ApproveThis manages your Insightly Integration approvals.

Two Platforms, One Powerful Partnership

When Insightly's CRM capabilities meet ApproveThis's approval automation, businesses gain an ironclad system for managing critical decisions. This integration through Zapier creates a closed-loop process where customer data triggers approvals, and approval outcomes update customer records - all without manual intervention.

Consider how marketing agencies lose billable hours chasing client sign-offs on campaign proposals. Or how construction firms risk budget overruns when change orders stall in email threads. These scenarios dissolve when Insightly's project tracking automatically routes requests through ApproveThis's structured approval chains. Decision latency drops from days to hours, errors from manual data entry disappear, and stakeholders gain real-time visibility into pending actions.

Core Integration Benefits

Combining these platforms delivers three fundamental improvements:

• Contextual Approvals: Approvers receive Insightly project details, contact history, and deal terms directly within approval requests
• Audit-Ready Tracking: Every decision automatically logs timestamps, comments, and outcomes in both systems
• Cross-Platform Automation: Approved contracts auto-convert to Insightly projects; denied requests trigger immediate follow-up tasks

A medical device manufacturer using this integration reduced regulatory submission delays by 40% by linking Insightly's partner records to ApproveThis's compliance approval workflows. Legal teams now review supplier contracts with full context from the CRM, while quality assurance leads automatically receive approved specs for production.

Real-World Workflow Accelerators

1. Proposal-to-Project Automation

How it works: When sales teams create new opportunities in Insightly, ApproveThis automatically routes proposals for internal review and client sign-off. Approved deals instantly convert to Insightly projects with all terms and attachments.

Impact for IT services: A cloud migration firm eliminated duplicate data entry between sales and delivery teams. Proposal approval time dropped 65% as engineers received pre-approved SOWs directly in their project queue.

2. Change Order Governance

How it works: Field updates to Insightly project records trigger approval workflows for any scope or budget changes. Approved modifications auto-update project timelines; denied requests notify account managers.

Impact for commercial construction: A general contractor reduced change order processing from 14 days to 48 hours. Subcontractors now submit RFIs through Insightly, which routes through ApproveThis to architects and owners.

3. Compliance Gatekeeping

How it works: New vendor records in Insightly initiate multi-department approvals in ApproveThis. Legal reviews contracts, procurement validates certifications, and finance approves payment terms - all before vendor activation.

Impact for healthcare: A hospital network automated 89% of supplier onboarding. The compliance team uses ApproveThis's calculated fields to flag vendors requiring additional screenings based on contract value.

Key Features That Make It Work

ApproveThis brings unique capabilities to the Insightly integration:

Approval Thresholds: Automatically approve small contract amendments under $5K while routing larger changes to executives. Insightly project budgets stay current without committee meetings.

Vacation Delegation: When an Insightly project owner is OOO, ApproveThis temporarily reassigns approvals to their deputy. Critical path decisions never stall.

Email Approvals: External clients approve deliverables directly from email - no Insightly license required. Agency creatives get client sign-offs that auto-update project status.

Implementation Guide

Step 1: In Zapier, create a new Zap using Insightly as the trigger app. Common triggers:

- New opportunity created
- Project record updated
- Contact field modified

Step 2: Select ApproveThis as the action app. Map critical Insightly data to approval request fields:

• Deal terms → Approval thresholds
• Project attachments → Approval documentation
• Contact info → Approver assignments

Step 3: Configure ApproveThis workflow rules:
- Set sequential approvals for legal > finance > executive reviews
- Apply conditional logic to bypass unnecessary approvals
- Enable email fallbacks for external approvers

Team-Specific Advantages

Sales Teams

Accelerate deal closure by embedding contract approvals directly in the sales pipeline. When reps update Insightly opportunity stages, ApproveThis automatically routes:

• Discount requests over 15%
• Custom SLAs
• Non-standard payment terms

Deal desks approve exceptions in context with full CRM history.

Operations Teams

Maintain project velocity with automated change controls. Connect Insightly's project management to ApproveThis for:

• Vendor invoice approvals
• Material substitutions
• Timeline extensions

PMs approve/reject requests from mobile with one click.

Finance Teams

Enforce spending controls without micromanaging. When Insightly projects exceed budget:

1. ApproveThis freezes related purchases
2. Routes Overage approval to CFO
3. Updates Insightly financials post-approval

Why This Integration Wins

Traditional approval processes create data silos - contracts in email, decisions in Slack, outcomes in spreadsheets. The ApproveThis-Insightly integration through Zapier collapses these silos into a single truth source.

A logistics company using both platforms automated their carrier contract renewals. Insightly tracks expiration dates; ApproveThis manages rate negotiations. The result: 100% contract compliance and $240K saved through systematic rate reviews.

For professional services firms, this combo ensures billable work never waits on approvals. When Insightly tasks reach 90% completion, ApproveThis automatically seeks client sign-off. Approved deliverables trigger invoices; disputed items route back to project teams.

Getting Started

1. Register for ApproveThis (free 14-day trial)
2. Connect to Insightly via Zapier in <18 minutes:
  a. Create Zapier account
  b. Authenticate both apps
  c. Build first workflow
3. Invite approvers - no licenses needed for external users

For complex use cases like multi-currency approvals or regulatory compliance, request a custom demo. Our team will design workflows matching your Insightly implementation.

The Bottom Line

ApproveThis and Insightly form a decision-making engine that eliminates approval bottlenecks. By embedding governance directly in CRM workflows, organizations achieve:

• 50-75% faster decision cycles
• 90% reduction in approval-related errors
• Full audit trails for compliance

From sales contracts to project change orders, this integration ensures the right people approve the right requests at the right time - with zero data latency.