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Motion.io Integration

ApproveThis manages your Motion.io Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Muscle

Let's cut to the chase: Motion.io keeps projects moving, ApproveThis keeps decisions from getting stuck. Together? They're like a caffeine shot for your workflows. We're talking about eliminating those "waiting on approvals" bottlenecks that make projects drag on longer than a Zoom call that should've been an email.

Motion.io's great at herding client requirements and project details. But when you need actual decisions – budget sign-offs, contract approvals, scope change greenlights – that's where most teams hit quicksand. ApproveThis doesn't just automate the "approve this" emails. It adds structure, urgency, and audit trails to decisions that Motion.io wasn't built to handle.

Why This Combo Works for Teams That Hate Red Tape

Here's the thing – your 150-person SaaS company isn't getting smaller. Those ad-hoc Slack approvals and lost-in-inbox requests? They're costing you real money. This integration through Zapier turns Motion.io's project tracking into a decision-making engine. Three ways this plays out:

1. Client Changes Don't Derail Timelines

Marketing agencies know this pain: Client adds new stakeholders in Motion.io? Suddenly you need legal to review NDA updates, finance to adjust billing terms, and your PM to reshuffle resources. With the integration:

  • Motion.io profile updates trigger ApproveThis workflows
  • Legal gets auto-assigned contract reviews
  • Approved changes auto-update Motion.io tasks

Example: A 200-person digital agency cut client onboarding delays by 40% by linking Motion.io client intake forms to approval chains for SOWs and resource allocation.

2. Documents Actually Get Reviewed (Before the Deadline)

Law firms using Motion.io for case management: When new evidence files upload, ApproveThis pings partners with deadline-driven approval requests. Denied? Task gets auto-created in Motion.io for paralegals to fix formatting issues. Approved? Motion.io tasks update status without manual entry.

3. Helpdesk Tickets Don't Fall into Black Holes

IT teams in manufacturing companies: Critical hardware replacement tickets in Motion.io now require facilities manager approval before procurement starts. ApproveThis adds conditional logic – under $5k? Auto-approve. Over? Escalate to CFO with cost-center validation.

Setup That Doesn't Require an IT Ticket

If you can order lunch through DoorDash, you can connect these tools. Here's the playbook:

  1. Pick Your Pain Point: Start with one process – client onboarding docs, change orders, contract renewals
  2. Zapier Does the Plumbing: Create a Zap between Motion.io triggers and ApproveThis actions (takes 15 minutes if you're slow at clicking)
  3. Test with a Small Team: Run a pilot with your least tech-averse department (looking at you, sales ops)

Pro tip: Use ApproveThis' calculated fields to auto-route requests. Example: Motion.io project budget over $50k? Approval goes straight to VP instead of bogging down managers.

Features Your Team Will Actually Use

Beyond basic approvals, here's where the magic happens:

  • Approval Thresholds: Client requests under $10k auto-approved? Yes. Over that amount requires CFO eyes? Also yes.
  • Vacation Coverage: Sales director out climbing Machu Picchu? Requests auto-reassign so deals don't stall.
  • Email Approvals: External clients can approve directly from Gmail – no app logins required.

Who Benefits Beyond the Obvious

HR Teams: New hire equipment requests in Motion.io trigger IT approval workflows with budget checks.

Finance: Motion.io project change orders auto-create approval requests with ROI calculations baked in.

Compliance: All client document uploads in Motion.io get mandatory legal reviews before being marked complete.

The Bottom Line for Teams Over 50 People

You didn't buy Motion.io to create more bureaucracy. But growth brings necessary process. ApproveThis adds just enough structure without killing agility. The Zapier integration means:

- No more "Who approved this?!" finger-pointing
- Clients get faster answers without hounding your team
- Project managers actually know statuses in real time

Ready to Stop Chasing Approvals?

If your Motion.io projects keep waiting on decisions, here's your move:

1. Get ApproveThis set up (14-day trial, no CC required)
2. Connect to Motion.io via Zapier in under an hour
3. Pick one process to automate this week

Or book a 15-minute demo to see how agencies and scaling tech teams use this combo to keep clients happy and projects profitable.

🥳

Integrate with Motion.io 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 Motion.io

Suggested workflows (and their Zapier components) for Motion.io

Create ApproveThis requests for updated Motion.io client profiles

When a client profile is added or updated in Motion.io, this integration creates a new approval request in ApproveThis. This ensures that any client-related changes undergo a structured review process, promoting accountability and accuracy in handling client information.

Zapier Components

Motion.io Logo

Trigger

Client Added or Updated

Triggers when a client in your client directory is added or updated.

Action

Create Request

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

Create Motion.io tasks for approved or denied requests in ApproveThis

Whenever a request is approved or denied in ApproveThis, a corresponding task is automatically created in Motion.io. This ensures that critical actions based on decisions are promptly addressed by the team.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Motion.io Logo

Action

Create Task

Create a task in a specified project

Create ApproveThis requests for new Motion.io file uploads

Automate your compliance process by generating approval requests in ApproveThis whenever a new file is uploaded in Motion.io. This integration ensures that all shared documents are reviewed and approved quickly and efficiently.

Zapier Components

Motion.io Logo

Trigger

File Uploaded

Triggers when a file is uploaded to a portal.

Action

Create Request

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

Submit new ApproveThis requests for Motion.io helpdesk tickets

Effortlessly convert newly submitted helpdesk tickets in Motion.io into structured approval requests in ApproveThis. This automation facilitates a formal review process for client issues, enhancing support quality and client satisfaction.

Zapier Components

Motion.io Logo

Trigger

Helpdesk Ticket Submission

Triggers when a client submits a helpdesk ticket

Action

Create Request

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