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Rocketlane Integration

ApproveThis manages your Rocketlane Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Muscle

Let’s be real: customer onboarding and internal projects get stuck in approval purgatory. Rocketlane’s great at wrangling tasks and clients, but when you need someone to actually decide on budgets, scope changes, or deliverables? That’s where teams hit speed bumps. ApproveThis removes the bottleneck by adding structured approvals to Rocketlane’s workflows – without making your approvers learn another tool.

Think of it like giving Rocketlane a decision-making engine. You keep building killer project plans, client portals, and task lists. ApproveThis handles the “get three signatures from finance” or “client sign-off on milestones” parts. Together, they make sure projects move forward instead of waiting on emails or chasing down VIPs.

Where This Combo Hits Different

Rocketlane’s Superpower: Organizing chaos. Client portals, task dependencies, keeping everyone aligned. Perfect for onboarding, implementation, any complex project.

ApproveThis’s Add-On: Decisions that don’t derail momentum. Budget approvals, contract sign-offs, change orders – handled in the background so project managers aren’t playing secretary.

The magic happens in Zapier. Connect them once, and approvals auto-create projects, tasks trigger review requests, completed sign-offs archive old work. No more copying data between tabs or begging for updates.

Bonus: Approvers don’t need Rocketlane logins. Clients approve via email, execs click a link, vendors sign off – all without you buying extra seats. Huge for working with external teams.

Real-World Wins (No Fluff)

Use Case 1: No More “Who Approved This?!” Moments

The Zap: New Rocketlane project → Auto-create approval request in ApproveThis.

Who Cares: Agencies onboarding clients. New project in Rocketlane? ApproveThis pings the client’s legal team, account exec, and your CFO to greenlight the SOW. No launch delays because someone missed the email thread.

Use Case 2: Kill Scope Creep with Budget Guards

The Zap: Rocketlane task exceeds 10 hours → ApproveThis asks if the client’s getting billed or if it’s a freebie.

Who Cares: Professional services firms. Developers log hours in Rocketlane tasks. If a task blows past estimates, ApproveThis forces a budget check before the team does unpaid work.

Use Case 3: Client Sign-Offs That Don’t Suck

The Zap: Rocketlane milestone marked complete → ApproveThis sends a sign-off form to the client’s inbox.

Who Cares: SaaS companies. Phase 1 of implementation done? The client gets an email to approve it directly, which auto-updates Rocketlane. No more hunting for PDFs or wondering if they actually agreed.

Use Case 4: Clean Up Dead Projects

The Zap: Request denied in ApproveThis → Archive Rocketlane project.

Who Cares: Product teams. That feature request that got shot down? Its Rocketlane board auto-archives so your PM isn’t staring at dead-end tasks all quarter.

Setup: Less Time Than a Standup Meeting

1. Zapier account – you probably have one.
2. Pick your trigger: “New Project in Rocketlane” or “Task Updated” etc.
3. Choose action: “Create Request” in ApproveThis (or vice versa).
4. Map fields – takes 2 minutes. Done.

Pro Tip: Use ApproveThis’s calculated fields to auto-flag requests needing extra eyes. Example: If a Rocketlane task’s hours field exceeds 20, route to the VP automatically.

Teams That Get Superpowers

Customer Success:

Client asks for a change mid-onboarding? Rocketlane task → ApproveThis sends to their PMO for review. No derailing the timeline.

Finance:

Approve invoices or purchase requests tied to Rocketlane projects without leaving their inbox. Thresholds auto-approve small spends, escalate big ones.

IT/DevOps:

Infrastructure changes in Rocketlane tickets require CISO sign-off via ApproveThis. Compliance happens without micromanaging.

Why This Isn’t Just Another Integration

ApproveThis adds structure to Rocketlane’s flexibility. You get audit trails for decisions, conditional logic so the right people are looped in, and reminders so nothing dies in an inbox. But since it’s all via Zapier, project managers keep working in Rocketlane like normal – no new tools to learn.

Plus, the license thing matters: Your client’s CTO can approve contracts without a Rocketlane login. Your legal team reviews NDAs in their email. Fewer logins = faster approvals.

Bottom Line: Less Chasing, More Doing

If your Rocketlane projects get stuck waiting on people, this is your fix. ApproveThis handles the decision-making grunt work so your team can focus on execution. It’s like adding a traffic cop to Rocketlane’s highway – things keep moving, but nobody runs red lights.

Get Started with ApproveThis – free trial, no CC needed. Or book a demo to see the Rocketlane zaps in action.

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Integrate with Rocketlane 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 Rocketlane

Suggested workflows (and their Zapier components) for Rocketlane

Create Rocketlane projects for new approval requests

Streamline project initiation by automatically creating a new Rocketlane project whenever an approval request workflow is initiated in ApproveThis. This automation reduces the time spent manually setting up projects after receiving requests.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Rocketlane Logo

Action

Create Project

Creates a project.

Initiate approval request for newly created Rocketlane projects

Enhance oversight by automatically generating an approval request in ApproveThis when a Rocketlane project is created. This ensures projects are reviewed and approved seamlessly without bottlenecks.

Zapier Components

Rocketlane Logo

Trigger

Project Created

Triggers when a new project is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Archive Rocketlane projects for approved requests

Automatically archive Rocketlane projects when their corresponding requests are approved or denied in ApproveThis. This keeps your project list focused on active and pending projects, streamlining project management.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Rocketlane Logo

Action

Archive Project

Archives a project.

Send approval requests for updated Rocketlane tasks

Keep stakeholders informed by sending an approval request in ApproveThis whenever a task is updated in Rocketlane, ensuring transparency and timely feedback.

Zapier Components

Rocketlane Logo

Trigger

Task Updated

Triggers when a new task is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new Rocketlane form submissions

Automate the approval process by creating a new request in ApproveThis whenever a form is submitted in Rocketlane, facilitating quicker evaluation and decision-making.

Zapier Components

Rocketlane Logo

Trigger

Form Submitted

Triggers when a form response is submitted.

Action

Create Request

Creates a new request, probably with input from previous steps.