
ApproveThis manages your SideDrawer Integration approvals.
April 17, 2025
Integration Category: Files
When Approval Management Meets Secure Document Collaboration
Let's cut through the corporate jargon: most approval processes suck. They're slow, they're opaque, and they create more work than they solve. Now imagine your team could actually enjoy approving contracts, purchase orders, or client deliverables. That's what happens when you combine ApproveThis' razor-sharp approval automation with SideDrawer's military-grade document collaboration.
We're not talking about another "integration" that requires an IT degree to set up. This is about creating a self-running system where:
- Documents get approved before anyone has time to chase people
- Every decision leaves a crystal-clear audit trail
- External clients can submit files without getting access to your entire system
Why This Combo Works for Teams That Actually Get Shit Done
SideDrawer keeps your files organized like a Swiss librarian. ApproveThis makes decisions happen faster than your morning coffee kicks in. Together? They handle the grunt work so your team can focus on work that matters.
The Nerd Stuff Made Simple
ApproveThis brings to the table:
- Custom approval chains that actually match how your company works
- Automatic escalations when people drag their feet
- Email approvals that even your least tech-savvy VP can handle
SideDrawer counters with:
- Secure client portals that don't look like they're from 1998
- Granular control over who sees what (down to individual files)
- Automatic reminders that politely nag people into action
Real-World Uses That Don't Feel Like Corporate BS
1. Client Deliverables That Don't Fall Through the Cracks
Marketing agencies: When a designer uploads campaign assets to SideDrawer, ApproveThis automatically:
- Pings the account lead for final sign-off
- Routes to legal if usage rights need vetting
- Releases files to the client portal only after full approval
No more "I thought you checked that!" Monday morning fire drills.
2. Procurement That Doesn't Require Mind Reading
Manufacturing companies: When engineering specs get uploaded:
- Auto-calculate material costs using ApproveThis' calculated fields
- Route to purchasing if over $10k, skip straight to VP if over $50k
- Store approved specs in SideDrawer with version control
3. Compliance Paper Trails That Auditers Actually Like
Healthcare providers: Patient intake forms in SideDrawer trigger:
- Compliance officer approval for sensitive data
- Auto-archiving with exact approval timestamps
- Reminders for annual policy reviews
The Setup That Takes Less Time Than Your Last Zoom Check-In
- Connect the Apps: Zapier handles the heavy lifting - no coding required
- Pick Your Triggers: "File uploaded" in SideDrawer or "Request approved" in ApproveThis
- Set Conditions: Add dollar thresholds, department rules, or client tiers
- Test Drive: Approve a test file and watch the magic happen
Pro Tip: Use ApproveThis' vacation delegation so approvals don't get stuck when Karen from accounting is on safari.
Why Your Finance Team Will Stop Yelling at You
Those purchase orders that used to take 3 weeks? Now they get:
- Auto-routed based on amount and department budgets
- Real-time tracking so everyone knows whose court the ball's in
- Automatic reminders that escalate after 24 hours
Bonus: Approvers don't need SideDrawer licenses. Yes, that means your external vendors can approve quotes without you paying for extra seats.
Legal Teams Actually Smiling? It's Possible
Contract reviews become less painful when:
- NDAs get auto-flagged for legal review based on keywords
- Approved contracts get watermarked and locked in SideDrawer
- Expiring agreements trigger renewal reminders 60 days out
The Part Where We Tell You What to Do Next
If you're still manually forwarding PDFs and chasing down signatures, you're essentially using carrier pigeons in a Zoom world. Here's your escape plan:
- Grab an ApproveThis trial (takes 3 minutes)
- Check Out SideDrawer's Security Specs (they're oddly satisfying)
- Build your first workflow during lunch tomorrow
Still reading? That's 4 minutes you could've saved by setting this up. Don't make us send a reminder.
FAQ for the Skeptics
"We already use [Other Tool] for approvals."
Cool. Does it automatically escalate requests when approvers ghost you? Can clients submit files without seeing your entire system? Didn't think so.
"Our process is too complex."
We handle multi-stage approvals with conditional branching. Translation: If X happens, go to team A; if Y happens, skip to VP. You're not special (we mean that lovingly).
"What about security?"
SideDrawer's encryption makes Swiss banks jealous. ApproveThis keeps audit trails that would make your compliance officer cry happy tears.
Integrate with SideDrawer 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 SideDrawer
Suggested workflows (and their Zapier components) for SideDrawer
Create approval requests for new file uploads
When a file is uploaded via SideDrawer, this integration creates an approval request in ApproveThis for review. It streamlines the process of verifying file submissions and ensures timely decision-making. *Note: Customize approval settings in ApproveThis if needed.*
Zapier Components

Trigger
Simple File Request Complete
Triggers when a simple file request is uploaded.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create sideDrawer records for new approval requests
When a new approval request is initiated in ApproveThis, this automation creates a corresponding record in SideDrawer. It helps maintain up-to-date documentation of approvals and related actions. *Note: Set up required fields in SideDrawer for proper record creation.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create a Record
Create a Record within a specific SideDrawer
Create approval requests for completed info requests
This integration monitors completed info requests in SideDrawer and triggers an approval request in ApproveThis for further validation. It ensures that info requests undergo proper review before moving forward. *Note: Adjust the approval thresholds in ApproveThis as necessary.*
Zapier Components

Trigger
Info Request Plan Complete
Triggers when an Info Request Plan is complete.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create reminders for completed approval workflows
After an approval workflow is completed in ApproveThis, this automation creates a reminder in SideDrawer to follow up on the outcome. It ensures that decisions are tracked and further actions are scheduled. *Note: Configure reminder schedules in SideDrawer as needed.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create a Reminder
Creates a reminder for a Drawer, Folder or Plan Request.
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