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Agrello Integration

ApproveThis manages your Agrello Integration approvals.

April 17, 2025

Integration Category: Signatures

When Approval Meets Action

Let's cut through the corporate speak: approval processes suck. They're the traffic jam in your workflow highway, the "waiting for manager" email that derails projects, the 17th reminder to sign a damn PDF. But here's the thing - they don't have to.

ApproveThis and Agrello just became your new tag team for crushing bureaucratic bottlenecks. One handles the decision-making circus, the other wrangles documents and signatures. Together? They turn "approvalanche" into a well-oiled machine.

What Each Brings to the Fight

ApproveThis: The Decision Engine

Think of this as air traffic control for approvals. Custom workflows that automatically route requests to the right people (or backup approvers when someone's on vacation). Real-time tracking so you know exactly where that marketing spend approval is stuck. Best part? Approvers can greenlight stuff directly from email - no new logins, no hunting through apps.

Agrello: Paperwork's Worst Nightmare

Digital signatures meet smart document automation. Create templates, track who's signed what, and automatically file executed docs. It's like DocuSign got an MBA and started lifting weights.

Why This Combo Hits Different

Most integrations just shuffle data between apps. This one actually closes loops. Example: Legal team needs three sign-offs on a vendor contract. Without this setup? Email ping-pong between departments, lost attachments, frantic Slack messages. With it? Contract gets uploaded to Agrello > ApproveThis routes to legal, procurement, and CFO > approvals happen in thread > signed doc auto-files to SharePoint. Everyone keeps their sanity.

Key advantage? ApproveThis approvers don't need Agrello licenses. Huge for working with clients or contractors - they review/sign via email, you keep document control.

Real Teams Getting Real Results

Legal Teams: Kill the Redline Relay

Mid-sized tech company's legal department was drowning in NDAs. Now:

  • Sales uploads draft to Agrello
  • ApproveThis pings legal via email
  • Approved? Doc routes for e-signature
  • Denied? Comments auto-send to sales rep

Cut review time from 3 days to 4 hours. No more "did you get my edits?" calls.

Procurement: From Spreadsheet Hell to One-Click OKs

Manufacturing company with $2M+ in monthly POs:

  • Agrello auto-generates PO docs from ERP data
  • ApproveThis routes based on amount thresholds
  • CFO gets anything over $50K, others auto-approve
  • Signed POs sync back to NetSuite

Reduced payment delays by 60%. Finance team stopped wanting to murder operations.

HR: Onboarding That Doesn't Embarrass You

200-employee healthcare provider's new hire process:

Offer letter sent via Agrello > candidate signs > ApproveThis triggers background check request > HR director approves results > Welcome email + equipment order auto-sends. All while HR drinks their coffee.

Setting Up the Machine

Translation: "How much work is this?" Less than you think.

  1. Zapier account (you probably have one)
  2. Connect ApproveThis + Agrello (15 minutes tops)
  3. Build your first Zap (we've got templates)

Pro tip: Start with one workflow - say, contract approvals. Nail that, then scale to other processes.

Features You'll Actually Use

Beyond the basics, these matter:

Approval Thresholds: Auto-approve small expenses, escalate big ones. Because no, your CFO doesn't care about $27 office supplies.

Vacation Delegation: Approver OOO? Workflow auto-reroutes. No more "Waiting on Jim" when Jim's snorkeling in Bali.

Calculated Fields: Auto-calculate discount approvals based on deal size. Sales ops folks just felt their stress levels drop.

When to Steer Clear

This isn't magic fairy dust. If your approval process is "Gary decides everything," keep using email. But if you have:

- Multiple departments involved
- Compliance requirements
- More than 20 approvals/month
...this pays for itself in 3 months.

Bottom Line for Decision Makers

Time spent chasing approvals isn't just annoying - it's expensive. One client calculated $37,000/year in wasted salary hours on approval follow-ups. For what? CC'd emails and "per my last request" replies.

This integration won't make approvals fun (we're not miracle workers). But it will:

- Cut approval cycle times by 40-60%
- Eliminate document version chaos
- Give actual visibility into bottlenecks
- Make auditors stop glaring at you

And because we know you're wondering: Yes, it works with your existing stack. No, you don't need to retrain everyone. Approvers keep using email like always - just with less rage-inducing friction.

Next Steps That Don't Suck

Option 1: Register for ApproveThis, connect Agrello via Zapier, try a workflow risk-free.

Option 2: Book a 15-min demo. We'll show how other teams in your industry are using it. No sales jargon, we promise.

Either way - stop letting approvals be the reason projects stall. Your team (and your sanity) will thank you.

🥳

Integrate with Agrello 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.

Learn More

Best Approval Workflows for Agrello

Suggested workflows (and their Zapier components) for Agrello

Create approval requests for new Agrello documents

When a new document is added in Agrello, this integration creates an approval request in ApproveThis to ensure documents go through the proper review process. *Note: Configure approval criteria in ApproveThis for optimal routing.*

Zapier Components

Agrello Logo

Trigger

New Document

Triggers when a new document is added.

Action

Create Request

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

Create Agrello documents for new approval requests

When an approval request is initiated in ApproveThis, this integration creates a new document in Agrello to document the approval process. *Note: Ensure document parameters align with your approval workflow.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Agrello Logo

Action

Create Document

Creates a document with file

Create approval requests for new Agrello signatures

When a new signature is applied in Agrello, this integration sends an approval request in ApproveThis to verify and record the signature event. *Note: Adjust approver settings in ApproveThis based on document criticality.*

Zapier Components

Agrello Logo

Trigger

New Signature

Triggers when a signature is added to a document.

Action

Create Request

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

Create new Agrello documents for completed approvals

When a request is approved or denied in ApproveThis, this integration generates a new document in Agrello using a template to archive the decision process. *Note: Update template variables to capture key approval details.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Agrello Logo

Action

Create New Document From a Template

Create a Document based on existing Template, invite participants and fill file variables