ApproveThis manages your Breeze Integration approvals.

Two Tools, One Goal: Less Chaos, More Done

Let’s cut to the chase: approvals suck. Not because they’re unnecessary – they’re absolutely critical – but because most companies handle them like it’s 2003. You’ve got project managers chasing down executives over Slack, budget requests lost in email threads, and client sign-offs that take longer than the actual work. Enter ApproveThis and Breeze. One automates approvals, the other organizes projects. Together? They turn bottlenecks into background noise.

What Happens When Approval Meets Execution

Breeze keeps teams moving with task tracking and project timelines. ApproveThis cuts through approval gridlock. Connect them via Zapier, and you’ve just built a bridge between “We need permission” and “Let’s get this done.” Finance approves a vendor payment in ApproveThis? Breeze auto-creates the onboarding project. A client greenlights a campaign in Breeze? ApproveThis routes the contract sign-off. It’s not magic – it’s just workflow automation that doesn’t make people want to throw their laptop out a window.

The Nuts and Bolts (Without the Jargon)

Here’s what makes this combo click:

• No License Headaches: Approvers only need ApproveThis access – no extra Breeze seats required. Perfect for clients, contractors, or that CFO who still uses Outlook 2010.
• Real-Time Math That Matters: ApproveThis’ calculated fields auto-flag budget overages before requests even hit Breeze. Because $50K for office snacks probably needs a second look.

Use Cases That Actually Move Needles

This isn’t about automating for automation’s sake. These are real workflows for teams tired of being human routers between apps.

1. Client Projects That Don’t Die in Email Purgatory

Who Needs This: Marketing agencies, consulting firms, anyone billing by the hour.
The Problem: Clients take 11 days to approve a 2-day task. Your team’s stuck waiting, then scrambling.
The Fix: New Breeze project → Auto-send to ApproveThis → Client approves via email → Breeze task auto-unlocks. No chase-up calls. No “We never got the email.”

2. Procurement That Doesn’t Require a PhD in Follow-Ups

Who Needs This: Manufacturing, construction, anyone buying physical goods.
The Problem: Purchase requests get approved, then vanish into spreadsheet limbo.
The Fix: ApproveThis approves a vendor PO → Breeze auto-creates a “Order Fulfillment” project with deadlines. Bonus: Set approval thresholds so small orders auto-approve while big ones route to the right exec.

3. Legal Reviews That Don’t Kill Momentum

Who Needs This: Startups scaling compliance, enterprises managing risk.
The Problem: Legal needs to vet every contract, but they’re not in your project management loop.
The Fix: New contract task in Breeze → ApproveThis pings legal via email → Upon approval, Breeze auto-updates the project status. Denied? Task gets flagged for rework. No more “I thought you were handling this!”

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here’s the playbook:

1. Pick Your Trigger: In Zapier, choose whether approvals start in Breeze (new project) or ApproveThis (new request).
2. Map the Deciders: Assign approvers in ApproveThis – department heads, clients, your board. They’ll get emails, no Breeze login needed.
3. Set Your Rules: Use ApproveThis’ conditional logic. Example: All projects under $5K auto-approve; over that, route to CFO.
4. Test Drive: Run a fake request through both systems. If it works, pop the champagne. If not, tweak and repeat.

Why Your Teams Will Actually Use This

Most process tools fail because they’re built for managers, not doers. Here’s why this sticks:

For Project Managers

No more herding cats. Breeze tasks stay updated automatically based on approval status. Vacation delegation in ApproveThis means no approvals stuck with someone’s out-of-office reply.

For Finance

Real-time dashboards in ApproveThis show pending requests. Calculated fields flag overspend before it happens. Audit trails? Automatically logged.

For Execs

Approve from your inbox. No new logins. Get nudged if a high-priority request is lingering. See what’s approved/denied without asking for a report.

Common Pitfalls (And How to Dodge Them)

We’ve seen teams botch this. Don’t be them:

Pitfall 1: Automating garbage processes. If your current approval chain has 17 steps, fix that first. Automation amplifies efficiency – and chaos.

Pitfall 2: Not using thresholds. If every $100 request needs CEO approval, you’re the bottleneck. Set rules so only big-ticket items hit leadership.

Pitfall 3: Ignoring Breeze’s existing setup. Map approval triggers to projects/tasks your team already uses. New processes = resistance.

Bottom Line: This Isn’t Just Another Integration

ApproveThis + Breeze via Zapier isn’t about checking an automation box. It’s about eliminating the approval black hole that delays projects, frustrates clients, and makes your team look disorganized. It’s for companies that realize chasing sign-offs isn’t a core competency – getting sh*t done is.

Ready to Stop Being a Human Router?

If you’re still manually updating Breeze tasks every time something gets approved, we’ve got bad news: Your competition isn’t. They’re using tools like this to move faster while their teams focus on actual work. Register for ApproveThis or book a demo to see how approval automation actually works when it’s built for humans, not robots.