
ApproveThis manages your Planview AgilePlace Integration approvals.
April 17, 2025
Integration Category: Project Management
When "Just Use the Kanban Board" Isn't Enough
Let's be real – you didn't buy Planview AgilePlace to play email tag about whether Janet from accounting approved the Q3 budget card. Your team lives in those swimlanes. Your PMO gets actual dopamine hits from moving cards to "Done." But here's the rub: work doesn't happen just because a card moves. Someone needs to sign off. Someone always needs to sign off.
That's where 73% of your process leaks happen. Cards stall in "Awaiting Approval." Finance can't find the request details. Karen from legal is OOO and didn't delegate. You end up with a board full of yellow sticky notes that say "Followed up 3x – no response."
ApproveThis plugs those leaks by making approvals as trackable as your sprint tasks. We're talking: automated requests that live inside AgilePlace workflows, approvers who don't need a PhD in Kanban to say yes/no, and audit trails that make compliance audits slightly less hellish.
Why This Isn't Just Another Zap
Most AgilePlace integrations just shovel data between systems. Ours actually changes how teams work. Here's why:
Approvals Become Part of the Workflow – Not a Side Quest
Example: Your dev team moves a card to "UAT Ready." Normally, this triggers 17 Slack DMs to stakeholders. With our integration? That card move auto-generates an approval request with all specs attached. Approvers get a clean email (or Slack message) with one-click approve/deny. Their decision updates the card's history in AgilePlace. No context switching. No hunting for attachments.
License Costs Don't Balloon When You Add Approvers
Your external legal counsel doesn't need an AgilePlace seat just to approve NDAs. ApproveThis handles external approvals via email – they click a link, review, decide. Their response posts back to the card as a comment. CFOs love this. Like, actually love it.
Escalations That Don't Rely on Karen Checking Her Phone
AgilePlace knows Karen's card is stuck. ApproveThis knows Karen's on PTO. Our vacation delegation rules auto-reassign approvals after 24hrs of radio silence. No manual nagging. Cards keep moving. Projects don't bottleneck because someone dared to take vacation.
Real Teams Using This Combo (Without the Corporate Jargon)
Healthcare IT Team – HIPAA-Compliant Feature Launches
Problem: Every code deploy required sign-off from infosec + compliance. Tickets got lost in ServiceNow. Approvers missed deadlines.
Fix: When a card enters "Security Review" lane, ApproveThis pings both teams with patient data impact summary. Conditional logic routes complex issues to CISO. Simple ones auto-approve under $5k risk threshold. Audit trail auto-attaches to Jira tickets.
CPG Company – Getting New SKUs to Shelf Faster
Problem: Packaging design approvals took 11 days on average. Emails with huge PDFs clogged inboxes. Version control was a myth.
Fix: AgilePlace cards for each SKU trigger approval requests when specs are final. Approvers get side-by-side comparison of last 3 versions. Denials require specific feedback fields. Result? 63% faster approvals. Yes, they actually measured this.
University Research Dept – Grant Budget Approvals
Problem: Professors submitted Excel sheets to a black hole. Finance couldn't track changes. Approvals missed grant deadlines.
Fix: Submission form pushes to ApproveThis + creates AgilePlace card. Calculated fields flag budgets exceeding limits. Conditional routing sends exceptions to VP. Approvers see real-time calculations – no more version 12 spreadsheets.
Setting This Up Without Calling IT
If you can build a Kanban board, you can connect ApproveThis via Zapier. Here's the 3-step version:
- Pick your trigger in AgilePlace (card moved, new comment, etc.)
- Map card data to ApproveThis fields (budget amount → approval threshold)
- Set up approval rules (who decides, escalation paths, auto-approvals)
Pro tip: Start with one workflow – like purchase requests over $10k. See results. Then scale to other processes. Your PMO lead can likely handle this over their morning coffee.
What You’re Not Paying For (But Other Tools Make You)
We’re not recreating AgilePlace inside ApproveThis. That’d be dumb. You already paid for a great Kanban tool. Our job is to handle the human bottlenecks gumming up your workflows. Specifically:
- No per-approver fees – your contractors/vendors/clients approve for free
- No rebuilding boards – works with your existing AgilePlace setup
- No training hours – approvers get email/Slack links. They click. Done.
When to Maybe Not Use This Integration
We’re not magicians. If your approval process is "Sharon decides everything," keep using sticky notes. But if you have:
→ Multi-team sign-offs (legal + finance + C-suite)
→ Compliance/audit requirements
→ Actual desire to hit project deadlines consistently
...then yeah, this combo works. See specs like yours at Planview AgilePlace.
Your Move
Approval bottlenecks cost way more than software licenses. We know – our customers track the hours saved. Either keep herding cats via email, or make approvals as trackable as your AgilePlace WIP limits.
Next steps? If you’re hands-on: Register for ApproveThis, connect via Zapier, try a free workflow. Prefer a tailored demo? Book 15 minutes. We’ll show how similar teams cut approval delays by 40-68%. No corporate jargon. Just actual workflow fixes.
Integrate with Planview AgilePlace 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 Planview AgilePlace
Suggested workflows (and their Zapier components) for Planview AgilePlace
Create tasks in Planview AgilePlace for new ApproveThis requests
Streamline task management by automatically creating a task in Planview AgilePlace whenever a new request is received in ApproveThis. This integration ensures all approval tasks are visible and actionable for your team.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Task
Create a Task Card.
Initiate approval requests in ApproveThis for new Planview AgilePlace lane cards
Automate your approval workflows by initiating an approval request in ApproveThis every time a new card is added to a specific lane in Planview AgilePlace. This workflow ensures critical tasks receive necessary approvals promptly.
Zapier Components

Trigger
Card Created in a Specific Lane
Triggers when a card is created in a specific lane.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update ApproveThis workflows when cards enter a lane in Planview AgilePlace
Keep your team updated on project progress by automating ApproveThis workflow updates whenever a card enters a specific lane in Planview AgilePlace. This integration makes tracking and decision-making more efficient.
Zapier Components

Trigger
Card Entered a Specific Lane
Triggers when a card enters a specified lane.
Action
A Request Is Approved/Denied
Triggers when a request is approved or denied.
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