ApproveThis manages your Planfix Integration approvals.

Two Platforms, One Unified Workflow

Modern businesses face a common challenge: critical decisions get stuck between departments, tools, or external partners. ApproveThis and Planfix solve this problem head-on when connected through Zapier. While Planfix excels at managing complex projects and operational workflows, ApproveThis adds a layer of structured decision-making that keeps processes moving forward without bottlenecks. Together, they create an environment where tasks progress only after proper validation, while maintaining full visibility across teams.

Why This Integration Matters

Planfix users often manage intricate processes involving client deliverables, procurement, or multi-stage projects. ApproveThis complements this by adding guardrails to those processes. For example, a marketing agency using Planfix to track client campaigns could automatically require budget approvals before initiating new ad spends. The integration ensures approvals happen directly within existing workflows – no switching apps or chasing stakeholders via email.

Key Synergies

ApproveThis brings three critical capabilities to Planfix users: enforceable accountability through audit trails, cross-team collaboration without requiring additional software licenses for approvers, and conditional logic that adapts to your business rules. Meanwhile, Planfix provides the execution framework to turn approved decisions into actionable tasks.

Real-World Use Cases

1. Automating Project Initiation

Template: "Create Planfix tasks for approved requests in ApproveThis"
Industry Example: A construction firm receives 50+ change order requests weekly. Using this integration, approved change orders automatically create Planfix tasks with scope details, budget limits, and deadlines. Project managers gain 12-18 hours weekly previously spent manually creating tasks and briefing teams.

How ApproveThis Enhances This: Approval thresholds automatically approve small changes (<$5k) while escalating larger ones to senior managers. Vacation delegation ensures no delays if a project lead is unavailable.

2. Enforcing Task Validation

Template: "Submit new Planfix tasks for approval in ApproveThis"
Industry Example: A software development team uses this to validate feature prioritization. Product managers submit Planfix tasks for new features, which route to engineering leads in ApproveThis. The approval process includes calculated fields showing estimated development hours vs. available capacity.

Critical Differentiator: External clients can approve tasks via email without needing Planfix access, maintaining a clean audit trail showing client sign-off dates and comments.

3. Streamlining Partner Onboarding

Template: "Create approval requests for new Planfix contacts"
Industry Example: A procurement team auto-generates vendor approval workflows when new supplier contacts are added in Planfix. The legal team reviews compliance docs in ApproveThis, with all records synced back to Planfix upon approval.

Hidden Advantage: Approval groups allow parallel reviews by legal, finance, and department heads, cutting approval cycles from 7 days to 48 hours.

Setup Guide: Connecting ApproveThis and Planfix

1. Create a Zapier account if you don't have one.
2. In Zapier, choose ApproveThis as your trigger app and select either "New Request" or "Request Approved/Denied."
3. Connect Planfix as your action app, selecting "Create Task" or your desired endpoint.
4. Map ApproveThis fields (request ID, amount, requester) to Planfix task parameters.
5. Test with a sample approval request, then activate your Zap.

Pro Tip: Use ApproveThis' calculated fields to auto-populate Planfix task budgets or deadlines based on approval criteria.

Department-Specific Benefits

Project Management Teams

Eliminate "rogue tasks" by requiring approval before work begins. Real-time tracking in ApproveThis dashboards shows which approvals are delaying project kickoffs, allowing proactive interventions.

Finance Departments

Auto-sync approved budgets from ApproveThis to Planfix tasks, enforcing spending limits. Receive alerts when tasks approach 75% of approved amounts for pre-emptive oversight.

Operations Leaders

Use conditional approval logic to route facility requests, equipment purchases, or maintenance tasks based on cost, location, or urgency. All approved actions automatically create Planfix tickets with SLA timelines.

Why This Integration Beats Manual Processes

Traditional approval methods crumble under scale. Emails get buried, spreadsheets lack permissions, and ad-hoc messages leave no audit trail. By connecting ApproveThis and Planfix, you create a closed-loop system where:

• Approval criteria are enforced consistently
• Approvers act via email without app logins
• Approved actions auto-populate execution details

A healthcare IT company using this integration reduced compliance audit prep time from 3 weeks to 4 days by having every change request, approval, and task execution documented across both systems.

Getting Started

ApproveThis offers a 14-day free trial with full Zapier integration capabilities. Teams using Planfix typically see ROI within 30 days through reduced process delays and eliminated rework. Visit ApproveThis to register, or explore Planfix's workflow capabilities if you need a more robust project management foundation.

Final Note: Start with one high-impact approval workflow (e.g., client deliverables or purchase orders) before expanding to other use cases. Most teams configure their first working integration in under 45 minutes using Zapier's pre-built templates.