ApproveThis manages your EasyFTP Integration approvals.

Two Tools, One Powerful Workflow

Businesses that handle sensitive files – from legal contracts to marketing assets – face a universal challenge: moving documents through approval chains without creating bottlenecks. ApproveThis and EasyFTP solve different parts of this problem, but together they create an automated system that eliminates manual handoffs, reduces errors, and keeps critical workflows moving at pace.

ApproveThis brings structure to decision-making with configurable approval chains, while EasyFTP handles secure file transfers between teams and systems. Through Zapier, these platforms work in tandem to ensure files are reviewed by the right people at the right time, with automatic actions triggered by each step in the process. The result? Marketing teams get campaign assets approved faster, finance departments process invoices without chasing signatures, and legal teams manage contracts without version control nightmares.

Core Capabilities: What Each Platform Does Best

ApproveThis: Decision Automation Engine

ApproveThis turns chaotic email threads and sticky-note reminders into tracked workflows. Its approval logic handles multi-step reviews, automatic escalations, and real-time progress tracking. Key differentiators include email-based approvals (no login required for external partners) and conditional routing that adapts to your business rules.

EasyFTP: Secure File Movement

EasyFTP specializes in transferring files across FTP, FTPS, and SFTP protocols – crucial for industries like healthcare, finance, and legal services where secure data handling is non-negotiable. Unlike consumer-grade cloud storage, it gives IT teams granular control over file locations and transfer methods.

Why This Integration Matters for Business Teams

Combining these tools through Zapier creates workflows where file transfers and approvals aren’t just connected – they’re interdependent. When a contract lands in an EasyFTP folder, ApproveThis can immediately route it for legal review. When marketing assets get approved, EasyFTP automatically pushes them to production servers. This handshake solves three critical problems:

• Version Control: Prevents unapproved files from progressing through systems
• Audit Trails: Matches approval records with exact file versions
• Speed: Eliminates manual uploads/downloads between review stages

Real-World Workflows: From Theory to Practice

1. Automated Contract Reviews for Legal Teams

Scenario: A law firm receives client agreements via EasyFTP. Partners need to review documents, but junior attorneys often handle initial edits.
Integration: New files in EasyFTP trigger ApproveThis workflows. Documents first route to associates for markup, then escalate to partners only when ready. Approved contracts auto-upload to client folders with version tags.
Impact: Reduces partner review time by 40% by filtering out incomplete drafts earlier in the process.

2. Marketing Asset Governance

Scenario: A global brand approves campaign materials across regional teams.
Integration: When final designs land in EasyFTP, ApproveThis routes them to local compliance teams first, then global brand guardians. Approval thresholds auto-approve minor edits (like color adjustments) but flag substantive changes for higher review.
Impact: Cuts campaign launch cycles from 14 days to 72 hours while maintaining brand consistency.

3. Financial Document Processing

Scenario: Accounts payable teams process invoices from multiple FTP sources.
Integration: New invoice files trigger approval requests with calculated fields for amount validation. Approved invoices move to payment folders; denied ones route to dispute queues with comments attached.
Impact: Reduces late payment penalties by 22% through faster exception handling.

Technical Setup: Making the Connection

Configuring the integration requires a Zapier account and admin access to both platforms. Core steps:

1. Create a Zap using EasyFTP's "New File in Folder" trigger
2. Map file metadata to ApproveThis request fields (client name, document type, etc.)
3. Set up approval logic in ApproveThis (approvers, escalation rules)
4. Add a Zapier action to update EasyFTP folders based on approval status

Pro Tip: Use ApproveThis' calculated fields to auto-populate EasyFTP directory paths. For example: /approved/{client_name}/{yyyy-mm-dd}/

Team-Specific Benefits

IT & Security Teams

Centralize audit trails without managing custom scripts. ApproveThis logs show who approved which file version, while EasyFTP maintains transfer records. Security teams appreciate that external approvers never get direct FTP access.

Operations Managers

Implement SOPs through workflow logic instead of training manuals. Example: Require three approvals for files over 50MB, but only one for smaller documents. Approval thresholds adapt to business needs without IT tickets.

External Collaborators

Clients and vendors approve files through email without needing EasyFTP logins. Vacation delegation ensures law firm partners don’t bottleneck workflows when traveling – approvals temporarily reroute to designated substitutes.

Getting Started: First Steps

Begin with a high-volume, low-risk process to demonstrate ROI. Common pilot candidates:

• Marketing content translations
• HR onboarding documents
• Supplier certification renewals

Use ApproveThis’ real-time dashboard to show stakeholders how files move through stages. Highlight time saved compared to manual methods – most teams see 30-50% reductions in cycle times during initial trials.

The Bottom Line: Better Files, Fewer Headaches

Approval bottlenecks aren’t just annoying – they cost real money. A $50K invoice paid late due to missing signatures incurs $1K+ in penalties. A leaked unapproved press release can crater stock prices. This integration isn’t about cool tech; it’s about financial and reputational risk management.

ApproveThis and EasyFTP through Zapier create a closed-loop system where files can’t progress without proper vetting, but also don’t get stuck in inbox purgatory. It’s workflow automation that actually works for cross-team and cross-company processes.

Next Step: Register for ApproveThis and book a integration workshop. Our team will analyze your current file approval processes and build a custom Zapier flow using your EasyFTP environment – typically in under 48 hours.