ApproveThis manages your LiquidPlanner Classic Integration approvals.

When Project Management Meets Approval Muscle

Let's get real - most project management tools handle tasks like a champ but fall flat when actual decisions need to get made. That's where pairing LiquidPlanner Classic's scheduling smarts with ApproveThis' approval engine turns "waiting on sign-offs" into an actual process instead of a productivity black hole.

Think of it this way: LiquidPlanner tells you what needs to happen. ApproveThis handles who says it can happen. Together, they're like giving your project teams a GPS that automatically reroutes when budgets change, clients waffle, or Karen from legal takes PTO.

Why This Combo Works for Mid-Sized Companies

If you're managing 50-5,000 employees, you've outgrown chasing approvals in Slack threads but don't have enterprise-level budgets. This integration hits the sweet spot:

• No more license math: Approvers don't need LiquidPlanner seats - crucial when working with clients or contractors
• Actual audit trails: Connect task updates to specific approvals instead of digging through email graveyards

Take client change orders. Marketing agencies using LiquidPlanner can auto-create approval requests when scope changes hit specific tasks. Clients approve via email without logging into yet another system, while PMs get automatic task updates when signed off.

Four Ways This Integration Actually Gets Used

1. Killing Task Approval Ping-Pong

Template: New LiquidPlanner Task  ApproveThis Request

Construction firms love this. When a project manager creates a $50k+ materials order task in LiquidPlanner, ApproveThis:

• Auto-routes to CFO + operations director
• Uses calculated fields to flag budget overages
• Updates LiquidPlanner task description with approval terms

No more "Did you see my email?" follow-ups. Procurement teams know exactly which tasks are greenlit.

2. Turning Approvals Into Action Items

Template: New ApproveThis Request  LiquidPlanner Task

Healthcare IT teams use this for compliance audits. Every time an infosec approval gets requested, it:

• Creates a high-priority LiquidPlanner task with SLA deadlines
• Auto-assigns based on audit type
• Triggers reminders if tasks near due dates

3. Client Feedback That Doesn't Disappear

Template: LiquidPlanner Comment  ApproveThis Request

Digital agencies pair client comments with budget approvals. When a client asks "Can we add X feature?" in LiquidPlanner:

• Auto-generates approval request with scope impact analysis
• Routes to PM + account lead
• Updates original comment thread with decision

4. Closing the Loop on Decisions

Template: ApproveThis Decision  LiquidPlanner Task Update

Manufacturing teams use this for engineering change orders. Once approved:

• Tasks auto-update with new specs
• Relevant docs attach to LiquidPlanner
• Approval timestamp locks in compliance records

Setting This Up Without Losing Your Mind

Connect via Zapier in three steps:

1. Create LiquidPlanner triggers (new tasks/comments)
2. Map key data to ApproveThis fields (budgets, due dates)
3. Set up bi-directional updates

Pro tip: Use ApproveThis' conditional thresholds to auto-approve small change orders (<$1k) while flagging bigger requests. Saves 20+ hours/month for teams managing 100+ tasks.

Who Actually Benefits Here?

Project Managers

Stop being the approval middleman. Set up routing rules once and let vacation delegation handle approver PTO. Real example: A PM at a 200-person SaaS company cut status update meetings by 60% after implementing approval-based task statuses.

Finance Teams

Enforce budget controls without micromanaging. Approval thresholds automatically escalate big spends while letting teams handle small purchases. Bonus: All approvals feed into LiquidPlanner's analytics for better forecasting.

Operations Directors

Turn approval SLAs into actual metrics. Track how long requests sit in legal review vs. department heads. One manufacturing ops lead used this data to renegotiate vendor contracts with clearer approval terms.

What You're Not Getting

This isn't some magic bullet. You still need to:

• Define clear approval rules upfront
• Train teams on why approvals route certain ways
• Audit workflows quarterly

But when setup right? You'll actually have visibility into why projects stall instead of guessing which approver dropped the ball.

Ready to Stop Herding Approvals?

If you're using LiquidPlanner Classic (or considering it - check their site), pairing it with ApproveThis turns "waiting on sign-offs" from a productivity killer into a measurable process. No more license headaches. No more approval black holes.

Best part? Approvers don't need new logins. They can approve via email like civilized people while your LiquidPlanner tasks stay synced. Set up takes an afternoon, pays off in reclaimed work weeks.

Get started with ApproveThis or book a 15-minute demo to see real client workflows. No sales jargon - just how to make approvals suck less.