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Digify Integration

ApproveThis manages your Digify Integration approvals.

April 17, 2025

Integration Category: Documents

When "Just Sign This" Isn't Enough

Let's get real: anyone can shoot a document over email and hope for the best. But when you're dealing with confidential contracts, financial reports, or IP-heavy proposals? Hope isn't a strategy. That's where Digify's document armor meets ApproveThis' approval muscle. We're talking about more than just getting a signature – this is about controlling who sees what, when they see it, and making damn sure every access request gets vetted like it deserves.

Why This Combo Works Like a Swiss Watch

Digify locks down your files like Fort Knox with watermarked PDFs, expiring links, and view tracking. ApproveThis? It's the bouncer at the door making sure only the right people get past the velvet rope. Together, they automate the grunt work of document governance so your legal team stops playing whack-a-mole with access requests.

Three Ways This Integration Stops Leaks Before They Happen

1. No More "Oops, I CC'd the Wrong Person"
HR needs external counsel to review an employee contract. Instead of emailing the file, they drop it in Digify. The second counsel clicks the link? ApproveThis pings HR for explicit approval. No blind shares. No guessing games.

2. Automatic Cleanup for Denied Requests
Sales pitches a potential client who flunks the compliance check. Normally, you'd have to manually revoke their Digify access. Now? A denied approval in ApproveThis auto-removes them from the data room. Zero lag time.

3. Approval Chains That Actually Understand Priorities
Legal needs CFO sign-off on a merger doc but only if edits exceed 5% valuation change. ApproveThis' calculated fields auto-flag high-risk changes, route to the right execs, and log every decision in Digify's audit trail.

Real Teams Getting Sh*t Done

Use Case 1: The Law Firm That Stopped Playing Telephone

Imagine a 200-attorney firm where partners were manually approving every client data room access. Now, when opposing counsel views a deposition transcript in Digify, ApproveThis:

  • Checks conflict databases
  • Routes to the lead partner + malpractice insurance contact
  • Auto-approves if both greenlight within 2 hours

Result? 68% faster discovery process, zero unauthorized access.

Use Case 2: The Biotech Startup That Secured Funding Without Leaking IP

Pre-IPO, they used Digify to share R&D docs with investors. Problem? VCs kept forwarding links. Solution:

  • Each Digify download request pings ApproveThis
  • CFO + CTO get parallel approvals
  • If either denies, user gets booted from all data rooms

Outcome: Closed $12M Series B without a single breach.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account (takes 2 minutes)
Step 2: Connect Digify and ApproveThis as apps
Step 3: Pick your trigger (e.g., "New Data Room File View" in Digify)
Step 4: Set action ("Create Request" in ApproveThis)
Step 5: Test with a non-critical document

Pro tip: Use ApproveThis' calculated fields to auto-approve routine access requests under $10k value, but escalate anything above that threshold to senior staff.

Why Your CFO Will Love This

Approvers don't need Digify licenses. That's right – external auditors, board members, or clients can approve/deny requests via email without you buying extra seats. For a 5,000-person company with 200 external approvers? That's $15k/year saved before lunch.

Department-Specific Wins

Legal Teams:

Auto-block access to expired contracts using Digify's expiration dates + ApproveThis' time-based triggers. No more "I didn't know the NDA lapsed" excuses.

Finance Teams:

Require dual approvals for any Digify folder containing quarterly reports. If someone tries to download early? ApproveThis adds a 24-hour delay and notifies the audit committee.

HR Teams:

When an employee views their performance file in Digify, ApproveThis routes a confirmation request to HR and the employee's manager. Creates an automatic paper trail for compliance disputes.

The Fine Print That Actually Matters

Digify tracks who viewed what and when. ApproveThis logs who approved it and why. Together, they create an audit trail that holds up in court – literally. We've seen healthcare orgs use this combo to pass HIPAA audits with zero findings.

When Not to Use This Integration

If your team lives in Google Docs and security is an afterthought? This is overkill. But if you've ever lost sleep over document leaks, compliance fines, or board members asking "Who approved this?" – keep reading.

Your Move

ApproveThis isn't another tool – it's your insurance policy against the "But I thought someone else approved it!" chaos. Pair it with Digify, and you've got a system that scales from 50 to 5,000 employees without turning approvals into a full-time job.

Next steps:
1. Grab an ApproveThis trial (no CC required)
2. Book a Digify demo (mention this article for priority support)
3. Stop putting sensitive docs on Slack

🥳

Integrate with Digify 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 Digify

Suggested workflows (and their Zapier components) for Digify

Create approval requests for new data room file downloads

This integration creates an approval request in ApproveThis when a new file is downloaded from a Digify data room, ensuring that file access is monitored and approved as needed. *Note: Ensure that the approval workflow is configured according to your security policies.*

Zapier Components

Digify Logo

Trigger

New Data Room File Download

Triggers when your data room file is downloaded.

Action

Create Request

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

Add guest to data room for approved requests

This integration monitors approval outcomes in ApproveThis and, upon completion, adds a guest to a Digify data room for further access. *Note: Verify guest details are correctly mapped in the integration settings.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Digify Logo

Action

Add Guest to Data Room

Add a Guest to Data Room

Create approval requests for new data room file views

This integration triggers when a file is viewed in a Digify data room, automatically creating an approval request in ApproveThis to verify file access compliance. *Note: Confirm the approval conditions in ApproveThis match your internal policies.*

Zapier Components

Digify Logo

Trigger

New Data Room File View

Triggers when a data room file is viewed.

Action

Create Request

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

Remove data room guest for denied requests

This integration listens for completed approval decisions in ApproveThis and, in case of a denial, automatically removes a guest from a Digify data room to enforce security protocols. *Note: Configure your filter to check for denial status.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Digify Logo

Action

Remove Data Room Guest

Removes a guest from data room.