ApproveThis manages your GETMIND approvals.

Why Combine Approval Management with Agency Operations?

When GETMIND handles your agency’s core operations and ApproveThis manages your decision-making processes, you create a complete system for getting work done. GETMIND excels at organizing clients, projects, and financial details – the lifeblood of any service business. ApproveThis adds precision to your critical decisions through structured approval workflows. Together, they remove bottlenecks that slow down client work, contract execution, and resource allocation.

This integration isn’t about adding more software – it’s about connecting systems that already handle essential functions. For example: A new client in GETMIND automatically triggers a compliance review in ApproveThis. An approved invoice in ApproveThis updates payment status in GETMIND without manual entry. These connections matter because they turn separate actions into coordinated business processes.

Four Ways This Integration Transforms Agency Work

1. Client Onboarding Without Delays

Marketing agencies often struggle with client intake – collecting NDAs, verifying project scopes, and assigning teams. With the GETMIND/ApproveThis connection:

• New client profiles in GETMIND trigger compliance checks
• Legal teams approve contract terms via email (no GETMIND license needed)
• Approved clients auto-populate in project management dashboards

A consulting firm reduced onboarding time from 5 days to 12 hours using approval thresholds. Contracts under $10K auto-approved, while larger deals routed to partners.

2. Invoice Approvals That Keep Cash Flowing

Creative agencies using GETMIND for billing solve two problems with this integration: preventing payment delays and maintaining client trust. When GETMIND generates an invoice:

• ApproveThis calculates discounts or payment terms using dynamic fields
• Project managers confirm deliverables were met
• Finance approves margin calculations

Approvers see all context directly in email – no hunting through GETMIND. A PR agency cut invoice disputes by 40% after implementing this workflow.

3. Projects That Start When They Should

ApproveThis doesn’t just gatekeep – it initiates action. When client contracts get final sign-off:

→ GETMIND automatically creates projects with mapped deliverables
→ Teams receive task assignments
→ Client portals update with real-time status

A web development shop eliminated missed handoffs between sales and engineering using this trigger. Vacation delegation ensures replacements approve requests if primary approvers are out.

4. Task Accountability Built In

Service businesses thrive when teams own their commitments. Connecting task approvals in ApproveThis to GETMIND assignments means:

• Managers approve workload changes
• Overdue tasks escalate automatically
• Capacity planning uses real approval data

An event planning company uses this to prevent vendor booking mistakes – no venue gets reserved without budget approval.

Setting Up Your Integration

Using Zapier, you connect GETMIND and ApproveThis in under 15 minutes:

1. Create a Zapier account (if needed)
2. Choose a GETMIND trigger (New Client, Invoice, etc.)
3. Select ApproveThis as the action app
4. Map key fields between systems (e.g., Client Name → Request Title)

Key tip: Use ApproveThis’ calculated fields to auto-populate GETMIND data like project budgets or client IDs. No coding – just point-and-click configuration.

Explore GETMIND-ApproveThis Zaps

Who Benefits Most?

Account Managers

Stop chasing approvals – get notified when clients sign off on proposals in GETMIND. Real-time tracking shows exactly where requests stall.

Operations Teams

Automate compliance by routing new vendor contracts through legal approval before GETMIND payment processing. Built-in audit trails simplify reporting.

Department Heads

Monitor team capacity using approval data. If design requests take 3 days to approve but dev tasks clear in 1 hour, rebalance resources.

External Partners

Clients approve deliverables without GETMIND access. They receive branded emails from ApproveThis, maintaining your agency’s professional image.

Beyond Basic Approvals

ApproveThis adds nuance to GETMIND workflows:

Conditional Routing: High-value clients skip junior approvers
Approval Groups: 3 architects must agree on design changes
Thresholds: Auto-approve expenses under $500

A digital agency uses calculated fields to auto-flag projects exceeding 20% scope creep – these routes to execs for re-approval.

Getting Started

ApproveThis offers flexible plans scaling with your agency’s needs. Start with core approval workflows, then add advanced features as complexity grows.

Start Free Trial | Explore GETMIND

For teams managing 50+ monthly approvals, request a demo to see custom workflows matching your GETMIND processes.