ApproveThis manages your Swit Integration approvals.

Why Combine ApproveThis and Swit?

Businesses thrive when tools work together – especially when they bridge gaps between decision-making and execution. ApproveThis (an approval workflow automation platform) and Swit (a unified collaboration suite) solve two critical but often disconnected challenges: getting decisions finalized quickly and turning those decisions into action. By connecting these platforms through Zapier, teams eliminate manual handoffs, reduce delays, and maintain full visibility from request to resolution.

Swit’s strength lies in bringing tasks, chat, and project tracking into one space. ApproveThis adds structure to approvals with rules-based routing, escalation paths, and audit trails. Together, they create a closed-loop system where nothing falls through the cracks. Marketing teams get creative assets approved without drowning in Slack threads. Operations teams process purchase orders faster. Project managers keep deliverables moving without status update meetings.

Key Integration Use Cases

1. Automating Task Creation for Approved Requests

When an ApproveThis request gets approved (like a budget increase or contract), Swit can automatically generate tasks for execution. A construction company might auto-create material procurement tasks when change orders are approved. Marketing agencies could instantly assign campaign launch steps after client sign-off. This eliminates the lag between approval and action.

How it works: Use Zapier to trigger a "Create Task" in Swit whenever an ApproveThis request is approved. Map critical details – due dates, assignees, and approval context – directly into Swit tasks.

2. Requiring Approvals Before Critical Tasks Start

Not all tasks should begin without oversight. For high-risk or high-cost activities, Swit tasks can trigger approval requests in ApproveThis. A software team might require CTO approval before deploying code to production. Healthcare administrators could mandate compliance reviews before patient data workflows begin.

How it works: Set up a Zap that starts an ApproveThis workflow when specific Swit tasks are created. Use ApproveThis’ conditional logic to route requests based on task type, project, or other Swit data.

3. Closing the Loop on Completed Work

When Swit tasks are marked done, ApproveThis can handle final sign-offs. Imagine a manufacturing team requiring quality assurance approval before shipping products. Or a legal team reviewing completed contract revisions. This ensures finished work meets standards before being finalized.

How it works: Connect Swit’s "Task Done" trigger to ApproveThis, initiating a review workflow. Include task details and attachments from Swit in the approval request for context.

4. Real-Time Approval Updates in Swit Channels

Keep teams aligned by posting approval decisions directly in Swit channels. When a funding request is approved, notify the finance channel. If a design gets rejected, alert the creative team without waiting for email. This reduces follow-up messages and keeps projects moving.

How it works: Configure a Zap to send messages to Swit whenever ApproveThis requests are approved or denied. Include decision details and next steps to maintain momentum.

Setting Up the Integration

Connecting ApproveThis and Swit takes 15 minutes via Zapier:

1. Log into your Zapier account (or create one).
2. Choose a trigger from either ApproveThis or Swit (e.g., "New Request" in ApproveThis).
3. Select an action in the other app (e.g., "Create Task" in Swit).
4. Map data fields between the apps (e.g., link approval comments to Swit task descriptions).
5. Test with real approvals and tasks to ensure accuracy.

For complex workflows, use ApproveThis’ calculated fields or approval thresholds to determine when Swit actions should occur. Example: Auto-create Swit tasks only for approvals over $10K, while smaller requests skip manual tasks.

Team-Specific Benefits

Project Managers

Break the approval bottleneck that delays timelines. Get automatic alerts when critical path items are approved, with all relevant details in Swit tasks. Use ApproveThis’ real-time dashboard to report on approval status during stakeholder reviews.

Finance Teams

Control spend without micromanaging. Set approval thresholds in ApproveThis to auto-approve small expenses while routing larger requests to Swit for budget tracking. Approvers can review POs directly from email without needing Swit access.

Marketing & Creative Teams

Stop chasing approvals across inboxes. Route asset reviews through ApproveThis with clear deadlines, then auto-post approved files to Swit channels. If changes are needed, comments sync back to Swit tasks for quick revisions.

External Partners

Clients or vendors can approve requests via email without logins to Swit or ApproveThis. Once they respond, Swit automatically updates project status. This keeps external collaborators in the loop without exposing internal tools.

Critical Advantages

Unlike basic approval apps, ApproveThis handles multi-layered scenarios that matter for real-world operations:

• Delegated Approvals: Automatically reroute requests if approvers are OOO, avoiding delays.
• Dynamic Calculations: Auto-approve requests under budget thresholds while flagging exceptions.
• Cross-Platform Visibility: See approval context in Swit tasks and task details in ApproveThis audits.

Swit users gain structure without rigidity. Approval workflows adapt to projects – simple one-step OKs for routine tasks, multi-level reviews for critical path items.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (free trial available).
2. Connect your Swit account via Zapier using Swit’s integration guide.
3. Build your first Zap – start with notifying a Swit channel when high-priority requests are approved.

For complex needs like conditional routing or budget thresholds, schedule a demo to design custom workflows.

The Bottom Line

ApproveThis and Swit solve the "now what?" problem in approvals. Decisions lead to immediate action, and actions trigger necessary oversight. By connecting these tools, companies can:

• Reduce approval delays by 60-80% through automation
• Cut miscommunication risks with centralized audit trails
• Maintain control without sacrificing team agility

The integration works for teams of all sizes – startups streamline founder approvals, enterprises manage multi-department workflows. Since ApproveThis doesn’t require licenses for approvers, scaling costs stay predictable.

Ready to stop letting approvals slow you down? Start your free trial or book a personalized demo to see how ApproveThis and Swit can power your workflows.