ApproveThis manages your SUMIT Integration approvals.

When Project Management Meets Approval Muscle

Let’s get real: approval processes suck. Cards get lost in SUMIT. Emails pile up. Decisions stall. For teams juggling projects, clients, and budgets, this isn’t just annoying – it’s expensive. That’s where pairing SUMIT’s operational toolkit with ApproveThis’s approval automation changes the game.

SUMIT keeps your projects moving with cards, docs, and lists. ApproveThis adds structure to the "yes/no" chaos. Together via Zapier, they automate the handoffs between doing work and getting sign-offs. No more chasing people through Slack. No more version 12 of a budget card because finance missed the update.

Why This Combo Works (When Other Tools Trip)

SUMIT’s cards are great for tracking tasks, but they don’t decide who needs to approve what – or when. ApproveThis doesn’t care about your project timelines, but it’s ruthless about routing decisions. Connect them, and you get:

• No more approval black holes: Cards update? Triggers an approval chain. Approval happens? Cards auto-update. Everyone stays in the loop.
• Less software tug-of-war: Approvers don’t need SUMIT logins. Clients, execs, or other teams can approve via email while your crew lives in SUMIT.

Example: A marketing agency’s client wants to greenlight a campaign. The SUMIT card has the brief, budget, and assets. ApproveThis pings the client’s legal and the agency’s finance lead. One says yes via Gmail, the other in Outlook. SUMIT card updates automatically. No login wars, no “I didn’t see the email.”

Real Uses for Real Teams (Not Just Theory)

1. Kill the “Who Approved This?” Meeting

The Zap: Card changes in SUMIT → Approval request in ApproveThis → Decision updates SUMIT card.

Nonprofit case: Donor info changes in a SUMIT mailing list card. ApproveThis routes to the comms director and legal. No accidental GDPR violations. No Monday AM “Who okayed this?” panic.

2. Stop Duplicate Work Before It Starts

The Zap: New ApproveThis request → SUMIT card created → Team works only after approval.

IT team example: Someone requests $5k for new firewalls. ApproveThis checks the budget, routes to CIO if over threshold. Approved? SUMIT auto-creates a procurement card. Denied? Card gets a “Hold” tag. No more rogue spending.

3. Fix the “Approved, Now What?” Lag

The Zap: ApproveThis decision → SUMIT card updates → Next task auto-assigned.

Consulting firm play: Client approves scope change in ApproveThis. SUMIT card shifts from “Pending” to “Active”, assigns new tasks. No manual status updates. No billing delays because someone missed the email.

Setup That Doesn’t Need IT (We Promise)

If you can make a Zapier account, you’re 10 minutes from done:

1. Connect SUMIT and ApproveThis to Zapier (accounts required)
2. Pick a trigger: “Card updated in SUMIT” or “New request in ApproveThis”
3. Map key fields: Card IDs, approval reasons, budget amounts
4. Test with a $10 expense approval. Seriously – start small.

Pro tip: Use ApproveThis’s calculated fields to auto-route SUMIT card data. Example: If a SUMIT card’s “Budget” field exceeds $2k, ApproveThis escalates to the CFO.

Who Actually Cares? (Team Wins Breakdown)

Project Managers: Less Cat-Herding

SUMIT shows what’s stuck. ApproveThis un-sticks it. Custom approval groups mean legal only gets contracts, managers only see headcount requests. Vacation delegation stops approvals from dying because Karen’s hiking the Alps.

Finance Teams: Audit Trails That Don’t Lie

ApproveThis logs every approval/rejection with timestamps. SUMIT cards show the paper trail. Combined, you’ve got proof that $50k wire transfer was approved by Jim and Pam before the card was updated.

External Partners: No Login Hell

Clients hate new software. ApproveThis lets them approve via email while your team tracks everything in SUMIT. License costs stay flat. Rage-quit emails drop.

But Wait, There’s Actual Features

ApproveThis isn’t just a fancy “Yes/No” button. When connected to SUMIT:

• Thresholds: Auto-approve SUMIT card updates under $500. Escalate over $10k.
• Approval paths: Card type determines who approves. Budget cards → finance. HR cards → managers.
• Real-time dashboards: See every pending SUMIT-linked request. No spreadsheets.

Cool, But Does This Break Easily?

If your SUMIT cards have inconsistent data, maybe. ApproveThis needs clear fields (like “Budget Amount” or “Vendor Name”) to route properly. Fixes:

• Use SUMIT card templates with required fields
• Set up ApproveThis validations to reject messy requests

“Show Me the Money” Section

A logistics company used both tools to cut invoice approvals from 6 days to 8 hours. How? SUMIT cards tracked shipment details. ApproveThis routed based on amount. Approvers got emails with one-click decisions. No SUMIT logins for external vendors.

Ready to Stop Being a Approval Secretary?

ApproveThis isn’t another tool – it’s how you make SUMIT handle the human chaos. Start with one workflow: content approvals, contract reviews, equipment requests. See how much time your team gets back.

Get started free or book a 15-minute demo. We’ll show how to connect SUMIT without Zapier PhD.