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Hiflow Integration

ApproveThis manages your Hiflow Integration approvals.

April 17, 2025

Integration Category: Invoices

How ApproveThis + Hiflow Turns Approval Chaos Into Actual Work Getting Done

When Spreadsheet Tracking Meets Its Match

Let's be real - nobody got into business to play spreadsheet jockey. Yet here we are, with finance teams chasing down department heads for invoice approvals, project managers stuck babysitting task sign-offs, and customer onboarding processes that move slower than a dial-up connection. Hiflow does the heavy lifting of managing projects, clients, and invoices. ApproveThis handles the bureaucratic sludge of getting people to actually make decisions. Together? They’re like caffeine for your workflows.

Why This Combo Doesn’t Just Look Good on Paper

Hiflow keeps your projects and finances organized. ApproveThis keeps decisions moving. Connect them through Zapier, and you’ve essentially built a self-driving car for your most tedious processes. Key perks:

  • No more approval black holes: Track every Hiflow invoice, project change, or new client in a centralized approval hub
  • Stop paying for seat licenses you don’t need: External partners approve directly via email - no Hiflow account required

Example: A marketing agency uses Hiflow to track client projects. When a new $15K campaign proposal drops into Hiflow, ApproveThis automatically routes it to the client’s CMO via email. They click approve. Campaign launches. No chasing. No “can you export this as a PDF?”. No 3am “wait, did we get sign-off?” panic.

Use Cases That Actually Matter to Grown-Ups

Customer Onboarding That Doesn’t Require a Psych Degree

The Problem: New customer created in Hiflow → Sales high-fives → Accounting finds out the PO is unsigned → Everyone plays email tag for a week.

The Fix: Zapier triggers an ApproveThis workflow the second a new Hiflow customer is added. Legal gets the contract, Finance gets the payment terms, Sales ops gets the implementation specs - all approved in parallel. Bonus: Approvers don’t need Hiflow access. Just email.

Who Cares: SaaS companies scaling past 100 clients/year. Manufacturing firms onboarding distributors. Anybody tired of revenue delays because Janet from Legal was on PTO.

Projects That Don’t Require a Permission Slip

The Reality Check: Your PMs spend more time justifying timelines than actually managing work. Hiflow tracks tasks, ApproveThis automates the red tape.

How It Works: New Hiflow project → Auto-generates approval request with budget, scope, and deadlines → Routes to stakeholders based on custom rules (e.g., projects over $50k go to CFO, IT projects go to CTO). Approval thresholds mean small stuff auto-approves. Big stuff escalates.

Real-World Usage: Construction firms approving change orders. Agencies getting client sign-off on deliverables. Internal IT teams deploying new software.

Invoices That Get Paid Before Your Vendor Sends a Collection Notice

The Ugly Truth: AP teams waste 12 hours/week chasing approvals. Hiflow knows when invoices land. ApproveThis knows who needs to approve them. Together, they know not to bother you until something’s actually late.

Workflow Example: Invoice enters Hiflow → ApproveThis checks amount against department budgets → Under $5k? Auto-approves. Over? Routes to department head + CFO with calculated spend vs. budget. Approvers click directly in email. Approved invoices sync back to Hiflow as “Ready for Payment”.

Who Benefits: Companies with multi-location budgets. Nonprofits managing grant funds. Any org where “the check’s in the mail” isn’t an acceptable excuse.

Setting This Up Without Needing an IT Degree

If you can order DoorDash, you can connect these systems:

  1. Log into Zapier (they’re the middleman here)
  2. Pick your trigger: “New Customer in Hiflow”, “New Invoice”, etc.
  3. Add action: “Create Approval Request in ApproveThis”
  4. Map Hiflow data to approval fields (Zapier walks you through this)
  5. Test with a real request → Tweak routing rules → Done

Pro Tip: Use ApproveThis’ calculated fields to auto-flag high-risk items. Example: If Hiflow project hours exceed 200, require VP approval. No manual checks needed.

Department-Specific Wins (No Fluff Edition)

Finance Teams

Stop Being the Bad Cop: Budget approvals happen in ApproveThis, but live in Hiflow. When someone blows their budget, the system auto-denies requests. You’re just the messenger with better data.

Operations

Actual Visibility: See approval bottlenecks in real-time. Hiflow shows project status, ApproveThis shows why it’s stalled. Bonus: Vacation delegation means Ops isn’t waiting for Karen’s Bali return flight.

Legal & Compliance

Audit Trail That Doesn’t Suck: Every Hiflow contract change gets approval records - who approved what, when, and why. No more digging through deleted Slack threads.

The Part Where We Tell You What to Do Next

If you’re using Hiflow and still doing approvals via email chains or (god help you) printed forms, you’re working too hard. ApproveThis isn’t another app to manage - it’s the missing layer that makes Hiflow actually usable at scale.

Try This Today:

1. Register for ApproveThis (free 14-day trial, no CC required)
2. Connect to Hiflow via Zapier (takes 8 minutes)
3. Automate one approval process. See how much time you save.
4. Repeat until people think you’re some kind of workflow wizard.

Or, if you’d rather talk to a human first: Book a 15-minute demo. We’ll show how other Hiflow users cut approval delays by 60%+. No sales jargon. Just results.

🥳

Integrate with Hiflow 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 Hiflow

Suggested workflows (and their Zapier components) for Hiflow

Create approval requests for new Hiflow customers

When a new customer is created in Hiflow, this automation submits an approval request via ApproveThis to verify customer details, ensuring that every new customer meets compliance standards. *Note: Ensure necessary custom fields are mapped accordingly.*

Zapier Components

Hiflow Logo

Trigger

New Customers

Triggers when a new customer is created.

Action

Create Request

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

Create Hiflow customers for new approval requests

Whenever a new approval request is initiated in ApproveThis, this automation creates a new customer in Hiflow, streamlining the customer onboarding process. *Note: Confirm required fields are properly mapped.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Hiflow Logo

Action

Create Customer

Create a new customer.

Create approval requests for new Hiflow projects

When a new project is added in Hiflow, this integration submits an approval request via ApproveThis, ensuring project details are verified before proceeding. *Note: Map project fields to match approval criteria.*

Zapier Components

Hiflow Logo

Trigger

New Project

Triggers when a new project is created.

Action

Create Request

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

Create approval requests for new Hiflow todos

When a new todo task is created in Hiflow, this automation generates an approval request via ApproveThis to review and track task assignments, ensuring accountability and clarity in workflow management. *Note: Ensure task details are synchronized for proper approval routing.*

Zapier Components

Hiflow Logo

Trigger

New Todo

Triggers when a new todo task is created.

Action

Create Request

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