ApproveThis manages your Trigger Integration approvals.

Two Systems, One Goal

Modern teams need tools that eliminate bottlenecks - not create them. ApproveThis and Trigger solve different problems but share the same mission: helping businesses move faster without losing control. Where Trigger excels at managing projects and client work, ApproveThis brings structure to decision-making. Together through Zapier, they create closed-loop processes where approvals automatically trigger actions and vice versa.

Consider a marketing agency using Trigger for client projects. Without integrated approvals, task assignments might wait days for email confirmations. With this integration, project managers could automate approval requests for scope changes the moment they're logged in Trigger. Clients receive email-based approvals (no login required), and approved requests automatically update project timelines. This isn't hypothetical - it's how forward-thinking teams operate.

Why This Combination Works

Trigger's deep Xero integration and project-centric approach make it ideal for service businesses. But even the best project plans get derailed by approval delays. ApproveThis adds guardrails without friction:

• Automatic request creation when Trigger records meet specific conditions
• Real-time progress tracking visible in both systems
• Approval logic that respects financial thresholds and team hierarchies

A construction firm might configure automatic approval requests in ApproveThis whenever Trigger projects exceed $50k budgets. Field supervisors could approve change orders directly from email while keeping all documentation synced to Trigger tasks.

Real-World Workflows

Client Onboarding Simplified

When Trigger detects a new company entry, ApproveThis can initiate compliance checks. Law firms use this to vet new client conflicts - partners approve directly from Outlook while all records stay synced. Since ApproveThis doesn't require approvers to have Trigger licenses, external counsels participate without added costs.

Project Kickoffs That Actually Start on Time

The integration bi-directionally links project approvals to execution. Approved budget requests in ApproveThis automatically spawn Trigger projects with pre-defined tasks. An IT consultancy reduced project setup time from 3 days to 2 hours using this method, with all client SLAs automatically attached from approved requests.

Change Order Control

Engineering teams often struggle with scope creep. By creating ApproveThis requests whenever Trigger tasks exceed estimated hours, managers enforce review checkpoints. One automotive supplier cut unbilled work by 37% using conditional approvals based on Trigger time-tracking data.

Setting Up the Integration

Connecting ApproveThis and Trigger takes about 15 minutes through Zapier. Here's the playbook:

1. Create a Zapier account if you don't have one
2. Choose Trigger as your trigger app
3. Select an event like "New Task" or "New Company"
4. Connect ApproveThis as the action app
5. Map Trigger fields to ApproveThis request templates

Pro Tip: Use ApproveThis' calculated fields to auto-populate approval thresholds based on Trigger data. For example, project budgets from Trigger can determine which executives need to approve requests.

Team-Specific Benefits

Operations Teams

Automate the approval bottleneck between project intake (Trigger) and execution. Approval routing rules in ApproveThis ensure requests never stall with unavailable approvers. Real-time dashboards show pending decisions impacting active sprints.

Finance Departments

Maintain budget control without micromanaging. When Trigger projects approach forecasted spend, ApproveThis can require CFO sign-off before allowing additional hours. All approvals sync back to Trigger tasks for audit trails.

Project Managers

Reduce status update meetings. Custom Slack alerts from ApproveThis show when client approvals are delayed in Trigger projects. Vacation delegation ensures designees can approve urgent items without access to sensitive financials.

What Makes This Integration Unique

While other approval tools exist, ApproveThis' Zapier integration with Trigger solves three specific pain points:

1. Client-Friendly Approvals: External stakeholders approve via email without needing Trigger logins. Legal teams love this for maintaining client portals in Trigger while keeping approval communications separate.

2. Bidirectional Syncing: Approved requests in ApproveThis don't just create Trigger projects - subsequent project changes can trigger re-approvals. This is critical for industries like healthcare where scope changes require compliance checks.

3. Financial Controls: Approval thresholds in ApproveThis reference actual Trigger data. Marketing agencies use this to auto-approve small copy changes but require CMO sign-off on budget shifts over 10%.

Getting Started

The strongest integrations start with pain points, not technology. Identify one approval bottleneck in your Trigger workflow - client onboarding, change orders, or budget reviews. Configure a single Zap to handle that process, then expand.

ApproveThis offers a free tier for basic workflows, while Trigger provides discounted plans for seasonal businesses. Together through Zapier, they create a system where approvals accelerate work rather than slow it down.

Final Thoughts

In the year we've seen teams use this integration, patterns emerge. The most successful implementations:

• Start with high-impact, frequent approvals (e.g., client invoices)
• Use ApproveThis groups for multi-department reviews
• Leverage calculated fields to auto-determine approval paths

Less effective attempts try to automate every minor approval. Focus on processes where delays cost real money or client trust.

Ready to eliminate approval delays? Start your ApproveThis trial or explore Trigger's project features. For integration help, Zapier's guides offer step-by-step walkthroughs.