ApproveThis manages your Moxo Integration approvals.

When Approval Management Meets Client Collaboration

Let's cut through the corporate jargon: approvals suck when they're stuck between email chains, Slack threads, and that one manager who's always "out of office." ApproveThis and Moxo aren't here to revolutionize your business - they're here to fix the shit that makes your teams waste hours chasing signatures.

ApproveThis handles the dirty work of routing decisions, while Moxo keeps client-facing chaos in check. Connect them through Zapier, and you've got a system where approvals actually finish before the project deadline. No magic, just fewer bottlenecks.

Why This Combo Doesn't Just Look Good on Paper

Moxo's great at client hand-holding - document sharing, task lists, those never-ending feedback loops. ApproveThis? It's the enforcer making sure decisions get made without eight follow-up meetings. Together, they cover the full cycle:

Client requests something → Team reviews in Moxo → Approval routed through ApproveThis → Action happens → Client gets update in Moxo

Real-world benefit? Your accounting team stops hating marketing for last-minute invoice approvals. Your clients stop asking "where's my update?" every 12 hours. You stop playing middleman in a game of corporate telephone.

Use Cases That Actually Matter (No Fluff)

1. Client-Driven Projects That Don't Miss Deadlines

Marketing agencies: Next time your client approves a campaign via Moxo, have ApproveThis automatically trigger contract sign-offs and budget releases. No more "the check's in the mail" excuses.

How it works:

• Client marks campaign brief approved in Moxo
• Zapier pings ApproveThis to start legal/CFO sign-off chain
• Threshold rules auto-approve standard NDAs under $50K
• Final contract pops back into Moxo for client signature

Bonus: Approvers only need ApproveThis access - no extra Moxo seats required for your legal team.

2. Procurement That Doesn't Require Mind Reading

Manufacturing firms: When production leads request materials via Moxo forms, auto-create approval chains in ApproveThis that factor in:

• Real-time inventory levels (via calculated fields)
• Alternate vendor options if primary is backordered
• Escalation rules for CTO review on specialized parts

Approved orders flow back into Moxo with supplier ETA timelines - no more "did we order that?" status meetings.

3. Client Onboarding That Doesn't Take 45 Days

Consulting shops: Use Moxo's client portals to collect intake docs, then trigger ApproveThis workflows that:

- Assign internal SME reviewers based on project type
- Auto-approve standard NDAs under $50K
- Escalate compliance questions to legal via email (they'll actually respond)

When all approvals are green, Moxo automatically unlocks the project workspace. Clients think you're efficient. You finally take a lunch break.

Setup That Won't Make You Call IT

1. Create your Zap - pick Moxo as trigger app
2. Choose triggers like "Form Submitted" or "Document Signed"
3. Connect ApproveThis as action app
4. Map Moxo data to approval fields (takes 2 minutes)
5. Set escalation rules if approvers ghost for 24hrs+

Pro tip: Use ApproveThis' calculated fields to auto-approve routine requests. Your team will think you hired a robot assistant.

Department-Specific Wins

Operations Teams

Stop being the approval police. Set up conditional rules where:

- Vendor contracts under $20K auto-approve if within budget
- Facility requests need 3 maintenance team approvals
- IT purchases route to CISO if hardware exceeds security specs

Client Services

No more "I thought you approved that?" moments. All client-OK'd items in Moxo trigger internal approvals with full audit trails. If clients change their minds (they will), the paper trail prevents scope creep arguments.

Finance Departments

AP teams: Connect ApproveThis thresholds to your ERP system. Invoices under $10K get auto-paid through Moxo client portals. Over budget? Route through approval chains that actually respect fiscal controls.

Features You'll Actually Use

Beyond basic approvals, these keep things moving:

Vacation Delegation: CFO out? Controller gets auto-assigned without breaking workflows.
Email Approvals: Let execs approve via iPhone without another app login.
Real-Time Dashboards: See which client projects are stuck waiting on whom.

When to Consider Other Tools

This combo works if:

- You have more than 20 monthly client-facing approvals
- At least two departments get looped into decisions
- Clients complain about communication delays
- You’re using Moxo but approvals still happen over email

If you’re a 5-person startup approving T-shirt designs? Maybe overkill. For 100+ employee companies dealing with clients or complex ops? Stop losing money to approval delays.

Getting Started Without the Sales Circus

1. Grab an ApproveThis trial (takes 3 minutes)
2. Connect to your existing Moxo account via Zapier
3. Build one workflow for your most annoying approval process
4. Tell your team it's live next Monday

Or schedule a 15-minute demo to see how other companies cut approval times by 60%. No "digital transformation" PowerPoints - just a live walkthrough of actual use cases.

The Bottom Line

Approvals shouldn't be a full-time job. Moxo keeps clients happy with visibility, ApproveThis keeps internal teams from playing approval ping-pong. Together via Zapier, they ensure work actually happens between all the decision-making.

You've got two options: Keep pasting approval links into Slack and hope people respond. Or connect these tools and finally fix the process everyone complains about. Your call.