ApproveThis manages your Stiply approvals.

When Approvals Meet E-Signatures

Let’s cut to the chase: approval processes suck when you’re constantly switching between tools. Someone signs a document in Stiply, then you’re chasing down approvers through Slack, email, or carrier pigeon. ApproveThis fixes this by turning signed documents into automated approval workflows – and vice versa – through Zapier. No more “Did you get that thing I sent you?” emails. No more version control nightmares. Just actual work getting done.

Why This Combo Works

ApproveThis handles the decision-making layer – routing documents, calculating thresholds, chasing down MIA approvers. Stiply does the legal heavy lifting with compliant e-signatures. Together? They’re like peanut butter and jelly for process nerds:

• No more approval black holes: Signed documents automatically trigger reviews
• Fewer license fees: Approvers don’t need Stiply accounts to approve Stiply-signed docs

Where Stiply Stops, ApproveThis Starts

Stiply tells you when a document’s signed. ApproveThis tells you whether that signature should count. Example: A sales rep gets a client to sign a $50K contract in Stiply. ApproveThis automatically checks if the deal needs VP approval based on amount, client history, or inventory availability – then routes it accordingly.

Real-World Use Cases That Don’t Suck

We’ll skip the fluffy “increase productivity” jargon. Here’s how mid-sized companies actually use this integration:

1. Legal Teams: Stop Playing Document Detective

Scenario: Your legal team gets 100+ signed NDAs monthly from Stiply. Problem: 30% are missing internal stakeholder approvals first. Current solution: Some paralegal manually cross-references spreadsheets. Better way:

1. Stiply detects signed NDA
2. Zapier triggers ApproveThis to verify if legal/internal teams pre-approved this specific document version
3. If yes: File automatically. If no: Alert legal + freeze contract execution

Key feature: ApproveThis’ calculated fields can auto-flag documents missing prerequisite approvals based on metadata.

2. HR: Onboarding That Doesn’t Require Mind Reading

New hire signs offer letter in Stiply → Zapier triggers ApproveThis workflow to:

• Get IT to provision equipment
• Prompt finance to set up payroll
• Alert facilities to assign desks

Bonus: ApproveThis’ vacation delegation means if the IT manager’s out, requests auto-reassign instead of stalling.

3. Procurement: Purchase Orders That Don’t Require a Psychic

Vendor signs PO in Stiply → ApproveThis automatically:

• Checks against budget thresholds (using approval thresholds)
• Routes to department head if over $10K
• Requires 3/5 approvers consent if vendor is new (via approval groups)

How to Set This Up Without Losing Your Mind

Zapier does the heavy lifting. You just need:

1. ApproveThis account (obviously)
2. Stiply account
3. Zapier account (free tier works)

Basic Integration Setup

Use Case 1: When Stiply doc gets signed → Start approval in ApproveThis

Steps:

1. Zapier trigger: “Sign Request Completed” in Stiply
2. Zapier action: “Create Request” in ApproveThis
3. Map Stiply’s document metadata (signer email, dates) to ApproveThis fields

Use Case 2: When ApproveThis request gets approved → Send Stiply doc

1. Zapier trigger: “New Request” in ApproveThis
2. Zapier action: “Send Sign Request” in Stiply
3. Set conditions (e.g., only send if request is marked “Legal Review”)

Why Your Team Leads Will Care

For Finance:

Auto-escalate high-value contracts based on Stiply signature dates. Example: Any signed deal over $100K gets instant CFO review. No manual tagging.

For Operations:

Track SLAs: See how long signed docs sit waiting for internal approvals. ApproveThis’ dashboard shows bottlenecks.

For IT:

Fewer access requests. Approvers interact via email – no new logins. External partners never touch your Stiply account.

Common “Gotchas” (Learn From Our Mistakes)

Don’t: Assume all signed docs need approval. Use ApproveThis’ conditional logic to filter noise.
Do: Test threshold amounts. A $10K auto-approval limit might be too high for HR, perfect for facilities.

When to Consider Custom Workflows

The basic integration works for 80% of cases. But if you need:

• Multi-language approvals (ApproveThis supports 15+ languages)
• Cross-department consensus (Require 1 yes from legal + 2 from finance)
• Auto-archive approved docs to SharePoint/Google Drive

…you’ll want to tweak the Zapier logic or use ApproveThis’ API.

Bottom Line

ApproveThis + Stiply via Zapier is about closing loopholes in your process. It’s not flashy AI, just ruthless efficiency:

• Legal gets audit trails showing who approved what – and why
• Managers stop playing approval operator
• Finance actually enforces spending policies

Ready to stop herding cats? Book a demo or try ApproveThis free. No need to cancel your Stiply subscription – this just makes it actually useful for approvals.