ApproveThis manages your Collect Integration approvals.

When Paperwork Meets Progress

Let's be real - nobody got into business to chase down document approvals. Yet here we are, with 63% of operations teams reporting that broken approval processes delay projects weekly. That's where pairing ApproveThis with Collect changes the game.

Collect handles the heavy lifting of document collection and request management. ApproveThis brings structure to the approval madness. Connect them through Zapier, and you've got an automated pipeline that turns "Where's that signed contract?" into "Approved - next steps?" notifications.

Why This Combo Works Like Bourbon and Branch

Mid-sized companies (50-5,000 employees) aren't startups anymore, but they're not enterprises either. You need tools that scale without the red tape. Here's where the integration hits different:

For Document-Driven Teams

Collect's auto-generated request forms meet ApproveThis' conditional approval logic. Legal teams can auto-route NDAs under $50K to junior counsel while flagging seven-figure contracts for CLO review. Marketing gets client assets approved before the campaign clock starts.

Cross-Company Collab Without the Headcount

ApproveThis approvers don't need Collect licenses. Translation: your external counsel can approve contracts without accessing your entire document repository. Vendor onboarding becomes a shared process, not a security risk.

Real-Time Visibility That Actually Helps

Combined dashboards show where documents are stuck - not just "in review." Finance sees that the Q2 budget proposal is waiting on the CMO's sign-off because she's traveling. ApproveThis' vacation delegation automatically reassigns to her deputy.

Four Ways This Duo Gets Sh*t Done

1. Client Contracts That Don't Collect Dust

Scenario: A consulting firm uses Collect to gather SOW documents from clients. The integration triggers ApproveThis workflows based on contract value:

• Under $25K: Auto-approved with AI review
• $25K-$100K: Partner review required
• Over $100K: Exec committee escalation

Result: 68% faster contract turnaround, with approvers responding directly from email.

2. Compliance That Keeps Up

Healthcare providers use Collect to intake patient trial consent forms. ApproveThis adds:

• IRB member assignments via approval groups
• Auto-denials for missing HIPAA checkboxes
• Audit trails showing who approved what/when

Bonus: Calculated fields flag consent forms expiring within 30 days for re-review.

3. Vendor Onboarding Without the Spreadsheet Circus

Procurement teams set Collect to gather W9s, COIs, and MSAs. ApproveThis then:

- Routes docs to legal based on vendor risk tier
- Auto-approves repeat vendors under $10K
- Flags expired insurance for immediate follow-up

Real-world impact: One manufacturing company cut vendor setup from 14 days to 3.

4. Marketing Assets That Ship Before Trends Die

When Collect receives new campaign assets, ApproveThis:

1. Checks file type (video vs. static)
2. Routes to legal for trademark review
3. Sends to client via email approval
4. Posts to social on green light

Pro tip: Use approval thresholds to auto-approve minor copy changes under 2%.

Setting Up Without Losing Your Mind

Connect in 3 steps even your least techy PM can handle:

Step 1: In Zapier, choose Collect as trigger app. Pick "New Document Uploaded" or "New Request Created."

Step 2: Select ApproveThis as action app. Map Collect fields to approval request details (pro tip: use Calculated Fields for auto-tiering).

Step 3: Activate and test with a dummy request. Check that denials route back to Collect correctly.

Whole process takes 12 minutes if you don't get fancy. Less time than it takes to brew a pour-over.

Who Benefits Most (Besides Your Sanity)

Operations Teams

Finally get that "single source of truth" leadership keeps demanding. Real-time dashboards show bottlenecks, not just pending counts. Vacation delegation stops urgent requests from dying in Out Of Office replies.

Finance & Legal

Auto-escalate high-risk items without manual triage. Approval thresholds prevent junior staff from OK'ing six-figure contracts. All decisions logged for audit trails that actually make sense.

Client-Facing Roles

External approvers get email links - no new logins. Status updates auto-post to Collect so clients don't flood your inbox. Custom SLAs show clients you're on top of their requests.

Why This Isn't Just Another Integration

Most approval tools force you to choose between flexibility and control. ApproveThis + Collect via Zapier gives both:

- Flexibility: Build workflows in hours, not weeks. Adjust as regulations change.
- Control: Keep sensitive docs in Collect while expanding approval access.
- Scale: Handle 10 or 10,000 requests without adding headcount.

It's the difference between herding cats and running a tiger sanctuary - both have challenges, but one's actually manageable.

Ready to Stop Being a Approval Janitor?

If you're:

- Tired of "I didn't get the email" excuses
- Done playing detective on document status
- Over paying for enterprise tools you don't need

...then it's time to let Collect handle the doc chaos and ApproveThis manage the decisions. Book a demo to see how it works, or start a free trial and connect your first workflow in under 20 minutes.

Pro tip: Bring your messiest approval process. We love a good challenge.