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Workamajig Integration

ApproveThis manages your Workamajig Integration approvals.

April 17, 2025

Integration Category: Project Management

Why This Integration Isn’t Just Another Corporate Gimmick

Let’s cut through the noise: approvals suck. They’re the traffic jam in your workflow highway, the “please hold” music of corporate operations. But here’s the thing – they don’t have to. When you connect ApproveThis (the approval muscle) with Workamajig (the project management backbone for creative teams), you’re not just linking apps. You’re building a no-bullshit system that turns approval bottlenecks into actual results.

Workamajig users already know it’s where projects live and die. But when every budget change, client request, or scope adjustment needs a committee decision? That’s where ApproveThis comes in – like a bouncer for your approval processes. Together via Zapier, they handle the administrative heavy lifting so your team can focus on work that matters.

The Nuts and Bolts of Not Wasting Time

Here’s what happens when these two platforms collide:

  • No more approval black holes: Track every decision in Workamajig’s project timelines
  • External approvers? No problem: Clients or contractors can approve via email without needing a Workamajig license

Take creative agencies – they’re constantly juggling client approvals and internal resource sign-offs. With this integration, that $50K website redesign doesn’t get stuck because the client’s CMO is on safari. ApproveThis chases them down with automated reminders while Workamajig keeps the project moving with placeholder tasks.

Real-World Use Cases That Don’t Sound Like a Sales Pitch

1. Opportunity Tracking That Actually Works

The Problem: Your sales team closes a deal, but it takes 3 weeks to get internal sign-off to staff the project. By then, the client’s wondering if you’ve forgotten them.

The Fix: When a new approval request hits ApproveThis (like a project kickoff), Zapier automatically creates a Workamajig opportunity. PMs see real-time capacity planning data before giving the green light. We’ve seen marketing firms cut proposal-to-production time by 40% this way.

2. Lead Approval That Doesn’t Kill Momentum

The Reality Check: Not every lead deserves your A-team’s time. But waiting for a VP to approve which leads to pursue? That’s how you miss opportunities.

The Automation: New Workamajig lead → Instant ApproveThis request to sales directors. Approval thresholds auto-approve qualified leads under $25K potential. One architecture firm uses this to filter 300+ monthly leads without a single spreadsheet.

3. Client Updates That Stay Out of Your Inbox

The Headache: Client changes their contact info → 5 internal emails about who needs to update CRM records.

The Solution: When Workamajig contact details change, ApproveThis pings the account manager for verification. Approved? Workamajig auto-updates. Denied? The client gets a polite “let’s confirm those details” nudge. Saves about 6 hours/week for mid-sized agencies.

Department-Specific Wins (Because Silos Are Expensive)

Project Managers: Become the Unblocker

Use approval groups to route budget increases through finance and legal simultaneously. If legal hasn’t responded in 48hrs? Workamajig tasks get automatically reassigned thanks to vacation delegation. One PM at a tech firm reduced approval delays by 70% by setting escalation thresholds at $15K.

Sales Teams: Stop Chasing Signatures

Calculated fields in ApproveThis automatically flag deals needing exec approval based on deal size + client risk score. Meanwhile, Workamajig keeps the opportunity warm with automated follow-up tasks. No more “I thought you were handling this” Slack fights.

Operations: Kill the Status Meeting

Every approved request in ApproveThis updates Workamajig’s project health dashboard. Denied requests trigger corrective actions without a 30-person Zoom call. Bonus: Real-time tracking gives you actual data for those C-suite reports they keep asking for.

Setting This Up Without an IT Degree

Here’s your 3-step reality check:

  1. Connect ApproveThis and Workamajig via Zapier (takes 4 minutes)
  2. Map your critical approval triggers:
    • New Workamajig lead → Approval request
    • Approved budget → Workamajig project update
  3. Set thresholds so small decisions don’t clog the system

Pro tip: Start with one workflow (like client onboarding approvals) before scaling. Most teams see ROI within 2 weeks.

Why This Isn’t Just Another Integration

ApproveThis doesn’t just push buttons in Workamajig – it adds contextual intelligence. Calculated fields mean a $10K design request from a high-risk client triggers different approvals than the same request from your top partner. Approval groups adapt based on who’s available, not just org charts.

And here’s the kicker: approvers only need ApproveThis access. Your external vendors don’t need expensive Workamajig seats to keep projects moving. One manufacturing company slashed software costs by $18K/year by eliminating redundant licenses.

The Bottom Line (Because Time Is Money)

If your approval processes still look like this:

Email request → Forgotten → Slack reminder → Spreadsheet update → Approval → Manual entry into Workamajig

…you’re literally paying people to do robot work. This integration automates the bureaucratic middlemen so your team can focus on actual work.

Your Move

ApproveThis isn’t magic – it’s just smarter workflow design. The 30-day trial gives full access to all Zapier integrations. If you can’t save at least 10 hours in the first month, we’ll help you cancel. But here’s the real question: Can you afford to keep treating approvals like it’s 1998?

Get Started Free or schedule a 15-minute demo to see how agencies like yours are hitting deadlines without the overtime.

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Integrate with Workamajig Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Workamajig

Suggested workflows (and their Zapier components) for Workamajig

Create opportunities for new approval requests in Workamajig

When a new approval request is received in ApproveThis, automatically create a corresponding opportunity in Workamajig. This ensures every request is tracked as a project opportunity, streamlining your workflow and improving accountability. *Note: Ensure the opportunity aligns with your approval criteria before creation.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Workamajig Logo

Action

Create Opportunity

Creates a new opportunity.

Create approval requests for new leads in Workamajig

Automatically create an approval request in ApproveThis for every new lead added in Workamajig. This automation helps streamline the evaluation and qualification process for incoming leads, ensuring they meet your business criteria. *Note: Predefine the approval conditions for new leads within your request parameters.*

Zapier Components

Workamajig Logo

Trigger

New Lead

Triggers when a new lead is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update contacts after approval decisions in Workamajig

Upon the approval or denial of a request in ApproveThis, update the relevant contact details in Workamajig. This ensures that your contact list is always current and reflective of the most recent approval decisions. *Note: Ensure contact updates are necessary based on approval outcomes to maintain accurate records.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Workamajig Logo

Action

Update Contact

Updates a contact.

Initiate approval requests for updated contacts in Workamajig

Automatically initiate an approval request in ApproveThis whenever a contact is updated in Workamajig. This facilitates necessary reviews and approvals after changes, ensuring data accuracy. *Note: Set evaluation criteria for updates requiring approval first.*

Zapier Components

Workamajig Logo

Trigger

Updated Contact

Triggers when a contact is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create activities for new approval requests in Workamajig

When new approval requests are initiated in ApproveThis, automatically create a corresponding activity in Workamajig to track progress and follow-up actions. This aids in keeping your tasks aligned with approvals management.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Workamajig Logo

Action

Create Activity

Creates a new activity.