approvers get deadline reminders. Once approved, ZapFloorHQ automatically dispatches the work order. Denied? The request loops back with comments so staff can adjust scope.

Who uses this: Facility management companies, HOA management firms handling emergency repairs.

4. Keeping Sales Teams Out of Timeout

The Problem: Sales creates leads from sketchy sources, cluttering ZapFloorHQ with junk data.

The Fix: Require lead source approvals. When sales adds a lead from third-party sites, ApproveThis pings managers for quick yes/no. Approved leads flow into ZapFloorHQ; denied ones get flagged for review. Cuts down on CRM clutter and keeps pipelines clean.

Setup That Won't Make You Rage-Quit

If you can make a sandwich, you can set this up:

  1. Zapier Account: Free tier works for testing (get one here)
  2. Connect Apps: Authorize Zapier access to both ApproveThis and ZapFloorHQ
  3. Pick Your Trigger: "New Deal in ZapFloorHQ" or "Incident Created" etc.
  4. Map Fields: Drag-and-drop which ZapFloorHQ data goes into the approval request
  5. Test: Create a test deal/customer/incident. Confirm the approval pops up.

Pro Tip: Start with one workflow (like deal approvals) before scaling to others. Most teams get this live in under 45 minutes.

Why This Isn't Just Another Integration

ApproveThis adds layers ZapFloorHQ alone can't:

Approval Thresholds: Auto-approve small expenses but escalate big ones. Example: Maintenance requests under $500 auto-approved; over that, needs facility manager.

Backup Approvers: No more "John's on vacation" excuses. If primary approvers don't respond, requests shift to their deputy automatically.

Audit Trails: Every approval decision logs who approved/rejected, when, and why. Crucial for compliance in regulated industries like property management.

Who Actually Benefits (Spoiler: Everyone)

Operations Teams: Stop playing approval detective. Know exactly where requests stand without pinging people.

Finance: Enforce spending controls without being the bad guy. Rules auto-reject out-of-policy requests.

Sales: Close deals faster with pre-approved discounts and terms. No more waiting for email replies.

Execs: Get visibility into approval bottlenecks. ApproveThis' dashboard shows where requests get stuck.

Bottom Line

If your team uses ZapFloorHQ, you're already tracking the work. Adding ApproveThis through Zapier means you'll actually finish the work faster. No more approval black holes. No more clients annoyed by delays. Just decisions made at the speed your business actually runs.

Ready to stop herding approval cats? Book a 15-minute demo or start a free trial. Worst case? You save 8 hours a month. Best case? You look like a process wizard to your boss.

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Integrate with ZapFloorHQ 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 ZapFloorHQ

Suggested workflows (and their Zapier components) for ZapFloorHQ

Create approval request for new customers

When a new customer is created in ZapFloorHQ, this automation sends an approval request via ApproveThis to streamline onboarding validation. *Note: Ensure customer details are accurately mapped to the approval request.*

Zapier Components

ZapFloorHQ Logo

Trigger

Customer Created

Triggers when a new customer is created.

Action

Create Request

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

Create approval request for new deals

When a new deal is registered in ZapFloorHQ, this automation submits an approval request via ApproveThis for verification. *Note: Customize approval thresholds for deal amounts if needed.*

Zapier Components

ZapFloorHQ Logo

Trigger

Deal Created

Triggers when a new deal is created.

Action

Create Request

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

Create lead for new approval requests

When an approval request is initiated in ApproveThis, this automation creates a new lead in ZapFloorHQ for prompt follow-up. *Note: Verify that approval data is correctly mapped to lead details.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ZapFloorHQ Logo

Action

Create Lead

Creates a new lead.

Create approval request for new incidents

When a new incident is recorded in ZapFloorHQ, this integration initiates an approval request in ApproveThis to review incident resolution promptly. *Note: Map incident details accurately for efficient review.*

Zapier Components

ZapFloorHQ Logo

Trigger

Incident Created

Triggers when a new incident is created.

Action

Create Request

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

Create notification for approved requests

When a request is approved or denied in ApproveThis, this automation creates a notification in ZapFloorHQ to keep the team informed. *Note: Confirm notification settings and recipient configurations.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ZapFloorHQ Logo

Action

Create Notification

Creates a new notification.