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ProjectPlace Integration

ApproveThis manages your ProjectPlace Integration approvals.

April 17, 2025

Integration Category: Project Management

Let’s cut to the chase: approvals are the traffic jams of project management. Someone creates a task in ProjectPlace, it sits waiting for a sign-off, and suddenly your team’s momentum is stuck behind an email chain that starts with “Per my last message…” Sound familiar?

That’s why we built ApproveThis to plug directly into ProjectPlace via Zapier. No more switching tabs, chasing down approvers, or guessing where a request is stuck. Here’s how it works:

What Happens When You Stop Treating Approvals Like an Afterthought

ProjectPlace keeps projects moving. ApproveThis keeps decisions moving. Combine them, and you get:

  • No more “I didn’t see the request” excuses (approvals live in email and ProjectPlace)
  • Automatic escalation if someone’s on vacation or ignoring their inbox
  • Budget approvals that auto-approve small spends but flag big ones

Example: A marketing team needs final sign-off on campaign assets. Without automation, the designer uploads files to ProjectPlace, then manually pings the CMO via email. With ApproveThis, the moment the card is updated, the CMO gets an actionable email to approve or reject – right from their phone.

The Secret Sauce: Approval Logic That Actually Understands How Work Happens

ApproveThis isn’t just a “yes/no” button. It’s built for companies where approvals involve:

  • Multiple departments (engineering needs legal’s sign-off before shipping)
  • External clients (freelancers don’t need a ProjectPlace license to approve invoices)
  • Rules that change based on dollar amounts or project stages

4 Ways This Integration Beats Manual Processes

1. Turn ProjectPlace Card Updates Into Approval Requests

Problem: Your team uses ProjectPlace cards to track tasks, but approvals still happen over Slack. Result? No paper trail, missed requests, and the classic “I approved that?!” amnesia.

Fix: When a card hits a specific column (like “Ready for Legal Review”), ApproveThis automatically:

- Routes the request to the right person(s)
- Adds deadline reminders
- Logs every decision in ProjectPlace as a comment

Who needs this: Legal teams reviewing contracts, agencies getting client sign-offs, IT approving software purchases.

2. Push Approved Requests Back Into ProjectPlace As Actionable Tasks

Problem: Approved requests vanish into the void. Your team approved the budget increase, but the PM doesn’t know to update the project timeline.

Fix: When an approval is granted, ApproveThis can:

- Create a new ProjectPlace card with all details pre-filled
- Assign it to the right person
- Set a due date based on the approval terms

Who needs this: Operations teams managing procurement, HR onboarding new hires, product teams handling feature launches.

3. Auto-Escalate Issues Without Micromanaging

Problem: High-priority ProjectPlace issues get stuck because the first approver is OOO.

Fix: ApproveThis uses approval thresholds to auto-reassign requests after 24 hours. If the issue is tagged “Critical,” it skips the queue and goes straight to the department head.

Who needs this: Support teams handling outages, manufacturing dealing with supply chain hiccups, healthcare providers managing equipment requests.

4. Sync Approval Statuses Across Both Platforms

Problem: You approved the invoice in ApproveThis, but the ProjectPlace card still says “Pending.” Now accounting is emailing you for confirmation.

Fix: Approval decisions in ApproveThis automatically update ProjectPlace cards. Add custom statuses like “Approved – Pending Payment” or “Denied – Needs Resubmission.”

Who needs this: Finance teams tracking budgets, compliance officers auditing processes, remote teams across time zones.

Setting This Up Without Overcomplicating Things

You’re not here for a Zapier tutorial. But here’s the gist:

1. Create a Zap that triggers on ProjectPlace events (new card, updated status, etc.)
2. Map the key data ApproveThis needs (approver emails, due dates, custom fields)
3. Test it with a $50 software purchase request (not a $50k budget proposal)
4. Let your team break it for a week. Tweak. Then scale.

Pro Tip: Use ApproveThis’ calculated fields to auto-approve small expenses. If a ProjectPlace card has a budget under $500? Auto-approve. Over? Send it up the chain.

Why This Isn’t Just For Project Managers

Different teams get different wins:

IT & Security: Automate software request approvals. If an employee asks for a new tool in ProjectPlace, route it to their manager and cybersecurity for review. No more shadow IT.

Finance: Link ProjectPlace tasks to invoice approvals. When a vendor submits a quote via ProjectPlace, require two signatures for amounts over $10k. All approvals are audit-ready.

HR: Turn onboarding checklists into automated approval chains. When the IT card is done, ApproveThis auto-requests facilities to setup the new hire’s desk. No more manual handoffs.

The Bottom Line (No Fluff)

ApproveThis + ProjectPlace via Zapier works if:

- You have more than 50 employees (scale matters)
- Your approvals involve 2+ people/departments
- You’re tired of “Where are we on this?” status meetings

It’s not a good fit if you love CC’ing everyone on emails or think spreadsheets are “good enough.”

Get started with ApproveThis (free 14-day trial) or book a 10-minute demo to see how it plugs into ProjectPlace. No sales scripts, just use cases that match your team’s chaos.

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Integrate with ProjectPlace 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 ProjectPlace

Suggested workflows (and their Zapier components) for ProjectPlace

Create approval requests for new card events

When a new card event occurs in ProjectPlace, it automatically initiates an approval request in ApproveThis to review and take necessary action. This integration streamlines decision-making by tagging important project updates for review. *Note: Adjust approval details as needed.*

Zapier Components

ProjectPlace Logo

Trigger

Card Events

Gets card's related changes using webhook.

Action

Create Request

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

Create board cards for new approval requests

When an approval request is initiated in ApproveThis, this automation creates a card on a board in ProjectPlace to track the approval process. This integration connects approval workflows with project tracking for enhanced visibility. *Note: Ensure board configuration is set properly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ProjectPlace Logo

Action

Create Card on Board

Creates a new card on a board.

Create approval requests for new issues

When a new issue is logged in ProjectPlace, an approval request is automatically initiated in ApproveThis to validate or escalate the issue. This integration ensures timely review and resolution to keep projects on track. *Note: Customize approval criteria based on issue priority.*

Zapier Components

ProjectPlace Logo

Trigger

New Issues

Lists issues.

Action

Create Request

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

Update cards for completed approval workflows

When an approval request is finalized in ApproveThis, this automation updates the corresponding card in ProjectPlace to reflect the outcome. It ensures real-time visibility of approval results within project tasks. *Note: Map approval results to card statuses appropriately.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ProjectPlace Logo

Action

Update Card

Updates existing card.