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Traci Integration

ApproveThis manages your Traci Integration approvals.

April 17, 2025

Integration Category: Project Management

When Project Management Meets Approval Chaos

Let's be real - most project tools treat approvals like an afterthought. You're juggling timelines in Traci while chasing down sign-offs in email threads that look like a Reply-All horror movie. ApproveThis fixes this by putting structured approvals exactly where your projects live. No more switching tabs to beg for signatures. No more "I thought Karen was handling that" excuses.

Here's the deal: Traci keeps projects moving. ApproveThis keeps decisions from getting stuck. Together through Zapier, they create closed-loop workflows where every approved task automatically updates Traci, and every new Traci project triggers the right approvals. We're talking about cutting 3-5 days off typical approval cycles for mid-sized companies. Not bad for two tools just shaking hands in the background.

What This Integration Actually Solves

Traci's great at showing project health - green/yellow/red statuses, Gantt charts, whatever floats your PMO boat. But when you need actual humans to make decisions? That's where things get sticky:

  • Marketing agencies getting client sign-offs on campaign budgets
  • Construction firms approving change orders against project specs
  • Software teams requiring security reviews before production pushes

ApproveThis handles the messy human part: routing requests, chasing approvers, enforcing rules. Traci handles the execution. The Zapier integration is the bridge that lets them work together without your team playing messenger.

Real Workflows for Actual Grown-Ups

1. New Traci Project? Start Approval Chains Automatically

Scenario: A project manager in Traci spins up a new client engagement. Instead of manually emailing the legal team for contract review, ApproveThis triggers a multi-step approval:

How it works: Zapier detects the new Traci project → ApproveThis creates request with project details → Legal gets email/Slack approval options → Approved? Traci task auto-updates. Denied? Comments sync back to Traci for revisions.

Who cares: Consulting firms where 60% of projects require compliance checks before kickoff. Auto-routes based on project type - HIPAA reviews go to Jane, SOC2 to Ahmed.

2. Approved Budgets Unlock Traci Resources

Scenario: Your PMO approves a $250K dev project. But without budget sign-off, the Traci timeline's fiction. Connect ApproveThis' calculated fields to Traci's resource planning:

How it works: Finance sets approval thresholds in ApproveThis → Traci project costs trigger tiered approvals ($50K to team lead, $250K to CFO) → Once approved, Traci unlocks assigned resources/tasks.

Who cares: Manufacturing teams where equipment allocation depends on capital approvals. No PO? The Traci task stays red until ApproveThis gives the green light.

3. Rejected Requests Actually Get Fixed

Scenario: A vendor contract approval gets denied in ApproveThis. Instead of that rejection getting lost, it auto-updates the Traci task with comments and resets the due date.

How it works: Denied ApproveThis request → Traci task status changes to "Revise" → Assignee gets @mentions with approver feedback → Revised doc uploads sync back to ApproveThis for re-review.

Who cares: Healthcare providers where compliance rejections need immediate action without dropping out of Traci's audit trail.

Setting This Up Without Losing Your Mind

Connect ApproveThis + Traci in Zapier (takes 8 minutes if you're slow):

  1. In Zapier, choose Traci as trigger app ("New Project" or "Task Updated")
  2. Pick ApproveThis action ("Create Request" or "Update Status")
  3. Map Traci fields to ApproveThis templates (Project name → Request title, etc.)
  4. Test with a real Traci project - approvers get email/Slack options

Pro tip: Use ApproveThis' calculated fields to auto-approve small tasks. Example: Under $1K? Auto-approve and update Traci without human review.

Why Your Teams Will Actually Use This

PMO Teams

See approval statuses inside Traci tasks instead of hunting emails. Automatically adjust timelines when approvals delay.

Finance

Set tiered approval rules (manager → director → CFO) based on Traci project budgets. Get audit trails without spreadsheet hell.

External Clients

Clients approve specs via ApproveThis without needing Traci logins. Their sign-offs still update Traci tasks automatically.

Ops Leaders

Vacation delegation in ApproveThis means no approval bottlenecks when approvers are OOO. Traci tasks keep moving.

The Quiet Benefits You'll Only Notice Later

This integration isn't just about speed. It's about eliminating those "Wait, was this approved?" moments that cause rework:

Version control: Approved docs in ApproveThis attach to Traci tasks automatically. No more "I used the wrong contract draft" excuses.

Compliance paper trails: Every approval/rejection in ApproveThis timestamps Traci updates. Auditors stop emailing you.

Capacity planning: Traci reports now show approval wait times as a project phase. Allocate review bandwidth better.

Cool, But Does This Actually Work For...?

Enterprise teams? Yes - ApproveThis scales to complex hierarchies. Traci project templates can trigger different approval flows for marketing vs. IT projects.

Remote teams? Approvers get mobile-friendly emails, Slack options, SMS if you're fancy. No VPNs or logins needed.

Industries with crazy compliance? Healthcare/pharma/law firms use ApproveThis for HIPAA/21 CFR Part 11/GDPR-compliant approvals that still plug into Traci.

Getting Started Without the Sales Circus

Free ApproveThis trial + Zapier's free plan = 14 days to test drive. No need to involve IT for this. Use cases to pilot first:

  • Contract reviews between legal and sales in Traci
  • IT change request approvals tied to Traci sprint tasks
  • Client invoice approvals that update Traci project budgets

If you hit a snag, ApproveThis' docs actually make sense. Or book a 12-minute demo where we'll show you how other Traci users set this up.

Bottom Line

ApproveThis isn't replacing Traci - it's fixing the one part of project management that's still stuck in 2005. The integration works because it's not some "AI-powered magic." It's just connecting two tools that finally make approvals accountable instead of chaotic.

Start free trial (takes 2 minutes) or schedule a demo if you prefer someone else driving.

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Integrate with Traci 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 Traci

Suggested workflows (and their Zapier components) for Traci

Create approval request for new Traci projects

When a new project is created in Traci, this integration sends an approval request through ApproveThis to ensure proper vetting before progressing. It streamlines decision making and improves workflow compliance. *Note: Ensure that the project data contains all necessary approval details.*

Zapier Components

Traci Logo

Trigger

Project Created

Triggers when a new Traci project is created.

Action

Create Request

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

Create project from template for new approval requests

When a new approval request is received in ApproveThis, this automation creates a project from a template in Traci to speed up project setup and reduce manual entry. It is ideal for teams that rely on structured project approvals. *Note: Configure the project template settings in Traci to match your approval criteria.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Traci Logo

Action

Create Project From Template

Create a project from a template.

Update task status for approved or denied requests

This automation updates the status of tasks in Traci based on approval outcomes from ApproveThis, ensuring task management remains aligned with business decisions. It is especially useful for teams managing workflows that require immediate updates. *Note: Verify that the task status mapping aligns with your approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Traci Logo

Action

Update Task Status

Update a task's status.