ApproveThis + Moxie: How to Automate Approvals Without the Headaches

Why These Two Tools Actually Make Sense Together

Let’s cut to the chase: approvals suck. They’re the traffic jam of business processes. Moxie handles the chaos of client work, proposals, and invoicing. ApproveThis handles the red tape. Connect them via Zapier, and you’ve got a system where contracts get approved before your coffee gets cold, tasks auto-create when deals close, and invoices generate themselves. No magic, just smart automation.

For companies between 50-5000 employees, this combo solves two big problems: 1) Client-facing teams move faster without manual follow-ups, and 2) Finance/ops keeps control without becoming the bottleneck. Plus, ApproveThis approvers don’t need Moxie licenses — critical when working with clients or external partners who shouldn’t see your internal tools.

Real-World Scenarios (Not Just Theory)

Here’s where this integration actually matters:

For Client Services Teams: Stop Chasing Contract Sign-Offs

Marketing agencies and consultancies waste hours tracking down client approvals. Here’s the fix: When a Moxie proposal gets sent (Moxie triggers the "Agreement Sent" event), ApproveThis automatically creates an approval request. Legal reviews it internally first (using sequential approval groups), then routes it to the client. They approve via email — no app login required. If they ghost? Auto-reminders kick in. Once approved, Moxie auto-updates the deal status. Real example: A branding agency cut proposal approval time from 5 days to 8 hours.

For Operations: Tasks That Create Themselves

New approval request in ApproveThis? Zapier instantly makes a Moxie task. Operations teams at SaaS companies use this for procurement: Someone requests new software, approvers vet it via ApproveThis (with calculated fields auto-checking budget impact), and once approved, Moxie auto-creates an onboarding task for IT. Bonus: If an approver’s OOO, vacation delegation reroutes it instantly. No more “Waiting on Jane” delays.

For Finance: Invoices That Don’t Require Mind-Reading

Services businesses hate billing delays. Here’s the hack: When ApproveThis approves a client deliverable (like a completed project phase), Zapier triggers Moxie to generate and send the invoice. Accounting firms use this with approval thresholds — projects under $5K auto-approve, bigger ones escalate. Result: Clients get invoices while the work’s still fresh, reducing payment lag.

For Cross-Functional Work: Forms That Actually Do Something

HR teams in manufacturing use Moxie forms for equipment requests. Submit the form? ApproveThis routes it to Facilities (for feasibility check), then Finance (budget approval). Each step auto-updates Moxie. Denied? Requester gets a Moxie task with notes. Approved? Facilities gets a Moxie task to order the gear. All without a single spreadsheet.

How to Set This Up Without Losing Your Mind

Zapier’s the glue here. You’ll need:

• A Zapier account (free tier works)
• ApproveThis and Moxie connected as apps in Zapier

Basic flow: Pick a Moxie trigger (like “Agreement Sent”) → Set up ApproveThis action (“Create Request”). Test it with a real proposal. Total setup time: 12 minutes if you’re slow. Pro tip: Use ApproveThis’ conditional logic to route $10K+ contracts to CFO approval, others to department heads.

Features You’ll Actually Use (No Fluff)

ApproveThis isn’t just another approval tool. When connected to Moxie, these features matter:

• Email approvals: Clients/execs approve from their inbox. No logins.
• Thresholds: Auto-approve small expenses, escalate big ones.
• Real-time dashboards: See every pending Moxie-related request in one place.

Example: A healthcare tech company uses thresholds to auto-approve equipment orders under $3K (routed via Moxie tasks), while pricier requests need clinical lead sign-off. Saves 20 hours/month.

The Bottom Line

If your company uses Moxie, adding ApproveThis via Zapier is like giving your team a bureaucratic bypass. Proposals get approved faster, tasks auto-create, invoices stop getting lost. And because approvers don’t need Moxie seats, clients stay out of your systems.

Ready to stop herding cats? Register for ApproveThis or book a 10-minute demo. We’ll show how to connect it to Moxie without the usual SaaS hassle.