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OneDeck Integration

ApproveThis manages your OneDeck Integration approvals.

April 17, 2025

Integration Category: Crm

When Bureaucracy Meets Automation

Let’s be real: most approval processes suck. They’re either rigid as a 1990s fax machine or so loose that requests vanish into the Slack abyss. That’s where pairing ApproveThis’s approval muscle with OneDeck’s workflow agility changes the game. Think of it like giving your processes a caffeine shot – things move faster, but nobody’s panicking.

OneDeck organizes your chaos – client projects, inventory orders, whatever. ApproveThis slaps structure on decisions. Together? You automate the back-and-forth that normally has people CC’ing the whole company. Finance gets invoices approved before the vendor starts passive-aggressive emailing. HR doesn’t lose onboarding docs. And your clients? They’ll think you’ve finally hired competent people.

Why This Combo Doesn’t Just “Work” – It Fixes Sh*t

ApproveThis: The Approval Sheriff

ApproveThis isn’t some basic checkbox tool. It’s where you set rules so money doesn’t walk out the door unsupervised. Multi-step approvals with conditions? Done. Auto-approve small expenses but escalate big ones? Easy. Need three VPs to sign off, but they’re never all in the office? Delegation’s handled. Best part: approvers don’t need a OneDeck login. Clients, vendors, that exec who only checks email – they can approve via email without seeing your backend mess.

OneDeck: Your Company’s Filing System (If It Actually Worked)

OneDeck’s where scattered data goes to get organized. Client contracts, project timelines, inventory spreadsheets – it corrals everything into trackable records. But until now, actually getting decisions on those records meant herding cats. That’s where the Zapier integration kicks in.

Three Ways This Integration Saves Actual Hours

1. Auto-Create Approvals When OneDeck Records Drop

The Setup: New client contract lands in OneDeck → Zapier fires it to ApproveThis → stakeholders get approval emails.

Who Cares: Marketing agencies. Client adds a campaign brief in OneDeck? The legal and finance teams automatically get an approval request for scope and budget. No more “Did you send that thing?” calls at 7 PM.

2. Mirror ApproveThis Requests in OneDeck (No Copy-Paste)

The Setup: Sales team submits a discount request in ApproveThis → Zapier creates a OneDeck record → Finance tracks all deals in one place.

Who Cares: Manufacturers. When procurement needs a rush material order approved, the request auto-populates a OneDeck record with supplier info, delivery dates, etc. Operations sees the real-time status without logging into another system.

3. Push Approval Outcomes Back to OneDeck (So Stuff Gets Done)

The Setup: Contract gets approved in ApproveThis → Zapier updates the OneDeck record status → Project team gets notified to start work.

Who Cares: Healthcare providers. Patient onboarding docs approved? OneDeck record auto-updates, triggering intake workflows. No more waiting for someone to manually flip a status.

Setting This Up Without Losing Your Mind

Zapier’s the middleman here, but you don’t need to be a tech wizard. Connect ApproveThis and OneDeck in Zapier’s dashboard – takes about 3 minutes if your coffee’s still hot. Map critical fields: OneDeck record IDs to ApproveThis request details, approval statuses back to OneDeck, etc. Pro tip: Start with one Zap, like auto-creating approvals for new client contracts. Once that runs smooth, add others.

Zapier’s tutorials cover the basics, but ApproveThis’s docs have specific recipes for OneDeck. And no, you don’t need to pay for extra OneDeck seats just for approvers – that’s the whole point.

Which Teams Stop Hating Their Jobs

Finance: No More Playing Detective

Invoice in OneDeck → Approval request auto-generated with amount, vendor, due date. Thresholds auto-approve small expenses. Large ones get routed to the right manager. Real-time dashboards show what’s pending, so month-end close doesn’t feel like a hostage situation.

Operations: Procurement That Doesn’t Bottleneck

Supplier quote in OneDeck → Approval workflow checks budget vs. project reserves. If it’s under $10K, auto-approve. Over? Escalate with calculated cost projections. Approved? PO gets generated, record updates. Denied? Supplier gets a polite auto-email. No human needed.

HR: Onboarding That Doesn’t Embarrass You

New hire docs uploaded to OneDeck → Approval request pings legal and the hiring manager. Signed? OneDeck record updates, triggering IT to set up accounts. All without HR manually forwarding PDFs.

This Isn’t Just “Efficiency” – It’s Damage Control

Companies between 50-5k employees hit the same wall: growth makes approvals either a free-for-all or a bureaucratic nightmare. This integration keeps the guardrails without the speed bumps. Clients see faster responses. Auditors get clean trails. And your team? They stop losing sleep over missed approvals.

ApproveThis handles the decision layer. OneDeck organizes the aftermath. Together, they make sure the right people say “yes” or “no” at the right time, with zero data entry. It’s boring, until you realize how much time you’ve been wasting on work that should’ve been automated years ago.

Cool. How Do I Stop Drowning in Approval Emails?

Either grab a free ApproveThis trial and plug it into your OneDeck, or book a 10-minute demo if you’d rather see the sauce in action. No upsell, just a walkthrough of how other teams killed their approval chaos.

Pro tip: Have your messiest approval process in mind. The one where things always get stuck. We’ll show you how to automate it. Worst case? You go back to forwarding emails. Best case? You actually leave work on time.

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Integrate with OneDeck 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 OneDeck

Suggested workflows (and their Zapier components) for OneDeck

Create approval requests for new OneDeck records

When a new record is added in OneDeck, this integration creates an approval request in ApproveThis to streamline decision making. It ensures that every new record is reviewed before processing. *Note: Ensure that record fields are mapped correctly for approval details.*

Zapier Components

OneDeck Logo

Trigger

Record Created

Triggers when a new record in the board is created.

Action

Create Request

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

Create OneDeck records for new approval requests

When an approval request is initiated in ApproveThis, this automation creates a new record in OneDeck to track the progress. It centralizes documentation of approval workflows and simplifies record management. *Note: Verify the field mapping to match approval request details.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

OneDeck Logo

Action

Create Record

Creates a Record

Update OneDeck records for approved requests

After an approval request is completed in ApproveThis, this integration automatically updates the corresponding record in OneDeck. It ensures that final decisions are accurately reflected, enhancing record and workflow integrity. *Note: Validate that record identifiers match between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

OneDeck Logo

Action

Update Record

Updates a Record