ApproveThis manages your OkaySend Integration approvals.

Why This Integration Isn't Just Another Tech Stack Paperweight

Let's cut through the usual "streamline workflows" BS. Here's what actually happens when you connect ApproveThis and OkaySend through Zapier: you stop playing document detective. No more chasing down client files in one system while approval emails pile up in another. For companies juggling 50-5,000 employees, that's the difference between missing deadlines and actually taking Fridays off.

OkaySend's good at herding client documents. ApproveThis? It's the bouncer at the approval process nightclub. Together, they turn "Where's that signed contract?" into "It's already approved – check the dashboard." We're talking about real-world fixes here:

• Legal teams approving NDAs before the client forgets they requested it
• Procurement getting purchase orders signed without 17 reminder emails
• HR onboarding new hires without drowning in unsigned policy docs

How This Actually Works (Without the Tech Jargon)

Here's the secret sauce: Zapier acts as the messenger between systems. When OkaySend gets a completed document bundle from a client, ApproveThis automatically starts the approval chain. No manual handoffs. No CSV exports. Just actual work getting done.

Key thing your finance team will care about: ApproveThis approvers don't need an OkaySend license. External clients click an email link, review the docs, approve/reject – done. No new logins. No $50/month seat fees for people who approve three times a year.

Real Scenarios Where This Saves Jobs

1. Marketing Agencies: Client Content Approvals That Don't Require Xanax

Picture this: Your design team drops the new campaign assets in OkaySend. Client uploads their brand guidelines. Instead of your PM manually creating an approval ticket, ApproveThis auto-generates a request with:

• Deadline based on the project timeline
• Automatic reminders if client ghosts
• Approval thresholds so junior designers can't accidentally approve $100K ad spends

When the client approves via email? The final files get pushed back to OkaySend automatically. Bonus: Vacation delegation means your creative director's month in Bali doesn't bottleneck every project.

2. Manufacturing: Procurement That Doesn't Require Carrier Pigeons

Supplier sends updated safety certs via OkaySend. ApproveThis routes them to:

• Quality control lead (needs to sign off within 24hrs)
• Legal (only for contracts over $50K)
• CFO (gets escalated if payment terms change)

Real-time tracking means the plant manager knows exactly why production's delayed – not just "somebody hasn't approved something."

3. Healthcare: Patient Onboarding That Follows Compliance Rules (Automagically)

New patient uploads insurance docs to OkaySend. ApproveThis:

• Routes HIPAA forms to compliance officer
• Sends payment agreements to billing department
• Only escalates to department head if deductible exceeds $5K

Calculated fields auto-flag high-risk cases. Audit trail is built-in for those lovely government inspections.

Setting This Up Without Involving IT

Zapier's the middleman here. You'll:

1. Connect OkaySend and ApproveThis to Zapier
2. Pick your trigger (completed OkaySend request → new ApproveThis workflow)
3. Map fields once – client name becomes approver email, document links auto-attach

Pro tip: Use ApproveThis' conditional logic to route $10K+ contracts to legal automatically. Set and forget.

Teams That Stop Hating Mondays

Operations Managers

See every pending approval in one dashboard instead of 17 spreadsheets. Automatic escalation when Jane from accounting is on PTO.

External Clients/Vendors

Approve documents through email without another damn portal login. Status updates auto-send when you approve/deny.

Department Heads

Custom reports showing exactly which contracts are stuck and why. No more "I thought Bob approved that?"

The Nuts and Bolts You Actually Care About

Approval thresholds: Auto-approve small expenses but flag anything over budget. Math happens behind the scenes.

Mobile approvals: Clients can reject a clause from their phone, comments included. No app install required.

Audit trails: Every decision timestamped with notes. Perfect for compliance nerds.

Why This Isn't Just Another "Efficiency" Play

Companies between 50-5,000 employees hit a wall where manual approvals start causing real damage. Missed deadlines. Compliance risks. Client churn. This integration isn't about being fancy – it's about not dropping the ball when scaling.

Example: A 200-person tech company reduced contract turnaround from 14 days to 3 hours. How? When sales finalizes a deal in OkaySend, ApproveThis simultaneously routes it to legal (for redlines), finance (for payment terms), and the client (for e-signature). All before lunch.

Getting Started (Without the Sales Circus)

Test drive this with one process – say, client contract renewals. If it doesn't shave 20% off your approval time in 14 days, scrap it. Odds are, you'll be rolling this out company-wide by week three.

Book a 12-minute demo to see conditional logic and email approvals in action. Or start a free trial and connect your OkaySend account through Zapier in under an hour.

Bottom line: If your team's still approving documents via email chains and "Hey, did you see that Slack message?", you're leaving money (and sanity) on the table.