ApproveThis manages your Hubflo Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: approvals suck. They’re the traffic jam of business processes. Hubflo’s great at managing client portals, but when you need sign-offs on contracts, budgets, or new client onboarding? That’s where things get sticky. ApproveThis doesn’t just automate rubber-stamping – it adds guardrails to your critical decisions. Together, they turn “waiting on approvals” from a company pastime into something that actually moves the needle.

Think of it like this: Hubflo’s your client-facing control center. ApproveThis is the backstage bouncer making sure only the right stuff gets through. Connect them via Zapier, and you’ve got a system where client actions in Hubflo automatically trigger approval workflows – no manual handoffs, no lost emails, no “I thought YOU were handling that.”

Where Hubflo Ends and ApproveThis Starts

Hubflo’s solid at client data management, but approvals? Not their jam. Their triggers around new companies, paid invoices, or client portal signups are perfect starting points for approvals – but you still need something to actually do the approving.

ApproveThis brings the muscle:

• Multi-step approvals with logic (no more “all hands” emails for $50 expenses)
• Automatic escalations when things stall
• Email-based approvals that even your least tech-savvy client can handle

Key thing here: ApproveThis approvers don’t need Hubflo licenses. Huge for external clients or cross-department work. Your accounting team lives in Hubflo? Fine. Your client’s legal team just needs to click “approve” in their inbox? Done.

Real-World Use Cases That Don’t Suck

1. Client Onboarding That Doesn’t Take 3 Weeks

When a new company gets added to Hubflo (client, vendor, whatever), ApproveThis automatically:

• Routes contract review to legal
• Checks budget against current allocations
• Gets final sign-off from the account owner

Who cares: Marketing agencies vetting new clients, SaaS companies onboarding enterprise accounts. Cuts onboarding time from “whenever legal gets to it” to a documented process.

2. Kill Invoice Approval Limbo

Hubflo marks an invoice paid? ApproveThis immediately:

• Flags discrepancies between payment amount and PO
• Requires manager approval for overages
• Auto-archives approved payments in your accounting stack

Who cares: Finance teams tired of chasing down why $12K went missing. Professional services firms tracking retainers.

3. Task Creation That Actually Works

New approval request in ApproveThis? Hubflo auto-creates tasks with:

• Deadlines based on approval type
• Context from the original request
• Auto-assignments based on workload

Who cares: Operations teams managing 100+ concurrent approvals. Stops tasks from getting lost in the shuffle.

4. Client Portal Magic

Client signs up in Hubflo? ApproveThis automatically:

• Triggers NDA approvals
• Starts security clearance workflows
• Onboards external users to project workspaces

Who cares: Consultants working with regulated clients. IT firms handling sensitive data.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. Basic flow:

1. Pick a Hubflo trigger (new company, paid invoice, etc.)
2. Connect to ApproveThis’ “Create Request” action
3. Set up approval logic in ApproveThis (who approves what, escalation rules)
4. Connect approvals back to Hubflo actions if needed

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests that need special handling. Example: If a Hubflo invoice payment exceeds $10K, require CFO approval automatically.

Teams That Benefit Most

Client Services:

No more “the client approved it, I swear!” moments. Every sign-off’s documented with timestamps and comments. Vacation delegation means projects don’t stall when someone’s OOO.

Finance:

Approval thresholds prevent small expenses from clogging the system while flagging big-ticket items. Real-time tracking shows exactly where every payment is stuck.

Operations:

Turn approval SLAs into actual accountability. If legal hasn’t reviewed a contract in 48hrs, it auto-escalates. No more herding cats.

Why This Isn’t Just Another Integration

Most approval tools treat every request the same. ApproveThis adds context-aware logic that actually reflects how your business works. Example:

A marketing agency uses approval groups to route client content approvals:

• First to internal compliance
• Then to client’s marketing lead
• Finally to client’s legal team – but only if budget exceeds $25K

All triggered automatically when new assets hit Hubflo. No manual routing, no missed steps.

Bottom Line

If you’re using Hubflo as more than a glorified file share, you need real approval workflows. ApproveThis adds that layer without making your team learn yet another platform. Clients approve via email, internal teams get tasks auto-created in Hubflo – everyone stays in their happy place.

Ready to stop being a professional nag? Get Started with ApproveThis or schedule a demo to see how it plays with your Hubflo setup.