ApproveThis manages your Daylite Integration approvals.

Why This Integration Isn’t Just Another Corporate Gimmick

Let’s cut to the chase: approvals suck. They’re the traffic jams of business processes – everyone hates them, but you can’t avoid them. That’s where pairing ApproveThis with Daylite through Zapier becomes your secret weapon. We’re talking about turning “Hey, can you approve this?” into “It’s already handled” without hiring an army of assistants.

Daylite’s the organized friend who remembers every client birthday. ApproveThis is the no-nonsense bouncer deciding who gets into the club. Together? They’re the power couple your approval processes actually want to work with.

What Each Tool Brings to the Table (Besides Coffee)

Daylite’s Superpower: It’s the control center for teams living in Apple’s ecosystem – contacts, projects, and appointments all in one place. Think of it as your company’s external brain for client relationships.

ApproveThis’s Party Trick: It’s approval automation that doesn’t require a PhD to set up. Custom workflows, email-based approvals, and real-time tracking that actually works – not just buzzwords on a sales page.

The Nuts and Bolts of the Integration

Connect ApproveThis to Daylite through Zapier in about 15 minutes (yes, really). Two main triggers make this work:

• When stuff happens in Daylite (new appointment, opportunity, etc.) → Auto-create approval requests
• When approvals happen in ApproveThis → Update Daylite automatically

The magic sauce? Approvers only need ApproveThis access – no extra Daylite licenses required. Perfect for working with clients or contractors who shouldn’t see your entire CRM.

Real-World Uses That Don’t Make Employees Want to Quit

1. Sales Teams Closing Deals Faster

Scenario: Your sales rep creates a new opportunity in Daylite for a 50% discount request. Normally, this would ping-pong between the sales manager and finance for days.

With the integration:

• Daylite detects new opportunity → ApproveThis auto-creates approval request
• Sales manager gets email (can approve via phone)
• Approval triggers update in Daylite → Opportunity status changes automatically

Bonus: Set approval thresholds so small discounts auto-approve, while big requests go up the chain. No more waiting for the CFO to return from Bali.

2. Operations Teams That Actually Like Each Other

Manufacturing company example: Procurement team creates a vendor request in Daylite. The integration:

1. Auto-creates approval request with vendor specs
2. Routes to operations director + legal
3. Once approved, Daylite auto-updates project timelines

Key feature: Vacation delegation means if the operations director is hiking the Appalachian Trail, approvals automatically shift to their deputy. No more “Waiting on Gary” delays.

3. Client Services Teams Not Drowning in Emails

Marketing agency use case: New client meeting scheduled in Daylite needs creative director approval.

The flow:

• Calendar entry created → Approval request generated
• Creative director approves via email (no login needed)
• Approval triggers Daylite to auto-add prep tasks to the project

Real talk: This cuts 3-5 check-in emails per meeting. Multiply that by 50 clients – you get the picture.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account (free tier works)
Step 2: Connect Daylite and ApproveThis
Step 3: Choose your trigger (e.g., “New Appointment in Daylite”)
Step 4: Set approval rules in ApproveThis (who approves what)
Step 5: Test with a real request (pro tip: use your CEO’s lunch meeting)

Total setup time: Less than one Zoom call about “process optimization”.

Why This Combo Actually Makes Sense

Other approval tools make you choose between flexibility and simplicity. ApproveThis gives you both, while Daylite keeps everything tied to actual client work. Together, they:

- Turn approval bottlenecks into automated checkmarks
- Keep client data synced without manual entry
- Work how your team already works (no app hopping)

Plus, calculated fields in ApproveThis can auto-approve requests under $500 while flagging larger amounts – perfect for companies scaling past 100 employees.

Who Benefits Beyond the Obvious

HR Teams: New hire equipment requests in Daylite → Approval workflows with IT
Finance Teams: Expense reports tied to client meetings auto-approved based on project budgets
Exec Teams: Board meeting prep approvals that actually get done before the meeting

The Bottom Line (Because Time is Money)

If your company’s growing past 50 employees and approvals still mean chasing people through Slack, you’re leaving hours on the table every week. Not to mention the mental tax of remembering who approved what.

ApproveThis + Daylite via Zapier isn’t about being fancy – it’s about cutting the crap from your approval processes. Set it up once, and it just works while you focus on actual work.

Ready to Stop Being an Approval Janitor?

Get started with ApproveThis (free trial available), or if you’re the cautious type, book a demo where we’ll show you how to automate approvals without becoming a robot.

P.S. Daylite users – check out their latest iOS features. Your Apple-obsessed team will thank you.