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FileCloud Integration

ApproveThis manages your FileCloud Integration approvals.

April 17, 2025

Integration Category: Files

When Bureaucracy Meets Automation

Let’s cut through the corporate speak: approval processes suck. But they don’t have to. When you connect ApproveThis and FileCloud through Zapier, you’re not just automating workflows – you’re giving middle managers their weekends back and stopping finance teams from burning out before Q3. This isn’t about replacing humans. It’s about letting people focus on actual work instead of chasing signatures or digging through folder hell.

Why This Combo Works for Grown-Up Companies

FileCloud’s the organized librarian who knows where every document lives. ApproveThis is the no-nonsense project manager who actually follows up on emails. Together? They’re the operational backbone your 250-person company pretends to have during investor calls.

FileCloud’s Deal

Secure file storage that doesn’t give your IT team nightmares. On-premise or cloud, it’s where contracts, marketing assets, and HR docs live without getting lost in Sharepoint purgatory.

ApproveThis’ Angle

Approval workflows that don’t require a PhD to set up. Think: automatic routing based on dollar amounts, approval chains that actually respect vacation time, and real-time tracking so you know exactly who’s holding up the PO.

Three Ways This Integration Actually Solves Problems

1. Kill the “Did You See That File?” Follow-Up

The Zap: New file in FileCloud → Auto-create approval request in ApproveThis

Who Cares: Legal teams reviewing contracts, compliance officers auditing financials, product managers finalizing spec sheets.

Real World Example: Your sales ops team drops a new partner agreement into the “Contracts - Pending” folder. Before they can even Slack Legal, ApproveThis pings the General Counsel with the file link, approval instructions, and a deadline. No download required. No “I’ll get to it next week” excuses.

2. Stop Naming Folders “Final_Final_v3”

The Zap: New approval request in ApproveThis → Create dedicated FileCloud folder

Who Cares: Project managers, creative teams, anyone who’s ever lost a week’s work to version control issues.

Real World Example: Marketing kicks off a new campaign approval. Before the first stakeholder meeting, FileCloud auto-generates a folder structure with “Assets,” “Approvals,” and “Legal” subfolders. Every contract draft, creative concept, and budget sheet lives here from day one – no more digging through 14 “Q4 Campaign Draft” folders.

3. Automatic Paper Trails That Don’t Lie

The Zap: Approval decision in ApproveThis → Upload final doc to FileCloud

Who Cares: Auditors, compliance teams, executives who need to prove they didn’t approve that disaster of a vendor contract.

Real World Example: CFO approves a budget increase via email (yes, ApproveThis works in Outlook too). The final signed PDF automatically lands in FileCloud’s “Approved Financials” folder with metadata showing who approved it and when. Try pulling that off with a GDrive comment thread.

Setup That Doesn’t Require IT Involvement

We’ve all seen those “easy integration” guides that require a developer and a blood sacrifice. Here’s the actual process:

  1. Connect ApproveThis and FileCloud to Zapier (15 minutes max)
  2. Pick your trigger: “New File in Folder” for FileCloud or “New Request” for ApproveThis
  3. Map the fields: File paths → Approval types, metadata → custom approval notes
  4. Test with a real file (pro tip: use something embarrassing to check if approvers actually review)

Key detail: Approvers only need ApproveThis access – no extra FileCloud licenses. External partners can approve contracts without seeing your entire corporate file tree.

Where Different Teams Actually Benefit

Finance Teams

Auto-route invoices based on amount thresholds. $5k expense? Goes to department head. $50k? Skips straight to VP with original receipts attached from FileCloud.

HR Departments

New hire offer letters in FileCloud trigger approval chains that loop in Compensation, Legal, and the hiring manager. Everyone sees the same document version – no more “I thought the salary was different” disasters.

IT & Compliance

Automate software purchase approvals with attached vendor contracts. Approved deals auto-upload to FileCloud’s “Authorized Vendors” folder. Denied requests? They go to “Blacklist” with notes explaining why.

Features You’ll Actually Use

Beyond the Zapier basics, here’s what makes this combo stick:

  • Vacation Delegation: Legal approver OOO? Requests auto-reassign without file access hiccups
  • Calculated Fields: Auto-flag files that reference budgets exceeding Q4 limits
  • Version Locking: Approvers always see the latest FileCloud version – no more “I reviewed last week’s draft” excuses

When to Use This Combo (And When Not To)

Good Fit: Companies with more than 50 employees where files need multiple eyes (legal, finance, department heads). Especially brutal in regulated industries – healthcare, finance, government contracting.

Not Magic: If your entire approval process happens in Slack threads or you’re a 10-person startup where everyone shares Dropbox links. Come back when scaling hits.

Bottom Line for Grown-Ups

This integration isn’t about being flashy – it’s about closing the loop between documents and decisions. No more “Where’s the file?” “Who approved this?” or “Why wasn’t Legal consulted?”. It’s process automation for companies that have outgrown duct-taped solutions but aren’t ready for SAP-level insanity.

ApproveThis works because it doesn’t force people to learn new tools – approvers can click links in email, managers track everything in a dashboard, and files stay where they belong. FileCloud keeps the chaos organized without becoming another silo.

Next Steps That Don’t Waste Your Time

If your approval processes involve more than three “per my last email” follow-ups:

1. Register for ApproveThis (free 14-day trial, no CC required)
2. Connect your existing FileCloud account via Zapier
3. Set up one approval flow – start with vendor contracts or travel requests

Or book a 20-minute demo where we’ll show how a 500-person manufacturing company cut approval times from 9 days to 47 hours. No sales poetry, just screen sharing.

🥳

Integrate with FileCloud 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 FileCloud

Suggested workflows (and their Zapier components) for FileCloud

Create approval request for new files

When a new file is added to a specific folder in FileCloud, an approval request is automatically created in ApproveThis to review the file’s compliance and content. This integration streamlines file management and approval processes for secure document handling. *Note: Ensure the folder path is correctly configured in FileCloud.*

Zapier Components

FileCloud Logo

Trigger

New Files in Folder

Triggers when a new file is added directly to a specific folder (but not its subfolders).

Action

Create Request

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

Create folder for new approval requests

When an approval request workflow is initiated in ApproveThis, a new folder is automatically created in FileCloud to organize and store related documents. This integration helps maintain organized records and streamlines file storage after approval steps. *Note: Configure appropriate folder naming conventions in FileCloud.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

FileCloud Logo

Action

Create Folder

Creates a brand new folder at the path you specify.

Upload file after approval decision

After an approval decision is completed in ApproveThis, a file is automatically uploaded to FileCloud for record-keeping and further processing. This automation simplifies archiving approved files and keeps documentation updated. *Note: Verify that the uploaded file meets FileCloud format requirements.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

FileCloud Logo

Action

Upload File

Copy an already-existing file from another service to FileCloud.