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Concord Integration

ApproveThis manages your Concord Integration approvals.

April 17, 2025

Integration Category: Security Identity

When Bureaucracy Meets Common Sense

Let’s be real: compliance approvals suck. You’ve got legal teams drowning in PDFs, operations managers chasing signatures, and everyone’s waiting on someone else to hit “approve.” Meanwhile, consent management feels like herding cats with a spreadsheet. Enter ApproveThis and Concord – two tools that turn regulatory red tape into something that almost feels…streamlined.

ApproveThis handles the messy human part – approvals, escalations, reminders. Concord deals with the paper trail – consent tracking, compliance workflows, audit logs. Together via Zapier, they automate the entire lifecycle of “Did we get permission?” to “Yes, and here’s proof.” No more lost emails. No more guessing who signed off. Just a clear path from request to resolution.

Why This Combo Works for Grown-Up Companies

Companies between 50-5,000 employees hit a breaking point. You’re big enough to need real compliance processes, but small enough that “just hire more legal” isn’t the answer. This integration solves three specific headaches:

  • Speed: Turn week-long approval chains into hours
  • Audits: Every decision links to a consent record automatically
  • Scale: Handle 10x the compliance requests without 10x the headcount

Example: A healthcare provider automates patient consent approvals. New request hits Concord → ApproveThis routes it to the right clinicians → Once approved, Concord logs it with timestamps and approver details. All without someone manually updating five systems.

Four Ways This Duo Gets Sh*t Done

1. Compliance Requests That Don’t Get Lost in the Void

When Concord detects a new compliance request (like a vendor contract needing review), ApproveThis instantly creates an approval workflow. Legal gets notified via email – they can approve right from their inbox without logging into Concord. Once approved, Concord auto-updates the request status. Perfect for:

- Financial services firms processing client onboarding docs
- Manufacturers vetting supplier agreements
- Tech companies handling GDPR data requests

2. Consent Tracking That Actually Works

New consent event in Concord (say, a customer opting into marketing emails)? ApproveThis pings the compliance lead. They review the details, approve if it meets criteria, and Concord stamps it with a verifiable audit trail. Stops these nightmares:

- Marketing sending emails without proper opt-ins
- Sales using customer data they shouldn’t have touched
- Legal finding gaps during annual audits

3. Two-Way Street Between Approvals and Records

Start an approval in ApproveThis for a new privacy policy? It auto-generates a compliance request in Concord. Once approved, Concord creates the consent event with all metadata. This bidirectional sync means:

- No more “Did we log that?” follow-ups
- Instant visibility into what’s pending vs. approved
- Automatic retention policy triggers based on approval dates

4. Closing the Loop on Denied Requests

When someone rejects a request in ApproveThis, Concord still logs it as a consent event with the denial reason. Critical for proving you reviewed something – even if you said no. Helps with:

- Regulatory bodies wanting proof of due diligence
- Internal stakeholders questioning why a request was denied
- Historical tracking to spot recurring issues

Setup That Takes Less Time Than a Compliance Meeting

1. Connect via Zapier: Link ApproveThis and Concord (takes 2 minutes)
2. Pick Your Triggers: “New compliance request in Concord” or “Approval completed in ApproveThis”
3. Map Fields: Drag-and-drop to connect data points (request IDs, dates, approver comments)
4. Test: Send a fake request through to confirm the flow
5. Deploy: Flip the switch and let it run

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. Example: If a Concord request involves payment data over $50k, route it to the CISO automatically.

Who Actually Benefits (Besides Your Sanity)

Legal & Compliance Teams

They live in Concord anyway. Now they get approvals directly in email with one-click responses. No need to nag people – ApproveThis handles reminders and escalations. Vacation delegation means no bottlenecks when someone’s OOO.

Operations Managers

Real-time dashboards show exactly what’s stuck and why. Approval thresholds mean routine requests auto-approve, while exceptions get flagged. Sync approved requests to your project management tool (via Zapier) to keep initiatives moving.

External Partners

Vendors/clients can submit requests through Concord. ApproveThis routes them to your team without giving outsiders access to internal systems. Bonus: Approvers don’t need Concord licenses – saves money and reduces tool sprawl.

Why This Isn’t Just Another Integration

Most approval tools bolt on compliance as an afterthought. ApproveThis + Concord work because:

- Email approvals meet people where they already are (no new logins)
- Conditional routing in ApproveThis handles edge cases without manual work
- Concord’s audit trails give legal teams proof, not just process

Example: A retail chain uses approval thresholds to auto-approve minor vendor contracts under $10k. Anything higher goes to procurement. Every decision – auto or manual – gets logged in Concord with the exact dollar amount that triggered the workflow.

Getting Started Without the BS

If your compliance process involves more than three “per my last email” follow-ups, it’s time. Book a 15-minute demo to see how ApproveThis + Concord can turn approval chaos into something that looks suspiciously like efficiency. Or just sign up and start building workflows – we won’t make you sit through a sales pitch.

Get Started with ApproveThis
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Best Approval Workflows for Concord

Suggested workflows (and their Zapier components) for Concord

Create approval requests for new compliance requests

When a new compliance request is added in Concord, this integration creates an approval request in ApproveThis for review. It streamlines compliance management by ensuring each request is vetted promptly. *Note: Configure any additional filters as needed.*

Zapier Components

Concord Logo

Trigger

New Compliance Request

Triggers when a new compliance request is added to Concord.

Action

Create Request

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

Create approval requests for new consent events

When a new consent event is recorded in Concord, this automation initiates an approval process in ApproveThis. It helps ensure that all consent events are reviewed according to predefined criteria. *Note: Adjust approval criteria in ApproveThis as necessary.*

Zapier Components

Concord Logo

Trigger

New Consent Event

Triggers when a new consent event is added to Concord.

Action

Create Request

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

Create compliance requests for new approval workflows

When an approval workflow begins in ApproveThis, this automation creates a corresponding compliance request in Concord. It bridges the gap between approval processes and compliance management for prompt action. *Note: Verify data mappings to match system requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Concord Logo

Action

Create Compliance Request

Create new compliance request in a Concord project.

Create consent events for completed approvals

When an approval decision is finalized in ApproveThis, this integration logs a new consent event in Concord. It ensures that every decision is captured and tracked within your consent management framework. *Note: Ensure matching fields are set up for proper data mapping.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Concord Logo

Action

Create Consent Event

Create new consent event in a Concord project.