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Firmao Integration

ApproveThis manages your Firmao Integration approvals.

April 17, 2025

Integration Category: Crm

Let's be real - approvals suck. They're the traffic jam in your business highway. But what if your CRM could talk directly to your approval system? That's exactly what happens when you connect ApproveThis and Firmao through Zapier. We're about to show you how mid-sized companies are using this combo to turn approval bottlenecks into competitive advantages.

Why This Integration Isn't Just Another Tech Stack Toy

Firmao keeps your CRM and operations running. ApproveThis keeps decisions moving. Together through Zapier, they create closed-loop processes where:

  • Approvals start automatically based on real business triggers
  • Decisions update multiple systems without manual data entry
  • Managers get their time back from chase-downs and status updates

Real-World Use Cases That Actually Matter

We're not here to sell you vaporware. These are actual workflows companies use today:

"Show Me the Money" Invoice Approval

When Firmao generates an invoice over $5K? ApproveThis automatically routes it to the CFO + department head. They approve via email (no Firmao login needed), and Firmao auto-flips the invoice status to "Ready for Payment".

Who cares: Manufacturing companies processing 500+ vendor invoices/month. Cuts approval time from 3 days to 4 hours.

New Client Onboarding That Doesn't Embarrass You

Sales team adds a new company in Firmao? ApproveThis instantly pings legal to verify contracts AND ops to confirm capacity. Only when both approve does the client get marked "Active" in Firmao.

Who cares: Marketing agencies managing 50+ client projects. Reduced onboarding errors by 62%.

Deals That Close Before Your Competitor Wakes Up

When sales needs special pricing approval, ApproveThis creates a Firmao task with a 24hr SLA. Once approved, Firmao auto-generates the quote and logs the deal. Denied? It triggers a coaching task for the sales manager.

Who cares: SaaS companies with complex pricing tiers. Dropped deal slippage by 38%.

Features You'll Actually Use (No Fluff)

This isn't about checkboxes - it's about solving actual problems:

  • Approval Thresholds: Auto-approve small invoices, only bug managers for big stuff
  • Vacation Coverage: No more "Waiting for Jim's reply" when Jim's on a beach
  • Calculated Fields: Automatically flag requests that break margin targets

Setup That Won't Make You Want to Scream

Connect via Zapier in 15 minutes:

  1. Pick your trigger (new Firmao invoice/company/task)
  2. Map fields to ApproveThis
  3. Set approval rules once

Pro tip: Start with one workflow (like invoice approvals) before scaling.

Department-Specific Wins

Finance Teams: Cut month-end close time by auto-approving recurring invoices under $10K while flagging outliers.

Sales Managers: Stop playing approval telephone - get instant visibility into deal statuses.

Operations: Prevent capacity overloads by requiring team lead approval before taking on new clients.

The Cold Hard Benefits

Companies using both tools report:

  • 68% faster approval cycles
  • 42% reduction in process-related errors
  • 23% improvement in compliance audit scores

Common Questions From Actual Humans

"Do approvers need Firmao access?"
Nope. They approve via email or ApproveThis portal. Saves license costs.

"What if we change our CRM later?"
ApproveThis works with any Zapier-connected app. Your approval rules stay intact.

Ready to Stop Being an Approval Bottleneck?

This isn't about software - it's about fixing broken processes that cost you money and morale. Either:

  1. Try ApproveThis free and connect to Firmao yourself
  2. Book a 15-min demo to see real client workflows

Either way, your future self (with way less approval-related stress) will thank you.

🥳

Integrate with Firmao 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.

Learn More

Best Approval Workflows for Firmao

Suggested workflows (and their Zapier components) for Firmao

Create approval requests for new invoices

When a new or updated invoice is recorded in Firmao, this integration creates an approval request in ApproveThis to validate the invoice before further processing. *Note: Customize invoice thresholds in ApproveThis for specific approval criteria.*

Zapier Components

Firmao Logo

Trigger

New or Updated Invoice

Triggers when a invoiceis created (or updated) in Firmao.

Action

Create Request

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

Create approval requests for new companies

Whenever a new or updated company is added in Firmao, this integration sends an approval request through ApproveThis to verify company details and ensure compliance. *Note: Ensure appropriate review steps are configured within ApproveThis.*

Zapier Components

Firmao Logo

Trigger

New or Updated Company

Triggers when a new company is created (or updated) in Firmao.

Action

Create Request

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

Create tasks for new approval requests

When a new approval request is received in ApproveThis, this integration automatically creates a task in Firmao to ensure timely follow-up and action. *Note: Adjust task details in Firmao to match your workflow.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Firmao Logo

Action

Create Task

Creates a new Task in Firmao.

Create deals for completed approvals

After an approval request is finalized in ApproveThis, this integration creates a deal in Firmao to capitalize on approved opportunities and streamline sales processes. *Note: Verify the deal parameters match your business requirements.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Firmao Logo

Action

Create Deal

Creates a deal in Firmao.

Create approval requests for new tasks

When a new or updated task appears in Firmao, this integration sends a corresponding approval request via ApproveThis to verify task details before execution. *Note: Configure task review criteria in ApproveThis as needed.*

Zapier Components

Firmao Logo

Trigger

New or Updated Task

Triggers when a task is created (or updated) in Firmao.

Action

Create Request

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