ApproveThis manages your Flokzu Integration approvals.

When Bureaucracy Meets Automation

Let’s be honest: approval processes suck. You’ve got documents floating between email threads, reminders getting lost in Slack, and that one VP who’s always on vacation holding up every decision. This is why companies with 50-5,000 employees are connecting ApproveThis (the approval automation sidekick) with Flokzu (the workflow and document guru) via Zapier. Together, they turn “Hey, can you sign off on this?” into a closed-loop system where approvals trigger actions and documents auto-generate – without needing another round of follow-up emails.

What Each Tool Does (And Why They’re Better Together)

ApproveThis handles the decision-making chaos. It’s where you set up rules like “Expenses over $5k need CFO review” or “Client contracts require legal team sign-off.” Key features like conditional approvals, email-based voting, and real-time tracking keep things moving when approvers are drowning in other work.

Flokzu is where processes live. Think onboarding checklists, purchase order templates, or compliance workflows. It’s less about deciding and more about executing – once a choice is made, Flokzu handles the paperwork, notifications, and next steps.

When you connect them? Approvals in ApproveThis automatically generate Flokzu documents, and critical Flokzu tasks can kick off approval chains. No more copying data between systems or chasing down physical signatures.

Three Ways This Combo Kills Manual Processes

1. Auto-Generate Contracts/Purchase Orders When Approvals Happen

The Problem: Your sales team closes a deal, but legal takes 3 days to draft the contract. Procurement finally gets a PO approved, but the vendor doesn’t receive it for another 24 hours.

The Fix: Connect ApproveThis’ “Request Approved” trigger to Flokzu’s document creator. Example: A manufacturing company auto-generates vendor POs in Flokzu the second ApproveThis greenlights a procurement request. The Flokzu doc includes pricing, terms, and even shipping details pulled from the original approval.

Who It’s For: Finance teams tired of duplicate data entry. Legal teams who want standardized contracts. Sales ops folks who hate revenue delays.

2. Turn Flokzu Checklists Into Approval-Driven Workflows

The Problem: Your HR team uses Flokzu for employee onboarding, but every new hire needs IT gear approvals that live in a separate system. Someone’s manually updating both platforms.

The Fix: When Flokzu hits a task like “Assign laptop,” Zapier pings ApproveThis to start an IT approval workflow. Once approved, Flokzu auto-completes the task and notifies IT to ship the equipment. No license? No problem – the IT director can approve via email without touching Flokzu.

Who It’s For: HR teams managing cross-departmental processes. IT departments controlling hardware budgets. Operations leads overseeing complex project timelines.

3. Audit Trails That Actually Make Sense

The Problem: Month-end reporting is a scavenger hunt. Your team is digging through ApproveThis logs, Flokzu docs, and email threads to piece together who approved what.

The Fix: Configure ApproveThis to create a Flokzu document every time a request is approved or denied. Now, every decision has a corresponding audit trail in Flokzu with timestamps, approver comments, and attached files. Example: A healthcare provider uses this to track patient data access approvals, with Flokzu storing compliant records automatically.

Who It’s For: Compliance officers needing airtight records. Finance teams prepping for audits. Execs who want visibility without micromanaging.

Setting This Up Without Hiring a Zapier Expert

1. Pick Your Pain Point: Start with one process – like contract approvals or inventory requests – where documents and approvals are bottlenecked.
2. Build the Zap: In Zapier, choose either:
- Trigger: “New Request” in ApproveThis → Action: “Create Document” in Flokzu
- Trigger: “Service Task Invoked” in Flokzu → Action: “Create Request” in ApproveThis
3. Map the Data: Pull details from ApproveThis (like request ID, amount, approver notes) into Flokzu document fields. No coding – just drag-and-drop.
4. Test with a Real Request: Submit a test approval in ApproveThis. If the Flokzu doc populates correctly, you’re live.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-determine if a request needs VP review based on Flokzu data, like project budget or contract length.

Why This Isn’t Just for the Office Managers

Finance Teams: Auto-generate invoice adjustment records in Flokzu when ApproveThis OKs a discount request. Approval thresholds ensure the right eyes are on big write-offs.
HR Teams: Start equipment onboarding in Flokzu only after ApproveThis confirms the hire’s budget allocation. Vacation delegation prevents delays if a manager’s OOO.
Operations: Link Flokzu’s inventory workflows to ApproveThis reorder approvals. Get alerts when stock levels hit thresholds, approve purchases via email, and let Flokzu handle vendor comms.

The Hidden Perks (No One Talks About)

- External Approvers Don’t Need Flokzu Access: Clients or vendors can approve requests via email without a Flokzu login. Great for NDAs, contract reviews, or budget sign-offs.
- Conditional Escalations Save Time: If Flokzu data shows a project is over budget, ApproveThis can auto-route the request to the CFO instead of the usual manager.
- Real-Time Tracking = Fewer Status Meetings: Both tools update dashboards instantly. No more “Where are we on the Johnson account?” emails.

Ready to Stop Being a Human Router?

If your team spends more than an hour a day chasing approvals or updating documents after the fact, this integration pays for itself in a week. ApproveThis handles the decisions, Flokzu handles the paperwork, and Zapier makes them talk without IT involvement.

Get Started with ApproveThis (free trial available), or book a demo to see how it works with your existing Flokzu setup.