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Fresh Projects Integration

ApproveThis manages your Fresh Projects Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Automation

Let’s be real: nothing kills momentum faster than waiting days for someone to click “approve.” For architects, engineers, and professional services firms using Fresh Projects, delays in greenlighting clients, projects, or budget changes aren’t just annoying—they’re revenue risks. That’s where pairing Fresh Projects with ApproveThis turns “hurry up and wait” into “done, what’s next?”

Fresh Projects keeps your project financials tidy. ApproveThis keeps decisions moving. Connect them through Zapier, and you’ve got an auto-pilot system for every approval tied to clients, resources, or project changes. No more chasing down approvers or guessing where requests stalled. Just real-time tracking and rules that make sure the right people say yes at the right time.

Why This Combo Works (When Other Tools Don’t)

Most project teams use Fresh Projects as their financial command center—tracking budgets, timelines, and client details. But when you need approvals, you’re stuck with either:

Option 1: Manually forwarding Fresh Projects data via email (hello, version control nightmares)

Option 2: Rigid built-in approval systems that can’t handle conditional logic or external stakeholders

ApproveThis fixes both. It adds a flexible approval layer that works how you do:

  • Auto-create approval requests when new companies, employees, or projects hit Fresh Projects
  • Route decisions based on dollar amounts, project types, or team roles
  • Let external clients approve without needing Fresh Projects logins

Example: An engineering firm automates approvals for any project scope change over $15k. Fresh Projects flags the update, ApproveThis routes it to the PMO director + client rep via email. Both approve in seconds without logging into anything. Project moves forward same day instead of next week.

5 Approval Scenarios We’re Stealing from Actual Teams

1. New Client Onboarding Without the Tag-Team Emails

When a new company gets added to Fresh Projects, ApproveThis automatically pings legal, finance, and the project lead to vet them. Legal checks contracts, finance confirms credit terms, PM ensures capacity. Only when all three approve does the client get marked “active.”

Who loves this: Environmental consultancies who onboard 50+ subcontractors monthly. No more Excel sheets with color-coded status notes.

2. Employee Approvals That Don’t Bottleneck HR

New hire in Fresh Projects? ApproveThis routes their role, salary, and start date to department heads. If the hire’s salary exceeds budget, it escalates to the CFO. HR gets automatic alerts if approvals stall.

Who loves this: Mid-sized architecture firms where department leads travel frequently. Approvers get email reminders and can delegate approvals if OOO.

3. Lead-to-Project Handoffs That Actually Work

Sales team lands a new lead in Fresh Projects. ApproveThis instantly generates a approval request for the proposal terms. Once approved, the project auto-creates with pre-approved budget and scope. No more “I thought marketing signed off on this?”

Who loves this: Engineering firms where proposal margins are razor-thin. Approval thresholds auto-reject deals under 15% profit margin unless the VP overrides.

4. Project Changes That Don’t Require a Town Hall

When a project’s status changes in Fresh Projects (delayed, over-budget, scope creep), ApproveThis forces a review. Depending on the issue, it routes to the project sponsor, client, or risk management. Bonus: Use calculated fields to auto-flag changes exceeding 10% time or cost variance.

Who loves this: Construction teams managing phased projects. Overdue approvals auto-escalate, so delays don’t cascade.

5. Quarterly Budget Adjustments That Stay on Rails

When project budgets update in Fresh Projects, ApproveThis requires tiered approvals—team lead first, then finance. Over $50k? CEO gets added. All approvals logged for audit trails. No more “Who approved this?!” during quarterly reviews.

Who loves this: Government contractors needing compliance paper trails. Every approval ties back to a Fresh Projects change record.

Setup That Takes Less Time Than Your Morning Coffee

Connecting Fresh Projects to ApproveThis isn’t some IT ticket nightmare. If you can use Zapier, you can do this in 15 minutes:

  1. Pick your trigger: New company, employee, lead, project, or project update in Fresh Projects
  2. Map key data: Pull Fresh Projects fields (budget, client name, PM) into ApproveThis
  3. Set approval rules: Who approves, in what order, with what thresholds
  4. Test with a real request: Check that denials route back to Fresh Projects

Pro tip: Start with one process (like new project approvals). Once that’s smooth, clone the Zap for other workflows.

Why This Isn’t Just Another Integration

Most tools slap together integrations that just pass data. This combo actually changes how teams operate:

For PMs: Stop babysitting approval requests. Set the rules once, then focus on actual work.

For Finance: Enforce budget controls without being the “bad guy” rejecting requests manually.

For Execs: See approval bottlenecks in real dashboards. No more guessing why projects stall.

Plus, ApproveThis doesn’t make approvers jump through hoops. They get clean email summaries with one-click approve/deny. No logins, no extra licenses—just quick decisions.

The Quietly Ruthless Efficiency Play

This isn’t about flashy features. It’s about cutting the 20% of tasks that cause 80% of delays. When approvals auto-create from Fresh Projects data, teams:

  • Reduce project kickoff delays by 65% (actual client data)
  • Cut 6+ hours weekly chasing approvers
  • Audit-proof every decision without manual logging

Example: A civil engineering firm slashed proposal approval time from 5 days to 8 hours. How? Auto-routing proposals over $200k to the principal, others to department leads. Approvers got mobile-friendly emails with key details pulled from Fresh Projects.

Your Move: Keep Crawling or Start Sprinting

If you’re using Fresh Projects, you’re already committed to organized project financials. ApproveThis is the missing piece for organized decisions. No more:

✅ Digging through Slack to find who approved what
✅ Losing requests in email threads
✅ Manual data entry between systems

Ready to stop being a human router for approval requests? Register for ApproveThis or book a 15-minute demo. We’ll show how to connect your Fresh Projects workflows in real time—no sales fluff, just the stuff that actually speeds things up.

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Best Approval Workflows for Fresh Projects

Suggested workflows (and their Zapier components) for Fresh Projects

Create approval requests for new companies

When a new company is added in Fresh Projects, automatically create an approval request in ApproveThis to streamline onboarding and decision-making. This integration eliminates manual approvals and speeds up initial vetting. *Note: Customize approval criteria based on company size.*

Zapier Components

Fresh Projects Logo

Trigger

New Company

Triggers when a new Company has been added.

Action

Create Request

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

Create approval requests for new employees

When a new employee is added in Fresh Projects, automatically trigger an approval request in ApproveThis to validate onboarding processes. This integration minimizes administrative overhead and streamlines HR decisions. *Note: Verify employee role details before approval.*

Zapier Components

Fresh Projects Logo

Trigger

New Employee

Triggers when a new Employee is added.

Action

Create Request

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

Create approval requests for new leads

When a new lead is created in Fresh Projects, automatically generate an approval request in ApproveThis to ensure follow-up actions are pre-approved. This automation helps maintain a consistent lead management process. *Note: Adjust lead criteria as needed for approval thresholds.*

Zapier Components

Fresh Projects Logo

Trigger

New Lead

Triggers when a new Lead is created.

Action

Create Request

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

Create approval requests for new projects

When a new project is initiated in Fresh Projects, automatically create an approval request in ApproveThis to secure project resources and validate project plans. This automation ensures that all new projects receive proper authorization promptly. *Note: Confirm project details in the approval request.*

Zapier Components

Fresh Projects Logo

Trigger

New Project

Triggers when any new Project is created.

Action

Create Request

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

Create approval requests for updated projects

When a project is updated in Fresh Projects, automatically send an approval request in ApproveThis to review and authorize significant project changes. This integration helps maintain project compliance and transparency. *Note: Adjust notification settings as needed.*

Zapier Components

Fresh Projects Logo

Trigger

Updated Project

Triggers when a project status is changed. Requires the Change Log to be turned on.

Action

Create Request

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