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twiinworkspace Integration

ApproveThis manages your twiinworkspace Integration approvals.

April 17, 2025

Integration Category: Accounting

When Bureaucracy Meets Its Match

Let's be real - most approval processes suck. They're the soggy fries of business operations. But what if you could turn those fries into crispy golden perfection? That's what happens when you connect ApproveThis' approval automation with twiinworkspace's industry-specific CRM and billing muscle.

Why This Combo Works Like a Double Shot of Espresso

twiinworkspace handles your specialized workflows - construction bids, healthcare vendor management, whatever your game. ApproveThis handles the "get five people to sign off on this" part without the endless Slack pings. Together through Zapier, they:

  • Auto-convert CRM actions into approval requests
  • Push approval decisions back into your systems

Key perk: Approvers only need ApproveThis access. No extra CRM seats for clients or contractors. That's like getting free guac without asking.

Real World Wins for People Who Hate Paperwork

Use Case 1: The "Stop Wasting Sales Time" Play
When twiinworkspace gets a new high-value enquiry, ApproveThis automatically:

  • Checks if it needs exec approval (using $$ thresholds)
  • Routes to correct approvers (even if someone's on PTO)
  • Updates CRM status when approved

Construction companies: Imagine approving change orders before the concrete dries.

Use Case 2: The "Who Approved This?!" Tracker
Lead changed status to "Closed-Won" in twiinworkspace? Force a compliance check. ApproveThis:

  • Requires deal desk review for discounts over 15%
  • Logs who approved what and why
  • Syncs final terms to billing automatically

Healthcare suppliers: Perfect for maintaining audit trails on vendor contracts.

Department-Specific Wins

Sales Teams: Close Faster, Not Harder

New lead hits your industry-specific CRM? Auto-trigger approval requests for:

  • Custom pricing exceptions
  • Extended payment terms
  • Resource commitments

Approval groups ensure legal + finance both sign off sequentially. No more "I thought YOU reviewed the contract!"

Finance: Control Without Being the Bad Guy

Set automatic approval thresholds in ApproveThis:

  • Under $5k? Auto-approved
  • $5k-$25k? Needs manager OK
  • Over $25k? Escalate to CFO

All while keeping twiinworkspace billing records updated in real-time. Audit season just got 73% less terrible.

Operations: The Invisible Efficiency Machine

Connect equipment purchase requests in twiinworkspace to ApproveThis workflows that:

  • Check inventory levels first
  • Require triple bids for capital expenses
  • Auto-order approved items via existing vendors

Field service companies: Approve new gear purchases before the truck rolls back to base.

Setting This Up Without Losing Your Mind

1. Connect via Zapier in 4 steps:
- Trigger: "New Enquiry" in twiinworkspace
- Action: "Create Request" in ApproveThis
- Map critical fields (amount, client, dates)
- Activate and forget

Pro Tip: Use ApproveThis' calculated fields to auto-flag requests needing special attention. Example: "If project duration > 6 months, require COO review."

Why This Isn't Just Another Integration

Unlike clunky ERP modules, this combo actually gets adopted because:

  • Approval Groups prevent decision paralysis
  • Email approvals work for non-tech users
  • Real-time dashboards show bottlenecks

Manufacturing client example: Reduced equipment approval time from 11 days to 38 hours. No extra software training required.

The Bottom Line

If your industry-specific processes in twiinworkspace keep hitting approval roadblocks, this integration acts like a turbocharger. It's not about doing more work - it's about finally doing work that matters.

Ready to stop being a human routing machine?
Get Started with ApproveThis or book a 15-minute demo where we'll show how to slash your approval times using tools you already pay for.

P.S. The setup takes less time than reading this article. And no, that's not a challenge.

🥳

Integrate with twiinworkspace 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 twiinworkspace

Suggested workflows (and their Zapier components) for twiinworkspace

Create approval requests for new enquiries in twiinworkspace

When a new enquiry is created in twiinworkspace, this automation initiates an approval process in ApproveThis. It streamlines the review of enquiries by generating approval requests automatically. *Note: Ensure all enquiry details are mapped correctly between apps.*

Zapier Components

twiinworkspace Logo

Trigger

Enquiry Created

Triggers when a new Enquiry is created in twiinsales

Action

Create Request

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

Create approval requests for lead state changes in twiinworkspace

This integration triggers when a lead changes state in twiinworkspace and creates an approval request in ApproveThis. It ensures that lead updates are verified through a defined approval process to maintain data integrity. *Note: Verify that lead state values are correctly interpreted in the approval workflow.*

Zapier Components

twiinworkspace Logo

Trigger

Lead State Changed

Triggers when a Lead changes state in Twiin Sales

Action

Create Request

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

Create prospect and lead records for new approval requests

When a new approval request is received in ApproveThis, this automation creates corresponding prospect and lead records in twiinworkspace. It bridges the approval process and sales pipeline to ensure smooth follow-ups. *Note: Map approval request fields appropriately to prospect and lead data.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

twiinworkspace Logo

Action

Create Prospect & Lead

Creates Prospect & Lead

Update contacts for completed approval workflows

This automation updates contact records in twiinworkspace when an approval request in ApproveThis is resolved. It helps maintain up-to-date customer information following an approval decision. *Note: Confirm that the contact update logic aligns with your approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

twiinworkspace Logo

Action

Update Contact

Update a contact in workspace or sales.