ApproveThis manages your Synergy Integration approvals.

Why Your Synergy Setup Needs Approval Automation

Let's be real - if you're in architecture, engineering, or construction, your project managers spend more time herding approval cats than actual design work. Synergy's great at keeping projects moving, but when every change order needs three signatures from people who can't find "Reply All" to save their lives? That's where ApproveThis comes in.

This isn't about replacing Synergy. It's about giving your team superpowers. While Synergy tracks timelines and resources, ApproveThis handles the bureaucratic sludge that makes projects drag. We're talking about:

• Auto-routing change orders to the right people based on dollar amounts
• Chasing MIA approvers without passive-aggressive CCs
• Keeping client-facing approvals separate from internal systems

Three Ways This Combo Saves AEC Teams From Themselves

1. Client Info Verification That Doesn't Suck

Scenario: Your BD team adds a new client contact in Synergy. Instead of Slack pings asking "Is this the right VP?", ApproveThis automatically:

- Creates approval tasks for the account lead
- Lets them verify details via email (no login required)
- Updates Synergy automatically once confirmed

Real impact: Prevents those "Oh shit" moments when you realize you've been emailing the fired facilities manager for three weeks.

2. Project Status Updates That Actually Happen

Here's the dirty secret of AEC projects - half the delays come from waiting on approvals no one tracks. Connect these systems and:

- Approved budget increases in ApproveThis auto-update Synergy phases
- Change order rejections trigger immediate Slack alerts
- All decisions timestamped with zero manual entry

Bottom line: PMs stop playing telephone between finance and field teams.

3. Compliance Paperwork That Doesn't Make You Want to Quit

Regulatory approvals are the worst kind of necessary evil. This integration helps by:

- Routing permit applications based on project type/location
- Applying automatic 24hr reminders for slow-moving agencies
- Maintaining audit trails even when external partners are involved

Why it matters: Gets inspectors off your back and prevents "Wait, who approved this?!" compliance fires.

Department-Specific Wins

Project Management Teams

Cut approval-related delays by 60% using conditional routing. Critical path approvals escalate automatically if someone's OOO. Bonus: Real-time dashboards show exactly which approvals are bottlenecking timelines.

Finance Departments

Auto-approve routine purchases under $5k while flagging big spends for committee review. All without giving vendors access to internal systems. Pro tip: Use calculated fields to cross-check budgets against Synergy forecasts.

Business Development

New client intake forms in Synergy trigger compliance checks in ApproveThis. No more chasing legal to vet NDAs - it's baked into the workflow. Plus, external counsel can approve without needing Synergy licenses.

Setting This Up Without Losing Your Mind

Here's the beauty part - if you can make a sandwich, you can connect these systems through Zapier:

1. Create your approval templates in ApproveThis (match them to Synergy project types)
2. Set up Zapier triggers for key Synergy events (new contacts, status changes, etc.)
3. Map ApproveThis approval paths to team roles in Synergy

Pro tip: Start with one high-impact workflow like change orders. Once that's smooth, expand to RFIs and compliance docs.

The Unsexy Benefits You'll Learn to Love

Beyond the obvious time saves, this integration helps with:

Client perception: External partners get clean approval emails instead of login hassles
Audit trails: Every decision timestamped with context from Synergy
Capacity planning: Approval data exposes recurring bottlenecks in resourcing

When to Think Twice

This isn't magic fairy dust. If your Synergy data's a mess, clean that up first. Approval automation amplifies existing processes - garbage in, garbage out. Also, don't try to boil the ocean. Start with one pain point team and expand.

Ready to Stop Being a Approval Babysitter?

Look - we both know those manual approval processes are bleeding time and money. The combo of Synergy's project muscle and ApproveThis' workflow guts fixes what actually slows down AEC teams.

Best part? Approvers don't need another login. Clients don't see your backend systems. And you? You get to focus on the work that actually matters.

Book a 15-minute demo and we'll show exactly how to map this to your messiest workflow. Or start a free trial if you're the DIY type. Either way, stop letting approvals derail your projects.