ApproveThis manages your Hiflow Integration approvals.
April 17, 2025
Integration Category: Invoices
How ApproveThis + Hiflow Turns Approval Chaos Into Actual Work Getting Done
When Spreadsheet Tracking Meets Its Match
Let's be real - nobody got into business to play spreadsheet jockey. Yet here we are, with finance teams chasing down department heads for invoice approvals, project managers stuck babysitting task sign-offs, and customer onboarding processes that move slower than a dial-up connection. Hiflow does the heavy lifting of managing projects, clients, and invoices. ApproveThis handles the bureaucratic sludge of getting people to actually make decisions. Together? Theyâre like caffeine for your workflows.
Why This Combo Doesnât Just Look Good on Paper
Hiflow keeps your projects and finances organized. ApproveThis keeps decisions moving. Connect them through Zapier, and youâve essentially built a self-driving car for your most tedious processes. Key perks:
- No more approval black holes: Track every Hiflow invoice, project change, or new client in a centralized approval hub
- Stop paying for seat licenses you donât need: External partners approve directly via email - no Hiflow account required
Example: A marketing agency uses Hiflow to track client projects. When a new $15K campaign proposal drops into Hiflow, ApproveThis automatically routes it to the clientâs CMO via email. They click approve. Campaign launches. No chasing. No âcan you export this as a PDF?â. No 3am âwait, did we get sign-off?â panic.
Use Cases That Actually Matter to Grown-Ups
Customer Onboarding That Doesnât Require a Psych Degree
The Problem: New customer created in Hiflow â Sales high-fives â Accounting finds out the PO is unsigned â Everyone plays email tag for a week.
The Fix: Zapier triggers an ApproveThis workflow the second a new Hiflow customer is added. Legal gets the contract, Finance gets the payment terms, Sales ops gets the implementation specs - all approved in parallel. Bonus: Approvers donât need Hiflow access. Just email.
Who Cares: SaaS companies scaling past 100 clients/year. Manufacturing firms onboarding distributors. Anybody tired of revenue delays because Janet from Legal was on PTO.
Projects That Donât Require a Permission Slip
The Reality Check: Your PMs spend more time justifying timelines than actually managing work. Hiflow tracks tasks, ApproveThis automates the red tape.
How It Works: New Hiflow project â Auto-generates approval request with budget, scope, and deadlines â Routes to stakeholders based on custom rules (e.g., projects over $50k go to CFO, IT projects go to CTO). Approval thresholds mean small stuff auto-approves. Big stuff escalates.
Real-World Usage: Construction firms approving change orders. Agencies getting client sign-off on deliverables. Internal IT teams deploying new software.
Invoices That Get Paid Before Your Vendor Sends a Collection Notice
The Ugly Truth: AP teams waste 12 hours/week chasing approvals. Hiflow knows when invoices land. ApproveThis knows who needs to approve them. Together, they know not to bother you until somethingâs actually late.
Workflow Example: Invoice enters Hiflow â ApproveThis checks amount against department budgets â Under $5k? Auto-approves. Over? Routes to department head + CFO with calculated spend vs. budget. Approvers click directly in email. Approved invoices sync back to Hiflow as âReady for Paymentâ.
Who Benefits: Companies with multi-location budgets. Nonprofits managing grant funds. Any org where âthe checkâs in the mailâ isnât an acceptable excuse.
Setting This Up Without Needing an IT Degree
If you can order DoorDash, you can connect these systems:
- Log into Zapier (theyâre the middleman here)
- Pick your trigger: âNew Customer in Hiflowâ, âNew Invoiceâ, etc.
- Add action: âCreate Approval Request in ApproveThisâ
- Map Hiflow data to approval fields (Zapier walks you through this)
- Test with a real request â Tweak routing rules â Done
Pro Tip: Use ApproveThisâ calculated fields to auto-flag high-risk items. Example: If Hiflow project hours exceed 200, require VP approval. No manual checks needed.
Department-Specific Wins (No Fluff Edition)
Finance Teams
Stop Being the Bad Cop: Budget approvals happen in ApproveThis, but live in Hiflow. When someone blows their budget, the system auto-denies requests. Youâre just the messenger with better data.
Operations
Actual Visibility: See approval bottlenecks in real-time. Hiflow shows project status, ApproveThis shows why itâs stalled. Bonus: Vacation delegation means Ops isnât waiting for Karenâs Bali return flight.
Legal & Compliance
Audit Trail That Doesnât Suck: Every Hiflow contract change gets approval records - who approved what, when, and why. No more digging through deleted Slack threads.
The Part Where We Tell You What to Do Next
If youâre using Hiflow and still doing approvals via email chains or (god help you) printed forms, youâre working too hard. ApproveThis isnât another app to manage - itâs the missing layer that makes Hiflow actually usable at scale.
Try This Today:
1. Register for ApproveThis (free 14-day trial, no CC required)
2. Connect to Hiflow via Zapier (takes 8 minutes)
3. Automate one approval process. See how much time you save.
4. Repeat until people think youâre some kind of workflow wizard.
Or, if youâd rather talk to a human first: Book a 15-minute demo. Weâll show how other Hiflow users cut approval delays by 60%+. No sales jargon. Just results.
Integrate with Hiflow 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.
Learn More
Best Approval Workflows for Hiflow
Suggested workflows (and their Zapier components) for Hiflow
Create approval requests for new Hiflow customers
When a new customer is created in Hiflow, this automation submits an approval request via ApproveThis to verify customer details, ensuring that every new customer meets compliance standards. *Note: Ensure necessary custom fields are mapped accordingly.*
Zapier Components
Trigger
New Customers
Triggers when a new customer is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Hiflow customers for new approval requests
Whenever a new approval request is initiated in ApproveThis, this automation creates a new customer in Hiflow, streamlining the customer onboarding process. *Note: Confirm required fields are properly mapped.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Customer
Create a new customer.
Create approval requests for new Hiflow projects
When a new project is added in Hiflow, this integration submits an approval request via ApproveThis, ensuring project details are verified before proceeding. *Note: Map project fields to match approval criteria.*
Zapier Components
Trigger
New Project
Triggers when a new project is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new Hiflow todos
When a new todo task is created in Hiflow, this automation generates an approval request via ApproveThis to review and track task assignments, ensuring accountability and clarity in workflow management. *Note: Ensure task details are synchronized for proper approval routing.*
Zapier Components
Trigger
New Todo
Triggers when a new todo task is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
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