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Checkvist Integration

ApproveThis manages your Checkvist Integration approvals.

April 17, 2025

Integration Category: Todo Lists

Let's be real - nobody got into business to play paperwork ping-pong. Yet here we are, stuck chasing signatures for every checklist update and budget approval. Enter ApproveThis and Checkvist: the tag team that turns "approval purgatory" into "decision-making dominance."

Why This Combo Hits Different

Checkvist keeps your tasks straight. ApproveThis keeps decisions moving. Together through Zapier, they create a closed-loop system where:

  • New Checkvist lists/items auto-trigger approval requests
  • Approval decisions instantly update task statuses

The kicker? Approvers only need ApproveThis access - no extra Checkvist licenses required. Perfect for cross-team collabs or client approvals.

Real Teams Getting Real Results

1. Procurement Teams: No More PO Panic

Scenario: Your purchasing team creates a Checkvist list for new vendor onboarding. Each item needs finance approval before ordering.

The Fix: Zapier auto-creates ApproveThis requests whenever new items hit the "Vendor Setup" list. Finance gets email approvals with calculated fields showing total contract value. Approved? Checkvist automatically moves items to "Ready to Order."

2. IT Teams: Access Requests That Don't Suck

Scenario: Employees submit software access requests via Checkvist. IT needs to verify approvals before granting licenses.

The Fix: New Checkvist items trigger ApproveThis workflows with conditional routing. Requests under $500 auto-approve via thresholds. Larger requests escalate to department heads. Approved? Checkvist updates with installation instructions.

3. Marketing Teams: Campaigns That Actually Launch

Scenario: Content calendars in Checkvist need legal/compliance sign-off before execution.

The Fix: Zapier creates approval requests with campaign details pulled from Checkvist. Legal team reviews via email - no login required. Approved assets get greenlit in Checkvist; denied ones route back with comments.

Setting Up Your Power Move

1. Create your ApproveThis account
2. Connect both apps in Zapier
3. Choose your trigger (Checkvist action) + action (ApproveThis workflow)
4. Map critical fields:
- Checkvist list IDs → ApproveThis template tags
- Approval thresholds → Checkvist priority levels
5. Test with low-stakes lists first

Secret Weapons You'll Actually Use

While you're setting this up, don't sleep on these features:

Vacation Delegation: CFO out climbing Kilimanjaro? Approval power automatically shifts to their deputy without breaking the Checkvist workflow.

Calculated Fields: Auto-calculate budget impacts directly in approval requests using Checkvist's quantity fields. No more alt-tab accounting.

Approval Groups: Need consensus from the whole legal team? Set up group approvals that convert to Checkvist checklist items when resolved.

Who Benefits Most?

HR Teams: Onboarding checklists that actually get approved before Day 1. New hire equipment requests auto-route to department budgets.

Operations: Facility maintenance lists that require safety approvals. Vendor inspections that need multi-site sign-offs.

Client Services: Share project milestone approvals via Checkvist without giving clients full system access. External approvers get email links while internal teams track everything in both systems.

The Bottom Line

ApproveThis + Checkvist isn't about adding another tool - it's about finally connecting the dots between planning and permission. For teams stuck between "move fast" and "get sign-offs," this integration cuts through the red tape without cutting corners.

Best part? You don't need to be a Zapier wizard to make it work. Set up your first workflow in an afternoon, then watch approval times drop faster than a mic at a roast battle.

Get Started Free or schedule a live walkthrough to see how approval automation actually works when it's not stuck in committee.

🥳

Integrate with Checkvist 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 Checkvist

Suggested workflows (and their Zapier components) for Checkvist

Create approval requests for new lists

When a new list is created in Checkvist, this integration initiates an approval workflow in ApproveThis to streamline decision-making. It automatically creates an approval request, ensuring list data is validated before further action. *Note: Ensure required approval fields are mapped properly.*

Zapier Components

Checkvist Logo

Trigger

New List

Triggers when a new list is created in your Checkvist account.

Action

Create Request

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

Create list items for new approval requests

This integration creates a new list item in Checkvist whenever a new approval request is received by ApproveThis. It helps track incoming approvals by updating your lists automatically. *Note: Link the approval details to the corresponding list fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Checkvist Logo

Action

Create List Item

Creates a new item in a selected list.

Create approval requests for new list items

Whenever a new list item is added in Checkvist, this automation triggers an approval process in ApproveThis. It ensures that each important list entry is accompanied by an approval workflow for added oversight. *Note: Verify field mappings between list items and approval requests.*

Zapier Components

Checkvist Logo

Trigger

New List Item

Triggers when a new list item is created in a chosen list.

Action

Create Request

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

Create several list items for approved requests

When an approval decision is completed in ApproveThis, this automation creates multiple list items in Checkvist based on the outcome details. It helps smoothly update task lists after decisions are finalized. *Note: Configure the text input to reflect the nested structure appropriately.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Checkvist Logo

Action

Create Several List Items

Create multiple list items from text. Indentation of the text lines is treated as list item nesting.