ApproveThis manages your Plutio Integration approvals.

Why These Two Apps Should Date

Let’s cut to the chase: ApproveThis and Plutio solve different problems, but together they’re the power couple your operations team needs. Plutio handles projects, invoices, and client work. ApproveThis handles getting people to actually make decisions. Connect them via Zapier, and you’ve got a system where approvals kick off automatically, projects start faster, and nobody’s chasing down signatures in Slack.

For companies between 50-5,000 employees, this isn’t about “nice-to-have” automation. It’s about fixing the approval bottlenecks that turn simple tasks into week-long email chains. Think invoice delays holding up payments. Client projects stuck in limbo waiting for sign-off. New hires twiddling thumbs because HR hasn’t greenlit their access. We’re here to end that.

How This Combo Actually Works

ApproveThis acts as the decision-making layer for Plutio’s operations. When something in Plutio needs a human sign-off – like an invoice, project brief, or contract – ApproveThis automatically routes it to the right people. No manual handoffs. No lost requests. And crucially: approvers don’t need a Plutio license to say yes or no. They can approve via email, which is perfect for clients or execs who live in their inboxes.

Plutio becomes the action-taker. Once ApproveThis gives the thumbs up, Plutio automatically creates projects, sends invoices, or updates records. It’s a closed loop – requests get decisions, decisions trigger actions.

Real Uses for Real Teams

1. Invoice Approvals That Don’t Slow Down Payments

Scenario: Your finance team uses Plutio to invoice clients. But every large invoice needs CFO approval before sending. Without automation, this means:

• Finance manually pings the CFO
• Invoices get buried in email
• Clients complain about late payments

With the integration:

When a Plutio invoice over $5K is created, ApproveThis:

• Routes it to the CFO + accounting lead
• Sets a 24-hour deadline
• Auto-approves if no response (using approval thresholds)

Once approved, Plutio automatically sends the invoice. If denied, it’s routed back to finance with comments. For recurring clients, you can set rules to auto-approve invoices under a threshold using ApproveThis’ calculated fields.

Who wins: Finance teams get paid faster. Clients stop hounding you. CFOs keep control without micromanaging.

2. Projects That Start When They’re Supposed To

Scenario: Your agency pitches a $200K website redesign. Client approves the proposal, but internally, you need sign-off from legal (contract terms), security (data handling), and resourcing (team availability).

Old way: Project manager manually coordinates approvals across departments. Delays happen. Client wonders why things are moving slow.

Automated way:

When a Plutio proposal is marked “Client Approved,” ApproveThis:

• Creates a parallel approval track for legal, security, resourcing
• Uses conditional logic – legal only sees contract section
• Auto-reassigns approvers if someone’s OOO (vacation delegation)

Once all internal approvals are done, Plutio auto-creates the project with tasks, deadlines, and client access. No status meetings required.

Who wins: Operations teams hit deadlines. Clients see momentum. Department heads avoid approval spam.

3. Forms That Actually Get Processed

Scenario: Field teams submit Plutio forms for equipment requests. Each needs manager approval, then procurement, then finance. The result? A spreadsheet nightmare.

With ApproveThis:

Every Plutio form submission triggers a multi-step approval:

• Step 1: Field manager verifies the request
• Step 2: Procurement checks inventory
• Step 3: Finance approves budget

At each step, approvers get email alerts with a link to approve/deny. If procurement rejects it (“We have 10 in stock”), the request bounces back to the field manager with notes. All statuses sync back to Plutio for auditing.

Who wins: Procurement teams reduce redundant orders. Field crews get gear faster. Finance keeps budgets intact.

4. Hiring Without the Paperwork Black Holes

Scenario: HR uses Plutio to onboard hires but needs IT (system access), facilities (desk setup), and security (badges) to approve each new person.

Automation fix:

When HR adds a new person in Plutio, ApproveThis:

• Sends IT the software access list
• Alerts facilities about office location
• Requires security to approve after background check

Each department approves their part in sequence. If IT is delayed, facilities won’t get notified until IT greenlights. Once all approve, Plutio auto-schedules the onboarding tasks.

Who wins: HR spends less time coordinating. New hires start productive Day 1. Department heads own their part without seeing the whole pipeline.

Why This Isn’t Just Another Integration

ApproveThis adds structure to Plutio’s flexibility. Plutio’s great at doing things – projects, invoices, forms. ApproveThis is great at deciding things – who needs to sign off, in what order, with what rules. Together, they cover the full lifecycle: request → review → approve → execute.

Key features that make this work:

• Approval thresholds: Auto-approve invoices under $1K, escalate anything over $50K
• Conditional logic: Only loop in legal for contracts with NDAs
• Real-time tracking: See which department is holding up a project

And again: approvers don’t need Plutio logins. Clients, vendors, or execs can approve via email. No extra licenses. No training.

Setting This Up Without Losing Your Mind

If you’ve used Zapier before, this is a 15-minute setup:

1. Connect Plutio + ApproveThis via Zapier (here’s the Zapier guide)
2. Pick a trigger: New Plutio invoice, form, project, etc.
3. Build approval rules: Who approves, in what order, with what deadlines
4. Test with a $1 invoice: Make sure approvals route correctly

For complex workflows (like multi-department project approvals), use ApproveThis’ template library. Clone a pre-built flow, adjust the steps, and plug it into Plutio.

Who Gets the Most Out of This

Finance Teams: Automate invoice approvals with thresholds. Reduce payment delays.

Operations Managers: Start projects faster by linking approvals to Plutio tasks.

HR Departments: Streamline onboarding with sequenced approvals across IT, facilities, etc.

Client-Facing Teams: Get client sign-offs via email, keep projects moving.

Bottom Line

ApproveThis + Plutio isn’t about eliminating humans – it’s about eliminating the busywork between humans. If your company’s scaling past 50 people, you can’t have every approval stuck in someone’s inbox. This integration forces process without the bureaucracy.

Ready to stop herding cats? Get started with ApproveThis, or schedule a demo to see how it plugs into Plutio. Your ops team will thank you. (And if they don’t, send them our way – we’ll handle the approval process.)