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Syncupp Integration

ApproveThis manages your Syncupp Integration approvals.

April 17, 2025

Integration Category: Website App Building

When Task Management Meets Approval Power

Let's be real: nothing kills momentum like chasing down signatures. Syncupp keeps your tasks organized, but when you need actual decisions made? That's where most teams hit a wall. ApproveThis doesn't just move paperwork – it moves money, projects, and client work forward by cutting the "waiting game" out of your process.

Connect these two through Zapier, and you're not just automating clicks. You're fixing the broken handoffs between "we need this done" and "we approved this to happen." For teams between 50-5,000 people, that's the difference between hitting Q4 goals or explaining why everything's late.

Why This Combo Doesn't Just Look Good on a Dashboard

Syncupp's great at showing what needs to happen. ApproveThis handles the who said yes. Together, they solve the two biggest leaks in operational pipelines:

  • Approvals don't live in a vacuum – they're the gatekeepers for real work
  • Context switching kills accountability – teams lose days reconciling tasks with decisions

Example: A marketing agency uses Syncupp to track client deliverables. But without ApproveThis, every scope change request becomes a Slack storm between account leads. Connect the two? The moment a client asks for a new deliverable in Syncupp, ApproveThis pings the right approver based on budget impact. Approved? Syncupp auto-creates tasks. Denied? The client gets a rationale without 3 days of back-and-forth.

Use Cases That Actually Move Needles

We're not talking about "approve this PDF" scenarios. These are the workflows that cost mid-sized companies actual revenue when they're done manually:

1. Client Contracts That Don't Ghost You

The Problem: New client agreements in Syncupp often stall because legal hasn't reviewed payment terms, or leadership needs to OK special discounts.

The Fix: Zapier triggers an ApproveThis workflow the second a Syncupp agreement is drafted. Legal gets auto-assigned clauses to review based on contract type. Sales leads approve discount exceptions. All while the client sees real-time status updates without you having to play mediator.

Real-World Impact: A SaaS company reduced their sales cycle from 14 days to 6 by embedding approvals directly into their Syncupp-based onboarding. No more "I thought you were handling the MSA!"

2. Invoices That Don't Require Begging

The Problem: AP teams using Syncupp to track invoices still waste hours getting department heads to approve payments. Especially when approvers are traveling or buried in other tools.

The Fix: New Syncupp invoice? ApproveThis checks the amount against pre-set thresholds. Under $5K? Auto-approved, payment scheduled. Over? Escalated to a director's email and Slack with one-click approve/deny. All approvals sync back to Syncupp for audit trails.

Real-World Impact: A manufacturing firm cut invoice approval time from 11 days to 2. How? Their approvers could reject line items right from email comments without logging into Syncupp.

3. Projects That Start Before Requirements Change

The Problem: New project boards in Syncupp often lack resourcing approvals. Teams kick off work, only to find out later they didn't have budget sign-off.

The Fix: When a Syncupp board is created, ApproveThis requires PMs to submit staffing plans and cost estimates. Finance approves budgets, IT approves tool access requests, all before the first task is assigned. Bonus: ApproveThis' calculated fields auto-flag requests that exceed quarterly department caps.

Real-World Impact: An IT consultancy eliminated 92% of their project budget overruns by gatekeeping board activation with ApproveThis' conditional approvals.

Setup That Doesn't Require a PhD in Zapier

If you can set up an out-of-office email, you can connect these two. Here's the cheat code:

  1. Pick Your Pain Point: Start with one workflow – say, invoice approvals
  2. Build the Zap: Syncupp trigger (new invoice) → ApproveThis action (create request)
  3. Map Critical Fields: Invoice amount → Approval threshold, Vendor name → Request title
  4. Add Human Safeguards: Set up ApproveThis to auto-flag invoices over $10K for CFO review

Pro Tip: Use ApproveThis' vacation delegation so invoice approvals don't stall when your controller's on leave. Their backup gets auto-assigned requests without you lifting a finger.

Why Your Teams Will Actually Use This

Most approval tools add steps. This combo removes them. Here's how different departments benefit:

Finance Teams

No more herding cats for budget sign-offs. ApproveThis routes requests based on amount, department, and project type. Syncupp keeps all supporting docs in one place for audits.

Operations Leaders

See approval bottlenecks in real-time. If vendor onboarding requests pile up, check if ApproveThis' routing rules need tweaking. All without leaving Syncupp's dashboard.

External Collaborators

Clients or contractors can approve requests via email without a Syncupp login. ApproveThis keeps a record of their decisions in Syncupp automatically. (Yes, this works for NDAs and SOWs too.)

The Part Where We Tell You to Stop Wasting Time

ApproveThis isn't another seat license your team will ignore. It's the missing layer between Syncupp's tasks and the decisions that actually unblock them. The best part? Approvers don't need another login – they can approve via email, Slack, or right in Syncupp if they want.

Your options:

  • Keep doing manual approvals: Your competition will love this strategy
  • Automate the obvious: Start with one high-friction workflow (client contracts, invoices, etc.)

We know which one we'd pick. Get started with a free trial, or book a 10-minute demo to see how it works with your Syncupp setup.

Final Reality Check

If your Syncupp boards are filled with "Waiting on approval" tasks, you're not managing projects – you're managing delays. ApproveThis doesn't just automate clicks; it automates authority. That client contract that's been sitting in legal limbo for weeks? Fix it once, and you'll wonder why you waited this long.

🥳

Integrate with Syncupp 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 Syncupp

Suggested workflows (and their Zapier components) for Syncupp

Create approval requests for new agreements

Trigger an approval process in ApproveThis when a new agreement is created in Syncupp, ensuring timely review and authorization. *Note: Ensure necessary fields from Syncupp are mapped to ApproveThis request details.*

Zapier Components

Syncupp Logo

Trigger

New Agreement

Triggers when there's a new Agreement.

Action

Create Request

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

Create approval requests for new invoices

Automatically initiate an approval process in ApproveThis when a new invoice is recorded in Syncupp, streamlining financial reviews and authorization workflows. *Note: Verify invoice details are accurately transferred for approval.*

Zapier Components

Syncupp Logo

Trigger

New Invoice

Triggers when there's a new invoice.

Action

Create Request

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

Create tasks in Syncupp for new approval requests

When an approval request workflow is initiated in ApproveThis, automatically generate a task in Syncupp to track follow-up actions and ensure timely processing. *Note: Customize the task details as per your workflow requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Syncupp Logo

Action

Create Task

Creates a Task in the syncupp.

Create tasks in Syncupp for completed approval workflows

After an approval decision is reached in ApproveThis, automatically create a task in Syncupp to document follow-up actions or next steps. *Note: Adjust task parameters to suit post-approval processes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Syncupp Logo

Action

Create Task

Creates a Task in the syncupp.

Create approval requests for new boards

Automatically trigger an approval process in ApproveThis when a new board is created in Syncupp to verify board details and access. *Note: Ensure board data is mapped correctly to meet approval criteria.*

Zapier Components

Syncupp Logo

Trigger

New Board

Triggers when there's a new Board.

Action

Create Request

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