Skip to content
SuiteDash Integration

ApproveThis manages your SuiteDash Integration approvals.

April 17, 2025

Integration Category: Project Management

When Bureaucracy Meets Automation

Let's be real: approvals are where productivity goes to die. Someone needs a $200 software subscription. Accounting needs three signatures. Legal wants a PDF attached. Meanwhile, the project manager's hairline is receding in real time.

This is why combining ApproveThis with SuiteDash isn't just another "integration" - it's a hostage negotiation for your team's time. SuiteDash handles the operational circus (projects, clients, billing). ApproveThis cuts through the red tape. Together, they make sure work happens faster than your morning coffee gets cold.

What Each Tool Brings to the Knife Fight

ApproveThis: The Bouncer

Specializes in one thing: getting decisions made without 17 Slack pings. Custom approval chains that adapt to your rules. Real-time tracking so requests don't get "lost." Email approvals for executives who still think the internet is AOL.

SuiteDash: The Ringmaster

CRM, projects, invoices - all in one tent. Great for keeping client work moving, but approvals often become bottle-necks. Tasks get created, but who signs off on the budget? Projects update, but who approved the scope change?

Why Zapier Makes This Work

Using Zapier, we connect the decision-making (ApproveThis) to the actual work (SuiteDash). No coding. No praying to the IT gods. Just three ways this combo saves companies 20+ hours/month:

Use Case 1: Approval Requests That Don't Require a PhD in Follow-Up

The Problem: John in Marketing submits a design request. It needs VP approval. The designer waits. The VP forgets. John sends awkward "just checking!" emails. Rinse, repeat.

How It Works

Connect ApproveThis' New Request trigger to SuiteDash's Create Task action. Now:

  • Design request submitted → Task auto-created in SuiteDash
  • Approval status tracked in both systems
  • Denied? Task gets "Blocked" tag. Approved? Due date gets set.

Who Cares?

Marketing Agencies: Client approves campaign brief → Task assigned to designer with deadline.
Manufacturing: Equipment purchase request → Maintenance task scheduled only after approval.
Bonus: Approvers don't need SuiteDash access. Clients get email links. No extra licenses.

Use Case 2: Tasks That Actually Follow the Damn Rules

The Problem: Sales team creates a "50% discount for enterprise client" task. Finance finds out after the deal closes. Cue the spreadsheet tantrum.

How It Works

Flip the script: SuiteDash's New Task triggers an ApproveThis request. Now that discount task can't start until Finance signs off. Automatic escalation if the CFO's on vacation (thanks to delegation features).

Who Cares?

Consulting Firms: Scope change request → Must get PM + client approval before team touches it.
Healthcare: Patient onboarding task → Requires compliance officer review first.
Key Feature: Approval thresholds auto-approve small expenses but flag anything over $5K.

Use Case 3: Projects That Update Themselves (No, Really)

The Problem: Client approves revised deliverables. PM has to update 12 fields manually. Gets distracted by a Zoom fire drill. Project plan stays wrong.

How It Works

When ApproveThis sends an Approved/Denied trigger, SuiteDash auto-updates project details. Approved budget increase? Project financials adjust. Denied timeline extension? Dependencies get reworked.

Who Cares?

Software Teams: Feature approval → Sprint plan updates automatically.
Construction: Material cost approval → Project budget revises in real time.
Hidden Win: Calculated fields in ApproveThis can adjust request amounts based on dynamic inputs before sending to SuiteDash.

Setting This Up Without Losing Your Mind

For the "Create Tasks on New Requests" workflow:

  1. Zapier Setup: New ApproveThis request → Create SuiteDash task
  2. Map Fields: Request title → Task name, Requester → Task assignee
  3. Add Logic: If denied, add "Rejected" tag; if approved, set due date

Total time: 9 minutes (7 if you've already had coffee).

Why Your CFO Will Stop Yelling

Finance Teams: Approval thresholds mean $50 office supplies get auto-approved while $5K expenses hit the right desks. All decisions audit-trailed for when the auditors come sniffing.

Why Your Project Managers Will Finally Relax

Operations Teams: Tasks can't be marked "complete" in SuiteDash until approvals happen. No more "We did the work but Accounting reversed it" disasters.

Why Clients Won't Ghost You

Client Services: External approvers get email links (no login required). Clients see real-time status without 15 check-in emails. You look competent. They pay invoices faster.

The Part Where We Tell You What to Do Next

If your approval processes involve more herding than actual work:

1. Get ApproveThis (free trial, no CC required)
2. Connect via Zapier in under 10 minutes
3. Stop being the bottleneck

Or, if you prefer someone else to press the buttons: Book a 15-minute demo. We'll show how to shave 8 hours off your approval cycles. Your choice.

🥳

Integrate with SuiteDash 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 SuiteDash

Suggested workflows (and their Zapier components) for SuiteDash

Create SuiteDash tasks for new ApproveThis requests

Ensure prompt response to approval requests by automating task creation in SuiteDash. This integration creates a new task in SuiteDash when a new approval request is initiated in ApproveThis, allowing your team to track and address requests efficiently.

Zapier Components

Trigger

New approval request

Triggers when a new approval request workflow is initiated.

SuiteDash Logo

Action

Create task

Creates a new task.

Initiate ApproveThis requests for new SuiteDash tasks

Streamline task approvals by integrating SuiteDash with ApproveThis. When a new task is added in SuiteDash, this automation initiates an approval request in ApproveThis, ensuring tasks follow organizational approval processes before execution.

Zapier Components

SuiteDash Logo

Trigger

New task

Triggers when a new task is created.

Action

Create request

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

Update SuiteDash projects on ApproveThis request completion

Enhance project management by updating projects in SuiteDash based on ApproveThis request outcomes. This automation ensures project details are revised according to approved or denied requests, maintaining project accuracy and compliance.

Zapier Components

Trigger

A request is approved/denied

Triggers when a request is approved or denied.

SuiteDash Logo

Action

Update project

Update project.