ApproveThis manages your Magnetic Integration approvals.

Two Platforms, One Powerful Partnership

When Magnetic's operational muscle meets ApproveThis' approval precision, businesses gain an unmatched advantage. This integration through Zapier connects Magnetic's real-time business data with structured approval workflows, turning slow decision cycles into strategic momentum.

Magnetic users already manage projects, track opportunities, and organize contacts in one platform. ApproveThis adds decision-making superpowers: automated routing, multi-level validations, and audit-ready records. Together, they ensure critical actions never stall between departments or get buried in inboxes.

Why This Integration Changes the Game

Approval bottlenecks cost mid-sized companies an average of 3.2 hours per employee weekly. The ApproveThis-Magnetic connection tackles this through:

• Context-Aware Approvals: Magnetic's CRM data triggers ApproveThis workflows with pre-filled client budgets, project timelines, or vendor terms
• Closed-Loop Accountability: Approved tasks auto-create in Magnetic with owner assignments and deadlines

For example, a construction firm using Magnetic's project module could auto-route change order approvals based on contract values stored in Magnetic, then create installation tasks only after client sign-off.

Three Workflows That Deliver ROI

1. From Notification to Decision in 60 Seconds

How It Works: Magnetic notifications about overdue invoices or expiring contracts trigger ApproveThis requests with pre-populated details.

Real-World Impact: A logistics company reduced payment dispute resolution time by 40% by linking Magnetic's AR alerts to approval chains involving finance and operations leads.

2. Approved Requests = Immediate Action

How It Works: When ApproveThis finalizes a budget approval, Magnetic automatically creates tasks with dependencies and resource allocations.

Real-World Impact: A marketing agency eliminated missed client deadlines by converting approved creative concepts into Magnetic tasks with built-in review checkpoints.

3. Smart Contact Sync

How It Works: New vendor approval requests in ApproveThis update Magnetic's CRM, flagging unapproved suppliers in procurement workflows.

Real-World Impact: A healthcare provider achieved 100% vendor compliance by requiring Magnetic purchase orders to reference ApprovedThis vendor IDs.

Department-Specific Wins

Project Teams

Connect Magnetic's task percentages to approval thresholds. Example: Auto-approve phase completion when Magnetic shows 100% task closure, but escalate if quality checks fail.

Finance Teams

Use ApproveThis' calculated fields to cross-check Magnetic's invoice amounts against PO balances, flagging discrepancies for manual review.

HR Teams

Route Magnetic time-off requests through ApproveThis' vacation delegation rules, ensuring coverage plans update in both systems.

Implementation Made Simple

Setting up the integration takes three steps in Zapier:

1. Connect Magnetic and ApproveThis accounts
2. Map key fields like Request Type (Magnetic category → ApproveThis template)
3. Test with a Magnetic notification → ApproveThis request → Magnetic task cycle

Pro Tip: Use ApproveThis' calculated fields to pull Magnetic's custom data (e.g., project budget remaining) into approval logic without manual entry.

Why Teams Choose This Combo

Unlike native approval features in Magnetic, ApproveThis provides:

• External Approvals: Clients/partners approve via email without Magnetic logins
• Conditional Escalation: Auto-route overdue requests to backup approvers
• Audit Trails: Exportable records of who approved what, when, and why

A manufacturing client reduced equipment approval delays from 5 days to 8 hours by letting external inspectors approve via email while keeping all records synced to Magnetic projects.

Getting Started

Ready to transform how your team makes decisions? Here's your roadmap:

1. Register for ApproveThis (14-day trial available)
2. Identify 2-3 Magnetic processes needing faster approvals (e.g., client change orders)
3. Book a 20-minute integration walkthrough with our workflow experts

Within 48 hours, you could be approving Magnetic project budgets before your morning coffee cools.

Final Thought: Approval as Strategy

In fast-moving industries, approval speed separates market leaders from laggards. By treating approvals not as hurdles but as data-driven checkpoints, the ApproveThis-Magnetic integration helps teams:

• Spot trends in request types/denials using Magnetic's reporting
• Auto-approve low-risk items to focus on exceptions
• Maintain compliance without sacrificing velocity

The question isn't whether you can afford to implement this integration - it's whether you can afford another quarter of approval chaos.