ApproveThis manages your Lumeer Integration approvals.

Why Combine ApproveThis and Lumeer?

When Lumeer’s visual project management meets ApproveThis’s structured approval workflows, teams gain a competitive edge. Lumeer excels at organizing data into dynamic tables, making it ideal for tracking tasks, budgets, or client projects. ApproveThis adds a critical layer: controlled decision-making. Together, they automate approvals directly within existing workflows, eliminating bottlenecks and ensuring accountability without manual oversight.

For example, a marketing agency can auto-route new client requests from Lumeer to ApproveThis for stakeholder review. Approval decisions then sync back to Lumeer, keeping project data current. This integration is particularly powerful for businesses juggling multiple departments or external partners, as ApproveThis allows approvers to act via email without needing a Lumeer license – reducing software costs and friction.

Key Use Cases for Teams

1. Automate Approvals for New Projects or Requests

How It Works: When a new record is created in Lumeer (e.g., a project proposal), Zapier triggers ApproveThis to create an approval request. Decision-makers review details via email or dashboard and approve/reject with one click. The result syncs to Lumeer, updating the record status automatically.

Business Example: A software development firm uses Lumeer to track feature requests. Each new entry triggers an approval workflow to assess feasibility. Product managers review technical requirements via ApproveThis, while non-technical stakeholders (like clients) approve budgets via email. Development starts only after both teams greenlight the request.

ApproveThis Features Used: Conditional routing ensures technical and financial approvals happen in parallel. Approval thresholds auto-approve small budget items, accelerating low-risk decisions.

2. Keep Records Updated with Approval Statuses

How It Works: When an approval request is initiated or resolved in ApproveThis, Zapier updates the corresponding Lumeer record. Teams see real-time statuses like “Pending Legal Review” or “Approved – Ready for Launch” directly in their project tables.

Business Example: A construction company manages equipment purchases in Lumeer. When a purchase request exceeds $10K, ApproveThis escalates it to senior management. Once approved, Lumeer’s record updates to “Order Approved,” triggering the procurement team to proceed. Project managers avoid chasing emails and can filter Lumeer views to show only approved orders.

ApproveThis Features Used: Escalation rules ensure high-value requests get priority attention. Vacation delegation prevents delays if a key approver is unavailable.

3. Validate Critical Data Changes

How It Works: When a Lumeer record is modified (e.g., a budget increase), Zapier triggers an approval request in ApproveThis. Approvers assess the change’s impact before it’s finalized.

Business Example: An e-commerce company uses Lumeer to manage vendor contracts. If a supplier updates payment terms, the revision triggers a compliance review. Legal and finance teams approve the update via ApproveThis, ensuring all changes meet regulatory standards. Approved revisions auto-update in Lumeer, while rejected ones revert to prior values.

ApproveThis Features Used: Calculated fields highlight changes (e.g., “Payment term increased by 15 days”). Sequential approvals require legal to review before finance.

Setup Guide: Connect ApproveThis + Lumeer in 15 Minutes

Zapier requires no coding – just a few clicks to link accounts and define triggers. Here’s how:

1. Create a Zapier Account (if you don’t have one) at zapier.com.
2. Choose a Trigger: Select Lumeer (e.g., “Record Created”) or ApproveThis (e.g., “Request Approved/Denied”).
3. Connect Accounts: Authenticate Lumeer and ApproveThis via Zapier’s secure portal.
4. Map Data Fields: Link Lumeer record data (e.g., project ID, budget) to ApproveThis request fields.
5. Test & Activate: Run a test to ensure approvals trigger correctly, then go live.

Pro Tip: Use Zapier’s Filter step to limit approvals to specific conditions (e.g., only projects over $5K).

Team-Specific Benefits

Project Managers

Track approval statuses alongside project timelines in Lumeer. Escalate delays automatically if a request stalls beyond a set period.

Finance Teams

Approve invoices or budget adjustments directly from email. Configure thresholds to auto-approve recurring expenses under $500.

HR Departments

Route onboarding tasks (e.g., equipment requests) for manager approval. Use approval groups to involve IT, facilities, and payroll in sequence.

External Partners

Clients or vendors can approve contracts or change orders via ApproveThis without accessing Lumeer. Maintain control over sensitive data while collaborating smoothly.

Why This Integration Works

Lumeer’s strength lies in making complex data accessible through tables and dashboards. ApproveThis adds governance, ensuring no critical decision is overlooked or rushed. Together, they close the gap between planning and execution. For instance:

• A healthcare provider automates patient discharge approvals, reducing bed turnover time by 30%.
• A nonprofit tracks grant applications in Lumeer and routes high-priority submissions to board members via ApproveThis.

Unlike native approvals in project tools, ApproveThis offers granular control: multi-level checks, conditional logic, and audit trails. Lumeer becomes not just a data hub but an actionable decision-making engine.

Next Steps

Ready to eliminate approval bottlenecks? Start with a free ApproveThis trial or schedule a demo to design a custom workflow. Explore Lumeer’s capabilities at lumeer.io.

Final Tip: Begin with one high-impact workflow (e.g., invoice approvals). Measure time saved, then expand to other processes.