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MotionOps Integration

ApproveThis manages your MotionOps Integration approvals.

April 17, 2025

Integration Category: Crm

When Operations Meet Accountability

Let's get real: service contractors aren't in business to babysit approval processes. You fix HVAC systems, manage construction sites, or keep commercial landscapes from looking like post-apocalyptic jungles. But somewhere between completing jobs and getting paid, there's always that one invoice stuck in accounting limbo or that critical equipment purchase waiting on three signatures.

This is where pairing MotionOps' operational backbone with ApproveThis' approval muscle changes the game. We're talking about connecting the system that runs your field operations (MotionOps) with the tool that finally makes decision-making suck less (ApproveThis). No philosophy - just hard numbers and fewer headaches.

Why This Combo Doesn't Just Work - It Prints Money

MotionOps already helps you track jobs and invoices. ApproveThis adds the missing layer: enforcing accountability without the bureaucratic sludge. Together through Zapier, they handle the dirty work of:

  • Automatically escalating high-value invoices for review
  • Locking down equipment purchases until proper sign-off

But here's the kicker: ApproveThis approvers don't need MotionOps licenses. Your accountant can greenlight invoices without learning new software. The HVAC vendor can approve change orders without seeing your entire job history. This isn't just convenient - it's how you avoid becoming that contractor who takes 45 days to pay invoices.

Real Workflows for People Who Actually Work

1. Killing Invoice Limbo

Scenario: Your team completes a $28K commercial HVAC install. The invoice hits MotionOps. Instead of emailing PDFs and hoping someone notices, Zapier instantly creates an ApproveThis request with:

  • Job details auto-pulled from MotionOps
  • Approval rules based on amount (escalate anything over $25K to the CFO)
  • Automatic reminders if Karen in accounting "forgets"

Landscapers: Use approval thresholds to auto-approve routine maintenance invoices under $5K, while flagging big irrigation projects for review. No more guessing which jobs need extra eyes.

2. Validating Completed Jobs Before Payment

When a MotionOps appointment shows as completed, ApproveThis can:

1. Require field supervisors to confirm materials used
2. Route to clients for digital sign-off
3. Only then update payment status in MotionOps

Electrical contractors: Add conditional logic to require safety certifications on jobs involving high-voltage work. No certs? Approval path automatically includes your compliance officer.

3. Escalating Purchases Without the Paper Trail

Your project manager needs a $12K trencher. MotionOps creates the purchase request, ApproveThis handles:

- Auto-approving sub-$5K equipment rentals
- Requiring 2 signatures for capital expenditures
- Sending approved POs back to MotionOps without manual entry

Bonus: Vacation delegation means approvals never stall because someone's on PTO. The system automatically re-routes requests to the acting manager.

Setup That Doesn't Require a PhD

1. Connect the Apps: Create Zapier links between MotionOps and ApproveThis (takes 4 minutes)
2. Map Your Triggers: Pick which MotionOps events (new invoice, completed job) start approvals
3. Build Approval Paths: Set rules like "All purchases over $X need CFO approval"
4. Test With Real Data: Run a $1 test invoice through the system

Pro Tip: Use ApproveThis' calculated fields to auto-flag invoices where labor hours exceed original estimates by 15%+. Catch budget overruns before clients do.

Who Actually Benefits Here?

Field Teams

Get materials approved while still on site instead of waiting 3 days for HQ to respond. Show clients real-time approval status during walkthroughs.

Operations Managers

Stop playing approval detective. See every pending decision in one dashboard with due dates and escalation paths. Bonus: Audit trails that actually make sense during compliance checks.

Finance Departments

Implement approval thresholds so only exceptions need human review. Auto-approve recurring maintenance invoices under $5K but require project codes for anything above.

External Partners

Vendors approve change orders via email without MotionOps access. Clients sign off on additional work via mobile-friendly links. Everyone stays looped in without you playing switchboard operator.

Features You'll Actually Use

Beyond basic approvals, this integration shines with:

Email-Based Approvals: Approvers can reject invoices directly from their Gmail. No training needed.
Conditional Routing: Send residential job approvals to one team, commercial to another.
Real-Time Updates: Approved PO in ApproveThis? MotionOps automatically reflects the status.

When to Call BS on This Integration

This isn't magic fairy dust. It works best when:

- You have clear approval rules (even simple ones)
- Multiple people touch each job/invoice
- Field teams and office staff use different systems

If you're a solo operator approving everything yourself, keep using sticky notes. But once you hit 50+ employees or $5M+ revenue, this pays for itself in prevented mistakes alone.

Getting Started Without the Sales Circus

Option 1: Register free, connect to MotionOps via Zapier, and test with 10 approval requests.
Option 2: Book a 12-minute demo showing how electrical contractors cut approval delays by 70%.

No "digital transformation" jargon. Just fewer unpaid invoices and less time spent herding approval cats.

🥳

Integrate with MotionOps 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 MotionOps

Suggested workflows (and their Zapier components) for MotionOps

Create approval request for new invoices

When a new invoice is created in MotionOps, this automation creates an approval request in ApproveThis to validate invoice details. It streamlines decision-making by triggering an approval workflow immediately. *Note: Verify invoice details before approval.*

Zapier Components

MotionOps Logo

Trigger

Invoice Created

Triggers when a new invoice is created.

Action

Create Request

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

Update account for new approval requests

This automation updates an account in MotionOps when a new approval request is received in ApproveThis. It ensures account details are adjusted promptly based on the incoming approval workflow. *Note: Validate account identifiers for accurate updates.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

MotionOps Logo

Action

Update Account

Updates an existing account.

Create approval request for completed appointments

This integration creates an approval request in ApproveThis when an appointment is completed in MotionOps. It helps teams verify and secure appointment completion details efficiently. *Note: Customize approval criteria as per your operations.*

Zapier Components

MotionOps Logo

Trigger

Appointment Completed

Triggers when an appointment is completed.

Action

Create Request

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

Add tag to account after request decision

When a request is approved or denied in ApproveThis, this automation adds a corresponding tag to an account in MotionOps. It quickly updates account status to reflect the decision outcome. *Note: Confirm tag names align with your system setup.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

MotionOps Logo

Action

Add Tag to Account

Adds tag to account.