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Zoho People Integration

ApproveThis manages your Zoho People Integration approvals.

April 17, 2025

Integration Category: Hr Zoho

When Bureaucracy Meets Automation

Let's be real - HR teams didn't sign up to play approval tag. Between onboarding docs, time-off requests, and policy updates, you're stuck chasing signatures while actual human resources work piles up. That's where pairing Zoho People's HR muscle with ApproveThis' approval automation creates something actually useful: a system where policies get followed without the follow-ups.

Zoho People organizes your HR chaos. ApproveThis slaps structure on your approval chaos. Connect them through Zapier, and you've got workflows that actually flow. Think less "Did you get my email?" and more "Here's your approved request, go enjoy your vacation."

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: complex enough to need real processes, but small enough that clunky enterprise software murders productivity. This integration answers three specific headaches:

1. HR isn't the approval police. When department heads handle their own PTO approvals or equipment requests through structured workflows, HR stops being the bottleneck.

2. External approvals don't require guest logins. Contractors approve NDAs via email. Clients sign off on project briefs without another portal password. Everyone keeps using the tools they already know.

3. Audits stop being terrifying. Real-time tracking in ApproveThis means every "Who approved this?!" question gets answered in two clicks, not two weeks of email archaeology.

Real Workflows for Actual Humans

Let's break down how this plays out across different teams:

HR Teams: From Paper Pushers to Policy Enforcers

A regional healthcare provider with 1,200 employees uses this integration for credential renewals. When Zoho People flags an expiring nursing license:

  • ApproveThis pings the nurse, their manager, and compliance via email
  • Approval thresholds auto-route high-risk items to legal
  • Once approved, Zoho auto-updates their training record

Result: 80% fewer compliance violations, HR team regains 11 hours/week.

Finance Teams: Budgets Without Begging

A 350-person SaaS company links procurement requests to department budgets. When Zoho People receives a software subscription request:

  • ApproveThis checks remaining budget via calculated fields
  • Under $500? Auto-approved, receipt filed in Zoho
  • Over limit? Routes to CFO with cost-center analytics

Result: Expense report volume dropped 40% in Q1.

Operations: Scaling Without Silos

A manufacturing company with 5 facilities uses approval groups for equipment requests. Maintenance submits in Zoho People, triggering:

→ Facility manager approval (sequential)
→ Regional director if over $10k (conditional)
→ Auto-PO generation upon approval

Result: Reduced equipment downtime by 22%, zero duplicate orders.

The Nuts and Bolts (Without the Numbness)

Setting this up isn't a PhD project. If you can order lunch through DoorDash, you can handle these Zaps:

Basic Integration Blueprint

1. New Zoho Record → Approval Request:
Perfect for onboarding checklists. New hire added in Zoho? Auto-send equipment approval to IT, desk assignment to facilities, and welcome kit to HR.

2. Approved Request → Zoho Update:
Legal signs off on a contractor NDA in ApproveThis? Zapier pushes their start date to Zoho People, triggers I-9 verification, and adds them to the project roster.

Pro Tip: Use ApproveThis' vacation delegation so summer Fridays don't bottleneck approvals. Karen from accounting is OOO? Requests auto-reroute without you playing coverage detective.

Why This Isn't Just "Another Integration"

Most HR tools bolt on approval features like an afterthought. ApproveThis + Zoho People works because:

→ No license limbo: Approvers only need email. Clients, contractors, execs - nobody needs another Zoho seat.

→ Thresholds prevent micromanaging: Let junior managers approve $500 expenses, but auto-flag anything over $5k for finance. Policies enforce themselves.

→ Calculated fields do the math: PTO request? ApproveThis checks accrual balance in Zoho People. Budget approval? Subtracts from department totals in real-time.

Getting Started Without the Headache

1. Grab an ApproveThis trial
2. Connect to Zoho People via Zapier (20-minute setup)
3. Clone our pre-built templates for common HR workflows
4. Test with low-stakes approvals (like newsletter sign-offs)
5. Let department heads build their own workflows (seriously - it's that intuitive)

Pro Tip: Start with one pain point (expense approvals work great). Show the team how 63% of requests got approved faster. Watch them beg you to automate more.

The Bottom Line for Grown-Up Companies

Companies between 50-5k employees can't afford the "move fast and break things" startup approach, but enterprise bureaucracy kills momentum. This integration finds the balance: structure where it matters, flexibility where you need it.

ApproveThis doesn't replace Zoho People - it makes sure Zoho actually gets used properly. Less "Did you submit the form?", more "Your request was approved at 2:37 PM, here's the next step."

Ready to stop being the approval middleman? Get started or grab a 12-minute demo. HR will thank you, finance will thank you, and maybe - just maybe - IT will stop mocking your "just one more spreadsheet" solutions.

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Integrate with Zoho People 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 Zoho People

Suggested workflows (and their Zapier components) for Zoho People

Create ApproveThis requests for new Zoho People records

Streamline your HR record approvals with this automation. When a new record is added in Zoho People, a corresponding approval request is automatically created in ApproveThis. This ensures every new addition is efficiently managed and tracked within structured approval workflows.*Note: Customize your workflow setup for specific HR criteria for optimal results.*

Zapier Components

Zoho People Logo

Trigger

New Record

Triggers when a record is added in a specific form.

Action

Create Request

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

Add Zoho People records when ApproveThis requests are approved

Ensure seamless HR operations by automatically adding new records to Zoho People once an approval request in ApproveThis is completed. This integration helps maintain up-to-date HR data and eliminates manual entries.*Note: Ensure mapping of approval data to appropriate Zoho People fields during setup.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Zoho People Logo

Action

Add Record

Adds a new record in the selected form.

Add HR files for new records in Zoho People

Ensure every new HR record is accompanied by the necessary documentation. With this automation, add a relevant HR file to the Files Module whenever a new record is created in Zoho People.*Note: Configure specific file templates to streamline file addition.*

Zapier Components

Zoho People Logo

Trigger

New Record

Triggers when a record is added in a specific form.

Zoho People Logo

Action

Add HR File

Adds a new file as HR file in the Files Module.

Create Zoho People attendance entries for new ApproveThis requests

Automatically create attendance entries in Zoho People whenever a new approval request is initiated in ApproveThis. This helps in managing attendance records linked to approvals or projects.*Note: Set up the workflow to link specific approval types with corresponding attendance events.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Zoho People Logo

Action

Create Attendance Entry

Creates a Check-in and/or Check-out entry.