ApproveThis manages your Goals by KeepSolid Integration approvals.

When Goal-Setting Meets Approval Automation

Let's be real – most companies suck at two things: setting clear goals and getting decisions made without 17 follow-up emails. That's where pairing ApproveThis with Goals by KeepSolid gets interesting. We're not talking about another "integration" that just moves data between apps. This is about closing the gap between planning what needs to happen and actually getting permission to make it happen.

Goals by KeepSolid helps teams define objectives and key results (OKRs) like a pro. ApproveThis handles the messy reality of getting buy-in from finance, legal, or that one VP who's always on vacation. Connect them through Zapier, and you've got a system where goals trigger approvals automatically – and approvals update goals without manual busywork.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: complex enough to need structure, but agile enough to hate bureaucracy. Here's where the magic happens:

For Finance Teams

Imagine a sales team sets a bold revenue target in Goals. Instead of chasing down CFO approval through Slack, ApproveThis automatically routes the request with deal size thresholds. If it's over $50K? Escalates to VP. Under? Auto-approves. All while updating the goal's status in KeepSolid.

For Operations

New production targets get created in Goals. ApproveThis checks if safety certifications are current, pings the plant manager via email (no app login needed), and – once approved – triggers procurement orders in your ERP. All without Ops managers playing middleman.

Real Workflows That Don't Feel Like Robot Overlords

Use Case 1: No More "Who Approved This?!" Moments

A marketing team using Goals by KeepSolid sets a Q3 objective to "Increase paid ad spend by 40%." Normally, this would trigger 3 days of back-and-forth with finance. With the integration:

1. New objective created in Goals
2. Zapier detects it and fires to ApproveThis
3. Approval workflow checks:
- Budget impact via calculated fields
- Routes to CMO then CFO if over $20K
- Auto-denies if it conflicts with active campaigns

Approvers get email links to review – no need for marketing to CC everyone under the sun. Once approved, the goal status updates in KeepSolid automatically.

Use Case 2: Stop Chasing Down Sign-Offs

HR sets a diversity hiring goal in KeepSolid. The integration triggers when key results are added:

- New hire bonus approvals
- Background check sign-offs
- Legal team review for international roles

Each approval path uses conditional logic in ApproveThis. Approved? The hiring task gets marked complete in Goals. Denied? Comments sync back so HR knows exactly why.

Setup That Doesn't Require an IT Degree

If you can use online banking, you can connect these tools:

1. Create a Zapier account (free tier works)
2. In Zapier, connect your Goals by KeepSolid account
3. Connect ApproveThis (takes 2 minutes)
4. Pick a trigger from Goals – like "New Objective Created"
5. Add ApproveThis as the action – "Create Approval Request"
6. Map fields (e.g., goal title → request description)
7. Test with a real goal – watch the approval flow trigger

Pro tip: Start with one simple workflow (like budget-related goal approvals) before automating everything. Most teams get this live in under 45 minutes.

Features You'll Actually Use

Beyond basic approvals, this combo solves niche but annoying problems:

Vacation Delegation That Works

Your Head of Engineering is climbing Kilimanjaro? In ApproveThis, set their approvals to auto-route to their VP. No more stalled feature launch goals because someone's off-grid.

Approval Thresholds for Guardrails

Teams can set in ApproveThis:
- Auto-approve office supply requests under $500
- Require 2 signatures for cloud spend over $10K
All while keeping Goals updated on what's actually achievable.

Who Benefits Beyond the Obvious?

Compliance Teams

Every new compliance goal in KeepSolid (e.g., "Reduce audit findings by 25%") can trigger mandatory policy acknowledgments in ApproveThis. Track who approved what version – without manual checklists.

External Partners

Agencies setting client goals in KeepSolid? Use ApproveThis to get client sign-offs without giving them full platform access. They approve via email, you stay in sync.

The Bottom Line

Goals by KeepSolid tells you where you're going. ApproveThis removes the roadblocks in getting there. Together via Zapier, they turn strategic planning into executable action – without the approval purgatory.

This isn't about replacing human judgment. It's about eliminating the 37 unnecessary steps between "We should do this" and "We're doing this."

Next steps:
- Register for ApproveThis (free 14-day trial)
- Explore Goals by KeepSolid
- Or book a 20-minute demo to see real workflows

No sales scripts. Just show you how to approve a goal faster than you can schedule another meeting about meetings.