ApproveThis manages your Cone Integration approvals.

When Bureaucracy Meets Its Match

Let's cut through the corporate speak: approvals suck. They're the traffic jam in your productivity highway, the "check back next week" in your "need it yesterday" project. But here's the twist – they don't have to. When you connect ApproveThis (the approval ninja) with Cone (the accounting team's secret weapon), you're not just automating workflows. You're surgically removing bottlenecks.

Why This Combo Works Like a Double Shot of Espresso

Cone handles proposals and client management like a pro. ApproveThis kicks approval delays in the teeth. Together through Zapier, they do the heavy lifting so your team can focus on actual work. No more:

• Accounting managers playing CC tag in email threads
• Sales leads rotting in approval purgatory
• Client onboarding moving at government speed

Real example: A 200-person accounting firm slashed client onboarding from 11 days to 48 hours by auto-routing Cone proposals to ApproveThis thresholds. Partners approve big clients, seniors handle the rest – zero manual routing.

Your New Approval Playbook

Client Conversion Guardrails

When Cone flags a prospect → customer conversion, ApproveThis automatically:

• Checks deal size against risk thresholds
• Pings the right approver based on client industry
• Updates Cone CRM post-approval

Tax firms use this to prevent "oops we took a shady client" situations. Approval groups ensure partners vet high-risk accounts while managers handle routine ones.

Invoice Approval Jailbreak

Finalized Cone invoice triggers ApproveThis to:

1. Check amount against department budgets
2. Escalate overages to CFO automatically
3. Lock down approval if project codes don't match

A regional construction company eliminated $240k in duplicate payments last quarter using calculated fields to flag mismatched PO numbers.

Setup That Doesn't Need IT Hand-Holding

Three steps even the "I'm not techy" folks can handle:

1. Connect the Pipes: Zapier links ApproveThis + Cone in 5 minutes. No API jargon.
2. Pick Your Triggers: "When X happens in Cone, do Y in ApproveThis" – set rules plain English
3. Test Drive: Run a $1 invoice or dummy client through the system

Pro tip: Use ApproveThis' conditional logic to handle edge cases without creating 20 separate Zaps.

Who Gets Their Life Back

Accounting Teams

ApproveThis' calculated fields auto-verify Cone invoice totals against contracts. Approval thresholds mean juniors can sign off on small bills without babysitting.

Sales Leaders

New Cone proposals auto-trigger compliance checks in ApproveThis. Legal approves NDAs while sales ops verifies pricing – parallel approvals cut deal review time by 65%.

Operations Managers

Vacation delegation in ApproveThis stops workflows from dying when approvers are OOO. Cone client updates keep rolling even if someone's sipping margaritas in Cancun.

The Nuts and Bolts (Without the BS)

License Freedom: External clients can approve stuff in ApproveThis without needing Cone logins. Perfect for agencies managing multiple client accounts.

Email Escape Hatch: Approvers can reject/approve directly from Gmail or Outlook. No learning new software.

Audit Trail Armor: Every approval decision in ApproveThis time-stamps and records the why. Cone records stay clean with approved changes only.

Real Results, No Fluff

A 500-person SaaS company using Cone + ApproveThis:

- Cut month-end close from 12 to 6 days
- Reduced accounting approval queries by 40%
- Onboarded 22% more clients without adding staff

Their secret sauce? Auto-escalating any Cone invoice over $50k to CFO review via ApproveThis thresholds.

Common "Aha" Moments

Consulting Firms: Route Cone project change orders through ApproveThis with client-specific approvers. No more scope creep freebies.

Manufacturers: Auto-approve Cone PO requests under $1k, flag duplicates using ApproveThis' real-time tracking.

Non-Profits: Board members approve big Cone expenditures via email without needing to log into yet another system.

Bottom Line

ApproveThis + Cone via Zapier isn't about flashy features. It's about:

1. Killing approval bottlenecks that hemorrhage time/money
2. Keeping teams in their happy place (Cone for data, ApproveThis for decisions)
3. Making auditors actually smile during reviews

You've got better things to do than play approval traffic cop. Get started now or book a demo to see how painless approvals can be.