ApproveThis manages your Scoro Integration approvals.

Why These Two Tools Are Better Together

Let’s cut to the chase: Scoro’s great at keeping your projects, bills, and tasks in one place. ApproveThis is better at making sure people actually sign off on stuff. Put them together through Zapier, and you’ve got a system where work gets done and decisions get made – without chasing people through Slack or digging through email threads.

Scoro users already know the pain of context switching between project boards and approval emails. This integration kills that friction. Finance teams get automatic invoice checks. Project managers get instant task assignments. Operations leads get audit trails for every decision. And nobody needs to learn another tool – approvers can sign off directly from their inbox.

What You’re Working With

Scoro’s Playbook

Scoro’s the control center for projects, billing, and client work. But when it comes to approvals? You’re stuck with manual @mentions, hoping someone notices that invoice buried in a project thread. It tracks time and tasks like a pro, but decision-making? That’s still on you.

ApproveThis’s Secret Sauce

ApproveThis handles the messy human part of workflows. Custom approval chains that actually make sense for your company size. Automatic escalations when someone’s OOO. Calculated fields that approve small expenses instantly but flag big ones. And the kicker? Approvers don’t need Scoro licenses – huge for agencies working with client stakeholders.

Real Workflows for Actual Teams

Invoice Checks That Don’t Slow Down billing

Here’s how a 200-person marketing agency uses this: Every Scoro invoice triggers an ApproveThis workflow. Junior accountants review first, but anything over $5K auto-escalates to CFO level. Approved? Scoro automatically marks it ready for payment. Denied? The requester gets specific feedback without back-and-forth.

Who cares: Finance teams tired of “Who approved this?!” audits. Client services leads who need client sign-offs without giving them Scoro access.

Tasks That Actually Get Approved

A software dev shop’s hack: When Scoro tasks hit 80% completion, ApproveThis pings QA leads for final review. Approved tasks auto-close. Changes needed? Comments sync back to Scoro with exact revision notes. No more “I thought you were handling that” standup surprises.

Who wins: Project managers shipping on tight deadlines. Remote teams across time zones.

Project Launches Without Committee Meetings

An eCommerce company’s playbook: New Scoro projects auto-send approval requests to legal (contract check), finance (budget sign-off), and CMO (brand alignment). Legal uses calculated fields to flag unvetted vendors. All approvals happen in parallel – no waiting for sequential sign-offs.

Why it matters: Operations teams managing compliance. Scaling companies preventing decision bottlenecks.

The Nuts and Bolts

Setting this up takes about 15 minutes if you’ve used Zapier before. Here’s the cheat sheet:

1. Connect both apps to Zapier (here’s the Zapier setup)
2. Pick your trigger (New Scoro invoice/task/project)
3. Map key fields to ApproveThis – amount, due date, requester
4. Set approval rules (thresholds, approvers, auto-escalations)
5. Test with a $1 invoice to see the whole flow

Pro tip: Use ApproveThis’s calculated fields to auto-approve small expenses but flag big ones. Saves your team 100+ approval requests/month.

Department-Specific Wins

Finance Teams

Automate PO approvals with real-time budget checks. When Scoro bills exceed project budgets, ApproveThis pings department heads with context: “This is 22% over Q3’s allocated spend. Approve anyway?”

Project Managers

Phase gates without the paperwork. Client deliverables in Scoro trigger approval workflows with built-in version control. Clients approve via email without needing another platform login.

Operations

New vendor requests from Scoro get auto-routed. Under $10K? Team lead approval. Over? Legal + finance get a consolidated packet with contract terms and spend impact.

What You’re Not Using (But Should)

ApproveThis features that Scoro users often miss:

• Vacation Delegation: CFO out? Approval rights auto-shift to their deputy without changing workflows
• Approval Thresholds: Auto-approve office supplies under $500 but flag software purchases
• Conditional Routing: Send design approvals to Creative, contracts to Legal – all from one request

Why This Beats Native Tools

Scoro’s approval features work for simple “Yes/No” scenarios. ApproveThis handles real-world messiness:

Client changed the project scope again? Route to both legal (contract impact) and account management (relationship risk). Need four execs to approve but only three are available? Escalate after 24 hours instead of letting requests rot.

Plus, external approvers (clients, vendors, contractors) don’t eat up your Scoro seats. They get clean email approvals with your branding, not some third-party portal.

Getting Started

If you’re using Scoro for more than basic task tracking, you need approvals that match your actual process complexity. Not “set it and forget it” – more like “set it and actually trust it.”

Book a 20-minute demo and we’ll show you how a mid-sized construction company cut approval delays by 63% using these exact workflows. Or just sign up free and connect your Scoro account – first 10 approval chains are on us.

Either way, stop pasting Scoro links into approval emails tomorrow.