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CheckFlow Integration

ApproveThis manages your CheckFlow Integration approvals.

April 17, 2025

Integration Category: Product Management

Let's be real: approval processes suck. They're where productivity goes to die in a PDF attachment. But what if your checklists could actually start the approval party instead of just tracking the mess? That's what happens when you connect CheckFlow's obsessive task management with ApproveThis' no-BS approval automation.

Why This Combo Works Like a Swiss Watch

CheckFlow keeps teams on track with recurring checklists. ApproveThis slaps structure on decisions. Together, they turn "Did anyone approve that?!" into "It's already handled."

The Nerd Stuff That Actually Matters

When CheckFlow's checklists trigger ApproveThis workflows (and vice versa), you get:

  • Zero manual handoffs between task completion and decision-making
  • Approval criteria baked directly into operational checklists

Translation: Your process stops being a suggestion and starts being the law.

Who Actually Cares? (Besides Your CFO)

This isn't some shiny toy for tech teams. Real departments get real results:

Operations Teams: From Bottleneck to Bottle Service

Manufacturing plant example: Safety inspection checklists in CheckFlow auto-trigger equipment repair approvals in ApproveThis. Maintenance gets notified before the weekly meeting even starts. Approvers don't need CheckFlow logins - they approve via email while walking the floor.

Finance: Killing "Oops" Budget Moments

Agile agencies use CheckFlow procurement checklists that auto-send ApproveThis requests when project budgets hit 75%. Approval thresholds mean small purchases auto-approve, big ones flag the CFO. Vacation delegation ensures nobody's stuck waiting for Karen from Accounting's Bali return.

Client Services: Less Chase, More Cash

Marketing firms attach client deliverables to CheckFlow tasks. Completion triggers ApproveThis requests with built-in calculated fields (think: hours logged vs. scope). Clients approve via email without another portal login. Late approvals? Automatic Slack reminders with passive-aggressive emojis (we don't judge).

5 Ways This Duo Automates the Boring Stuff

1. "Did You Even Look at the Attachment?" Control

Template: New CheckFlow file upload → ApproveThis review request

HR teams use this for benefits enrollment. Employees upload forms to CheckFlow, which kicks off compliance approvals. Approvers see everything in one email - no digging through shared drives.

2. The "We Approved This Yesterday" Special

Template: ApproveThis approval → CheckFlow checklist sharing

Construction companies approve project specs in ApproveThis, then auto-share inspection checklists with subcontractors via CheckFlow. No more "I didn't get the memo" excuses.

3. Task Complete ≠ Quality Approved

Template: CheckFlow task done → ApproveThis quality check

E-commerce warehouses mark orders as packed in CheckFlow. ApproveThis pings managers to spot-check before shipping. Denied approvals auto-reassign tasks - no lost clipboard forms.

4. Approval First, Checklist Later

Template: New ApproveThis request → CheckFlow checklist

IT departments require security approvals before generating deployment checklists. Combines ApproveThis' role-based access with CheckFlow's audit trails. PCI compliance without the migraines.

5. The Pre-Check Check

Template: New CheckFlow checklist → ApproveThis validation

Healthcare providers get checklist approvals before patient intake. Reduces "We forgot the consent form" incidents. Conditional logic routes complex cases to specialists automatically.

Setting This Up Without Calling IT

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

  1. Grab your Zapier account
  2. Pick a template from above (or mix triggers/actions)
  3. Map CheckFlow checklist fields to ApproveThis approval criteria
  4. Test with a real task (protip: use "Test Team" in CheckFlow)

Biggest time-saver? Set approval thresholds in ApproveThis so routine checklists auto-approve. Save human brainpower for actual problems.

Why This Beats "Just Using Email"

Besides preserving your sanity?

  • Approvers stay in their lane: Clients/vendors approve via email without CheckFlow licenses
  • No approval black holes: Track pending requests alongside checklist progress
  • Processes that scale: Add conditional approval steps as teams grow

Cool Features You'll Actually Use

ApproveThis isn't just a rubber stamp tool:

Vacation Delegation: Approvals auto-reassign when approvers are OOO (no more "Waiting on Jim" delays)

Calculated Fields: Auto-calculate budget impacts or compliance scores within approval requests

Mobile-First Approvals: Approvers can reject/approve from their lock screen

When to Call It Quits (On Your Current Process)

If any of these sound familiar:

→ Checklists get done but never "approved"
→ Projects stall waiting for sign-offs
→ Clients "forget" where to approve things
→ You have more approval follow-ups than actual work

...then your checklist game needs an approval enforcer.

Bottom Line

CheckFlow keeps tasks moving. ApproveThis keeps decisions clean. Together, they turn "approval process" from an oxymoron into actual process.

Best part? You can start small - automate one checklist/approval combo this week. No big migration, no retraining. Just actual results that make your quarterly report look genius.

Get Started Free (takes 8 minutes - we timed it)
Or schedule a roast of your current approval mess

P.S. If you're still reading, you've spent 4 minutes that could've been spent automating approvals. Just saying.

🥳

Integrate with CheckFlow 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.

Learn More

Best Approval Workflows for CheckFlow

Suggested workflows (and their Zapier components) for CheckFlow

Create approval requests for new file uploads

When a file is uploaded in CheckFlow, this integration creates an approval request in ApproveThis to streamline subsequent review processes. *Note: Ensure that file details are mapped correctly to the approval request fields.*

Zapier Components

CheckFlow Logo

Trigger

File Uploaded

Triggers when a new file is uploaded within a task.

Action

Create Request

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

Share checklists for approved workflows

When an approval decision occurs in ApproveThis, this integration shares the corresponding checklist in CheckFlow for team collaboration. *Note: Verify that the checklist sharing permissions meet your security standards.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

CheckFlow Logo

Action

Share Checklist

Creates a shared URL for a checklist

Create approval requests for completed tasks

When a task is completed in CheckFlow, this integration automatically initiates an approval request in ApproveThis to review the task outcome. *Note: Map task details to approval criteria for accurate processing.*

Zapier Components

CheckFlow Logo

Trigger

Task Completed

Triggers when a task is completed.

Action

Create Request

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

Create checklists for new approval requests

When an approval request is received in ApproveThis, this integration automatically generates a corresponding checklist in CheckFlow for tracking related tasks. *Note: Ensure that checklist fields reflect the approval request requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

CheckFlow Logo

Action

Create Checklist

Creates a new checklist.

Create approval requests for new checklists

When a new checklist is generated in CheckFlow, this integration creates an approval request in ApproveThis to validate checklist items before execution. *Note: Adjust approval parameters as necessary to align with checklist content.*

Zapier Components

CheckFlow Logo

Trigger

New Checklist

Triggers when a new checklist is created.

Action

Create Request

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