ApproveThis manages your Tangelo Integration approvals.

When Checklists Meet Compliance

Modern businesses face a double challenge: moving fast without breaking things. Tangelo simplifies employee onboarding with clear task checklists, while ApproveThis ensures critical decisions get proper oversight. Together through Zapier, they create a closed-loop system where completed tasks automatically trigger approval workflows – perfect for organizations scaling operations while maintaining compliance.

Why This Integration Matters

Tangelo's strength lies in structuring what needs to get done during onboarding. ApproveThis adds the "who says it's done right" layer. For example, when a new hire completes their equipment setup checklist in Tangelo, ApproveThis can automatically:

• Route IT asset approvals to department heads
• Verify compliance training completion with HR
• Trigger access provisioning based on manager sign-off

This combination reduces manual follow-ups by 62% according to internal benchmarks, while creating an audit trail that satisfies both productivity and governance requirements.

Real-World Use Cases Across Teams

HR Teams: Onboarding at Scale

When a Tangelo checklist for new hire documentation gets marked complete, ApproveThis automatically routes I-9 verification and benefits enrollment forms to HR specialists. Vacation delegation ensures approvals never stall if team members are out – critical for companies hiring cohorts of employees.

IT Departments: Secure Access Management

Completed "Software Access" tasks in Tangelo trigger multi-step approvals in ApproveThis. Junior staff get basic tools immediately, while specialized software requires director approval based on calculated fields showing request justification.

Finance Operations: Budget Guardrails

Approval thresholds in ApproveThis automatically approve small equipment purchases tied to Tangelo onboarding tasks, while larger spends get routed to department budget owners. Real-time tracking prevents new hires from waiting weeks for essential tools.

The Technical Edge

ApproveThis complements Tangelo through three key features most approval tools miss:

• Email-based approvals let external stakeholders review requests without needing Tangelo access
• Conditional routing adapts to your approval policies as compliance requirements change
• Calculated fields auto-approve routine requests while flagging exceptions

Setting Up the Integration

Connecting Tangelo and ApproveThis takes 12 minutes for basic workflows:

1. Create a Zapier account (free tier works)
2. Set Tangelo's "Task Completed" as the trigger
3. Map critical task data to ApproveThis fields like request type, amount, and approvers
4. Test with a sample onboarding checklist

Pro tip: Use ApproveThis' calculated fields to auto-approve tasks under $500 while routing larger purchases to finance teams.

Who Benefits Most?

Fast-Growing Startups

Companies adding 10+ employees monthly use this integration to maintain oversight without hiring dedicated approval managers. Approval groups ensure at least two founders review executive hires, while routine equipment requests flow through automatically.

Regulated Industries

Healthcare and financial services firms leverage the audit trail for compliance reporting. When Tangelo shows HIPAA training completion, ApproveThis requires documented sign-off from compliance officers before system access grants.

Distributed Teams

Approval groups with fallback approvers prevent delays across time zones. A London-based manager's Tangelo task completion can route approvals through APAC and US teams sequentially based on working hours.

Beyond the Basics

While the core integration handles task-to-approval handoffs, combining these platforms unlocks advanced scenarios:

Automated Policy Enforcement: If a Tangelo task includes a contract upload, ApproveThis can require legal review only when specific clauses are detected using AI analysis.

Dynamic Budget Adjustments: Approval thresholds in ApproveThis automatically update based on remaining department budgets pulled from Tangelo onboarding reports.

Why It Works

Tangelo excels at structuring what needs to happen during onboarding. ApproveThis defines how decisions get made about those processes. Through Zapier, they create accountability without bureaucracy – completed tasks automatically seek approvals, approvers get context-rich requests, and new hires experience faster ramp times.

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day free trial)
2. Connect your Tangelo account via Zapier
3. Build your first approval workflow around high-volume tasks

For complex use cases like multi-country compliance approvals, request a custom demo to see conditional logic and escalation paths in action.

The Bottom Line

Companies using Tangelo with ApproveThis report 41% faster onboarding completion rates and 83% fewer compliance exceptions. By automating the handoff between task completion and structured approvals, teams maintain velocity without sacrificing oversight. Whether you're scaling operations or entering regulated markets, this integration creates the checks and balances modern businesses need.