ApproveThis manages your KiteSuite Integration approvals.

Why Approval Processes Need a Reality Check

Let’s be honest: most approval workflows are a mess. Tasks get stuck in inboxes. Decisions bottleneck at the VP who’s always on vacation. Teams waste hours chasing down signatures instead of doing actual work. This isn’t just annoying – it’s expensive. For companies scaling between 50-5,000 employees, manual processes become a tax on growth.

That’s where ApproveThis and KiteSuite come in. One handles the messy human part (decisions), the other organizes the work (tasks). Together, they turn “Where’s that approval?!” into “It’s already done.” No magic, just smart automation.

The Nuts and Bolts of the Integration

ApproveThis isn’t another task manager – it’s a decision engine. While KiteSuite organizes what needs to happen, ApproveThis determines whether it should. Connect them through Zapier, and you get:

• Auto-approvals based on task data (e.g., “Approve all marketing spends under $5k instantly”)
• Real-time updates between systems – no more spreadsheet gymnastics

Key detail: Approvers only need an ApproveThis license, not KiteSuite access. Huge for external partners or cross-department work where you don’t want to pay for extra seats.

Three Ways This Combo Actually Gets Used

1. The “No More Shadow Approvals” Workflow

Template: Create approval requests for new KiteSuite items

Marketing teams love this. Example: An agency creates a KiteSuite task for a client campaign. Zapier instantly pings ApproveThis, which routes it to the client’s legal team (external) and internal compliance. Legal approves via email without logging into KiteSuite. Compliance uses calculated fields to auto-approve budgets under $10k. Result: Campaigns start 3 days faster.

2. The “Status Update That Doesn’t Suck” Workflow

Template: Update KiteSuite items when approvals happen

Procurement teams live here. Example: A purchase request in KiteSuite auto-generates an ApproveThis workflow. Once approved, KiteSuite task details update with PO numbers and budget codes. If denied, the task gets tagged “Blocked” and reassigned. No more “I thought you updated Asana!” emails.

3. The “Actually Useful Notifications” Workflow

Template: Send KiteSuite messages when requests are approved/denied

IT teams dig this. Example: A software rollout request gets approved. ApproveThis triggers a KiteSuite message to the DevOps channel with the approved specs. If denied, it alerts the requester with reasons. Bonus: Vacation delegation means no approvals stall because someone’s at DEF CON.

Setting This Up Without Losing Your Mind

For the “Create approval requests” zap:

1. In Zapier, set KiteSuite’s “New Item” as trigger
2. Filter tasks needing approval (e.g., tasks tagged “Budget” or “Legal”)
3. Map critical KiteSuite data to ApproveThis fields (due dates, amounts)
4. Test with a $1 mock request to confirm auto-routing

Pro tip: Use ApproveThis’ threshold rules to auto-approve minor requests instantly. Finance teams save 12+ hours/month this way.

Who Actually Benefits (Besides Your Sanity)

Marketing Teams

Stop waiting for legal to approve every social post. Set thresholds (e.g., auto-approve content under $1k spend) with escalation paths for high-risk campaigns. Approval groups let both creative directors and compliance sign off in parallel.

Procurement Departments

Route purchase requests based on amount and department. $500 office supplies? Auto-approved. $50k software contract? Requires CFO + IT. All updates sync back to KiteSuite tasks automatically.

IT & DevOps

Approved server upgrades trigger automatic Jira ticket creation via KiteSuite. Denied requests notify requesters with one click. Calculated fields auto-flag requests exceeding budget caps.

The Quietly Ruthless Efficiency Gains

This isn’t about flashy features – it’s about eliminating the 17% of time managers waste on approval delays (McKinsey, 2023). Real examples:

Case 1: A 200-person SaaS company reduced contract approval times from 6 days to 8 hours by syncing KiteSuite deadlines with ApproveThis escalation rules.

Case 2: A manufacturing firm cut procurement errors by 40% after linking KiteSuite inventory tasks to approval thresholds in ApproveThis.

Notice what’s missing? No daily standups about approval status. No frantic Slack searches. Just tasks moving forward or getting killed quickly.

How to Not Screw This Up

Do:

• Start with one high-impact workflow (e.g., purchase orders)
• Use calculated fields to auto-approve low-risk requests
• Set up vacation delegates before holiday season

Don’t:

• Overcomplicate workflows – 3 approval steps max
• Assume approvers will log into KiteSuite – they won’t

Bottom Line

ApproveThis + KiteSuite isn’t another “productivity hack.” It’s a way to stop treating approvals like a corporate game of telephone. Either tasks get cleared to move forward or they’re stopped cold – no limbo.

If you’re handling more than 20 approvals a month across teams, book a demo or start a trial. It takes 8 minutes to set up your first workflow. Less time than you’ll waste tomorrow chasing down that marketing invoice.