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Paymo Integration

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:

  1. Connect Paymo to Zapier: Use Paymo's Zapier integration
  2. Trigger Points: New expenses, projects, clients in Paymo
  3. ApproveThis Actions: Auto-route based on your rules
  4. 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.

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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.

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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

Paymo Logo

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

Paymo Logo

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.

Paymo Logo

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

Paymo Logo

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.

Paymo Logo

Action

Create Invoice

Creates a new invoice.