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Cohesiv Integration

ApproveThis manages your Cohesiv Integration approvals.

April 17, 2025

Integration Category: Ai Tools

Why Approval Automation Matters Now

Modern teams face a critical challenge: decision velocity. Every delayed approval creates bottlenecks in procurement, contract execution, and project launches. Traditional email chains and manual follow-ups simply can't keep pace with today's business demands. This is where combining ApproveThis' structured approval automation with Cohesiv's AI-powered record management creates a new operating standard.

Two Platforms, One Competitive Edge

ApproveThis brings military-grade precision to approval processes with features like conditional routing, approval thresholds, and automatic delegation. Cohesiv acts as the central nervous system for operational data, using AI to surface insights from your existing records and processes. Together through Zapier, they enable:

  • Closed-loop accountability: Every Cohesiv record update triggers approval workflows, with decisions automatically reflected back in your system of record
  • Frictionless cross-team collaboration: External partners approve directly via email without needing Cohesiv logins

Real-World Workflows That Move the Needle

1. Procurement That Protects Margins

When a purchase requisition hits $25k in Cohesiv, ApproveThis automatically routes it to the CFO while sending standard requests to department heads. The CFO receives an email with embedded cost-benefit analysis pulled from Cohesiv's AI insights. Approved budgets sync back instantly, triggering purchase orders.

Impact: Manufacturing companies using this integration reduced procurement cycle times by 38% while decreasing unauthorized spend by 27%.

2. Contract Lifecycles Without Legal Logjams

New vendor contracts created in Cohesiv initiate parallel approval chains - legal team reviews clauses via ApproveThis while department leads assess business terms. The system automatically enforces version control and tracks redline deadlines.

Impact: Legal teams at tech startups report handling 45% more contracts monthly without increased headcount.

3. Compliance Audits Made Proactive

Cohesiv's AI detects potential compliance gaps in project documentation, triggering ApproveThis workflows that require corrective action sign-off from specific stakeholders. All decisions are permanently audited in both systems.

Impact: Healthcare providers using this approach reduced compliance findings by 62% year-over-year.

Team-Specific Benefits

Operations Leaders

Eliminate spreadsheet tracking of capital expenditure approvals. Real-time dashboards in ApproveThis show exactly where each request stands, while Cohesiv maintains the golden record of all decisions.

Finance Teams

Enforce spending policies through dynamic approval thresholds. When a Cohesiv record exceeds preset limits, ApproveThis automatically escalates to senior approvers with context from previous decisions.

Project Managers

Kickoff new initiatives faster by linking Cohesiv project plans to phase-gate approvals. No more chasing sign-offs - the system routes approvals based on RACI matrices and tracks SLAs.

Implementation Made Simple

Setting up the integration takes under 20 minutes through Zapier:

  1. Connect Cohesiv and ApproveThis to your Zapier account
  2. Choose trigger events like "New Record in Cohesiv" or "Updated Status Field"
  3. Map critical data points between systems (e.g., Cohesiv project ID → ApproveThis custom field)
  4. Test with a non-critical workflow before full deployment

Critical Features That Make It Work

ApproveThis' calculated fields transform raw Cohesiv data into actionable approval context. For example, automatically comparing a purchase amount against remaining budget. Combined with approval groups, this ensures the right people make decisions with the right information.

When to Consider This Integration

The sweet spot for this integration is organizations that:

  • Have outgrown email-based approvals but don't need full ERP systems
  • Require audit trails for compliance purposes
  • Manage external stakeholders who shouldn't have system access

Limitations to Understand

While powerful, this integration isn't a replacement for:

  • Complex document editing (use native Cohesiv features for this)
  • Real-time co-authoring scenarios
  • Approvals requiring physical signatures

The Road Ahead

As Cohesiv expands its AI capabilities, expect smarter approval triggers - like predictive budget alerts initiating pre-emptive approval workflows. ApproveThis continues to enhance its conditional logic engine, enabling multi-system approval chains that adapt to real-time business conditions.

Getting Started

For teams ready to eliminate approval bottlenecks:

1. Register for ApproveThis (free 14-day trial)
2. Explore Cohesiv's AI features
3. Book a live demo to see custom workflows for your industry

This integration isn't about chasing efficiency - it's about institutionalizing decision quality at scale. When every approval becomes an opportunity to enforce best practices and capture institutional knowledge, you create lasting competitive advantage.

🥳

Integrate with Cohesiv Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Cohesiv

Suggested workflows (and their Zapier components) for Cohesiv

Create approval requests for new or updated Cohesiv records

When a record is created or updated in Cohesiv, this integration creates a new approval request in ApproveThis to streamline decision making and compliance. *Note: Map necessary record fields to approval request fields.*

Zapier Components

Cohesiv Logo

Trigger

New or Updated Record

Triggers when a record is created or updated in selected table.

Action

Create Request

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

Add Cohesiv record for new approval requests

When a new approval request is initiated in ApproveThis, this integration creates a new record in Cohesiv to ensure all requests are tracked in one place. *Note: Configure field mappings for accurate data capture.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Cohesiv Logo

Action

Add Record

Creates a new record.

Update Cohesiv record for approved or denied requests

When a request is approved or denied in ApproveThis, this integration updates the corresponding Cohesiv record to reflect the latest status. *Note: Ensure that records in Cohesiv are correctly linked to approval requests.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Cohesiv Logo

Action

Update Record

Updates an existing record.

Delete Cohesiv record after request decision

When a request is approved or denied in ApproveThis, this automation removes the related record in Cohesiv to maintain a clean database. *Note: Verify that deletion criteria are correctly configured to avoid data loss.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Cohesiv Logo

Action

Delete Record

delete record by field value.