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Jublo Integration

ApproveThis manages your Jublo Integration approvals.

April 17, 2025

Integration Category: It Operations

When Paper Pushers Meet Power Tools

Let's get real – manufacturing quotes, service cases, and project approvals weren't meant to live in email threads or sticky notes. Jublo's great at keeping tradespeople and operations teams aligned, but when it's time to get sign-offs from managers, clients, or external partners? That's where the wheels fall off the forklift.

ApproveThis plugs directly into Jublo's workflow via Zapier, turning "Hey, can you approve this?" into a process that doesn't make your team want to chuck their hard hats. We're talking real-time tracking, automatic escalations, and approvals that happen where your team actually works – whether that's in Jublo, their email, or Slack.

Why This Combo Doesn't Suck

Jublo keeps workshops and field teams moving. ApproveThis keeps decisions from getting stuck under piles of virtual paperwork. Together? They handle the messy middle where projects wait on signatures while deadlines loom.

Jublo's Strengths: Centralizing job details, material lists, client communications. Basically, the hands-on stuff that keeps technicians from showing up to a site without the right gear.

ApproveThis' Add-On: Routing those "Need ASAP" approvals to the right people, every time – even when your project manager's on PTO or the client's CFO won't stop ignoring your emails.

Real-World Use Cases That Don't Put People to Sleep

1. "Approved" Means Actually Approved

Scenario: Your sales team just updated a Jublo offer from "Pending" to "Client Review". Normally, this kicks off a game of CC-all email tag with legal and the operations lead. Instead:

  • Zapier detects the status change in Jublo
  • ApproveThis fires off parallel approvals to department heads
  • Once greenlit, Jublo auto-generates the work order

Who Cares: Manufacturing shops bidding on custom jobs. No more "Oops, we quoted that without checking inventory" moments.

2. Denied? Don't Just Let It Rot

Scenario: A project approval gets rejected in ApproveThis. Instead of that rejection getting lost in someone's inbox:

  • ApproveThis triggers a new Jublo case
  • Case auto-assigns to the sales rep who needs to rework the proposal
  • All rejection comments and docs stay attached

Who Cares: Service companies dealing with strict compliance rules. Every "no" gets documented properly, not just shrugged off.

3. From Yes to Go-Time in One Click

Scenario: Your team gets an approved equipment purchase in ApproveThis. Instead of manually re-entering data into Jublo:

- Approval triggers a Jublo offer with all specs pre-filled
- Procurement gets alerted in their existing Jublo workflow
- Vendor gets auto-notified through Jublo's comms

Who Cares: Housing associations managing 50+ simultaneous maintenance requests. Reduces duplicate data entry errors by about... well, all of them.

Setup That Won't Make You Swear

1. Zapier account (you probably have one)
2. Connect Jublo + ApproveThis as apps
3. Pick a trigger (e.g., "Offer Status Changed" in Jublo)
4. Choose resulting action ("Create Request" in ApproveThis)
5. Map critical fields (keep it simple – date, amount, contact)

Pro Tip: Start with one approval type (like quotes over $10K). Scale once the team stops complaining about "another damn system".

Why Your Teams Won't Hate This

Field Teams & Technicians

They stay in Jublo. Approvals happen in the background. No more hounding the office for updates mid-job.

Sales & Estimating

See approval statuses without switching apps. Automatic reminders mean less awkward "Hey, forgot about us?" client calls.

Execs & External Partners

Approve via email without needing a Jublo login. Vacation delegate means projects don't stall because someone's at a trade show.

Features You'll Actually Use

Threshold Rules: Auto-approve small purchases but flag anything over $15K for CFO review.
Approval Groups: Require 2/3 warehouse managers to sign off on bulk material orders.
Vacation Coverage: Sales director out? Requests bounce to their VP automatically.
Real-Time Dash: Spot bottlenecks ("Why does accounting always sit on approvals every quarter-end?").

Bottom Line for Busy People

If Jublo's where your team works, ApproveThis is how they decide. No more digging through Jublo activity logs to see who approved what. No more clients claiming they never saw the change order.

This isn't about adding another tool – it's about making the tools you already use (and pay for) actually talk to each other. Without the IT headache.

Cool Kids Don't Do Manual Approvals

Either you spend the next month watching approvals get stuck in the same old Jublo-to-email-to-spreadsheet limbo... or you try this combo free for 14 days. No commitment, no sales pitch – just see how many "Where are we on this?!" emails disappear.

Prefer a walkthrough? Grab a demo slot. We'll show how a roofing company slashed approval delays by 60% without hiring more admins.

🥳

Integrate with Jublo 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 Jublo

Suggested workflows (and their Zapier components) for Jublo

Create approval requests for new offer status changes

Whenever an offer status changes in Jublo, this automation sends an approval request via ApproveThis for review. It helps maintain compliance and ensures decisions are tracked in real time. *Note: Adjust approval conditions in ApproveThis as needed.*

Zapier Components

Jublo Logo

Trigger

Offer Status Changed

Triggers when offer change status

Action

Create Request

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

Create Jublo cases for completed approval workflows

This integration creates a new case in Jublo whenever an approval request in ApproveThis is approved or denied. It ensures every decision is documented for timely follow-up and further action. *Note: Verify your case field mappings to match your workflow.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Jublo Logo

Action

Create Case

Use this zap to create caes in Jublo, you can easy setup the notificationset, responsible and much more.

Create Jublo offers for new approval requests

This automation creates new offers in Jublo when an approval workflow is received in ApproveThis. It streamlines transitions from approval to execution while reducing manual entries. *Note: Review offer parameters to ensure they align with approval criteria.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Jublo Logo

Action

Create Offer

Use this zap to create offers in Jublo, you can easy setup the notificationset, department, responsible and much more.