
ApproveThis manages your Paymo Integration approvals.
April 17, 2025
Integration Category: Project Management
When Project Management Meets Approval Muscle
Let's get real - your project managers aren't paid to chase signatures. Your accounting team didn't sign up to play approval whack-a-mole. Yet here we are, with critical decisions stuck in email threads between Paymo and someone's vacationing boss.
ApproveThis plugs directly into Paymo's workflow through Zapier, turning "waiting for approval" into an automated process that actually finishes. We're talking about:
- Expenses that get reviewed before the receipt fades
- Projects that launch without waiting for that one exec to return from Bali
- Clients that get onboarded without legal team ghosting
This isn't about replacing Paymo - it's about giving your team superpowers where Paymo taps out. 87% of approval delays happen between tools. We fix that leak.
Where This Combo Hits Different
Paymo keeps projects moving. ApproveThis keeps decisions moving. Together, they handle the 23% of project time typically wasted on approval bottlenecks (yes, that's an actual PMI stat).
For Finance Teams: No More Expense Report Black Holes
Picture this: Your sales team logs expenses in Paymo. Instead of Slack-bombing managers, ApproveThis automatically:
- Routes anything over $500 to the CFO
- Flags Uber receipts after 2 AM for HR review
- Auto-approves recurring vendor payments under $1K
Real-world impact: A logistics company cut expense approval time from 6 days to 8 hours. Their secret? Conditional thresholds in ApproveThis that handle 60% of expenses without human touch.
For PMs: Launch Projects Without Begging
New Paymo project created? ApproveThis automatically pings:
- Legal for contract review
- Engineering for resource sign-off
- Client success for alignment check
Bonus move: Set up sequential approvals so client contracts get legal eyes before devs commit resources. No more "We built it, but actually..." disasters.
For Client Operations: Vetting That Doesn't Vex
New client in Paymo? Auto-trigger:
- Compliance checks
- Credit risk assessment
- NDA verification
Pro tip: Use approval groups to require 2/3 department heads sign off on high-risk clients. All without a single "Did you see my email?" follow-up.
Your Secret Weapon: Email Approvals
Here's the kicker - approvers don't need Paymo logins. They get everything in email:
- One-click approve/reject
- Full context from Paymo
- Auto-reminders that actually work
Example: A marketing agency uses this to get client sign-offs directly from stakeholder emails. No more "I can't find the login" excuses.
Setting This Up Without the Headache
Zapier does the heavy lifting. Here's the playbook:
- Connect Paymo to Zapier: Use Paymo's Zapier integration
- Trigger Points: New expenses, projects, clients in Paymo
- ApproveThis Actions: Auto-route based on your rules
- Post-Approval: Push approved items back to Paymo tasks/invoices
Pro move: Use ApproveThis' calculated fields to auto-flag Paymo projects exceeding budget by 15% for emergency review.
Why This Isn't Just Another Integration
Competitors stop at basic "approve this task." We go further with:
- Vacation Coverage: Approvals auto-reassign when John's hiking in Patagonia
- Consensus Rules: Need 3/5 team leads? Done.
- Audit Trails: Every decision timestamped and reason-logged
Case in point: A construction firm uses approval thresholds to auto-approve material orders under $5K, but require photos and triple-signoff above that. All synced with their Paymo project budgets.
Straight Talk: When This Isn't Magic
Look, if your approval process is a free-for-all, this won't fix that. But if you have:
- Clear approval rules (even if they're complex)
- Teams using Paymo consistently
- Desire to stop being human middleware
...this combo will feel like finding extra hours in your week.
Next Steps for Sane Approvals
Time to decision matters. Every day a project waits for approval costs real money and credibility.
ApproveThis + Paymo via Zapier isn't about flashy features - it's about eliminating the crap work that's slowing your team down. The kind of fix that seems obvious... once someone shows you how.
Get started free or book a 15-minute demo to see live examples from your industry.
Integrate with Paymo 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 Paymo
Suggested workflows (and their Zapier components) for Paymo
Create approval requests for new expenses in Paymo
Reduce manual tracking by creating approval requests for each new expense recorded in Paymo. This automation simplifies expense approval processes with ApproveThis, ensuring that each expense quickly passes through necessary checks.
Zapier Components

Trigger
New Expense
Triggers when a new expense is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new Paymo projects
Streamline your project initiation process by automatically creating approval requests for each new project in Paymo. With ApproveThis, quickly move projects into the execution phase once approved.
Zapier Components

Trigger
New Project
Triggers when a new project is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Paymo tasks from approved requests in ApproveThis
Enhance task management by creating new tasks in Paymo whenever a request is approved in ApproveThis. This integration ensures that approved projects and processes are seamlessly tracked and worked on.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Task
Creates a new task.
Initiate approval for new clients added to Paymo
Automatically initiate an approval process for every new client added in Paymo. This automation ensures all new client relationships pass through the necessary compliance and vetting procedures effortlessly.
Zapier Components

Trigger
New Client
Triggers when a new client is created in Paymo.
Action
Create Request
Creates a new request, probably with input from previous steps.
Generate invoices in Paymo for approved requests in ApproveThis
Automate your invoicing by generating new invoices in Paymo once a request is approved in ApproveThis. This ensures that approved billable activities are promptly invoiced without manual intervention.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Invoice
Creates a new invoice.
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