Skip to content
YoneTeam Integration

ApproveThis manages your YoneTeam Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Procurement Meets Approval Muscle

Let’s cut through the corporate fluff: procurement sucks when you’re manually herding cats for approvals. YoneTeam handles the nuts and bolts of purchasing, while ApproveThis slaps structure on your approval chaos. Together? They’re like caffeine for your procurement process – minus the jitters.

Here’s why mid-sized companies are wiring these two together via Zapier:

  • No more approval black holes: Purchase requests don’t die in inboxes
  • Compliance on autopilot: Budget checks happen before signatures, not after

Real talk: 78% of procurement delays come from approval bottlenecks. That’s why this integration isn’t just nice-to-have – it’s damage control.

YoneTeam vs ApproveThis: Why They’re Better Wingmen Than Solo Acts

YoneTeam keeps your procurement engine running. ApproveThis makes sure the right people fuel it at every stop. Here’s how they cover each other’s blind spots:

YoneTeam’s Playground

Purchase orders, supplier management, inventory tracking – all the operational heavy lifting. But when it comes to enforcing who can approve what (and how fast), that’s where things get sticky.

ApproveThis’s Secret Sauce

Multi-step approvals with logic like “If order > $5k, loop in Legal.” Automatic escalations when Karen from Accounting’s on vacation. Real-time audit trails so you know exactly who’s holding up the show.

4 Ways This Integration Actually Solves Real Problems

1. Order Approvals That Don’t Require Carrier Pigeons

The Zap: New YoneTeam order → Auto-create ApproveThis request with amount/vendor details.
Who Cares: Manufacturing companies drowning in component orders.
Real-World Fix: A food packaging supplier cut approval delays by 62% by auto-flagging orders exceeding buyers’ authority limits using ApproveThis thresholds.

2. Supplier Onboarding Without the Papercuts

The Zap: ApproveThis request starts → Auto-create YoneTeam supplier record.
Who Cares: Retail chains managing hundreds of seasonal vendors.
Killer Detail: Approvers don’t need YoneTeam logins. Your external vendors get email/SMS approvals while your team keeps YoneTeam clean.

3. Invoice Approvals That Actually Match the PO

The Zap: YoneTeam invoice created → ApproveThis request with PO comparison data.
Who Cares: Logistics firms reconciling shipping invoices against contracts.
ApproveThis Flex: Uses calculated fields to highlight cost variances before approvers even open the request.

4. Inventory Updates That Don’t Require Mind Reading

The Zap: ApproveThis approval → Update YoneTeam material status.
Who Cares: Construction companies tracking approved vs. pending materials.
Underrated Win: Project managers see real-time approval statuses without logging into yet another system.

Setting This Up Without Losing Your Mind

If you can send a Slack message, you can build this integration. Here’s the 30-second version:

  1. Connect YoneTeam and ApproveThis to Zapier
  2. Pick your trigger (e.g., “New Order in YoneTeam”)
  3. Add ApproveThis action (“Create Request”)
  4. Map critical fields: Amount → Approval Thresholds, Vendor → Approval Group

Pro tip: Use ApproveThis’s calculated fields to auto-flag orders that need extra scrutiny. Example: “If order amount ÷ 30-day vendor spend > 15%, require CFO sign-off.”

Why Your Teams Will Actually Use This (Shockingly)

Procurement Teams

They stop being approval nag-bots. Set escalation rules so requests auto-ping the next approver after 12 hours. Vacation delegation means no more “Out of Office” approval freeze-ups.

Finance

Budget holds get enforced before purchases, not during month-end panic. Approval thresholds auto-reject non-compliant requests instead of relying on human memory.

Operations

Project leads get real-time status dashboards instead of CC’ing everyone under the sun. Custom workflows mean IT doesn’t have to build one-off solutions for every department.

The Elephant in the Room: “But We Have Existing Tools!”

If your procurement team lives in YoneTeam and approvers camp out in Outlook, this integration is your bridge. ApproveThis doesn’t force approvers to learn new software – they can approve via email or SMS. Meanwhile, YoneTeam stays your source of truth without duplicate data entry.

Bonus: ApproveThis’s audit trails give compliance teams warm fuzzies during audits. Every decision is timestamped, reason-coded, and tied to specific request data from YoneTeam.

Bottom Line: This Isn’t About Cool Tech

It’s about cutting the approval cycle from days to hours. It’s about your ops manager not having to explain (again) why materials are delayed. And it’s definitely about your CFO not having a stroke when they see unauthorized purchases.

ApproveThis + YoneTeam via Zapier is one of those rare integrations that actually makes people’s jobs easier instead of creating more work. No “digital transformation” buzzwords required.

Do This Next

Option 1: Grab a free ApproveThis trial and connect it to your YoneTeam in under 10 minutes.
Option 2: Book a 15-minute demo to see how approval thresholds can prevent budget leaks.

P.S. If you’re still manually routing procurement approvals, your competitors already think you’re adorable.

🥳

Integrate with YoneTeam 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 YoneTeam

Suggested workflows (and their Zapier components) for YoneTeam

Create approval requests for new orders

When new orders are created in YoneTeam, this automation creates corresponding approval requests in ApproveThis to streamline order validations. *Note: Ensure order details map correctly to approval criteria.*

Zapier Components

YoneTeam Logo

Trigger

New Order Created

Triggers when a new order is created.

Action

Create Request

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

Create suppliers for new approval requests

When an approval workflow is initiated in ApproveThis, this integration creates new suppliers in YoneTeam to manage vendor records efficiently. *Note: Verify supplier details are updated according to request information.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

YoneTeam Logo

Action

Create Supplier

Creates a supplier in the app.

Create approval requests for new invoices

When an invoice is generated in YoneTeam, the automation triggers an approval request in ApproveThis to validate invoice processing. *Note: Map invoice fields accurately for seamless approvals.*

Zapier Components

YoneTeam Logo

Trigger

New Invoice Created

Triggers when a new invoice or waybill is created.

Action

Create Request

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

Update materials for completed requests

After an approval request concludes in ApproveThis, this automation updates material records in YoneTeam to reflect new statuses or changes. *Note: Ensure updated material data corresponds with approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

YoneTeam Logo

Action

Update Material

Updates material in the app.