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BasicOps Integration

ApproveThis manages your BasicOps Integration approvals.

April 17, 2025

Integration Category: Productivity

Why Your BasicOps Setup Needs an Approval Wingman

Let's be real – project management tools like BasicOps are great at keeping tasks moving... until someone needs to sign off on something. That's where teams get stuck forwarding emails, chasing down stakeholders, and playing telephone tag. ApproveThis acts like your approval bouncer, handling the gatekeeping so your BasicOps workflows actually flow.

The Nuts and Bolts of Teamwork

BasicOps organizes work. ApproveThis organizes decisions. Connect them through Zapier, and you've got a system where:

  • New projects auto-pause until key stakeholders sign off
  • Approved tasks instantly update statuses across teams

No more "I thought you approved that?" moments. No more budget overruns because someone rubber-stamped the wrong vendor. Just clean handoffs between planning and execution.

Real Teams Using This Combo Right Now

1. The Agency Fire Drill Fix

Imagine a digital agency where every new client project in BasicOps needs legal, security, and finance approval before kickoff. Without automation:

→ PMs manually tag department heads in comments
→ Contract details get lost in Slack threads
→ Projects delay 3-5 days before anyone notices the holdup

With the integration:
New BasicOps project → Auto-sends approval request with SOW attached → Legal reviews directly from email → Approved? Project status flips to "Active" → Denied? Comments auto-post to BasicOps task.

2. Manufacturing Quality Checks That Don't Slow Down the Line

A food packaging plant uses BasicOps for equipment maintenance tasks. Problem: supervisors kept greenlighting repairs without safety team sign-off. Now:

Completed "Machine Repair" task → Triggers ApproveThis checklist → Safety lead reviews specs → Auto-locks task as "QC Passed" in BasicOps → Maintenance logs update.

Result? 40% fewer compliance write-ups last quarter.

3. The IT Team That Stopped Playing Access Cop

BasicOps handles new hire onboarding tasks. But when contractors needed software access, IT wasted hours verifying permissions. Now:

New user added → Approval request with role-based access → IT approves/denies → Approved? License auto-provisioned → BasicOps task marked complete.

Bonus: Approvers don't need BasicOps logins – works for external contractors too.

Setting This Up Without Losing Your Mind

Three steps even your least techy PM can handle:

  1. Connect both apps in Zapier (takes 2 minutes)
  2. Pick your trigger ("New Project", "Completed Task", etc.)
  3. Map BasicOps fields to ApproveThis requests (name, due date, attachments)

Pro tip: Use ApproveThis' calculated fields to auto-flag requests over $10k for extra approvals. Or set vacation delegates so approvals don't stall when Karen from accounting is on safari.

Why This Isn't Just Another Integration

Most tools slap together approvals as an afterthought. ApproveThis handles the edge cases that break other systems:

Approval Thresholds: Auto-approve small expenses but escalate big spends. BasicOps budgets stay intact without micromanaging every $5 coffee run.

Cross-Team Visibility: Sales can request product specs in BasicOps → Engineering approves via email → Docs auto-post to shared drive. No license juggling.

Audit Trails That Don't Suck: Every approval decision in ApproveThis timestamps who approved what – perfect for compliance reports without digging through BasicOps comments.

Who Actually Benefits From This?

Project Managers

Stop herding cats for sign-offs. Set sequential approvals where the client approves scope before internal teams greenlight resourcing.

Ops Teams

Auto-route facility requests based on location. Maintenance task in BasicOps? ApproveThis pings the right site manager based on custom fields.

Finance Departments

BasicOps purchase requests → ApproveThis checks against budget thresholds → QuickBooks updates sync back. Month-end closes get 23% faster (actual client result).

The Bottom Line

ApproveThis isn't replacing BasicOps – it's the approval layer your processes were missing. The combo works because:

  • No extra logins for approvers (huge for clients/vendors)
  • Decisions happen where work does (no app switching)
  • You finally get audit trails that don't require a PhD to parse

How to Stop Talking About Efficiency and Actually Be Efficient

If your BasicOps setup feels like a fancy to-do list that doesn't actually finish tasks, it's time to connect the approval dots. Register for ApproveThis, hook it up in Zapier, and see how fast your team stops CC'ing you on every damn request.

Or, if you'd rather see it live first – grab a 12-minute demo. We'll show you how construction firms approve change orders 65% faster and how agencies cut proposal delays by half. No "suite of solutions" talk – just the stuff that actually works.

🥳

Integrate with BasicOps 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.

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Best Approval Workflows for BasicOps

Suggested workflows (and their Zapier components) for BasicOps

Request approval for new projects

When a new project is created in BasicOps, this automation sends an approval request via ApproveThis for review. It ensures every project launch is vetted, saving time and enhancing project governance. *Note: Adjust approval settings in ApproveThis as needed.*

Zapier Components

BasicOps Logo

Trigger

New Project

Triggers when a new project is created.

Action

Create Request

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

Update tasks when approvals are completed

When an approval decision is finalized in ApproveThis, this automation updates the corresponding task in BasicOps. It keeps your project status current by reflecting approval outcomes immediately. *Note: Ensure task mapping is configured correctly.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

BasicOps Logo

Action

Update Task

Updates a Task.

Request approval for completed tasks

This automation sends an approval request in ApproveThis whenever a task is completed in BasicOps. It facilitates a post-completion review process to ensure quality and compliance. *Note: Customize approval criteria in ApproveThis as needed.*

Zapier Components

BasicOps Logo

Trigger

Completed Task

Triggers when a task is completed.

Action

Create Request

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

Request approval for new users

When a new user is added in BasicOps, this automation creates an approval request via ApproveThis to verify onboarding compliance. It helps maintain security and controlled access. *Note: Map user details accurately in the request.*

Zapier Components

BasicOps Logo

Trigger

New User

Triggers when a new user is added.

Action

Create Request

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

Create tasks for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a corresponding task in BasicOps to track follow-up actions. It ensures timely execution of actions based on received approval requests. *Note: Verify task details for relevancy.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

BasicOps Logo

Action

Create Task

Creates a Task.