ApproveThis manages your BoondManager Integration approvals.

Let’s cut to the chase: approvals are the traffic jams of business operations. Someone submits a request. It sits in an inbox. People chase emails. Deadlines get missed. And suddenly, your consulting firm’s "efficient processes" look more like a group of people playing hot potato with responsibility.

That’s why pairing ApproveThis (your approval automation wingman) with BoondManager (the ERP that runs your consultancy’s entire show) isn’t just smart – it’s borderline survivalist. Together, they turn “waiting on approvals” from a productivity killer into a silent background process. Let’s break down why this combo matters and how it actually works in the wild.

Why This Integration Isn’t Just Another Zap

BoondManager already handles your CRM, projects, billing, and HR. ApproveThis handles the decision-making choke points between those systems. Connect them via Zapier, and you’ve essentially given your entire company a “fast pass” for getting shit done.

Here’s the cheat code: ApproveThis doesn’t require approvers to have BoondManager logins. Your external contractors can approve project scope changes without getting access to your ERP. Clients can sign off on invoices directly from their inbox. No extra licenses, no security headaches – just decisions happening faster.

Real-World Use Cases (Not Just Feature Lists)

We’ll skip the robotic “features + benefits” section. Instead, let’s talk about how actual teams in consultancies and service firms use this integration:

HR Teams: Hiring Without the Paperwork Black Hole

Scenario: Your recruiting team finds a perfect candidate. They need approvals from department heads on budget and role fit. Old way? Email chains. New way?

The Zap: New candidate in BoondManager → Auto-create approval request in ApproveThis with all candidate details attached.

Why it works: Approvers get everything in one place – resume, salary range, which project they’re billed to. They approve via email or dashboard. Once greenlit, BoondManager auto-updates without HR lifting a finger.

Bonus points: Use ApproveThis’ approval thresholds to auto-approve roles under $70k if the hiring manager gives a thumbs up. Escalate only the big-ticket hires to execs.

Sales Teams: Never Let a Hot Lead Go Cold

Scenario: Your biz dev team lands a new client opportunity requiring legal review. But your GC is in court all week. Cue delays.

The Zap: New BoondManager opportunity → Instant approval request in ApproveThis with deal terms, SOW, and red flags highlighted.

Why it works: Legal gets a mobile-friendly summary, approves/denies with comments, and the sales rep knows before the prospect even asks for an update. If the GC is OOO, ApproveThis auto-reassigns to their deputy.

Real talk: Deals requiring committee approvals close 23% faster with this setup. Because waiting 3 days for everyone to manually sync up isn’t a thing anymore.

Finance Teams: Invoice Approvals That Don’t Suck

Scenario: A project manager updates an invoice in BoondManager with last-minute scope changes. AP needs accounting and client approval before processing.

The Zap: Updated invoice in BoondManager → Approval request in ApproveThis with change tracking and variance calculations.

Why it works: ApproveThis’ calculated fields auto-flag if the invoice exceeds the project’s budget. Client approvers get a clean PDF summary via email – they click “approve,” and BoondManager marks it ready for payment.

Pro move: Set approval thresholds to auto-approve invoices under $1k with a single manager sign-off. Only escalate the big ones.

Setting This Up Without Losing Your Mind

If you can connect two Lego pieces, you can do this:

1. Zapier account: Free tier works to test, but go Professional if you’re serious.
2. Connect BoondManager: Zapier’s got a pre-built connector – auth with your ERP login.
3. Connect ApproveThis: Same deal – use your existing credentials.
4. Pick a trigger: Like “New Opportunity in BoondManager.”
5. Add action: “Create Approval Request in ApproveThis.”
6. Map fields: Drag-and-drop BoondManager data into the approval form.

Total setup time? 15 minutes if you’re slow. Less if you’ve ever used Zapier before. No coding, no consultants, no “schedule a demo” required.

Features You’ll Actually Use (No Bloat Here)

ApproveThis has bells and whistles, but these matter most with BoondManager:

Approval Thresholds = Your New Best Friend

Example: Auto-approve project expenses under $2k if the PM approves. Over $10k? Automatically loop in the CFO. Configure directly in ApproveThis – no back-end tweaks needed.

Vacation Delegation (Because People Have Lives)

Your HRBP is on leave? ApproveThis auto-reassigns their approvals to the designated backup. No more hunting down who’s covering whom.

Calculated Fields for Less Screw-Ups

Automatically compare the invoice amount in the approval request against the BoondManager project budget. Highlight discrepancies in red. Approvers see the problem before rubber-stamping.

Who Actually Benefits From This?

Consulting firms, marketing agencies, IT services – any shop where client work drives revenue. But to be specific:

50-200 person companies: You’re scaling fast. This stops approval chaos before it starts.

200-5k person enterprises: You’ve got multiple teams and clients. This keeps approvals consistent across departments.

The Bottom Line

ApproveThis + BoondManager via Zapier isn’t about flashy tech. It’s about fixing the approval black holes that cost you deals, billable hours, and client trust. And doing it without making your team learn yet another platform.

Next step: If your ERP feels like it’s held together by email threads and hope, it’s time to register for ApproveThis. Or if you prefer seeing the dots connect first, book a 15-minute demo. Either way, stop letting approvals be the reason projects stall.