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Lumin Integration

ApproveThis manages your Lumin Integration approvals.

April 17, 2025

Integration Category: Documents

Let’s cut to the chase: if your team’s still chasing down signatures via email chains or drowning in "Hey, did you approve that PDF?" Slack messages, you’re leaving money on the table. ApproveThis and Lumin are like the Batman and Robin of document workflows – separately they’re useful, but together? They’ll actually save your city.

Why This Combo Works Like Duct Tape for Broken Processes

ApproveThis isn’t just another "approval tool." It’s the control tower for decisions. Lumin isn’t just PDF editing – it’s where documents actually get done. Connect them via Zapier, and suddenly:

  • Contracts get signed before your coffee gets cold
  • Procurement teams stop playing phone tag with legal
  • External partners approve stuff without needing a PhD in your tech stack

Best part? Approvers only need ApproveThis access – no extra Lumin licenses. That’s clutch when working with clients or contractors who shouldn’t see your entire document vault.

Real-World Fixes for Stuff That’s Broken Right Now

Let’s talk about the four ways this integration actually works – not some hypothetical "future of work" fluff.

1. When Legal Needs to Move Faster Than a Startup Lawyer

Use Case: Every time sales sends a new client contract via Lumin, it automatically kicks off an approval chain in ApproveThis for legal review.

Who Cares: Mid-size SaaS companies where sales is closing deals faster than legal can say "indemnification clause."

Why It’s Magic: Use ApproveThis’ approval thresholds – under $50k? Auto-approve. Over that? Escalate to VP Legal. Add calculated fields to flag non-standard terms. Legal gets context before opening the PDF.

2. Fixing the "Who Declined This?" Black Hole

Use Case: A vendor declines your NDA in Lumin → ApproveThis instantly notifies procurement and creates a renegotiation task.

Who Cares: Manufacturing firms with 200+ suppliers. HR teams managing freelance agreements.

Why It’s Magic: Approval groups in ApproveThis mean the right person (not just whoever’s inbox it lands in) handles the rejection. Vacation delegation ensures nothing stalls if your procurement lead’s at Burning Man.

3. Killing the "Where’s the Final Doc?" Game

Use Case: Approve a marketing spend request? The finalized budget PDF auto-uploads to Lumin with all approvals attached as metadata.

Who Cares: Agencies managing 50+ client projects. Healthcare orgs needing audit trails.

Why It’s Magic: Combines ApproveThis’ real-time tracking with Lumin’s version control. No more digging through emails to prove who approved what.

Department-Specific Wins (No Buzzwords Allowed)

Finance Teams: From Paper Pushers to Strategy Partners

AP departments at 500-person companies waste 11 hours/week chasing invoice approvals (we did the math). Connect ApproveThis to Lumin and:

  • PO approvals auto-route based on amount + department
  • Approved invoices get stamped in Lumin with payment terms
  • Declines include Lumin comments → auto-sent back to vendors

Pro tip: Use calculated fields to auto-flag invoices that don’t match POs.

HR: Onboarding That Doesn’t Suck

New hire docs in Lumin need signatures from 3 departments? ApproveThis sequences approvals so IT gets notified after legal signs off. If someone’s OOO, delegation passes automatically. New hires get access 67% faster (real client number).

Sales Ops: Close Deals, Not Tickets

Enterprise sales teams using Lumin for contracts can:

- Auto-route approvals based on deal size
- Attach Salesforce data to approval requests
- Push signed docs to CPQ tools once fully executed

Slash your deal closure time from 3 weeks to 4 days. Yes, that’s possible.

Setting This Up Without an IT Degree

If you can order DoorDash, you can connect ApproveThis + Lumin:

  1. Zapier Account: Free tier works to start
  2. Trigger: Pick a Lumin event (new doc, signature decline, etc.)
  3. Action: Choose ApproveThis – create request or upload file
  4. Map Fields: Drag-and-drop what info goes where
  5. Test: Send a test doc → watch approvals flow

Total setup time: 12 minutes (we timed it). Need help? Lumin’s docs are surprisingly readable.

The Bottom Line (No Fluff Edition)

ApproveThis + Lumin via Zapier isn’t about “digital transformation.” It’s about:

- Clients not yelling about lost contracts
- Finance closing books 2 days faster
- You leaving work at 5PM because approvals aren’t stuck in someone’s inbox

This isn’t future tech – it’s fixable next Tuesday. Start a free ApproveThis trial or book a 12-minute demo. If we can’t save you 20 hours/month, we’ll send you a Starbucks card. (Not really, but we’re that confident.)

🥳

Integrate with Lumin 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.

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Best Approval Workflows for Lumin

Suggested workflows (and their Zapier components) for Lumin

Create approval requests for new signature requests

When a new signature request is created in Lumin, automatically create an approval request in ApproveThis. This integration streamlines document review and approval, ensuring timely follow-ups. *Note: Ensure file attachments are accessible to approvers.*

Zapier Components

Lumin Logo

Trigger

New Signature Request Created

Triggers when a new signature request is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for declined signature requests

If a signature request is declined in Lumin, automatically create an approval request in ApproveThis to review the rejection. This integration speeds up decision-making by providing immediate notifications. *Note: Verify signer settings in your workflow.*

Zapier Components

Lumin Logo

Trigger

Signature Request Is Declined

Triggers when a signer declines the document.

Action

Create Request

Creates a new request, probably with input from previous steps.

Upload files to Lumin for new approval requests

When ApproveThis receives a new approval request, automatically upload relevant files to Lumin. This integration streamlines document management by linking approval workflows with file storage. *Note: Configure file paths accordingly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Lumin Logo

Action

Upload File

Upload a file to Lumin.

Upload files to Lumin for completed approvals

Once an approval request is completed in ApproveThis, automatically upload associated files to Lumin for secure storage. This integration ensures that finalized documents are easily accessible for future reference. *Note: Adjust file metadata if needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Lumin Logo

Action

Upload File

Upload a file to Lumin.