ApproveThis manages your HoneyBook Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: HoneyBook keeps client work moving, while ApproveThis keeps decisions from getting stuck. Together, they’re like caffeine for your operations – everything happens faster, with less chasing people down.

HoneyBook’s great at handling clients, proposals, and payments. But when you need three people to sign off on a new project budget? Or legal needs to review a contract before it goes out? That’s where things get messy. ApproveThis adds guardrails without slowing things down – automatic routing, real-time tracking, and approvals that actually happen before the client loses interest.

How This Combo Works for Real Businesses

1. No More "Who Approved That?" Moments

Say you’re a marketing agency. New client inquiry comes into HoneyBook. Instead of Slack pings and forwarded emails, ApproveThis automatically:

• Routes the proposal to the right department heads
• Checks if the project budget crosses approval thresholds
• Escalates to execs if needed – all before the client hears crickets

Real-world win: A mid-sized PR firm reduced proposal turnaround from 5 days to 12 hours using this exact setup. Their sales team stopped babysitting approvals and actually closed deals.

2. Projects Start When They’re Supposed To

Construction companies love this one. When a HoneyBook contract gets signed, ApproveThis:

• Auto-creates a project kickoff approval chain
• Requires safety checklists from site managers
• Only releases funds after all green lights

Bonus: Use ApproveThis’ vacation delegation so projects don’t stall because someone’s at a conference. The system automatically reroutes approvals without manual hassle.

3. Finance Teams Stop Playing Detective

Event planners: When a HoneyBook invoice is paid, ApproveThis can:

- Trigger vendor payment approvals
- Cross-check against original budgets
- Flag discrepancies over 5% automatically

No more Excel gymnastics. The accounting lead at a catering company told us this cut their month-end close by 8 days. (We’re not allowed to quote them directly, but trust us – it works.)

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here’s the playbook:

1. Create a Zapier account (free tier works)
2. Pick your trigger: New HoneyBook inquiry, signed contract, etc.
3. Add ApproveThis as the action – map key fields like client name, project value
4. Test with a $5K fake project to see approvals flow

Pro tip: Start with one workflow. Nail it, then expand. Trying to automate everything at once is how IT departments become meme pages.

Why Your Team Leads Will Actually Use This

Sales & Account Managers

No more herding cats for sign-offs. Set approval groups in ApproveThis so proposals automatically route to the right people. If a deal’s stuck, check the dashboard instead of sending awkward follow-ups.

Operations Teams

Use calculated fields to auto-approve small expenses but flag big ones. Example: Any vendor payment under $2K gets instant approval, over that needs director review. HoneyBook updates happen without manual data entry.

External Partners

Client needs to approve a change order? They get an email from ApproveThis – no need for them to log into HoneyBook. Keeps things moving without giving everyone access to your systems.

The Quiet Perks You’ll Learn to Love

- Approval thresholds: Auto-approve small stuff, only bug execs for big decisions
- Conditional logic: Route design contracts to creative directors, engineering ones to CTO
- Mobile-friendly: Approve stuff from your phone without 17 clicks

And yes, it works with HoneyBook’s existing setup. No need to rebuild your client process from scratch.

When to Maybe Not Do This

If your approval process is “the CEO texts everyone”, keep doing that. But if you’ve got:

- Multiple departments involved
- Compliance requirements
- Clients who notice when things slip through cracks

…then it’s time to grow up and automate properly.

Next Steps That Don’t Suck

1. Grab an ApproveThis trial – takes 8 minutes
2. Bookmark the HoneyBook integration docs
3. Start with one workflow – client onboarding or contract approvals work best

Or if you’re the “talk to a human” type, schedule a 15-minute demo. We’ll show how other teams in your industry are using this – no sales fluff.

Final Reality Check

This isn’t magic. You still need to:

- Define who approves what
- Set clear thresholds
- Not overcomplicate the workflows

But done right? You’ll shave hours off every approval cycle. Clients get faster responses. Finance stops yelling about unauthorized spend. Worth the setup time.