ApproveThis manages your Digital Practice approvals.

When Bureaucracy Meets Automation

Let's face it - approval processes are where productivity goes to die. Someone creates an invoice. It gets emailed to Dave. Dave's on vacation. The email gets forwarded to Priya. Priya needs three more quotes. The client starts calling. Meanwhile, Digital Practice holds your financial data hostage while everyone scrambles to find Dave's backup approver.

This is why we built the ApproveThis and Digital Practice integration through Zapier. It's not about replacing your existing tools. It's about making them actually work together instead of making you play corporate babysitter.

What This Combo Actually Does

Digital Practice handles the operational heavy lifting - CRM, accounting, projects. ApproveThis handles the human bottleneck - approvals. Together through Zapier, they:

• Automatically convert approved requests into invoices/expenses/clients in Digital Practice
• Trigger approval chains based on events in Digital Practice

Key thing your finance team will care about: Approvers only need ApproveThis access. No extra Digital Practice licenses required. This matters when you're dealing with external clients or cross-department approvals.

Real-World Use Cases That Don't Suck

1. Invoices That Don't Require a Paper Trail

The Problem: Your project manager approves a vendor invoice in email. Accounting has to manually recreate it in Digital Practice. Someone fat-fingers an amount. Vendor payment gets delayed. Cue the angry calls.

The Fix: Connect ApproveThis to Digital Practice so approved requests automatically generate invoices with correct amounts, dates, and GL codes. We worked with a marketing agency that cut their invoice processing time from 48 hours to 15 minutes. Their secret? Approval thresholds that auto-approve small expenses but require director sign-off on anything over $5K.

2. Client Onboarding Without the Spreadsheet Olympics

The Problem: New clients get added to Digital Practice, but nobody verifies if all compliance docs are uploaded. Legal finds out six months later during an audit. Cue the panic.

The Fix: Set up a Zap that triggers an ApproveThis workflow whenever a new client appears in Digital Practice. Require legal and compliance teams to confirm document validity before the client becomes active. A healthcare IT company we know uses this to automatically hold new client accounts until HIPAA compliance checks clear.

3. Expense Reports That Don't Require a PhD

The Problem: Employees submit expenses through Digital Practice. Managers approve them without checking policy compliance. Finance has to play bad cop later. Nobody wins.

The Fix: Use ApproveThis' calculated fields to flag out-of-policy expenses automatically. One construction firm client set up rules to:

• Auto-approve safety equipment purchases under $500
• Require dual signatures for fuel expenses over $1K
• Block any expense category not pre-approved in their project budget

Approved expenses sync back to Digital Practice without manual entry.

How to Set This Up Without Losing Your Mind

Zapier does the heavy lifting here. Basic flow:

1. Create your approval workflow template in ApproveThis
2. Connect Digital Practice to Zapier (they have pre-built triggers)
3. Map key fields between systems (amounts, dates, custom tags)
4. Test with a small team before company-wide rollout

Pro tip: Use ApproveThis' calculated fields to auto-populate Digital Practice categories based on approval type. Saves your team from manually tagging every request.

Why Your Teams Will Actually Use This

Finance Teams

They get audit trails that actually match what's in Digital Practice. Approval thresholds mean they only get pulled into decisions that matter. Real-time sync means no more "the check is in the mail" excuses.

Project Managers

Auto-create Digital Practice tasks/invoices when approvals clear. Set up sequential approvals where client sign-off happens before internal finance review. Vacation delegation means projects don't stall because someone's out sick.

Operations Leaders

See approval bottlenecks in real dashboards instead of digging through Digital Practice reports. Enforce policy compliance without micromanaging every request. Custom workflows adapt as your company scales.

The Nuts and Bolts You Care About

ApproveThis plays nice with Digital Practice through three key features:

Email-Based Approvals: External partners can approve directly from their inbox without needing a Digital Practice login. Huge for client-facing workflows.

Conditional Routing: Route high-value approvals to senior staff while junior team handles routine OKs. All decisions still sync back to Digital Practice automatically.

Calculated Fields: Auto-apply discount rates during contract approvals or calculate tax implications before syncing to Digital Practice invoices.

When Not to Use This Integration

This isn't magic pixie dust. If your approval processes are broken because of bad communication, automation will just break things faster. Get your basic workflows sorted first. Also, don't try to replace complex Digital Practice custom reports - use ApproveThis for the human decision layer, not data crunching.

Getting Started Without the BS

Test drive this with one process - expense approvals or client onboarding work well. Use ApproveThis' free tier and Zapier's trial to prototype. If it sticks, roll it out team by team.

Key setup details:

- Map Digital Practice client/vendor IDs to ApproveThis custom fields early
- Set up approval groups that mirror your Digital Practice departments
- Use Zapier filters to only trigger approvals for specific Digital Practice categories

And remember - your approvers don't need Digital Practice licenses. Huge cost saver when working with external partners.

Bottom Line

This integration fixes the worst part of Digital Practice - the human bottleneck. ApproveThis handles the messy decision-making while keeping everything synced to your systems of record. No more lost emails. No more manual data entry errors. Just approvals that actually keep pace with your business.

Ready to stop chasing down approvers? Get started with ApproveThis or schedule a live demo to see how it works with your Digital Practice setup.