ApproveThis manages your Process Street Integration approvals.

Why Approval Automation Matters

Modern teams using Process Street excel at executing standardized workflows – from employee onboarding to quality assurance checks. But even the best processes hit roadblocks when waiting for human decisions. ApproveThis eliminates these bottlenecks by adding structured approval automation to Process Street's powerful workflow engine through Zapier. Together, they create closed-loop systems where checklists trigger approvals, approvals update checklists, and everything happens in real time.

How They Complement Each Other

Process Street provides the playbook for how work gets done, while ApproveThis determines who needs to sign off at critical junctures. This combination is particularly powerful because:

• Process Street users maintain their existing workflow interface
• ApproveThis handles complex approval logic behind the scenes
• External partners can approve via email without Process Street licenses

Real-World Use Cases

1. Client-Driven Revisions for Agencies

When a client adds comments to a Process Street workflow (like a campaign approval checklist), ApproveThis can automatically:

• Route comments to internal teams for review
• Require account director sign-off before implementing changes
• Update Process Street tasks once client feedback is approved

Example: A digital agency uses this integration to reduce revision cycles from 5 days to 12 hours by automatically notifying designers when clients approve copy changes.

2. Data Validation for Financial Teams

New records in Process Street data sets (like budget forecasts) can trigger approval requests that:

• Require CFO review if amounts exceed $50K
• Cross-check against existing financial data using calculated fields
• Automatically lock records after final approval

Example: A manufacturing company eliminated spreadsheet errors by routing Process Street inventory data through ApproveThis for dual verification before ERP updates.

3. Compliance Auditing for Regulated Industries

Completed Process Street workflows (like safety inspections) can initiate approval chains that:

• Require legal team review
• Archive approved documents
• Create audit trails with timestamps and decision comments

Example: A pharmaceutical lab reduced compliance audit prep time by 80% using automated approval logging for every Process Street quality control checklist.

Implementation Made Simple

Connecting Process Street and ApproveThis takes under 15 minutes through Zapier:

1. Create Zapier accounts for both platforms
2. Choose a Process Street trigger (new comment, data set entry, etc.)
3. Map relevant data to ApproveThis request fields
4. Test with live data

Pro Tip: Use ApproveThis' calculated fields to auto-approve routine requests, only escalating exceptions to human reviewers.

Team-Specific Benefits

Operations Managers

Automate procurement approvals tied to Process Street vendor onboarding checklists. Approval thresholds automatically approve small orders while flagging large purchases for committee review.

HR Leaders

New hire Process Street workflows trigger equipment approval requests. IT automatically receives approved requests to provision laptops/access while approvers get automatic reminders if they delay responses.

Client Services Teams

External clients approve project milestones via email without Process Street logins. Approved requests automatically unlock the next phase in Process Street while denied requests create support tickets.

Critical Advantage: External Approvals

ApproveThis eliminates the "seat license" problem common in Process Street implementations. While internal teams need Process Street access, external approvers (clients, partners, regulators) can:

• Review requests via email
• Approve/reject from any device
• Maintain full audit trails

Example: A construction firm shares Process Street safety reports with city inspectors who approve permits via ApproveThis email links – no software training required.

Advanced Features in Action

Combine Process Street's conditional logic with ApproveThis' advanced capabilities:

• Vacation Delegation: Auto-reassign approvals when Process Street time-off requests are approved
• Approval Groups: Route complex change orders to engineering, legal, and client teams in parallel
• Real-Time Tracking: Monitor approval KPIs in ApproveThis dashboards alongside Process Street analytics

Getting Started

Ready to transform your Process Street workflows? Sign up for ApproveThis and connect it to your Process Street account in three steps:

1. Book a 15-minute integration consult
2. Clone our pre-built Zapier templates
3. Run your first automated approval flow

For complex environments, request a custom demo showing how approval automation can cut your Process Street workflow cycle times by 30-60%.