Skip to content
Document360 Integration

ApproveThis manages your Document360 Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Approvals Meet Documentation

Let's get real – approvals suck. Not the actual decision-making part, but the endless email threads, lost requests, and "who approved this?" detective work. That's where ApproveThis comes in. Now pair it with Document360's knowledge base muscle? You've got a system that doesn't just manage approvals, but turns them into actionable institutional knowledge.

Why This Combo Works

ApproveThis cuts through approval bottlenecks like a chainsaw through butter. Document360 organizes your team's collective brain. Together through Zapier, they create closed-loop processes where every decision gets documented automatically. No more "approved" Post-It notes lost in Slack graveyards.

Document360's Playbook

Document360 isn't just another wiki. It's where your SOPs, product specs, and client-facing docs live. But here's the rub – creating and updating these resources usually means chasing down approvals. Which brings us back to...

ApproveThis' Killer Moves

While Document360 hosts the knowledge, ApproveThis manages the gatekeepers. Multi-step approvals, conditional logic, automatic escalation – it's air traffic control for decisions. Best part? Approvers don't need Document360 logins. External partners can approve via email without getting into your docs system.

Real-World Workflows That Don't Suck

Let's break down three ways this integration actually works in the wild:

1. From Approval to Published Article (Automagically)

How it rolls: New ApproveThis request → Auto-create Document360 draft
Who cares: SaaS companies updating knowledge bases post-feature approval
Why it's slick: Product team approves new feature → Docs team gets pre-built article shell with approval details baked in. No more "what version was this approved for?"

2. Documentation Requiring Sign-Off

The flow: New Document360 article → Auto-trigger ApproveThis workflow
Sweet spot: Healthcare orgs needing compliance sign-offs on policy updates
Key detail: Uses ApproveThis' approval thresholds – under $5k? Auto-approve. Over? Escalate to legal. All tracked in the document's revision history.

3. Audit Trails That Don't Lie

Connection: Approval decision in ApproveThis → Append outcome to Document360
Perfect for: Manufacturing companies tracking spec changes
Real talk: When QA approves a material substitution, the exact approval timestamp and decider get stamped into the product doc. Later recall? Zero guesswork.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Here's the cheat code:

  1. Connect both apps in Zapier (5 minutes)
  2. Pick your trigger (new approval request? new doc?)
  3. Map key fields: Keep it simple – approval title → doc title, requester notes → doc body
  4. Test with a $50/month Zapier plan (way cheaper than manual errors)

Pro tip: Start with one workflow. Nail it. Then expand. Your ops team will thank you.

Who Benefits (Besides Your Sanity)

Customer Support Teams: Every approved feature request auto-updates public docs. Say goodbye to "but your website says..." tickets.

Compliance Officers: Audit trails that actually connect decisions to documentation. Regulator asks "who approved this?" The answer lives in the doc itself.

Product Managers: Roadmap approvals automatically create versioned documentation branches. No more chasing down what got approved when.

Why This Isn't Just Another Integration

Most app pairings just shuffle data. This one closes loops:

  • Approval decisions become documented facts, not hallway rumors
  • Knowledge base updates trigger mandatory reviews
  • Cross-team approvals happen without access wars (thanks to ApproveThis' email approvals)

The Quiet Perks You'll Learn to Love

Beyond the obvious, there's:

Vacation Coverage That Works: ApproveThis auto-reassigns approvals when someone's OOO. No more "waiting on Karen" docs.

Calculated Fields = Smart Routing: Docs requiring multiple approvals based on content? If an article contains "refund policy," route to legal automatically.

Version Control Meets Approval History: Every doc update via approval shows who signed off and when. Blame game cancelled.

When Not to Use This

Straight talk – this isn't for every shop. If your team lives in Google Docs and approvals are "whatever Karen says," maybe start smaller. But if you're scaling past 100 employees or dealing with compliance? This is your playbook.

Bottom Line

Approvals and documentation are the silent killers of growth companies. This integration turns them into a competitive edge. Not sexy? Maybe. But neither is scrambling for audit evidence or re-explaining approved decisions for the tenth time.

Next Step: Get ApproveThis, connect your Document360, and make your first approval-doc workflow. Or book a demo to see how other 500-employee companies killed approval chaos.

🥳

Integrate with Document360 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.

Learn More

Best Approval Workflows for Document360

Suggested workflows (and their Zapier components) for Document360

Create Document360 articles for new approval requests

Streamline your document creation process by automatically generating Document360 articles whenever a new approval request is initiated in ApproveThis. This integration ensures all approvals are documented thoroughly, providing easy access to essential details and reducing manual entry tasks.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Document360 Logo

Action

Create a Document

Create document from text in Document360

Create approval requests for new Document360 articles

Ensure all newly created articles in Document360 undergo proper approval by automatically generating approval requests in ApproveThis. This automation guarantees each article is reviewed efficiently, maintaining high standards for your knowledge base content.

Zapier Components

Document360 Logo

Trigger

New Article

Triggers when a new article is created.

Action

Create Request

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

Append approval outcomes to Document360 documents

Keep your documents updated with the latest approval status by appending outcomes directly into Document360 documents. With this integration, you can ensure all team members have access to the most current approval information, reducing the chance of outdated decision-making.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Document360 Logo

Action

Append Text to Document

Appends text to an existing document.