ApproveThis manages your WorkAssist Integration approvals.

Two Platforms, One Powerful Partnership

When WorkAssist's AI-driven task management joins forces with ApproveThis' structured approval automation, businesses gain an unprecedented ability to convert collaboration into action. This integration isn't about replacing tools – it's about creating a decision-making engine that drives momentum across teams.

WorkAssist excels at organizing team workflows through conversational AI and centralized task tracking. ApproveThis adds critical governance layers with configurable approval rules, audit trails, and stakeholder accountability. Together through Zapier, they enable enterprises to:

• Automatically escalate high-impact tasks for review
• Maintain compliance without manual oversight
• Accelerate cross-departmental handoffs

Real-World Workflow Acceleration

Marketing Campaign Orchestration

A consumer goods company uses WorkAssist to manage their product launch calendar. When the marketing team creates a new campaign task with budget details, ApproveThis automatically:

• Routes budget approvals to finance directors
• Escalates contracts over $50K to legal
• Updates WorkAssist task status post-approval

This integration reduced their campaign setup time from 11 days to 72 hours.

Healthcare Compliance Safeguards

A medical device manufacturer connects their WorkAssist quality control checklists to ApproveThis' audit trails. Any changes to compliance documentation now trigger mandatory approvals from regulatory affairs specialists, with full version history tracking.

Technical Synergy Through Zapier

The bidirectional integration works through five key automation pathways:

1. Task Initiation → Approval Routing

When WorkAssist users create high-priority records (e.g., vendor contracts, capital expenditure requests), ApproveThis automatically applies conditional logic:

Example: An IT department's hardware purchase task in WorkAssist triggers multi-level approvals based on cost thresholds – team lead (<$5K), CFO (>$5K), board committee (>$100K).

2. Approval Outcomes → Task Execution

Approved requests in ApproveThis automatically update WorkAssist tasks with:

- Next action steps
- Deadline adjustments
- Priority flags

Example: An approved product return authorization in ApproveThis triggers WorkAssist to create warehouse pickup tasks and CRM service tickets.

Implementation Guide

Prerequisites

- Active accounts in both ApproveThis and WorkAssist
- Zapier subscription with workflow automation access

Core Setup Steps

1. In Zapier, create a new Zap with WorkAssist as trigger app
2. Select trigger event (New Record, Updated Record, etc.)
3. Authenticate ApproveThis as action app
4. Map WorkAssist fields to ApproveThis template
5. Configure approval rules and escalation paths
6. Test with non-critical workflows first

Team-Specific Advantages

Human Resources

Automate approval chains for:
- Hiring requisitions
- Promotion requests
- Offboarding checklists
Approvers can review sensitive personnel actions directly from email without accessing WorkAssist.

Finance Departments

Connect WorkAssist budget trackers to ApproveThis for:
- Automated PO approvals
- Expense report audits
- Fiscal year planning sign-offs
Approval thresholds ensure compliance with spending policies.

Advanced Configuration Tips

Leverage ApproveThis' calculated fields to create dynamic approval rules:
Example: If WorkAssist task contains "Urgent" tag → Reduce default approval window from 72 to 24 hours

Use vacation delegation settings to prevent bottlenecks:
Scenario: When approvers mark OOO in WorkAssist → Auto-reassign approvals to deputies

Critical Path Optimization

The integration shines in three key operational areas:

Risk Mitigation

Mandatory approvals for:
- Contract amendments
- Data deletion requests
- Policy exceptions
Audit trails automatically attach to WorkAssist tasks.

Client-Facing Operations

Agencies can:
1. Receive client requests via WorkAssist
2. Route internal approvals via ApproveThis
3. Push finalized deliverables back to WorkAssist
Clients only need WorkAssist access – no additional licenses required.

Troubleshooting Essentials

Common Fix: If approvals aren't triggering, verify:
1. Field mappings in Zapier
2. ApproveThis template permissions
3. WorkAssist webhook configurations

For complex workflows, use ApproveThis' staging environment to test logic before production deployment.

The Strategic Advantage

This integration transforms approval governance from a compliance necessity to a competitive differentiator. Companies using both platforms report:

- 68% faster decision cycles
- 92% reduction in compliance violations
- 41% improvement in cross-team SLA adherence

Ready to transform your workflows? Book a personalized demo or start your free trial to explore integration possibilities.