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Signedly Integration

ApproveThis manages your Signedly Integration approvals.

April 17, 2025

Integration Category: Signatures

When Signatures Are Just the Beginning

Let's get real: getting a document signed is rarely the finish line. Contracts need final approvals, HR forms require manager sign-offs, and vendor agreements demand budget checks. This is where most teams hit a wall – the gap between obtaining signatures and securing internal approvals creates delays, version chaos, and missed deadlines.

ApproveThis and Signedly fix this disconnect. Signedly handles the secure signing process, while ApproveThis automates what happens next. Together, they create a closed-loop system where signed documents instantly trigger approval workflows tailored to your business rules. No more chasing down decision-makers or wondering where things stand.

Why This Combo Works

Signedly excels at document routing and e-signatures but isn't built for internal governance. ApproveThis doesn't handle signatures but specializes in orchestrating complex approval chains. The integration via Zapier turns them into a single powerhouse:

  • No License Overload: External clients sign in Signedly; internal approvers use ApproveThis without needing access to your Signedly account.
  • Conditional Logic: Automatically route high-value contracts to executives while approving standard NDAs at the team level.

A law firm we worked with slashed contract turnaround from 14 days to 48 hours using this integration. Signedly captured client signatures, while ApproveThis handled internal partner reviews and conflict checks simultaneously.

Real Workflows, Real Results

Use Case 1: Legal Team Efficiency

Problem: Law firms drown in post-signature steps – conflict checks, billing terms approval, filing. Associates waste hours manually routing documents.

Solution: When a client signs an engagement letter in Signedly:

  1. ApproveThis auto-creates a request with the signed PDF attached
  2. Workflow notifies the managing partner (via email) and paralegal (via Slack)
  3. Approval thresholds auto-escalate high-risk contracts

Key Feature: Approval Groups ensure only attorneys licensed in the relevant state can approve.

Use Case 2: Procurement Control

Problem: Signed vendor contracts often bypass spending limits. Finance discovers issues months later.

Solution: Connect Signedly to ApproveThis with calculated fields:

  1. When a vendor signs, Zapier pulls contract value from Signedly metadata
  2. ApproveThis compares it against the requester's approval limit
  3. Contracts over $50k auto-route to CFO with budget impact analysis

Key Feature: Approval thresholds prevent rogue spending without micromanagement.

Use Case 3: HR Compliance

Problem: Signed offer letters get lost between HRIS, payroll, and department heads.

Solution: Approved hires trigger two parallel actions:

  1. ApproveThis sends the signed letter to payroll via Slack
  2. On approval, IT receives provisioning details via automated service ticket

Key Feature: Vacation delegation ensures approvals never stall during hiring sprees.

Setting It Up Without the Stress

Time needed: 12 minutes (seriously)

Steps:

  1. In Zapier, choose Signedly's "Document Completed" trigger
  2. Map key fields: Document type, signer email, contract value
  3. Connect ApproveThis' "Create Request" action
  4. Set approval rules: Who approves based on document type or amount
  5. Test with a dummy document

Pro Tip: Use ApproveThis' calculated fields to auto-populate budget codes or project IDs from Signedly metadata.

Who Benefits Most?

Legal Teams

Stop playing document tag. Associate reviews, client terms, and filing happen in parallel. Malpractice carriers love the audit trail.

Procurement

Enforce spending policies without being the bad guy. Vendors sign in Signedly; approvers get context-rich requests showing contract vs. budget.

HR Departments

Onboard faster by linking signed offers to IT, payroll, and facilities. Approval groups ensure compensation approvals stay confidential.

Finance Leaders

Real-time visibility into committed spend. ApprovedThis' dashboard shows pending contracts, so cash flow forecasts stay accurate.

Why This Isn't Just Another Integration

Most Zapier integrations just move data. This one changes behavior:

  • Approvers Act Faster: Email approvals with document links mean no login hunting
  • Compliance Built-In: Every signature ties to an approval audit trail
  • Scale Without Headcount: Add approvers globally without IT tickets

A construction company using both tools cut project start delays by 63%. Signedly handled subcontractor agreements; ApproveThis routed them to safety, legal, and project managers concurrently.

Common Pitfalls (And How to Dodge Them)

Mistake #1: Using generic approval emails
Fix: Customize ApproveThis notifications to include Signedly document links and due dates.

Mistake #2: Ignoring conditional logic
Fix: Set rules like "All contracts >$100k require CFO + Legal approval" during setup.

Mistake #3: Overcomplicating workflows
Fix: Start with 1-2 document types (e.g., NDAs), then expand.

Getting Started

If you're already using Signedly, adding ApproveThis takes under 15 minutes. Here's your playbook:

  1. Register for ApproveThis (free trial available)
  2. Build your first approval template – focus on one pain point (e.g., vendor contracts)
  3. Connect to Signedly via Zapier using the triggers/actions we covered
  4. Run a test with a non-critical document
  5. Train approvers using email/Slack reminders (takes 3 minutes)

Prefer a guided approach? Book a 20-minute demo where we'll map your toughest document process.

The Bottom Line

Documents don’t exist in a vacuum. Signedly ensures they get signed; ApproveThis ensures they get acted upon. Together, they eliminate the black hole between "signed" and "done."

This isn’t about fancy tech – it’s about hard ROI. Clients using both platforms report 45% faster contract cycles, 80% fewer compliance issues, and (finally) peace of mind during audits.

Ready to stop chasing paper? Start your trial or schedule a demo to see live examples from your industry.

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Integrate with Signedly 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 Signedly

Suggested workflows (and their Zapier components) for Signedly

Create approval requests for new signed documents

When a document is completed in Signedly, this automation creates an approval request in ApproveThis. This integration streamlines the review process and ensures timely decision-making for signed documents. *Note: Configure your ApproveThis approval settings as needed.*

Zapier Components

Signedly Logo

Trigger

Document Completed

Triggers when a document is signed by you or once all your signatory have signed the document.

Action

Create Request

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