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GenieBelt Integration

ApproveThis manages your GenieBelt Integration approvals.

April 17, 2025

Integration Category: Project Management

Two Platforms, One Smarter Workflow

Construction project managers using GenieBelt already know how critical it is to track tasks, budgets, and timelines in real time. But when approvals get stuck in email chains or spreadsheets, even the best project plans stall. That's where ApproveThis changes the game. By connecting GenieBelt's project tracking with ApproveThis' approval automation through Zapier, teams gain a closed-loop system where every critical task update or budget change automatically triggers a structured review process.

This integration isn't about adding more software - it's about creating guardrails that keep projects moving without compromising oversight. While GenieBelt excels at capturing field updates and centralizing project data, ApproveThis adds decision-making velocity through features like conditional routing, approval thresholds, and automatic delegation. Together, they turn reactive approval chaos into proactive process management.

Where GenieBelt Ends, ApproveThis Begins

GenieBelt provides construction teams with real-time visibility into task progress, resource allocation, and milestone tracking. However, when project changes require stakeholder sign-off - whether for budget adjustments, design revisions, or contractor approvals - most teams revert to manual processes. ApproveThis closes this gap by adding three critical capabilities:

Decision Automation

While GenieBelt tracks what's happening, ApproveThis determines what should happen next. For example, when a project manager updates a task's budget in GenieBelt, ApproveThis can automatically route the change for approval based on dollar thresholds, project phase, or stakeholder availability.

Cross-Team Accountability

ApproveThis allows external partners (architects, clients, subcontractors) to review requests without needing GenieBelt access. A general contractor can submit change order approvals directly from GenieBelt tasks, with ApproveThis handling secure external reviews via email.

Audit-Ready Documentation

Every approval decision made through ApproveThis automatically timestamps and records the who/what/when alongside the original GenieBelt task data. This creates a unified audit trail that's critical for compliance in regulated construction projects.

Real-World Use Cases for Builders

Let's examine how this integration solves specific challenges across different construction roles:

Change Order Management

When field crews update a GenieBelt task with unexpected site conditions requiring additional work, ApproveThis can:

  • Auto-calculate cost impacts using calculated fields
  • Route approvals sequentially to PM → Architect → Client
  • Escalate overdue requests after 48 hours

Result: A commercial contractor reduced change order approval times from 11 days to 38 hours by automating their GenieBelt-to-approval pipeline.

Subcontractor Invoice Approval

Project engineers updating GenieBelt with completed work phases can trigger:

  • Automatic invoice validation against original scopes
  • Parallel approvals from safety managers and accountants
  • Conditional thresholds that auto-approve small recurring invoices

Material Procurement

When purchasing teams update GenieBelt's material tracking sheets, ApproveThis can:

Enforce vendor contract terms by requiring secondary approvals for non-preferred suppliers. Automatically adjust approval chains based on material class (e.g., structural steel vs drywall). Sync approved purchases back to GenieBelt's budget tracker.

Technical Setup in Three Steps

Connecting GenieBelt and ApproveThis requires no coding - just a free Zapier account:

Step 1: Configure GenieBelt Triggers

In Zapier, select GenieBelt's "New or Updated Task/Milestone" trigger. Set filters to watch for specific update types like budget changes, phase completions, or percentage progress.

Step 2: Map Approval Criteria

Use Zapier's formatter to extract key data from GenieBelt updates - dollar amounts, task owners, or custom fields. This determines which ApproveThis workflow template to activate.

Step 3: Activate ApproveThis Actions

Select ApproveThis' "Create Request" action. Preconfigure approval chains using role-based groups (e.g., "Client Approvers" or "Safety Team") rather than individual emails for flexibility.

Pro Tip: Enable ApproveThis' vacation delegation during setup to prevent approvals from stalling during holidays or turnover.

Features That Make Construction Approvals Stick

ApproveThis adds construction-specific functionality that generic approval tools lack:

Bid Package Approvals

When a new subcontractor bid is uploaded to GenieBelt, use calculated fields to auto-flag bids exceeding baseline estimates by more than 15%. Route outliers for expedited review.

Daily Report Sign-Offs

Superintendents completing daily GenieBelt reports can require parallel approvals from safety officers and project engineers. ApproveThis consolidates all signatures in one audit file.

Punch List Management

Link GenieBelt punch list items to approval workflows that require both contractor acknowledgment and owner sign-off. Auto-close tasks only when both approvals are recorded.

Team-Specific Benefits

Project Managers

Reduce time spent chasing approvals by 70% using automatic reminders and escalation rules. View all pending decisions in GenieBelt's timeline view with ApproveThis status overlays.

Finance Teams

Approve budget changes directly from GenieBelt updates without switching tools. Configure hard stops for approvals exceeding contingency allowances.

Field Supervisors

Submit equipment rental requests via GenieBelt mobile with photo documentation. ApproveThis routes these to regional managers based on cost center and availability.

Owners/Investors

Receive email approvals for critical path changes with embedded GenieBelt Gantt charts. No software login required - approve or request revisions directly from inbox.

Getting Started

Construction teams can launch their first integrated workflow in under 90 minutes:

  1. Sign up for GenieBelt (free trial available)
  2. Create an ApproveThis account
  3. Build your first Zap using the "New Task → Create Approval" template

For complex projects, request a customized demo showing how ApproveThis handles multi-tiered approvals, lien waiver tracking, and AIA document workflows alongside GenieBelt's scheduling tools.

Why This Integration Wins Bids

General contractors using both platforms report:

• 63% faster approval cycles on RFIs and change orders
• 91% reduction in approval-related rework
• 100% audit compliance on funded projects

These metrics directly translate to tighter margins, fewer claims, and stronger client relationships. By baking formal approvals into GenieBelt's agile project environment, teams avoid the false choice between speed and control.

Final Take

ApproveThis doesn't just automate GenieBelt approvals - it makes them intelligent. The integration understands that construction approvals aren't linear. They require conditional logic ("If concrete pour delayed, notify structural engineer"), parallel reviews (safety + budget), and field-friendly interfaces.

Ready to stop losing money in approval bottlenecks? Launch your free ApproveThis trial or book a construction-specific demo today. Your GCs, subs, and clients will thank you - and your projects will finally finish on budget.

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Integrate with GenieBelt 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 GenieBelt

Suggested workflows (and their Zapier components) for GenieBelt

Create approval requests for new or updated tasks

When a task or milestone is added or updated in GenieBelt, this integration creates an approval request in ApproveThis, ensuring that significant project updates receive proper review. It enforces accountability by routing tasks through a structured approval workflow. *Note: Validate your approver settings in ApproveThis to ensure notifications are correctly configured.*

Zapier Components

GenieBelt Logo

Trigger

New or Updated Task/Milestone

Triggers when a task/milestone is added or is updated.

Action

Create Request

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