ApproveThis manages your Microsoft Office 365 Integration approvals.
When Approval Processes Meet Productivity Suites
Letâs be real: approval workflows are where productivity goes to die. Youâve got budget requests stuck in email threads, contract sign-offs waiting on someoneâs vacation return, and marketing campaigns delayed because Karen from legal âhasnât seen the Google Doc link.â This is why pairing ApproveThis with Microsoft Office 365 isnât just another integration â itâs a productivity defibrillator for teams drowning in âapproval limbo.â
Office 365 gives you the tools (Outlook, Teams, SharePoint), but not the guardrails. ApproveThis adds the structure without the bureaucracy. Together, they turn âDid you get my email?â into âApproved â next steps automated.â
Why This Combo Doesnât Suck
Most approval software treats your existing tools like an ex youâre forced to co-parent with. We donât. Hereâs how we play nice with Office 365:
- No license tax: External vendors approving invoices? They get email links â no O365 login required.
- Calendar karma: Approved budget? Zapier auto-blocks time in Outlook for the project kickoff.
- Email escape hatch: Approvers stuck in Outlook all day? They can approve/deny directly from email threads.
Real World Wins (Not Hypothetical Fluff)
For the Overworked Operations Team:
A manufacturing company uses SharePoint for purchase orders. Their old process? Email the PO, wait for reply, manually update Excel. Now? SharePoint triggers an ApproveThis workflow the second a PO is uploaded. Finance gets it in Outlook with amount thresholds â anything under $5k auto-approves. Over $5k? Escalates to CFO. Approved POs sync back to SharePoint, denied ones trigger a Teams message to the requester. Lead time on parts ordering dropped from 3 days to 4 hours.
For the âWhy Is Marketing Always Late?â Crew:
A mid-sized agency links ApproveThis to their Office 365 Calendar. When a client campaign timeline is proposed, it auto-generates approval tasks for legal, creative, and client stakeholders. Each approval step unlocks calendar holds for key milestones. Miss an approval deadline? The request auto-escalates and the calendar event turns red. Client drama reduced by 60% in Q1.
Zapier: The Glue That Doesnât Require IT
Weâre talking 15-minute setups, not 15-week IT projects. Example flows that actually matter:
Flow 1: Approval â Calendar Domino Effect
Use Case: HR teams approving onboarding schedules.
New hire approved in ApproveThis â Outlook auto-creates calendar blocks for orientation sessions, equipment setup, and manager 1:1s. Denied? Automatically notifies TA to keep recruiting.
Flow 2: Email â Approval Without Forwarding Hell
Use Case: Procurement teams drowning in vendor emails.
Any email to procurement@ with âQuoteâ in subject â ApproveThis strips the attachment, routes to approvers based on vendor tier. Approved? Auto-replies with terms. Denied? Triggers a Teams poll to discuss alternatives.
Flow 3: Calendar Overload Prevention
Use Case: Exec assistants managing leadership calendars.
Someone tries to book a $10k customer dinner in Outlook â Triggers ApproveThis workflow requiring COO sign-off. Approved? Event stays. Denied? Auto-deletes with âNot approvedâ placeholder.
Setup That Wonât Make You Want to Swear
If you can forward an email, you can do this:
- Log into Zapier (or make an account â itâs free to start)
- Choose âApproveThisâ as trigger app
- Pick your poison: New request, approved/denied, etc.
- Connect Office 365 (takes 2 clicks with Microsoft auth)
- Test with a $1 expense report approval. Seriously.
Pro tip: Use ApproveThisâs calculated fields to auto-route requests. Example: If Outlook calendar event duration >4 hours and has âClientâ in title â require CMO approval.
Department-Specific Wins
Finance Teams: SharePoint invoice upload â Approval workflow with amount-based thresholds â Approved? Sync to Excel Online with new row. Denied? Auto-email AP clerk with reason.
Project Managers: MS Project timeline published â ApproveThis checkpoints for phase gates â Each approval updates Planner tasks and sends Outlook reminders.
IT Teams: ServiceNow ticket closed â Auto-approval request for hardware repurchase â Approved? Populates Teams order channel with details.
The âOh, Thatâs Actually Usefulâ Features
Beyond the basics that every approval tool claims to have:
- Vacation Radar: Jane from legal is OOO? ApproveThis auto-reassigns her approvals to Bob without you playing coverage detective.
- Approval Forensics: Who approved the $50k server spend? Check the audit trail linked right to the Outlook calendar event.
- Conditional Chaos Control: If SharePoint doc has âUrgentâ in filename â reduce approval steps from 3 to 1. Play favorites responsibly.
Bottom Line: Approval Isnât the Goal
No one gets promoted for being great at approving things. They get promoted for shipping projects, hitting metrics, and not having their team quit. ApproveThis + Office 365 via Zapier turns approvals from a choke point into an autopilot function.
Example: A 200-person healthcare company reduced their contract review cycle from 22 days to 3 by linking ApproveThis to Outlook calendars and SharePoint. Legal could approve clauses directly from email, with conditional routing based on contract type. The result? They onboarded 12 new providers last quarter instead of the usual 4.
No Demos Needed (But Weâll Do Them Anyway)
Youâre a grownup. Either grab a free trial and connect your Office 365 in 10 minutes, or book a 12-minute demo where weâll show you how to automate that one approval process everyone hates. No âdigital transformationâ buzzwords â just fewer status meetings.
Integrate with Microsoft Office 365 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.
Learn More
Best Approval Workflows for Microsoft Office 365
Suggested workflows (and their Zapier components) for Microsoft Office 365
Create calendar events for approved requests
Streamline your approval process by automatically creating Office 365 calendar events when an ApproveThis request is approved. This integration allows for prompt scheduling of tasks once decisions are finalized, ensuring your team stays aligned.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create Event
Create an event in the calendar of your choice.
Request approvals for new calendar events
Automate the approval process for your team's calendar events by creating a new ApproveThis request whenever a new Office 365 event is scheduled. This ensures that every event is vetted and approved before proceeding, saving time and avoiding conflicts.
Zapier Components
Trigger
New Calendar Event
Triggers when a new event is created in your calendar.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new emails
Ensure important emails receive appropriate attention by automatically creating ApproveThis requests for newly received Office 365 emails. This integration helps streamline email management by involving decision makers in relevant communications.
Zapier Components
Trigger
New Email
Triggers when a new e-mail is received in your inbox.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send emails for new approval requests
Keep your team updated by sending automatic Office 365 emails whenever a new ApproveThis request is initiated. This ensures that all parties involved are promptly informed of the necessary actions needed.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Send Email
Send an email from your Office 365 account.
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