
ApproveThis manages your Knackly Integration approvals.
April 17, 2025
Integration Category: Documents
When Paper Pushers Meet Button Clickers
Let's get real – nobody starts their career dreaming about approval processes. But when your company hits that 50-5,000 employee sweet spot, those "quick sign-offs" suddenly turn into email black holes and spreadsheet nightmares. That's where this combo comes in clutch.
ApproveThis handles the decision-making circus (you know – chasing down VPs, remembering who's OOO, figuring out why accounting needs to approve marketing swag). Knackly? It's your document wizard – turning messy data into clean contracts, forms, and records. Connect them through Zapier, and you've basically built a self-driving paperwork machine.
Why This Isn't Just Another Integration
Most tools either handle documents or approvals. This combo nails both sides of the same coin:
- No more approval limbo: Knackly docs auto-trigger ApproveThis workflows the second they're generated
- Zero duplicate entry: Approved requests instantly create Knackly records without copy/paste errors
Here's the kicker – approvers only need ApproveThis access. No extra Knackly licenses for clients or contractors. Try getting that flexibility from your current ERP system.
Real-World Fixes for Real Company BS
1. The "Why Is Legal Reviewing Marketing Copy?" Solution
Scenario: Your team creates a new promo contract in Knackly. Normally it sits in legal's inbox for days while sales loses deals.
Fix: Zapier triggers an ApproveThis workflow the second the Knackly doc is ready. Legal gets an email with inline markups – they approve directly from their phone between court dates. Approved? Knackly auto-generates the final PDF with signatures. Denied? Comments sync back to Knackly for version control.
Who wins: Law firms managing client contracts, agencies handling client deliverables, any team tired of version 14_FINAL_v2.doc
2. The "Accounts Payable Ghosting Vendors" Hack
Scenario: New vendor invoice hits Knackly. AP needs approvals from department heads who "forget" to check the system.
Fix: ApproveThis pings approvers via email with amount thresholds – $500 auto-approved by managers, $5k+ escalates to VPs. Paid? Knackly auto-flags the invoice as cleared. Denied? Vendor gets auto-email through Knackly without AP playing messenger.
Who wins: Manufacturing companies with complex procurement, healthcare providers managing equipment purchases, anyone drowning in three-way matching.
3. The "Board Meeting Document Dump" Avoidance
Scenario: Quarterly reports generated in Knackly need exec sign-off. C-suite complains they can't find anything in the 200-page PDF.
Fix: ApproveThis sends segmented approvals – CFO gets financials section, CMO gets marketing metrics. Each approves their chunk without wading through irrelevant data. Knackly compiles only approved sections into the final board deck.
Who wins: Public companies with compliance needs, nonprofits managing grant reports, consultants prepping client reviews.
Setting This Up Without Losing Your Mind
We're talking three steps, not 30:
- Connect both apps to Zapier (free tier works)
- Pick your trigger: New Knackly doc? Approved request? Updated record?
- Map critical fields: Amounts, departments, approval tiers
Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths. Contract value over $50k? Route to VP+legal automatically. Under $10k? Manager-only approval. Knackly data feeds these rules dynamically.
Team-Specific Wins (No Fluff)
Operations Teams
Cut procurement cycle time by 60% using approval thresholds. New vendor request in Knackly? Under $1k auto-approves. Over? Triggers multi-level review with delegated backups if someone's OOO.
Legal & Compliance
Stop chasing contract signatures. Knackly generates NDAs, ApproveThis routes them internally/externally. Track every comment and version without Excel gymnastics.
Finance Departments
Automate PO approvals with real-time budget checks. Knackly pulls current department spend, ApproveThis calculates remaining budget to approve/deny requests instantly.
Why This Beats "Good Enough" Tools
Generic approval software treats every request the same. Knackly integrations add context most systems miss:
- Dynamic routing based on document type (contract vs. invoice vs. policy)
- Auto-escalation tied to Knackly deadlines
- Approval comments that sync back to original records
Plus, ApproveThis' vacation delegation stops workflows from dying when approvers take PTO. Knackly maintains document version control if approvals get revised.
No-BS Next Steps
If you're...
- Using Knackly but still Slack-ing docs for approvals
- Manually updating records after sign-offs
- Playing phone tag with external partners
...you're working harder, not smarter.
Get ApproveThis, connect it to Knackly via Zapier, and automate your first workflow in an afternoon. Or book a demo to see how other 50-5,000 employee companies killed approval delays.
Final thought – your team's time is worth more than chasing signatures. Fix that.
Integrate with Knackly 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 Knackly
Suggested workflows (and their Zapier components) for Knackly
Create approval requests for new Knackly records
When a new record is created in Knackly, an approval request is initiated in ApproveThis. This integration streamlines decision-making by ensuring each new record is reviewed promptly.
Zapier Components

Trigger
New Record Created
Triggers when a new record is created in the specified catalog.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Knackly records for approved requests
When an approval request is completed in ApproveThis, a corresponding record is created in Knackly. This automation helps maintain accurate logs of request outcomes for future reference.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Record
Create a new record in Knackly
Create approval requests for new Knackly documents
When a new document is created in Knackly, an approval request is automatically initiated in ApproveThis. This integration ensures that each document receives timely review and approval.
Zapier Components

Trigger
New Document Created
Triggers when a record is used to produce a Document.
Action
Create Request
Creates a new request, probably with input from previous steps.
Run Knackly app for new approval requests
When an approval request is received in ApproveThis, the Knackly app is triggered to process a record and generate documents. This automation accelerates document handling and ensures prompt action on pending requests.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Run App on Record
Runs a app on a record to produce documents
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