ApproveThis manages your Albi approvals.

Why These Two Tools Should Hang Out

Let’s cut through the noise: Approval processes suck when they’re manual. Someone’s always on vacation, three people need to sign off, and half the time the request gets lost in someone’s inbox. That’s why pairing ApproveThis – the approval automation platform that doesn’t make you want to scream – with Albi, the CRM built for restorers and field service teams, is like giving your operations team a caffeine-free energy boost.

ApproveThis handles the “who needs to approve what, when” circus. Albi manages your contacts, projects, and keeps your field teams from chaos. Together? They turn approval bottlenecks into automated handoffs. Think less chasing people for signatures, more getting actual work done.

What This Combo Actually Fixes

Here’s the deal for companies between 50-5k employees: You’ve got multiple teams needing to greenlight stuff daily. Purchase orders. New vendors. Project change orders. Client contracts. The problem isn’t the approvals themselves – it’s that they’re stuck between systems, people, and “I thought you handled that” emails.

Real-World Example: Contractor Edition

Say you’re a disaster restoration company using Albi. A project manager needs emergency approval to hire a subcontractor. Without automation: They Slack their boss, who emails accounting, who can’t find the budget doc. With ApproveThis+Albi via Zapier: The sub’s info auto-creates an approval request in ApproveThis. Finance gets it via email, clicks approve, and Albi auto-updates the project roster. No meetings. No lost emails. Just the sub working by tomorrow.

Two Killer Integrations You’ll Actually Use

1. Auto-Create Albi Contacts When Approvals Happen

How it works: New vendor gets approved in ApproveThis → Zapier automatically adds them as a contact in Albi.

Why it matters: Stops the “approved vendor isn’t in our system” problem. Field teams get new contacts immediately. Accounting doesn’t have to manually enter data (and inevitably screw up the spelling).

Who loves this: Procurement teams dealing with 50+ vendors monthly. HR onboarding new employees who need system access. Sales teams approving partner referrals.

2. Trigger Approvals When Albi Contacts Change

How it works: New high-value client added in Albi → Zapier kicks off a contract approval workflow in ApproveThis.

Why it matters: Ensures red tape happens before work starts. Legal reviews contracts while sales is still hyped up. Field teams don’t get stuck doing unauthorized work.

Who loves this: Sales ops preventing discount overpromises. Legal teams avoiding liability nightmares. Project managers keeping timelines realistic.

Why This Isn’t Just Another “Integration”

Most tool integrations just move data between apps. This combo actually changes how decisions get made:

For Albi Users:

Your CRM stops being just a contact database. Now it’s the starting pistol for approvals. New project in Albi? Auto-trigger budget sign-offs. Client requests a change order? Route it to the right approver based on dollar amount using ApproveThis’ thresholds.

For ApproveThis Users:

Your approval workflows gain context. Approvers see Albi contact history, past project notes, or contract terms while reviewing the request. No more switching tabs to make informed decisions.

The Hidden Bonus:

ApproveThis approvers don’t need an Albi license. Perfect for external partners or execs who just need to say yes/no without learning new software. They approve via email; Albi auto-updates. Everyone stays in their lane.

Setting This Up Without Losing Your Mind

We’ve all seen “easy integrations” that require a PhD. This isn’t that. Here’s the cheat sheet:

1. Connect via Zapier: Log into Zapier, pick your Albi and ApproveThis accounts. Takes 2 minutes.
2. Pick Your Trigger: Like “New Contact in Albi” or “Approval Completed in ApproveThis”.
3. Map the Data: Tell Zapier which Albi fields correspond to ApproveThis request details. No coding – just dropdowns.
4. Test With Real Data: Zapier lets you dry-run the integration. Do this. Seriously.

Pro tip: Start with one integration (like auto-creating contacts). Get that working before adding conditional logic or multi-step Zaps.

Teams That Stop Hating Mondays

Field Operations

Your crews need approvals fast to keep jobs moving. With this setup: Submit a material purchase request via ApproveThis → Gets approved → Albi automatically updates the project budget and inventory list. No waiting for office staff to wake up.

Sales Teams

New client in Albi? Auto-trigger contract approvals with ApproveThis’ sequential routing. Legal reviews first, then finance checks payment terms. Deals close faster because nobody’s waiting on inbox roulette.

Finance Departments

ApproveThis’ calculated fields auto-flag requests over $10k. But instead of just sending an email, the integration pushes approved budgets directly into Albi’s project costing. Month-end closes become less hellish.

Features You’ll Abuse Daily

Approval Thresholds (The Silent Hero)

Set it so purchases under $5k auto-approve into Albi. Over $5k? Escalate to the CFO. Prevents bottlenecks for small spends while keeping big checks balanced.

Vacation Delegation

Project manager out sick? ApproveThis auto-reassigns their approvals to the backup. No more “Waiting on Jim’s reply” delays holding up Albi project timelines.

Real-Time Tracking (For the Paranoid)

See every pending approval’s status right in ApproveThis’ dashboard. Know exactly which Albi projects are waiting on who. Bonus: Export this data to slap on next week’s operations call.

When Not to Use This Integration

Look, we’re honest here. This combo isn’t magic. Avoid if:

• Your team still approves things via Post-It notes
• You’ve got one person making all decisions (just give them Albi access)
• Your approval process changes daily (fix that first)

Ready to Stop Being a Human Router?

If you’re using Albi and still handling approvals manually, you’re leaving speed (and sanity) on the table. ApproveThis plugs into your existing workflows through Zapier – no app-switching, no user training marathons.

Get started with ApproveThis or book a 15-minute demo to see how approval automation actually works when it’s not overcomplicated.

P.S. The whole setup takes less time than your last team meeting that should’ve been an email.