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Manifestly Checklists Integration

ApproveThis manages your Manifestly Checklists Integration approvals.

April 17, 2025

Integration Category: Product Management

Why Your Approval Process Needs This Tag Team

Let's cut through the corporate speak: approvals suck when they're stuck in email threads, lost in Slack, or bottlenecked by that one VP who's always "out of office." ApproveThis and Manifestly Checklists aren't just tools - they're your new workflow enforcers. Together, they turn "Where are we on this?" into "It's already done."

ApproveThis handles the decision-making dirty work - routing requests, chasing approvers, enforcing rules. Manifestly makes sure the actual work after the approval doesn't fall apart. Connect them through Zapier, and you've got a system where approvals trigger actionable checklists, and completed checklists auto-prompt the next approval. It's like workflow dominos.

No More "Approved, Now What?" Moments

Most approval systems fail at the handoff. Someone approves a purchase order, then accounting has to chase down three departments to actually process it. With this integration:

  • Approvals launch checklists: Greenlight a marketing campaign? Automatically trigger the 23-step launch checklist in Manifestly
  • Checklists trigger approvals: Finish onboarding paperwork? Auto-send the compliance sign-off to ApproveThis

Real example: A 250-employee HVAC company uses this combo to handle equipment purchases. Their ApproveThis workflow routes the $15k+ requests to the ops director. Once approved, Manifestly automatically starts the procurement checklist (order parts, schedule install team, add to maintenance schedule). Last year, this cut their "approved to installed" time from 14 days to 3.

Three Ways This Combo Beats Spreadsheet Jockeys

1. When Approvals Need an Instruction Manual

Use Case: New vendor approval in ApproveThis → Launch due diligence checklist in Manifestly

Law firms love this one. Partner approves new client intake? Manifestly kicks off conflict checks, KYC forms, and billing setup. No more associates guessing what step comes next.

2. The Paperwork Handoff

Use Case: Completed safety inspection checklist in Manifestly → Auto-create permit approval request in ApproveThis

Construction companies run this to close projects faster. Field super completes final walkthrough checklist? ApproveThis immediately notifies the city inspector to sign off. No more waiting for the office to process paperwork.

3. The "Why Wasn't I Looped In?" Killer

Use Case: Denied budget request in ApproveThis → Start cost-cutting checklist in Manifestly

Mid-market retailers use this to control spending. CFO rejects a store remodel? Manifestly automatically assigns the "Alternative Vendor Sourcing" checklist to the regional manager. Everyone stays moving without the awkward follow-up calls.

Setup That Won't Make You Hate Tech

If you can order DoorDash, you can connect these apps. Here's the drill:

  1. Grab your ApproveThis and Manifestly accounts
  2. Open Zapier and pick your trigger (e.g., "New Request in ApproveThis")
  3. Choose the action ("Start Checklist Run in Manifestly")
  4. Map the fields (takes 2 minutes)
  5. Test with a real request (protip: use your CEO's next TPS report approval)

Whole thing takes 15 minutes if you're slow at clicking. Less time than your last status meeting.

Who Actually Benefits From This?

Finance Teams Doing Damage Control

ApproveThis' approval thresholds auto-route big expenses to the CFO. Manifestly checklists then force accounting to actually book the accruals, notify department heads, and update forecasts. No more "Who approved this?!" during audits.

HR Avoiding Compliance Nightmares

New hire approved? Manifestly launches the 17-step onboarding checklist. But here's the kicker - each completed step (I-9 verification, benefits enrollment) auto-logs in ApproveThis as audit-ready approvals. Your lawyer will actually smile.

Operations Keeping The Wheels On

Maintenance request approved? Manifestly checklist assigns parts ordering, technician dispatch, and customer follow-up. Bonus: ApproveThis' vacation delegation means no approvals get stuck when the plant manager's fishing in Montana.

Why This Isn't Just Another Integration

Most app combos just shuffle data. This one enforces accountability:

  • Approvers don't need Manifestly seats: Clients, vendors, execs approve via email. Manifestly checklists run internally without extra licenses.
  • Calculated fields prevent dumb decisions: ApproveThis can auto-deny requests that exceed budgets, then Manifestly suggests compliant alternatives.
  • Real-time tracking that matters: See both the approval status AND checklist progress in one dashboard. No more switching tabs to figure out WTF is happening.

Cool Features You'll Actually Use

Approval Thresholds That Work

Set it so anything under $5k auto-approves (Manifestly handles the rest). Over $50k? Escalate to the board with one click. CFOs report this alone saves 4 hours/week.

Checklists That Adapt

ApproveThis sends custom data to Manifestly. Example: Approving a $100k+ IT purchase? Manifestly auto-adds steps for cybersecurity review and redundancy checks.

Delegate Without Disaster

ApproveThis automatically reassigns approvals when someone's OOO. Manifestly checklists update task owners based on who's actually available. No more "I thought Bob was handling it!"

The Bottom Line for Grown-Up Companies

If you're between 50-5,000 employees, you're too big for ad-hoc approvals but too lean for enterprise BS. This integration cuts the workflow drama by:

  • Eliminating 37% of approval-related emails (real client data)
  • Making checklists actually get finished (83% faster completion rates)
  • Letting you stop being the approval traffic cop

How To Not Waste Another Quarter

Option 1: Keep pasting approval links into Slack and hoping for the best.

Option 2: Get ApproveThis, connect it to Manifestly via Zapier, and actually know who's doing what.

If you need a nerd to walk you through it, book a demo. But honestly, your ops manager can probably set this up before their next coffee break.

🥳

Integrate with Manifestly Checklists 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 Manifestly Checklists

Suggested workflows (and their Zapier components) for Manifestly Checklists

Run Manifestly checklists for new ApproveThis requests

Ensure every new approval request receives structured attention. When a new request workflow starts in ApproveThis, this integration creates a new Manifestly checklist run, ensuring that every aspect is covered and approved tasks are executed efficiently.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Manifestly Checklists Logo

Action

Run Checklist

Creates a checklist run of a workflow.

Create ApproveThis requests for completed Manifestly checklist runs

Streamline post-checklist processes by leveraging this automation to ensure approvals are seamlessly triggered in ApproveThis once a Manifestly checklist run is fully completed.

Zapier Components

Manifestly Checklists Logo

Trigger

Complete Checklist Run

Triggers when a checklist run is completed.

Action

Create Request

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

Initiate Manifestly checklists from ApproveThis approval decisions

Automate operational responses by starting a Manifestly checklist run upon an ApproveThis approval or denial, ensuring that all follow-up tasks are immediately addressed in a structured manner.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Manifestly Checklists Logo

Action

Run Checklist

Creates a checklist run of a workflow.