ApproveThis manages your Goliath Systemer Integration approvals.

Why Connect Goliath Systemer with ApproveThis?

Goliath Systemer helps teams manage tasks, projects, and customer interactions in one platform. ApproveThis adds precision to decision-making by automating approval workflows. Together, they create a closed-loop system where actions in Goliath automatically trigger reviews in ApproveThis – eliminating bottlenecks while maintaining oversight.

Key Benefits for Cross-Functional Teams

Operations teams reduce manual follow-ups by routing Goliath tasks through ApproveThis' conditional approval logic. Finance gains control through automated thresholds for budget-related requests. Project managers maintain velocity with real-time tracking of task approvals. External partners can approve directly via email without needing Goliath licenses – ideal for client-facing workflows.

Use Case 1: Customer Onboarding with Built-In Compliance

When Goliath Systemer detects a new customer profile, ApproveThis can:

• Route contracts to legal teams based on deal size thresholds
• Require dual approvals for high-risk clients
• Auto-archive approved records in Goliath

A marketing agency uses this to ensure all new client contracts over $10K get automatic CFO review. Approvers receive email notifications with embedded contract PDFs – no login required. Once approved, Goliath auto-updates the client status to "Active."

Use Case 2: Task Management with Accountability

New tasks in Goliath Systemer can require approval before assignment when:

• Tasks exceed 20+ hours of estimated work
• They involve external contractors
• They impact multiple departments

A construction firm automates approvals for equipment rental tasks. Field supervisors submit requests via Goliath mobile, triggering ApproveThis workflows that route to fleet managers. Vacation delegation ensures replacements review requests if primary approvers are out.

Use Case 3: Notes and Documentation Review

Quality teams configure ApproveThis to flag Goliath notes containing specific keywords (e.g., "safety incident") for mandatory review. A healthcare provider uses this to automatically escalate patient care notes mentioning medication errors to compliance officers.

Implementation Steps

1. Map Critical Processes: Identify which Goliath triggers (new customers, tasks, notes) require approvals.
2. Build Approval Paths: Use ApproveThis to set up role-based sequences – e.g., "All invoices >$5K need manager → CFO approval."
3. Connect via Zapier: Create Zaps that send Goliath data to ApproveThis, then return decisions back to Goliath.
4. Test Thresholds: Verify conditional logic like auto-approvals for low-risk items.
5. Train Teams: Show approvers how to use email-based decisions and delegates.

Advanced Configuration Options

Calculated Fields: Auto-calculate project budgets in approval requests by pulling hours from Goliath tasks and multiplying by hourly rates stored in ApproveThis.
Escalation Rules: If a Goliath task approval sits pending for 48 hours, automatically reassign it via ApproveThis' escalation paths.
Cross-Platform Sync: Approved vendor requests in ApproveThis can auto-create supplier records in Goliath Systemer.

Department-Specific Advantages

HR: Approve employee onboarding tasks only after background checks clear.
Sales: Auto-route discounted proposals through revenue approval chains.
IT: Require CISO approval for new software procurement tasks over $5K.
Legal: Flag Goliath contracts containing non-standard clauses for manual review.

Cost and Time Savings

A logistics company reduced invoice processing time from 6 days to 12 hours by connecting Goliath Systemer with ApproveThis. Their AP team saved 11 hours/week previously spent chasing approvers. Approval thresholds auto-approved 37% of routine requests without human intervention.

Getting Started

1. Create a Zapier account if you don’t have one.
2. Connect your Goliath Systemer and ApproveThis accounts in Zapier.
3. Choose a trigger event from Goliath (e.g., "New Customer").
4. Set the action to "Create Request" in ApproveThis.
5. Map critical data fields between systems (e.g., Goliath Customer ID → ApproveThis Reference Number).

Final Recommendations

Start with high-impact processes like contract approvals before expanding to less critical workflows. Use ApproveThis' real-time dashboards to identify recurring bottlenecks – if 80% of delayed tasks await marketing approval, consider adjusting thresholds or adding secondary approvers.

Ready to automate your approvals? Book a demo to see how ApproveThis complements Goliath Systemer, or start a free trial to build your first workflow today.