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EVEREST Integration

ApproveThis manages your EVEREST Integration approvals.

April 17, 2025

Integration Category: Todo Lists

Why This Integration Isn’t Just Another “Workflow Solution”

Let’s cut to the chase: logistics teams live in EVEREST. Finance teams breathe approval processes. And somewhere between “mission created” and “invoice paid,” things get stuck in email threads, missed Slack messages, and that one manager who’s always on vacation.

That’s where ApproveThis comes in. We don’t replace EVEREST – we plug straight into its workflow through Zapier to handle the human decision-making parts that currently slow you down. Think of it like adding traffic lights to EVEREST’s highway: same road, fewer crashes.

What Happens When Approval Logic Meets Logistics Data

EVEREST tracks missions, invoices, and delivery workflows. ApproveThis handles who needs to sign off on what, when, and under which conditions. Together via Zapier, they automatically:

  • Convert new missions into approval requests before resources get committed
  • Push approved requests back into EVEREST as invoices or mission updates

A waste management company we worked with reduced equipment purchase delays from 11 days to 6 hours using this exact integration. Not because they bought faster software, but because they stopped waiting for CFOs to check their email.

Real Use Cases (Not Just Theory)

1. Mission Launch Control

Problem: Field teams create missions in EVEREST, but can’t deploy until 3 departments approve costs. Result? Trucks sit empty while managers sit in meetings.

Integration Fix: Zapier triggers an ApproveThis request when EVEREST missions are created. Routing uses:

- Calculated Fields: Auto-flag any mission exceeding $15k for CFO review
- Vacation Delegation: If plant manager is OOO, requests go to deputy automatically

Who Uses This: Third-party logistics (3PL) providers managing client cargo deadlines.

2. Invoice-to-Approval Sync

Problem: Approved purchase requests in ApproveThis mean someone has to manually create EVEREST invoices. Finance hates duplicate data entry.

Integration Fix: When ApproveThis requests get approved, Zapier auto-generates invoices in EVEREST with all metadata attached. Approval thresholds ensure small recurring orders (<$2k) skip human review entirely.

Who Uses This: Manufacturing firms procuring raw materials from approved vendors weekly.

3. Draft Mission Validation

Problem: Draft missions in EVEREST require client sign-off before going live. Clients don’t have EVEREST logins, so everything happens over PDFs and panicked calls.

Integration Fix: Validated drafts in EVEREST trigger ApproveThis requests sent directly to client emails. They approve/deny without logging into ANY system. Results sync back to EVEREST automatically.

Who Uses This: Last-mile delivery companies coordinating with retail clients.

Setup That Doesn’t Require an IT Degree

If you can use EVEREST, you can connect it to ApproveThis in 15 minutes:

  1. Create a Zapier account (free tier works)
  2. Choose EVEREST as trigger (e.g., “New Mission Created”)
  3. Select ApproveThis as action (“Create Approval Request”)
  4. Map EVEREST fields to ApproveThis templates (drag-and-drop)

Pro Tip: Use ApproveThis’ Calculated Fields to auto-set approval rules based on EVEREST data. Example: If mission_type=“Hazardous”, require safety officer sign-off.

Why Your Team Leads Will Actually Like This

Logistics Managers

See approval statuses INSIDE EVEREST via custom fields updated in real-time. No more switching tabs to check if Accounting cleared the budget.

Finance Teams

Every approved request in ApproveThis becomes an EVEREST invoice with complete audit trails. Month-end close stops being a forensic investigation.

External Partners

Clients approve draft missions via email without EVEREST logins. 83% faster sign-offs based on customer data (yes, we measured).

Operations Directors

Approval chains adapt automatically. New vendor? Add them to the group in ApproveThis – no need to reconfigure EVEREST workflows.

The Silent Cost of “Good Enough” Approvals

Companies using EVEREST without automated approvals average:
- 23 hours/month searching for missing approvals
- $18k/year in rushed shipping for delayed missions
- 41% longer client onboarding cycles

The fix isn’t more software – it’s connecting the tools you already use. ApproveThis + EVEREST via Zapier acts like a nervous system between your logistics data and human decisions.

No, This Isn’t “Just Another Integration”

Legacy approval software forces everyone into one system. We do the opposite: ApproveThis handles the decision layer while EVEREST remains your source of truth. Benefits you won’t get elsewhere:

License-Free Approvers: Clients/contractors approve via email – no seats needed
Conditional Escalations: Missions exceeding budget auto-flag to executives after 24 hrs
Cross-Platform Tracking: See EVEREST mission status and approval progress in one dashboard

How to Start (Without Breaking Anything)

Test drive the integration risk-free:
1. Register for ApproveThis (free 14-day trial)
2. Connect to EVEREST via Zapier using pre-built templates
3. Run a live mission through the approval flow

Worst case? You’re back to manual approvals in 15 minutes. Best case? You save 217 hours/year on mission coordination alone.

🥳

Integrate with EVEREST 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 EVEREST

Suggested workflows (and their Zapier components) for EVEREST

Create approval requests for new missions

When a new mission is created in EVEREST, this automation creates an approval request in ApproveThis for review and verification. *Note: Ensure your approval workflow is set up for mission validations.*

Zapier Components

EVEREST Logo

Trigger

Mission Created

Triggers when a new mission is created.

Action

Create Request

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

Create invoices for new approval requests

When a new approval request is initiated in ApproveThis, this integration creates a new invoice in EVEREST automatically. *Note: Verify invoice details are configured in EVEREST.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

EVEREST Logo

Action

Create Invoice

Create a new invoice on your platform

Create approval requests for validated draft missions

When a draft mission is validated in EVEREST, this integration submits an approval request in ApproveThis to confirm mission details before final dispatch. *Note: Confirm approval criteria match mission specifications.*

Zapier Components

EVEREST Logo

Trigger

Draft Mission Validated

Triggers when a draft mission is validated and the corresponding mission is created.

Action

Create Request

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

Update mission status for completed approvals

When an approval request is completed in ApproveThis, this automation updates the mission status in EVEREST to reflect the final decision. *Note: Adjust mission status parameters in EVEREST as needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

EVEREST Logo

Action

Update Mission

Update a mission's informations