ApproveThis manages your Autotask Integration approvals.

When Bureaucracy Meets Automation

Let’s be real – nobody became an IT manager because they love chasing down approvals. Autotask handles the heavy lifting of service tickets and project tracking, while ApproveThis cuts through the red tape of decision-making. Together? They turn "waiting for sign-off" from a productivity killer into a silent background process.

Here’s the deal: 87% of service delays in mid-sized companies come from approval bottlenecks (we made that stat up, but you know it’s true). This integration isn’t about shiny features – it’s about making sure your team’s actual work isn’t held hostage by inbox approvals.

How This Duo Works

Autotask’s Muscle, ApproveThis’s Nervous System

Autotask’s the operations hub – tickets, projects, billing. ApproveThis acts as the decision layer. Through Zapier, they share critical data without manual entry:

• Tickets auto-create approval requests
• Approved decisions trigger Autotask tasks
• Invoice approvals sync bidirectionally

Key advantage? Approvers only need ApproveThis access – no extra Autotask licenses required. Perfect for client approvals or cross-department requests.

Real-World Use Cases That Don’t Suck

1. Ticket-to-Approval Auto-Pilot

How it works: New Autotask tickets → Auto approval requests in ApproveThis → Approved? Ticket moves to “Ready” queue.

Who needs this: IT service providers handling client requests. Example: A $5k firewall upgrade request from a school district requires superintendent approval before techs touch it. Approval happens via email (no Autotask access needed), approved ticket auto-populates in tech queue.

2. Invoice Approval Escape Room

How it works: Autotask generates invoice → ApproveThis routes to AP team → Approval auto-updates Autotask status.

Who needs this: Managed service providers with 100+ monthly client invoices. Finance VP’s win: No more “Did accounting approve that?” tickets. Field techs see approved invoices in real-time during client visits.

3. Emergency Purchase Orders

How it works: Autotask ticket hits “urgent hardware” category → ApproveThis routes to CFO + IT director with cost thresholds → Auto-approved under $500, escalated above.

Who needs this: Companies with remote field teams. Cable technician needs $300 in parts on-site? Approval happens via text message while they’re on the ladder. Denied? Autotask automatically notifies dispatch to reroute.

Setup That Doesn’t Require a PhD

1. Connect the Pipes: Create a Zapier account if you don’t have one (takes 2 minutes).

2. Pick Your Trigger: Most common – “New Autotask Ticket” or “New Invoice in Autotask.”

3. Map Critical Fields: Ticket ID → Approval Request ID, Cost Center → Approval Group.

4. Test With Real Data: Create a test ticket for $1.99 “urgent” mouse pad. Seriously – test the silly stuff first.

Pro Tip: Use ApproveThis’s calculated fields to auto-approve repeat low-value requests, saving 100+ hours/year on redundant approvals.

Department-Specific Wins

IT Teams

Cut ticket resolution time by auto-approving routine requests (password resets, monitor replacements) while flagging unusual activity. Vacation delegation ensures the London office head approves requests when the NYC IT manager’s asleep.

Finance Teams

Approval thresholds prevent $20k invoices from getting rubber-stamped by junior staff. Real-time dashboards show pending approvals by cost center – no more Excel report nagging.

Field Operations

Techs get approval via SMS while on client sites. Approved requests auto-create Autotask tasks with deadlines – no more “I was waiting on you” delays.

Why This Isn’t Just Another Integration

Most Autotask integrations just shuffle data. This combo actually decides things. ApproveThis adds:

• Conditional approval paths (CEO approval required >$50k)
• Legal compliance trails for audits
• Mobile approvals for non-desk teams

Example: A healthcare MSP auto-routes PHI-related tickets to compliance officers first, then tech leads. All approval reasoning is logged for HIPAA audits.

“But We Already Have Approvals in Autotask!”

Fair point. Here’s why this is different:

External Approvals: Clients can approve change orders without Autotask logins. Approval happens via email with one click – no training needed.

Complex Logic: Auto-approve weekend emergency tickets under $1k if from platinum clients. Route all others to night manager.

Real Accountability: See exactly who’s sitting on approvals with time-stamped audit trails. No more “The system must have lost it” excuses.

Getting Started Without the BS

1. Sign up for ApproveThis – free 14-day trial, no credit card required.

2. Bookmark the Autotask API docs (for your IT team’s reference).

3. Start with one workflow – invoice approvals work well. Expand after your team stops complaining about approval delays.

Pro Move: Use ApproveThis’s email approvals to get client sign-offs directly in Autotask tickets. Makes billing disputes nearly nonexistent.

Bottom Line

This integration isn’t about “streamlining workflows” – it’s about making sure Karen in accounting doesn’t accidentally hold up a $250k deal because she’s out sick. It’s about techs not waiting 3 days for a $50 part approval. It’s about clients seeing you as responsive, not bureaucratic.

Either you control the approval chaos, or it controls you. Time to choose.

Schedule a 15-minute demo or try it free. Worst case? You’ll finally understand why your team actually likes your approval process.