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Dart Integration

ApproveThis manages your Dart Integration approvals.

April 17, 2025

Integration Category: Project Management

Let’s cut to the chase: approvals suck. They’re the speed bumps of business operations. But here’s the thing – they don’t have to. When you connect Dart’s project management muscle with ApproveThis’ approval automation, you’re not just streamlining processes. You’re creating a self-driving approval system that keeps work moving while maintaining control.

Why This Combo Works Better Than Your Current Setup

Dart keeps teams aligned on tasks and docs. ApproveThis cuts through approval gridlock. Together through Zapier, they handle the grunt work of routing requests, chasing signatures, and updating records – automatically. We’re talking about eliminating the "Hey, did you see my approval request?" Slack messages for good.

The Nuts and Bolts You Actually Care About

Here’s what makes this integration stick:

  • No approval black holes: Every Dart task/doc requiring approval automatically creates an ApproveThis request with all context attached
  • Zero license sprawl: External clients or contractors can approve directly via email without needing Dart access

Real example: A marketing agency routes client content approvals through Dart tasks. ApproveThis automatically sends the draft + brief to the client’s email. Client clicks approve → Dart task auto-completes → PM gets notified. No logins, no chasing.

Four Ways This Actually Plays Out in the Real World

1. The Task Approval Accelerator

Zap: New Dart task → ApproveThis request
Who needs it: Project managers drowning in change requests
How it works: Create tasks in Dart that auto-trigger approval chains. Product teams use this for sprint change requests – PM creates task, engineering lead approves/rejects via email in under 2 mins.

2. The Paperless Paper Trail

Zap: Approved request → Dart doc update
Who needs it: Compliance teams auditing contract changes
How it works: Legal approves updated NDAs in ApproveThis → Approved version automatically replaces old doc in Dart. Version history stays intact, compliance gets automatic audit trail.

3. The Budget Guardrail

Zap: Dart task with $ value → Conditional approval chain
Who needs it: Finance teams tired of rogue spending
How it works: Set approval thresholds so any Dart task over $5k auto-routes to CFO. Under $5k? Auto-approves. Procurement teams use this for vendor onboarding – no more manual amount checks.

4. The Client Approval Shortcut

Zap: New Dart doc → Approval request to external email
Who needs it: Agencies and consultants managing client sign-offs
How it works: Client-facing teams attach final deliverables in Dart → ApproveThis sends email approval link to client → Approved files auto-move to "Client Approved" folder. No more "I can’t find the login" excuses.

Setting This Up Without Losing Your Mind

Here’s the 30-second version:

  1. Connect Dart + ApproveThis via Zapier
  2. Choose your trigger (new task/doc in Dart = approval request)
  3. Map critical fields: Due dates, assignees, $ amounts
  4. Test with a $1 expense approval (seriously, start small)

Pro tip: Use ApproveThis’ calculated fields to auto-route Dart tasks based on project budgets or client tiers. No coding – just set rules like "If client = Tier 1 → Escalate to VP".

Why Different Teams Are Stealing This Playbook

Operations Teams

Cut procurement approval times by 60% by auto-creating approval requests for every Dart task tagged "Purchase". Approval thresholds auto-route based on vendor type and amount.

HR Teams

Onboarding just got less chaotic. New hire doc packages in Dart trigger multi-department approvals (IT for equipment, Facilities for desk setup) with automatic reminders. Vacation delegation means approvals never stall when someone’s OOO.

Client Services Teams

Deliverables get client approvals 3x faster using email links instead of shared logins. Approved files auto-update in Dart → status reports stay accurate without manual entry.

The Quiet Advantage You’re Overlooking

This integration isn’t just about speed. It’s about creating an approval paper trail that doesn’t require actual paper. Every approved/denied action in ApproveThis timestamps and records the decision reason → automatically attaches to the original Dart task/doc. Auditors love this. Legal loves this. You’ll love not having to dig through email chains.

When to Stick With Manual Approvals (Yes, Really)

This isn’t magic pixie dust. If your approval process changes daily or requires 10+ approvers randomly selected, maybe pump the brakes. But for 95% of recurring approvals (vendor contracts, budget checks, client deliverables), this combo cuts process fat.

Your Move

Here’s the bottom line: Approvals are either bottlenecks or momentum builders. Dart gives you the project visibility. ApproveThis gives you the decision velocity. Together through Zapier, they keep work moving without turning approvals into a part-time job for someone.

Ready to stop being a human router? Get started with ApproveThis or book a 10-minute demo to see real Dart workflows in action. No sales jargon – just show you how to reclaim 6+ hours/week on approval admin.

P.S. If you’re still manually updating Dart tasks when someone approves a request…we need to talk.

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Best Approval Workflows for Dart

Suggested workflows (and their Zapier components) for Dart

Create approval requests for new tasks

When a new task is created in Dart, automatically initiate an approval request in ApproveThis. This integration streamlines task verification by triggering approval workflows as soon as tasks are logged. *Note: Ensure that task details are mapped to the appropriate approval fields.*

Zapier Components

Dart Logo

Trigger

Task Created

Triggers when a task is created.

Action

Create Request

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

Create tasks for new approval requests

When an approval request is initiated in ApproveThis, create a task in Dart for further follow-up. This automation helps teams track approval items and manage tasks efficiently. *Note: Verify task configurations before activation.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Dart Logo

Action

Create Task

Create a new Task in a dartboard.

Update documents on approval decision

After an approval decision in ApproveThis, update relevant documents in Dart reflecting the new status. This integration ensures document information stays accurate with minimal manual effort. *Note: Map approval fields to document fields as needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Dart Logo

Action

Update Doc

Update an existing Doc in a folder.

Submit document approvals for new docs

When a new document is created in Dart, automatically submit it for approval in ApproveThis. This workflow helps streamline document validation processes by automating approval submissions. *Note: Connect document fields appropriately.*

Zapier Components

Dart Logo

Trigger

Doc Created

Triggers when a doc is created.

Action

Create Request

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