ApproveThis manages your MOCO Integration approvals.

Why Approval Automation Matters for Growing Teams

Service agencies and mid-sized businesses face the same operational growing pains: client demands escalate, projects multiply, and financial oversight becomes mission-critical. MOCO already helps teams manage time tracking, billing, and CRM – but when you add ApproveThis' approval automation through Zapier, you create a closed-loop system for error-proof decision-making. This isn't about replacing human judgment; it's about eliminating the email chains, missed deadlines, and spreadsheet tracking that plague manual processes.

Where MOCO Ends and ApproveThis Begins

MOCO excels at capturing time entries, managing client projects, and generating invoices. However, when financial approvals or HR requests require multiple stakeholders' input, teams often resort to forwarding emails or pinging colleagues on Slack. ApproveThis adds structure to these decisions with:

• Multi-stage approval chains that mirror your actual hierarchy
• Automatic reminders that nudge busy approvers
• Audit trails showing exactly who approved what (and when)

Three Workflows That Transform Agency Operations

1. Invoice Approvals That Prevent Revenue Leaks

Marketing agencies often discover billing errors after invoices reach clients – damaging trust. By connecting MOCO to ApproveThis via Zapier, you can:

How it works: When MOCO generates an invoice over $5K (using ApproveThis' threshold rules), a 3-step approval triggers – accounting manager → client lead → CFO. Approvers get emailed links to review line items directly in MOCO, with ApproveThis logging every comment and decision.

Real impact: A 12-person digital agency reduced invoice disputes by 40% in Q1 by catching scope creep before bills went out.

2. Expense Tracking That Doesn't Require Micromanagement

Consulting firms using MOCO for time tracking often struggle with expense reconciliation. The integration solves this by:

How it works: Field teams submit receipts via ApproveThis (mobile-friendly), triggering auto-calculated expense reports. Once approved, Zapier pushes finalized amounts into MOCO's accounting module – no manual data entry.

Hidden advantage: ApproveThis' vacation delegation ensures substitute approvers are auto-assigned if the usual manager is OOO, preventing week-long delays.

3. Holiday Requests That Respect Both Employees and Workloads

Service businesses can't afford staffing gaps during client deliverables. Linking MOCO's HR features to ApproveThis creates guardrails:

How it works: Employees request PTO in MOCO → ApproveThis checks project timelines and team capacity → Simultaneously routes to department head and project lead for consensus approval.

Critical detail: ApproveThis' calculated fields automatically flag requests that would leave projects understaffed, prompting managers to counteroffer dates before denying time off.

Setting Up Your Integration in 4 Steps

Step 1: In Zapier, connect your MOCO account and ApproveThis (takes 2 minutes with OAuth).

Step 2: Choose a trigger – like "New Invoice in MOCO" or "Holiday Request Submitted."

Step 3: Map critical fields: MOCO's invoice ID becomes ApproveThis' reference number; employee PTO dates auto-populate approval forms.

Step 4: Test with a $0.01 invoice or dummy PTO request to confirm approvers receive actionable alerts.

Department-Specific Wins

Finance Teams

Eliminate last-minute "approve this vendor payment!" emails before wire deadlines. ApproveThis' real-time dashboard shows pending invoices by amount and approver, letting you chase bottlenecks proactively.

HR Managers

Onboard contractors without buying MOCO licenses – ApproveThis handles NDA and equipment request approvals via email, feeding signed docs back into MOCO automatically.

Operations Leaders

Use approval analytics to spot trends: if creative review delays always happen at Stage 3, adjust workflows to parallelize approvals or raise auto-approve thresholds.

The Unspoken Advantage: Client Trust

When external stakeholders (vendors, freelancers, clients) need to approve change orders or contracts, ApproveThis avoids the awkward "Can we get a MOCO login for our client's legal team?" conversation. Guests approve via secure email links, maintaining professionalism without compromising your system access.

Getting Started Without Overcommitting

Don't try to automate every approval day one. Start with high-volume, high-risk processes like invoices over $10K or client contract amendments. Use ApproveThis' analytics for 30 days to identify which manual approvals are consuming disproportionate time.

Final Thought: This Isn't About Speed

While the Zapier integration does slash approval times, the real value is consistency. Client-facing businesses thrive on predictable delivery – something MOCO already enables for project management. Adding structured approvals ensures financial and operational decisions match the same standards.

Next step: Register for ApproveThis, then book a 15-minute workflow audit with their team. They'll help you identify which MOCO processes to automate first based on your actual usage data.