ApproveThis manages your Accelo Integration approvals.

When Client Work Meets Approval Gridlock

Let’s be real: professional services teams live in the messy middle between delivering great work and getting clients to actually sign off on it. Accelo’s great at keeping projects moving, but when you need approvals? That’s where things get stuck in Slack purgatory or die in someone’s inbox.

ApproveThis plugs directly into Accelo via Zapier, turning those “Hey, can you approve this?” moments into tracked, automated workflows. No more guessing who’s holding things up. No more clients “not seeing the email.” Just fewer headaches and faster payments.

Why This Combo Works (Besides Saving Your Sanity)

Accelo manages the work; ApproveThis manages the decisions. Together, they handle the two biggest bottlenecks in client services:

• Speed: Auto-convert Accelo tasks into approval requests
• Visibility: See exactly where every request is stuck

But here’s the kicker: ApproveThis approvers don’t need an Accelo license. Clients, contractors, execs – they just click approve/reject in email. No new logins. No extra fees. You keep using Accelo like normal, but with way less chasing people down.

Real-World Use Cases (Not Just Theory)

1. Stop Wasting Time on “Simple” Client Sign-Offs

Template: Auto-create approval requests for new Accelo tasks

Marketing agencies: Imagine every time a designer marks a deliverable “ready for review” in Accelo, ApproveThis:

• Pings the client contact via email
• Auto-escalates if they don’t respond in 48hrs
• Updates Accelo’s task status automatically on approval

IT consultants: Use approval thresholds so small change orders get auto-approved (under $500), bigger ones route to the right client stakeholder. No more waiting days for a $200 DNS update.

2. Turn Approved Work Into Sales Pipeline ASAP

Template: Generate Accelo sales entries after approvals

Engineering firms: When a client approves a site survey in ApproveThis, Zapier instantly creates an Accelo sales entry for the follow-up proposal. No manual data entry. No lag between approval and next steps.

Law firms: Use calculated fields to auto-add approved billable hours to matters in Accelo. Partners get real-time visibility into project budgets without digging through emails.

3. Keep Client Records Fresh Without the Grunt Work

Template: Update Accelo contacts post-approval

Architecture firms: Client approves a revised scope? ApproveThis triggers Accelo to update the project contact’s info and notify the PM. No risk of using old email addresses or phone numbers.

CFO Bonus: Set conditional workflows so any approval over $10K auto-adds the client’s CFO as an approver next time. No manual list updates.

Setup That Actually Takes 8 Minutes (Not 8 Hours)

If you can make a sandwich, you can connect these two:

1. Log into your Zapier account (or make one – it’s free to start)
2. Choose “Accelo” as the trigger app
3. Pick an event like “New Request” or “Task Completed”
4. Connect ApproveThis as the action app
5. Map Accelo fields to ApproveThis’ request form

Pro Tip: Use ApproveThis’ email-based approvals for clients. They’ll think you upgraded your whole system. You’ll know it’s just a Zap.

Who Actually Benefits Here? (Spoiler: Everyone)

Operations Teams

Kills the “Who approved this?” mystery. Every decision is logged in ApproveThis and tied back to Accelo records. Audit trails happen automatically.

Finance Teams

Set approval thresholds so anything over $5K needs CFO sign-off. Anything under that auto-approves. Month-end closes get 23% faster (based on real customer data).

Client-Facing Teams

No more being the nag. ApproveThis sends polite reminders. You stay the hero, not the person blowing up their inbox.

The Part Where We’re Blunt About Limitations

This isn’t magic. If your Accelo data’s a mess, ApproveThis can’t fix that. Also:

• Zapier’s free plan has delays – go paid if approvals are time-sensitive
• Complex multi-department approvals might need custom workflows

But for 80% of professional services firms? This combo cuts approval delays by at least half. One architecture firm got client sign-offs down from 6 days to 14 hours. No joke.

Why This Beats “Just Using Accelo” for Approvals

Accelo’s okay for basic approvals. But when you need:

• Clients to approve without logging in
• Auto-escalations when someone’s OOO
• Real-time budget calculations during approvals

…that’s where ApproveThis adds the muscle. Plus, it’s way cheaper than hiring a coordinator to chase approvals full-time.

“But Wait, There’s More” (Actually Useful Features)

ApproveThis plays nice with Accelo’s existing setup:

• Vacation Delegation: Approvals auto-reassign when John’s on PTO
• Consensus vs. Sequential Approvals: Need 3/5 team leads to agree? Done.
• Mobile-Friendly: Approve from the jobsite or airport lounge

How to Not Screw This Up

Common mistakes we’ve seen:

• Overcomplicating workflows: Start with one approval process (like client sign-offs), then expand
• Ignoring thresholds: Auto-approve small stuff to save time
• Forgetting the client experience: Use ApproveThis’ white-label emails

Pro Tip: Run a 2-week pilot with your most annoying approval process. If it doesn’t save 4+ hours, quit. (Spoiler: It will.)

Ready to Stop Being a Professional Nag?

ApproveThis + Accelo via Zapier isn’t sexy. But neither is waiting 11 days for a client’s PO approval. This combo gets you paid faster, with less grunt work.

Register for ApproveThis, connect your Accelo in under 10 minutes, and see why 73% of users say their clients think they’ve “gotten more organized” (hint: it’s just better software).

Or schedule a demo to see how approval thresholds and auto-escalations can slice your approval times. Your future self (the one not chasing down emails) says thanks.