ApproveThis manages your Doerkit Integration approvals.

When project management meets approval automation, teams move faster with fewer errors. ApproveThis and Doerkit integrate through Zapier to create a seamless bridge between action and authorization – turning workflows into competitive advantages. This partnership isn’t about adding more tools to your stack. It’s about making your existing tools work harder through precision automation.

Why This Integration Changes the Game

Doerkit excels at managing projects, contracts, and client work. ApproveThis specializes in turning approval bottlenecks into streamlined processes. Together, they enable three critical improvements:

• Contextual approvals: Approval requests automatically include Doerkit project data, client details, or contract terms
• Cross-team collaboration: External clients or contractors can approve directly via email without needing Doerkit access
• Decision automation: Auto-approve routine items while flagging exceptions based on amount, contract type, or project risk

Real-World Workflows for Actual Businesses

Let’s break down how specific teams benefit from connecting these platforms:

For Finance Teams: Billing Approval Automation

When a new invoice is created in Doerkit, ApproveThis can:

1. Route it to department heads based on project type
2. Auto-approve charges under $500 using approval thresholds
3. Escalate overdue approvals with calculated late penalty warnings

Example: A mid-market SaaS company reduced billing errors by 40% by automatically validating invoices against original project scopes in Doerkit before payment.

For Legal Teams: Contract Lifecycle Management

Every signed contract in Doerkit can trigger:

• Compliance reviews using conditional approval logic
• Automatic NDA expiration alerts via approval delegation
• Client signature collection through email-based approvals

Example: A law firm handling 200+ monthly contracts eliminated version control issues by tying each approval to the exact contract version in Doerkit.

For Project Managers: Change Order Control

Project updates in Doerkit now drive smarter approvals:

When scope changes exceed 10% of original budget (calculated automatically), ApproveThis:

1. Requires executive sign-off
2. Updates Doerkit project timelines post-approval
3. Archives rejected change requests with audit trails

Example: A construction firm reduced project overruns by 22% using real-time budget calculations during change order approvals.

Beyond Basic Automation: Advanced Features

While the Zapier integration handles the basics, combining these platforms unlocks unique capabilities:

Approval Thresholds Meet Project Budgets

Set approval rules based on Doerkit project data:

• Auto-approve travel requests under $500 for active projects
• Require CFO approval for any procurement over 15% of project budget
• Flag contracts needing legal review based on clause library matches

Vacation Coverage That Actually Works

When project managers mark PTO in Doerkit, ApproveThis:

1. Automatically reassigns their approvals
2. Maintains SLA tracking during absences
3. Reverts permissions upon return without manual intervention

Setting Up the Integration

Connect in 15 minutes using Zapier:

Step 1: Create a Zapier account (free tier works)
Step 2: Choose your Doerkit trigger:
• New billing
• Signed contract
• Project update
Step 3: Set ApproveThis action:
• Map critical Doerkit data to approval fields
• Configure escalation rules and approval paths
Step 4: Test with live data

Who Benefits Most?

Professional Services: Track billable hours in Doerkit while managing client approvals via email
Marketing Agencies: Get client sign-offs on deliverables without granting Doerkit access
Healthcare IT: Maintain compliance with dual approvals for system changes
Manufacturing: Automate PO approvals tied to project milestones

The Bottom Line

This integration solves three persistent business problems:

1. Approval delays: 63% faster decision cycles according to internal metrics
2. Compliance risks: Full audit trails linking Doerkit data to approval rationale
3. Tool fatigue: Approvers interact via email while maintaining system of record

Next Steps

Ready to transform your approval processes?
Start your ApproveThis trial or explore Doerkit integration.
For customized workflow advice, book a demo with our integration specialists.