ApproveThis manages your FileInvite Integration approvals.
April 17, 2025
Integration Category: Documents
When Paperwork Meets Red Tape
Let’s be real: collecting documents and getting approvals feels like herding cats through a maze. Clients forget to upload files. Stakeholders ghost emails. Legal needs “just one more signature.” Meanwhile, deals stall, projects bottleneck, and someone’s always chasing a paper trail.
ApproveThis and FileInvite fix this by automating the worst parts. FileInvite nags clients (politely) to submit docs. ApproveThis drags decision-makers out of hiding. Together, they turn approval processes from passive-aggressive email chains into something that actually works.
Why This Combo Doesn’t Suck
FileInvite’s good at one thing: getting files out of people’s hands and into yours. ApproveThis does one thing better: making decisions happen fast. Connect them through Zapier, and you’ve got a system where:
- Documents auto-trigger approvals (no manual handoffs)
- Approvals auto-request missing files (no back-and-forth)
Key thing here: approvers in ApproveThis don’t need FileInvite licenses. Clients, contractors, execs – they can review and approve via email. Saves seats for people who actually need them.
Real-World Uses That Don’t Put People to Sleep
Use Case 1: Legal Teams Approving Client Onboarding
Law firms waste hours verifying client documents. With this integration:
- FileInvite sends a request for ID, contracts, whatever
- Zapier triggers an ApproveThis workflow when docs arrive
- Partners review without logging into either system
Example: A mid-sized immigration firm cut onboarding from 3 weeks to 4 days by auto-routing visa applications to the right attorney based on case type.
Use Case 2: Procurement Without the Spreadsheet Hell
Manufacturing companies get buried in vendor paperwork. Here’s the fix:
- Procurement starts an ApproveThis request for a new supplier
- Zapier auto-generates a FileInvite for tax docs/certificates
- Vendors submit files → ApproveThis notifies purchasing via Slack
A HVAC parts supplier reduced vendor approval time by 60% by setting approval thresholds – under $5k? Auto-approved. Over? Escalated to CFO.
Use Case 3: HR That Doesn’t Hate Itself
Employee offboarding is a compliance nightmare. Solution:
- HR creates ApproveThis request when someone quits
- Zapier pings FileInvite to collect final expense reports
- Once files are in, IT gets auto-approval to disable accounts
A 1,200-employee tech company automated exit paperwork for 83% of leavers, freeing HR to handle complex cases manually.
Setting This Up Without Losing Your Mind
Zapier’s the middleman here. Basic setup:
- Pick a trigger (e.g., “New FileInvite” or “Approval Request Created”)
- Add filters if needed (only escalate invoices over $10k, etc.)
- Connect to the other app’s action (create approval/request files)
Pro tip: Use ApproveThis’ calculated fields to auto-flag requests needing extra eyes. Example: If FileInvite collects a contract value over $50k, route to senior management.
Who Actually Benefits From This?
Sales Teams: Close Deals, Not Tickets
Problem: Deals get stuck waiting for legal/exec sign-off. Fix: Auto-send NDAs via FileInvite the moment a proposal hits ApproveThis. Sales ops report 22% faster cycle times when contracts and approvals are synced.
Operations: Stop Being a Human Router
Problem: Facilities requests pile up (new software, office repairs). Fix: Employees submit via ApproveThis → Zapier triggers FileInvite for vendor quotes. Approvals happen before budgets get blown.
Finance: Audit Trails That Don’t Lie
Problem: Expense reports with missing receipts. Fix: ApproveThis requires receipts via FileInvite before submission. Payment only processes when files are attached. One logistics company reduced reimbursement errors by 41%.
Why This Beats “Just Using Email”
Email approvals get lost. Shared drives become black holes. ApproveThis adds structure; FileInvite adds accountability. Together, they give you:
- Auto-escalation: Stuck waiting on Karen from Legal? Requests jump to her boss after 48hrs.
- Version control: No more “I approved the OTHER contract.docx”
- Compliance: Full audit trails for SOX, GDPR, whatever three-letter acronym matters to you
Getting Started (Without the Sales Pitch)
1. Grab an ApproveThis trial – takes 10 minutes
2. FileInvite’s free tier works for testing
3. Build one Zap. Start small: approve new vendor requests → auto-request W9s
No need to boil the ocean. Most teams see ROI from automating 2-3 critical processes.
Bottom Line
If your company’s growing past 50 people, approvals will start breaking. Clients forget things. Managers hoard decisions. Legal becomes a bottleneck. This integration won’t solve office politics, but it’ll make the paperwork part less painful.
Next step: Book a 15-minute demo. We’ll show how a 400-person healthcare co. cut contract approvals from 14 days to 3. No “rah-rah” sales stuff – just the facts.
Show Me the Damn DemoIntegrate with FileInvite 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 ApproveThis
Suggested workflows (and their Zapier components) for ApproveThis
Initiate approval for new FileInvites
Efficiently manage the approval process for any new FileInvites that are sent by creating a structured approval request in ApproveThis. This allows your team to quickly review the invite details and approve or reject the request based on business requirements. *Note: Ensure your team is set up in ApproveThis to handle these requests appropriately.*
Zapier Components
Trigger
New Invite
Triggers when a new FileInvite is created/sent.
Action
Create Request
Creates a new request, probably with input from previous steps.
Generate FileInvite for new approval requests
When a new approval request begins in ApproveThis, automate the creation of a FileInvite for existing persons, ensuring that all documentation is promptly requested and managed. This streamlines your procurement and onboarding processes by fast-tracking essential document exchanges.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Invite
Creates a new invite for an existing person.
Submit approval request for new contacts
Ensure compliance and track new contact creation by automatically submitting an approval request in ApproveThis. This integration notifies the relevant team to review and approve the addition of new contacts, maintaining data integrity and business standards.
Zapier Components
Trigger
New Person
Triggers when a new person is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
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