ApproveThis manages your CoordinateHQ Integration approvals.

Let’s be real: chasing down approvals is where productivity goes to die. You’ve got tasks stuck in limbo, projects delayed because Karen from legal hasn’t checked her email, and zero visibility into who’s holding things up. That’s why pairing ApproveThis with CoordinateHQ isn’t just convenient—it’s a strategic move for any team tired of playing approval whack-a-mole.

Why This Combo Works (Besides Saving Your Sanity)

CoordinateHQ keeps projects moving, but approvals? That’s where things get messy. ApproveThis handles the “decisions” so Coordinate can focus on the “doing.” Together, they create a closed-loop system where:

• No task starts without proper sign-off
• Approval status auto-updates projects
• External clients can approve without logins/licenses

Translation: less herding cats, more hitting deadlines.

Real Teams Using This Stack Right Now

1. The Marketing Agency That Stopped Ghosting Clients

Imagine this: New campaign task in Coordinate → Auto-sends to client via ApproveThis → Client approves via email → Task status updates instantly. No more “checking in” every 12 hours. Their secret sauce? Using approval thresholds – small changes get auto-approved, big spends escalate. Clients feel heard without micromanaging.

2. The Construction Firm That Cut Permit Delays

Subcontractors submit change orders through Coordinate → Field managers get SMS approvals via ApproveThis → Approved? Project timeline auto-adjusts. They’re using sequential approvals so safety checks happen before budget sign-offs. No more $20k oversights because someone skipped a step.

3. The SaaS Company That Fixed Feature Bloat

New feature request in Coordinate → Triggers approval workflow with calculated ROI fields → PMs approve/deny based on real-time metrics → Denied? Auto-archives with reason logged. Their trick: calculated fields that show engineering hours vs. projected revenue. Decisions got data-driven, fast.

Setting This Up Without an IT Degree

Connect ApproveThis and CoordinateHQ via Zapier in three steps:

1. Pick your trigger (e.g., “New Task” in Coordinate)
2. Map critical fields (due dates, budgets, etc.)
3. Set approval rules (who, in what order, with what thresholds)

Pro tip: Use vacation delegation so approvals never stall when someone’s OOO. Your Zaps handle the handoffs automatically.

Why Your Finance Team Will Finally Stop Yelling

Procurement requests in Coordinate → Auto-route based on amount → ApproveThis handles multi-level approvals → PO gets generated upon OK. Finance leads love the audit trails – every decision is timestamped and tied to actual project data. No more “Who approved this?!” during audits.

Client Approvals That Don’t Require a PhD in Your Tools

External partners don’t need Coordinate logins to approve. ApproveThis sends email/SMS links that even your least tech-savvy client can click. Bonus: conditional logic means they only see fields relevant to their sign-off. No accidental edits to protected project details.

The Hidden Perks You’ll Actually Use

Beyond the obvious time saves:

• Escalation paths: Stuck approval? Auto-notify managers after 24hrs
• Version tracking: See exactly what was approved when
• Mobile-first: Approve from job sites, airports, anywhere

When to Consider a Different Approach

This combo works best when:

• You need structured approvals (not casual check-ins)

• Multiple teams/departments are involved

• Audits/compliance matter (hello, real-time tracking)

If you’re a 5-person team approving lunch orders? Maybe overkill. 50+ employees with complex workflows? Game changer.

Getting Started Without the Overwhelm

Pick one high-friction process (vendor contracts, content calendars, etc.) and build your first Zap. Most teams see ROI in under two weeks. The key is starting simple – you can add conditional branches and fancy logic later.

Ready to stop being an approval secretary? Register for ApproveThis or book a 15-minute demo. We’ll show you how to connect the dots with CoordinateHQ so you can finally focus on work that matters.

P.S. If you’re still manually forwarding approval emails, we’re judging you (lovingly).