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RoboHead Integration

ApproveThis manages your RoboHead Integration approvals.

April 17, 2025

Integration Category: Project Management

Why This Integration Isn’t Just Another Corporate Buzzword

Let’s cut through the noise: approvals suck. They’re the traffic jams of business operations. RoboHead handles project management like a pro, but when you pair it with ApproveThis, you’re not just managing projects – you’re bulletproofing your workflow. We’re talking about turning “Hey, can you sign off on this?” into a silent, automated handshake between systems. For teams between 50-5000 people, this isn’t about being fancy – it’s about not wasting 17% of your workweek chasing down signatures.

Where RoboHead Ends and ApproveThis Begins

RoboHead’s great at keeping projects on track, but let’s be real – it doesn’t care if your budget gets approved or if legal actually reviews the contract. That’s where ApproveThis comes in clutch. While RoboHead organizes tasks and deadlines, ApproveThis handles the gatekeeping: budget sign-offs, vendor approvals, compliance checks. Together, they’re like a nightclub bouncer and floor manager working in perfect sync – one checks the list, the other keeps the party moving.

Real-World Use Cases That Don’t Put People to Sleep

The Project Kickstart Tango

Here’s how it plays out for a mid-sized marketing agency: Their sales team lands a new client project in RoboHead. Instead of Slack-bombing the exec team for approval, ApproveThis automatically fires off a request with project scope, budget, and timeline. The CMO approves directly from email while boarding a flight. RoboHead auto-updates the project status before the sales team finishes their victory coffees.

The Two-Way Street

A manufacturing company uses the reverse flow: When their procurement team submits a $250K equipment request via ApproveThis, the approval triggers RoboHead to create a vendor onboarding project. No more spreadsheets. No “Did you see my email?”. Just a clean handoff where approvals actually translate into action.

The Oops Insurance

Picture a healthcare org: Compliance denies a marketing request in ApproveThis. Within minutes, RoboHead automatically pauses the related campaign project and notifies the team. No manual cleanup. No regulatory fines. Just a closed loop that turns “no” into immediate next steps.

Department-Specific Wins That Actually Matter

For Creative Teams

Your designers live in RoboHead tracking revisions. With ApproveThis baked in, every final deliverable auto-triggers client approval workflows. No more “New Final_v3_REALLYFINAL.pdf” emails. Clients get a clean approval portal, creatives keep their sanity.

For Finance

AP teams set approval thresholds in ApproveThis – anything under $5K auto-approves, bigger purchases route to the CFO. Approved invoices automatically create payment tracking projects in RoboHead. Month-end closes stop being horror shows.

For External Partners

Here’s the kicker: Vendors or clients can approve directly via email or portal without needing RoboHead access. Your procurement team isn’t buying 50 extra RoboHead licenses just for occasional approvals. It’s like giving someone a guest pass instead of a full gym membership.

Setting This Up Without Needing an IT Degree

Through Zapier, you’re connecting two pipes:

  1. Hook up RoboHead to ApproveThis (takes 4 minutes)
  2. Set triggers: New projects → Approval requests or Approval decisions → Project updates
  3. Map critical fields: Project IDs, budget numbers, decision comments

Pro tip: Use ApproveThis’ calculated fields to auto-flag projects exceeding budgets before they even hit approval queues.

Advanced Features You’ll Actually Use

While RoboHead tracks deadlines, ApproveThis brings:

  • Vacation Delegation: Approver OOO? Requests auto-reroute without missing a beat
  • Approval Chains: Legal signs off before Finance, but only for contracts over $100K
  • Real-Time Dashboards: See approval bottlenecks as they happen – before projects stall

Why This Isn’t Just for Tech Nerds

A construction company uses this combo to approve change orders. Field leads submit requests via ApproveThis, approved orders auto-update RoboHead projects, triggering material orders and crew schedules. Two months in, they cut project delays by 40%. Not because they’re fancy – because they stopped relying on Post-It notes and “Hey, did you get my voicemail?”

The Bottom Line

This integration isn’t about replacing how you work – it’s about eliminating the 37 back-and-forth emails that shouldn’t exist in 2024. Whether you’re managing 50 projects or 5,000, the combo lets you scale approvals without scaling headaches.

Next steps: If your approval process still involves typing “APPROVED” in email subject lines, it’s time to try ApproveThis with your existing RoboHead setup. Or book a 12-minute demo to see how approval automation actually works when it’s not overcomplicated.

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Integrate with RoboHead 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 RoboHead

Suggested workflows (and their Zapier components) for RoboHead

Create approval requests for new RoboHead projects

When a new project is created in RoboHead, this automation submits an approval request in ApproveThis to validate the project before proceeding. It streamlines decision-making by ensuring all projects receive proper review. *Note: Map project details carefully to match approval criteria.*

Zapier Components

RoboHead Logo

Trigger

New Project

Triggers when a new project is created.

Action

Create Request

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

Create RoboHead projects for new approval requests

When an approval workflow is initiated in ApproveThis, this integration creates a new project in RoboHead to start your initiative. It ensures that every request moves seamlessly into project setup. *Note: Confirm that approval details are mapped to the correct project fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

RoboHead Logo

Action

Create Project

Create a project in RoboHead

Update RoboHead projects based on approval outcomes

When a request is approved or denied in ApproveThis, this automation updates the corresponding project in RoboHead to reflect the decision. It ensures that project data remains current with the latest approved changes. *Note: Verify that project identifiers are synced between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

RoboHead Logo

Action

Update Project

Update a project in RoboHead