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Quickbase Integration

ApproveThis manages your Quickbase Integration approvals.

April 17, 2025

Integration Category: Databases

When Custom Apps Meet Approval Automation

Let's be real - most approval processes suck. They're either trapped in email hell, lost between systems, or require chasing down people who are always "in a meeting." Quickbase solves half the problem by letting you build custom apps that actually fit your business. ApproveThis solves the other half by making approvals actually happen. Together? They're like peanut butter and jelly for process nerds.

Quickbase's strength is flexibility - you can build exactly what your team needs. ApproveThis' superpower is forcing decisions to happen. Connect them through Zapier, and you've got custom workflows that don't just collect data, but actually do something with it. No more "I thought Bob was handling that" moments.

Why This Combo Works for Mid-Sized Companies

If your company's between 50-5,000 people, you're big enough to need real processes but small enough that "enterprise solutions" feel like using a sledgehammer to hang a picture. Here's where this integration hits different:

  • No more app switching: Approvals happen where the work already lives - email, Slack, whatever your team actually uses
  • External approvers? No problem: Clients or vendors can approve stuff without needing access to your Quickbase (or you paying for extra seats)

Take procurement teams. They live in Quickbase for vendor management but waste days getting legal sign-off. Connect the two, and legal gets simple email approvals while procurement tracks everything in their existing dashboards. Everyone wins.

Real-World Workflows That Don't Feel Like Work

Use Case 1: From Quickbase Record to Approved Action

Marketing teams using Quickbase for campaign requests: Set up a Zap that triggers an ApproveThis workflow whenever a new campaign budget is submitted. Finance gets an email they can approve/reject in one click. Approved? Budget gets updated in Quickbase automatically. Denied? Requester gets notified with next steps.

Use Case 2: Audit-Proof Paper Trails

Healthcare companies: When a new patient intake form hits Quickbase, auto-send compliance approvals to legal via ApproveThis. Every decision is logged with timestamps and comments directly in the patient record. Bonus: Use approval thresholds to auto-approve routine cases, only escalating exceptions.

Setup That Takes Minutes, Not Days

1. In Zapier, choose Quickbase's "New Record" trigger
2. Map fields to ApproveThis' "Create Request" action
3. Set up conditional logic if needed (e.g., "Only send requests over $5K for approval")
4. Test with a real Quickbase entry

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Example: If a Quickbase project request exceeds department budget in the record, auto-route to CFO instead of team lead.

Department-Specific Wins

HR Teams

New hire request in Quickbase? Auto-send equipment approval requests to IT and desk assignments to facilities. Approval groups ensure IT signs off before facilities gets notified. No more "Where's Joe's laptop?" on day one.

Operations

Prevent warehouse stockouts: When Quickbase inventory levels hit threshold, trigger purchase order approvals in ApproveThis. Use sequential approvals - buyer > manager > CFO based on amount. Integrate vendor contracts from Quickbase into the approval packet automatically.

Features You'll Actually Use

ApproveThis isn't just another approval layer. When connected to Quickbase:

  • Vacation Overrides: Approvals auto-reassign if someone's OOO - crucial for manufacturing teams with tight production schedules
  • Threshold Escalations: Auto-approve small expenses in Quickbase but require VP sign-off over $10K

Construction companies: Use calculated fields to auto-adjust approval paths based on Quickbase project risk scores. High-risk projects go to senior management; standard ones flow through regular channels.

Why This Isn't Just "Another Integration"

Most app integrations just move data. This combo actually shortens business cycles. Example: A Quickbase inventory alert triggers a purchase approval in ApproveThis. While that's routing, ApproveThis pulls supplier contracts from Quickbase for reviewers. Approved? PO gets logged back in Quickbase and supplier gets automated email. Cycle time cut from 5 days to 5 hours.

For professional services firms: Quickbase tracks client projects, ApproveThis handles change order approvals. Clients approve via email without logging into anything. Approved scope changes auto-update project timelines in Quickbase. Billable hours saved: Countless.

No-Code Doesn't Mean No Control

IT teams love that they can:

  • Maintain all permissions in Quickbase
  • Set up approval chains without developer help
  • Get audit logs in both systems

Example: A financial services company uses Quickbase for client onboarding. Compliance approvals in ApproveThis include mandatory checklists that lock until each item is verified. Everything syncs back to Quickbase for FINRA audits.

Getting Started Without the BS

1. Sign up for ApproveThis (free trial works)
2. Connect to Quickbase via Zapier
3. Pick one process that currently uses email approvals
4. Build your first Zap in under 20 minutes

Not sure where to start? Most teams see the fastest ROI on:
- Contract reviews
- Budget approvals
- HR policy exceptions
- IT purchase requests

The Bottom Line

If your Quickbase apps are where work happens, but approvals are still a black hole, this integration is your flashlight. It's not about fancier workflows - it's about getting to "yes" or "no" faster without annoying your team.

Companies using both report:
- 60% faster approval cycles
- 75% fewer "status update" meetings
- 100% less passive-aggressive Slack follow-ups

Ready to stop herding cats? Get started with ApproveThis or book a 15-minute demo to see real-world examples from your industry.

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Integrate with Quickbase 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.

Learn More

Best Approval Workflows for Quickbase

Suggested workflows (and their Zapier components) for Quickbase

Create Quickbase records for new ApproveThis requests

Automatically create a record in Quickbase whenever a new approval request is initiated in ApproveThis. This integration helps streamline record-keeping and ensures that all incoming requests are captured, saving you time and ensuring no request is overlooked.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Quickbase Logo

Action

Create Record

Creates a new record in a Quick Base table.

Request approvals in ApproveThis for new Quickbase records

Automatically create an approval request in ApproveThis whenever a new record is added to Quickbase. This integration keeps your approval processes in sync with data entries, which speeds up decision-making and enhances workflow efficiency.

Zapier Components

Quickbase Logo

Trigger

New Record

Triggers when a new record is created.

Action

Create Request

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