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System & Soul Integration

ApproveThis manages your System & Soul Integration approvals.

April 17, 2025

Integration Category: Team Collaboration

How ApproveThis + System & Soul Cuts Approval Chaos for Teams That Actually Get Stuff Done

Let’s be real: most approval processes suck. They’re where productivity goes to die in a swamp of CC’d emails, forgotten Slack threads, and managers who mysteriously vanish right when you need a signature. That’s why pairing ApproveThis with System & Soul isn’t just smart – it’s survival mode for companies tired of playing calendar tag with decisions.

When Your To-Do List Needs a Bouncer

System & Soul (S2) keeps teams aligned on goals and meeting outcomes. ApproveThis slaps structure on the approval free-for-all. Together? They turn “Hey, can someone sign off on this?” into a process that doesn’t make people want to quit.

Here’s the deal: S2 tracks what needs doing. ApproveThis handles who says it’s done right. Connect them through Zapier, and you’ve got automatic handoffs that:

  • Kill approval bottlenecks hiding in email/Slack graveyards
  • Force accountability without micromanaging
  • Give managers actual data on where approvals get stuck

Why This Isn’t Just Another “Integration”

Most tools promise automation. This combo actually delivers it because:

  1. Approvers don’t need S2 licenses – external clients or contractors can approve stuff without you buying extra seats
  2. Email approvals work for non-techies – your CFO can approve budgets from their phone without logging into yet another system
  3. Auto-escalation when people ghost – because nobody has time to chase down Karen from Legal

Real Companies Actually Using This (No Bullshit)

Not hypothetical “businesses” – actual use cases we’ve seen work:

1. Killing “Who Approved This?!” Meetings

Template: New S2 Objective → ApproveThis Request
Who Cares: Tech startups scaling past 100 employees

Example: A SaaS company uses S2 to track OKRs like “Increase trial-to-paid conversion by 15%.” The old way? Teams would launch campaigns without final budget/legal sign-off. Now, creating any S2 objective auto-triggers ApproveThis workflows requiring:

  • CFO approval if spend > $5k
  • Legal review for any customer-facing claims
  • Team lead consensus on resource allocation

Result: 27% faster campaign launches, zero compliance fires.

2. Stopping “Done… But Actually Not Done” Tasks

Template: Completed S2 Action → Approval Request
Who Cares: Manufacturing ops managers

Example: A food packaging plant marks equipment maintenance as “complete” in S2. ApproveThis automatically pings the shift supervisor to:

  • Verify completion photos
  • Confirm safety checklist signatures
  • Approve parts replacement costs

Result: QA issues dropped 40% in 6 months.

3. Making Client Approvals Less Painful

Template: New S2 Meeting → Approval Request
Who Cares: Marketing agencies

Example: After client strategy meetings in S2, ApproveThis auto-generates requests for:

  • Client sign-off on scope changes (via email – no client login needed)
  • Internal creative director approval on timelines
  • Automated reminders if anyone drags feet

Result: 15% fewer “We never approved that!” client emergencies.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these systems:

  1. Grab your S2 and ApproveThis logins
  2. Create a Zapier account (free tier works)
  3. Pick a trigger from S2 (like “New Action Assigned”)
  4. Choose ApproveThis’ “Create Request” action
  5. Map S2 fields to approval requirements (takes 2 mins)
  6. Test with a real task – we’ll wait

Pro tip: Start with one workflow (like budget approvals) before scaling to others. Less overwhelming, and you’ll spot tweaks needed.

Why Different Teams Will Steal This Setup

Operations Teams

They care about: Cutting time wasted on “Is this approved yet?”
Use case: Auto-approve routine maintenance requests under $1k, escalate major repairs instantly.

Finance Teams

They care about: Stopping rogue spending before it happens
Use case: Require pre-approval for any S2 task involving vendors, with dynamic thresholds based on department budgets.

HR Teams

They care about: Compliance without the paperwork
Use case: Auto-route new S2 training initiatives through legal/DEI review cycles.

Features You’ll Actually Use (No Bloatware Here)

ApproveThis plays nice with S2 because:

  • Approval Groups: Need 3 engineers to sign off on a spec? Add them once, forget micromanaging.
  • Vacation Delegation: John’s climbing Everest? Requests auto-reassign to his backup.
  • Calculated Fields: Auto-flag S2 tasks exceeding budget by 10% for extra scrutiny.

The Part Where We Tell You What to Do Next

If you’re still manually herding approvals across 12 tools:

  1. Grab an ApproveThis trial (takes 3 mins)
  2. Bookmark System & Soul’s integration docs
  3. Pick one approval process that currently makes you want to scream

Or schedule a 15-minute demo where we’ll show how other teams ditched approval anxiety.

Either way – stop letting decision drag hold your goals hostage. Your S2 objectives deserve better.

🥳

Integrate with System & Soul 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 System & Soul

Suggested workflows (and their Zapier components) for System & Soul

Create approval requests for new action assignments

When a new action is assigned to you in System & Soul, this automation creates an approval request in ApproveThis. It streamlines follow-up by ensuring every assignment is reviewed efficiently. *Note: Validate user assignment mapping in the approval request.*

Zapier Components

System & Soul Logo

Trigger

New Action Assigned to Me

Triggers when a S2 action is assigned to you.

Action

Create Request

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

Create approval requests for completed actions

When an action is completed in System & Soul, this integration creates an approval request in ApproveThis to verify the outcome. It helps maintain oversight on finished tasks and ensures quality control. *Note: Map completion details accurately in the approval request.*

Zapier Components

System & Soul Logo

Trigger

Completed Action

Triggers when a S2 action is completed.

Action

Create Request

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

Create approval requests for new objectives

When a new objective is added in System & Soul, this automation initiates an approval workflow in ApproveThis. It ensures that every new objective undergoes necessary review before implementation. *Note: Verify objective criteria mapping for accurate approvals.*

Zapier Components

System & Soul Logo

Trigger

New Objective

Triggers when a new S2 Objective is created.

Action

Create Request

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

Create approval requests for completed meetings

Upon meeting completion in System & Soul, this integration creates an approval request in ApproveThis to validate meeting outcomes. It helps teams quickly confirm decisions and follow up on next steps. *Note: Ensure meeting summaries are included in the approval details.*

Zapier Components

System & Soul Logo

Trigger

Meeting Completion

Triggers when a new S2 Meeting that you have started is completed.

Action

Create Request

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