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Workzone Integration

ApproveThis manages your Workzone Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Muscle

Let’s be real: approvals are the speed bumps of productivity. Workzone keeps projects moving, but when every task or budget change needs a sign-off, things grind to a halt. That’s where ApproveThis comes in – it’s like adding a fast lane for decisions right inside your project workflows.

Together, they turn “waiting for approval” from a project bottleneck into a checkbox. Workzone handles the what – tasks, timelines, resources. ApproveThis owns the who said yes – routing requests, chasing dawdlers, logging decisions. Connect them via Zapier, and you’ve got a system where approvals happen where the work does, without license headaches or extra logins.

No More “Who’s Got the Keys?”

Here’s the kicker: ApproveThis approvers don’t need Workzone seats. Clients, execs, contractors – they approve via email or a simple portal. No more buying licenses for people who just need to say “yes” or “no.” Meanwhile, your team stays in Workzone, doing actual work instead of herding approval cats.

Four Ways This Combo Gets Sh*t Done

1. Tasks Don’t Collect Dust Waiting for Sign-Off

The problem: Your designer finishes a banner ad in Workzone. Now it sits there until the client, marketing lead, and legal all approve. Cue Slack pings, missed emails, and missed deadlines.

The fix: New Workzone task → Auto-create ApproveThis request. Approvers get emailed with one-click approve/reject. Once done, Workzone task status updates automatically. Example: A healthcare agency uses this to get compliant, audit-ready approvals on patient-facing materials without leaving their project dashboard.

2. Projects Start Faster (No Approval Black Holes)

The problem: New project requests get buried in inboxes. By the time stakeholders approve, the timeline’s already screwed.

The fix: Submit project in Workzone → Auto-generate approval chain in ApproveThis with budget, scope, and stakeholders. Use approval thresholds so small budgets auto-approve, big ones go up the chain. Example: A construction firm auto-routes project approvals based on cost. Under $10K? Site manager approves. Over? CFO gets it. Groundbreaking starts 11 days faster.

3. Decisions Update Tasks Automatically (No Double Work)

The problem: Someone approves a change order, but the Workzone task still shows “pending.” Teams work off outdated info.

The fix: Approval in ApproveThis → Auto-update Workzone task status, add notes, notify assignees. Example: A software dev team uses this to instantly lock or unlock development phases based on client approvals, cutting miscommunication by 40%.

4. External Clients Stay in the Loop (Without the Chaos)

The problem: Clients demand visibility but drown you in “status update” emails. Or worse, they get full Workzone access and break things.

The fix: Clients get ApproveThis emails for their specific approvals. They click once, everything else updates behind the scenes. Example: A marketing agency gives clients approval links for campaign assets. No training, no passwords – just “Approve this ad?” emails that even the least tech-savvy client can handle.

Who Benefits? Pretty Much Everyone

Operations Teams: Stop Playing Approval Operator

Your job is keeping projects on track, not reminding Karen from accounting to approve the Q2 budget. Set up sequential approvals so requests move automatically from one approver to the next. If someone’s OOO, vacation delegation shifts their approvals without you lifting a finger.

Finance: Control Without Micromanaging

Configure approval thresholds so every software purchase or expense report routes based on amount. Under $500? Auto-approved. Over? Escalate to managers. You get guardrails without being the bottleneck.

External Collaborators: Keep Them Contained

Freelancers or clients need to approve tasks? Give them ApproveThis links instead of Workzone access. They see only what’s relevant, and you don’t get blamed when they accidentally delete a task.

How to Set This Up Without Losing Your Mind

  1. Connect the Apps: Create a Zapier account (it’s the duct tape here).
  2. Pick Your Trigger: Like “New Task in Workzone” or “Project Request Submitted.”
  3. Add ApproveThis Action: “Create Approval Request” – map Workzone task details to the request.
  4. Add a Second Zap (Optional): Trigger “When Request Approved” in ApproveThis → Update Workzone task.

Total setup time: 12 minutes. Seriously. Test it with a dummy task first – like approving the office coffee order – before going live.

Why This Isn’t Just Another Integration

Most tools slap together integrations that just pass data. This combo actually changes how decisions happen:

  • Approvers don’t need context switching – they approve via email, ApproveThis portal, or even SMS.
  • Conditional logic handles edge cases – like auto-approving small expenses but requiring docs over $1K.
  • Real-time dashboards show which approvals are blocking projects (so you can nag strategically).

Bottom Line: Approvals Shouldn’t Be a Full-Time Job

If your team spends more time chasing approvals than doing work, you’re bleeding money and morale. ApproveThis + Workzone via Zapier is like hiring a coordinator who never sleeps, never forgets to follow up, and works for free after setup.

Next steps: If your Workzone projects are stuck in approval purgatory, register for ApproveThis (free trial, no credit card). Or book a 12-minute demo to see how conditional approvals and Workzone automations can actually make governance… kind of painless.

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Best Approval Workflows for Workzone

Suggested workflows (and their Zapier components) for Workzone

Create approval request for new workzone tasks

When a new task is created in Workzone, automatically create an approval request in ApproveThis. This integration streamlines task approvals and ensures compliance with project protocols.

Zapier Components

Workzone Logo

Trigger

New Task

Triggers when a new task is created.

Action

Create Request

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

Create approval request for new workzone projects

When a new project is added in Workzone, automatically generate an approval request in ApproveThis. This automation helps govern project initiation and speeds up decision-making processes.

Zapier Components

Workzone Logo

Trigger

New Project

Triggers when a new project is added.

Action

Create Request

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

Submit project request for new approval requests

When a new approval request workflow starts in ApproveThis, automatically submit a project request in Workzone. This integration accelerates project kickoff and centralizes approval decisions.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Workzone Logo

Action

Submit a Project Request

Submits a new project request.

Update workzone task status for completed approval requests

After an approval request is completed in ApproveThis, automatically update the corresponding task status in Workzone. This integration enhances transparency and ensures tasks reflect current approval outcomes. *Note: Configure task IDs to match approval records.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Workzone Logo

Action

Update Task Status

Updates a task status.