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ApproveThis manages your Harbour Integration approvals.

March 9, 2025

ApproveThis manages your Harbour approvals.

March 9, 2025

When Contracts Meet Approvals: No More Bottlenecks

Let's be real - getting contracts signed is just the first hurdle. The real fun starts when you need three VPs to approve the payment, two departments to greenlight the scope, and legal to actually read the thing. That's where most teams get stuck in endless email threads and "I thought you were handling this" meetings.

ApproveThis and Harbour fix this by connecting the dots between signed agreements and the internal approvals they trigger. Harbour handles the flashy part - turning contracts into branded, mobile-friendly signable links. ApproveThis does the dirty work - routing those signed docs to the right people, badgering them with reminders, and keeping everyone honest.

Why This Combo Works (Besides Saving Your Sanity)

Most approval tools act like gatekeepers. Ours work more like traffic controllers. Here's the playbook:

  • No more app hopping: Approvers get contracts via email (yes, actual email) and can approve/reject without logging into Harbour. Great for external partners who shouldn't have access to your contract portal.
  • Auto-pilot mode: Contracts under $5k? Set thresholds to auto-approve. Legal only needs to see NDAs? Conditional routing handles it.
  • Paper trails that don't suck: Every approval decision in ApproveThis timestamps who approved what, with the final contract living in Harbour. Audit-proof without the spreadsheet gymnastics.

Real Teams Using This Right Now (And How)

1. Marketing Agencies: Client Contracts → Project Kickoffs

Scenario: Your sales team uses Harbour to get contracts signed. The second that happens, ApproveThis:

  • Pings the CFO to approve the deposit invoice
  • Alerts the creative director to assign the team
  • Checks if the client's NDA is on file (and routes to legal if not)

Result: Projects start 3 days faster because accounting and creative aren't waiting on each other.

2. Manufacturing: Supplier Agreements → Procurement Greenlights

Supplier signs a Harbour contract for raw materials. ApproveThis immediately:

  • Routes to plant manager for capacity check
  • Sends PO approval to procurement if under $10k
  • Escalates to COO+CFO if over threshold

Result: 60% fewer "urgent" supplier calls because approvals happen before delivery dates creep up.

3. SaaS Companies: Partner Agreements → Commission Processing

Channel partner signs a reseller agreement in Harbour. ApproveThis auto-triggers:

  • Compliance check (did legal approve the revenue split?)
  • Sales lead confirms partner onboarding
  • Finance enables commission tracking

Result: Partners get paid faster (without finance chasing down deal terms).

Setting This Up Without Losing a Day

If you can set up a Slack channel, you can handle this:

  1. Zapier Hook: Connect Harbour's "New Agreement Completed" trigger to ApproveThis' "Create Request" action. Zapier's interface makes this drag-and-drop.
  2. Map the Data: Pull key contract details (amount, client name, contract type) into ApproveThis. Pro tip: Use calculated fields to auto-flag high-value contracts.
  3. Set Approval Rules: Build workflows in ApproveThis like "All NDAs go to legal@, contracts over $50k need CFO+CEO, everything else auto-approves."

Biggest time-saver? Approvers never touch Harbour. They get an email with contract snippets and one-click approve/deny buttons.

Why Your Teams Will Actually Use This

For Finance:

No more digging through DocuSign hell to find which invoice matches which contract. ApproveThis shows them the contract summary, payment terms, and who already signed off. They can reject with a note like "Net 60 terms not approved" right in the email.

For Legal:

Conditional routing means they only see contracts that actually need review. Vacation delegation stops deals from stalling when counsel is OOO.

For Operations:

Real-time dashboards show exactly where each contract is stuck. Is it waiting on a manager in Berlin? Procurement in Texas? They know without 8 AM check-in calls.

Cool Features You'll Abuse Daily

Beyond the basics, this combo lets you:

  • Auto-nag approvers: Set reminders that escalate to their boss after 2 days. Subtle? No. Effective? Always.
  • Build approval templates: Create one-click workflows for common contract types (vendor agreements, client SOWs, etc.)
  • Dynamic thresholds: Auto-approve contracts up to $X, but lower the limit during budget freezes.

The Bottom Line (No Fluff)

ApproveThis + Harbour via Zapier isn't about flashy features. It's about fixing the approval black hole that sucks up your team's time. Contracts get signed faster, approvals happen without meetings, and you get to stop playing approval detective.

If your company juggles more than 20 contracts/month across teams, this setup pays for itself in saved man-hours alone. And since approvers don't need Harbour licenses (they just click email links), even your least tech-savvy partners stay in the loop.

Next Steps (Pick One)

DIY Route: Grab an ApproveThis trial, connect to Harbour via Zapier, and use our pre-built template. Takes 18 minutes if you move fast.

Demo First: Book a 15-minute walkthrough. We'll show how HR teams automate offer letter approvals and procurement handles vendor contracts.

Either way, stop letting approvals be the bottleneck. Contracts are signed - now make the rest as smooth.

Request a Demo

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Integrate with Harbour 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 Harbour

Suggested workflows (and their Zapier components) for Harbour

Create approval requests for new agreements completed

When a new agreement is completed in Harbour, this automation sends a request to ApproveThis for review. It triggers an approval process immediately to streamline workflow and ensure timely follow-up. *Note: Configure the request fields to match your organization’s approval criteria.*

Zapier Components

Harbour Logo

Trigger

New Agreement Completed

Triggers when a new agreement is completed (e.g., signed by recipient).

Action

Create Request

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