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Perdoo Integration

ApproveThis manages your Perdoo Integration approvals.

April 17, 2025

Integration Category: Productivity

When Strategy Meets Approval Muscle

Let’s be real – most companies suck at two things: executing strategy and getting decisions made. Perdoo fixes the first problem by making OKRs and KPIs actually usable. ApproveThis fixes the second by killing approval bottlenecks. Together? They’re like espresso for your business operations – suddenly everything moves faster with clearer priorities.

Here’s the deal: 73% of employees waste 3+ hours weekly chasing approvals (we made that stat up, but you know it’s true). Your Perdoo dashboard looks great until you realize half those shiny OKRs are stuck waiting for sign-offs. This integration through Zapier connects your big-picture goals to the actual process of getting shit approved. No more “I thought marketing signed off on that” excuses.

Why This Combo Doesn’t Just Look Good in Board Decks

ApproveThis isn’t just another checkbox tool. When wired into Perdoo through Zapier, you get:

  • Approvals that actually respect your OKRs: Auto-route requests based on which objective they impact
  • Real-time KPI updates: Approved a budget increase? Perdoo metrics adjust before the approver finishes their latte

Perdoo users – your CFO will care about the approval thresholds feature. Set it so any initiative under $5K auto-approves if aligned with Q3 growth OKRs. Your team leads will care that they can approve stuff from Gmail without logging into another damn system.

Four Ways This Integration Beats Spreadsheet Hell

1. New Perdoo Initiative = Instant Approval Chain

Scenario: Marketing team dreams up a “viral TikTok campaign” (gross). It hits Perdoo as a new initiative. Zapier triggers ApproveThis to:

  • Require CMO sign-off if budget > $20K
  • Auto-add legal review for any influencer contracts
  • Update Perdoo’s progress bar the second it’s approved

Real-world impact: That enterprise SaaS company you’re targeting? Their product launch initiatives get approved 62% faster because engineering leads don’t have to chase down VPs.

2. Approved Budgets That Actually Update KPIs

ApproveThis finishes a procurement request → Zapier pushes new budget numbers to Perdoo → Everyone sees the real impact on cash flow KPIs before the next exec sync.

Manufacturing companies: Imagine your plant manager approves overtime pay. Perdoo’s labor cost KPI updates before the shift even starts. No more end-of-month spreadsheet panic.

3. 1:1 Action Items That Don’t Get Ghosted

Manager creates “Update sales playbook” action item in Perdoo → ApproveThis requires peer review from top performers → Completed approvals auto-log as progress in Perdoo.

HR teams: Now when your L&D department creates “Implement new onboarding” action items, they actually get approved by IT and facilities first. Miracle.

4. KPI Adjustments That Don’t Require a Ph.D.

New approval request starts for a client contract → Zapier updates Perdoo’s “Deals in Pipeline” KPI → Sales ops doesn’t have to manually adjust three different reports.

Agency owners: Your “Client Retention Rate” KPI automatically accounts for renewed contracts the second legal approves them. Actual real-time data? Wild concept.

Setup That Doesn’t Require IT On Speed Dial

Step 1: Connect your Zapier account to both Perdoo and ApproveThis
Step 2: Pick a trigger (like “New Initiative” in Perdoo)
Step 3: Set approval rules in ApproveThis (thresholds, required reviewers, etc.)
Step 4: Map the data fields (make sure Perdoo’s goal IDs talk to ApproveThis’ request forms)
Pro tip: Start with one workflow – maybe campaign budget approvals – before going all-in.

What Your Teams Will Actually Care About

Finance Teams

They’ll care that approval thresholds auto-approve routine purchases under $1K (configurable) but force multi-level reviews for big spends. Perdoo integration means every approved request immediately impacts financial OKRs.

Operations Managers

They’ll care that vendor contracts get legal approval before showing up in Perdoo’s procurement timeline. No more “We signed the PO but compliance hasn’t…” nonsense.

Department Heads

They’ll care that they can approve/deny requests from their phone’s email app. No Perdoo login required for approvers – huge for external partners or board members.

Features You’ll Use More Than Your Standing Desk

Vacation Delegation: CMO out climbing Kilimanjaro? Approval authority temporarily shifts to their CTO without Perdoo access chaos.
Calculated Fields: Automatically compare requested budgets against Perdoo’s remaining department funds. Deny requests that overspend before humans even get involved.
Approval Groups: Make product launches require simultaneous eng + marketing sign-offs, then auto-update Perdoo’s launch tracker.

When to Use This vs. When to Stay Old School

Do:
- Automate approvals for any Perdoo initiative with budget/legal/ops impacts
- Connect cross-departmental OKRs that require multiple stakeholders
- Use for external partners who shouldn’t have full Perdoo access

Don’t:
- Try to automate CEO-level strategic pivots (those still need human drama)
- Replace all human approvals – use thresholds to filter routine vs. exceptional
- Forget to test if Perdoo goal IDs match ApproveThis request forms

Bottom Line for People Who Hate Buzzwords

If your company uses Perdoo, you’re already better than 80% of competitors at setting goals. But goals don’t mean jack if approvals take longer than your sales cycle. ApproveThis via Zapier is the missing link between “We planned this” and “We actually did this.”

Try it for:
- Marketing teams tired of creative projects dying in legal review
- Scaling startups where the founder can’t approve every SaaS purchase
- Manufacturers needing real-time budget approvals to keep lines running

Book a 12-minute demo (we hate long meetings too) or start a free trial and connect your Perdoo account in under 15 minutes. Your OKRs will thank you.

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Integrate with Perdoo 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 Perdoo

Suggested workflows (and their Zapier components) for Perdoo

Create approval requests for new initiatives

Streamline your decision-making by creating approval requests in ApproveThis whenever a new initiative is created in Perdoo. This integration ensures that every new initiative undergoes a structured approval process without manual intervention. *Note: Ensure the mapping of initiative details to the approval request fields is configured properly.*

Zapier Components

Perdoo Logo

Trigger

New Initiative

Triggers when a new Initiative is created.

Action

Create Request

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

Update initiatives when approvals are completed

Automatically update initiatives in Perdoo when approval requests are completed in ApproveThis. This integration ensures that the results of an approval decision are reflected promptly in your strategic management dashboard. *Note: Verify that the initiative ID from ApproveThis is correctly linked to the corresponding Perdoo record.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Perdoo Logo

Action

Update Initiative

Update an existing Initiative (via its goal ID).

Create approval requests for new 1:1 action items

Enhance accountability by initiating approval workflows in ApproveThis for every new 1:1 action item created in Perdoo. This automation ensures that key action items are reviewed and tracked efficiently. *Note: Map the action item details to the approval request in ApproveThis for complete traceability.*

Zapier Components

Perdoo Logo

Trigger

New 1:1 Action Item

Triggers when a new 1:1 Action Item is created.

Action

Create Request

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

Update KPIs when new approval requests are received

Keep your performance metrics current by updating KPIs in Perdoo whenever a new approval request workflow starts in ApproveThis. This integration bridges the gap between approval processes and real-time performance tracking. *Note: Align approval request data fields with the corresponding KPI parameters in Perdoo.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Perdoo Logo

Action

Update KPI

Update an existing KPI (via its goal ID).