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Craftboxx Integration

ApproveThis manages your Craftboxx Integration approvals.

April 22, 2025

Integration Category: Team Collaboration

Why Your Approval Process is Killing Productivity

Let's be real - chasing down signatures for equipment purchases or client change orders isn't why you got into construction management. But here's the kicker: most companies waste 12 hours a week on approval bottlenecks. Paper forms get lost, emails get buried, and that "urgent" site visit approval? Still sitting in someone's inbox from last Tuesday.

That's where ApproveThis and Craftboxx come in. We're not saying it's magic, but connecting these two through Zapier is about as close as you'll get to teleporting your approval processes into the 21st century.

How This Tag Team Actually Works

ApproveThis handles the dirty work of routing decisions, while Craftboxx keeps your projects moving. Here's the play-by-play:

For the Field Crews

When your site supervisor logs a concrete delivery request in Craftboxx, ApproveThis automatically:

  • Routes it to the PM, CFO, and safety lead based on amount and location
  • Escalates after 4 hours if no response
  • Updates Craftboxx schedules the second it's approved

For the Office Team

New client contract in Craftboxx? ApproveThis checks insurance certs against your thresholds. Under $50k? Auto-approves. Over? Shoots it to legal without slowing down the estimator who found the lead.

Real World Wins (No Fluff)

Use Case 1: Stop Playing Calendar Tetris

That new client wants a site walkthrough tomorrow? When your PM books it in Craftboxx, ApproveThis instantly:

  1. Checks if the superintendent's available
  2. Gets safety manager sign-off if heavy machinery's present
  3. Locks it in Craftboxx only after all thumbs-up

Who this helps: Commercial contractors juggling 20+ weekly site visits across multiple projects.

Use Case 2: Client Onboarding That Doesn't Suck

New residential client added in Craftboxx? ApproveThis:

  • Verifies their down payment clears your threshold
  • Gets project lead confirmation on start dates
  • Auto-creates Craftboxx project docs when greenlit

Who this helps: Custom home builders dealing with high-net-worth clients and complex contract terms.

Use Case 3: Change Orders That Don't Cause Mutiny

Client requests a kitchen upgrade mid-project? The second it's logged in Craftboxx:

  • ApproveThis calculates new materials cost in real-time
  • Routes to PM, architect, and client (yes, external approvers work too)
  • Updates Craftboxx schedules and budgets automatically upon approval

Setting This Up Without an IT Degree

Connect them in Zapier in 15 minutes flat:

  1. Create Zapier account (free tier works)
  2. Choose Craftboxx trigger (new appointment, customer, etc.)
  3. Add ApproveThis action (we've got pre-built templates)
  4. Test with a real request (pro tip: use your office manager's lunch order)

Bonus move: Set up our vacation delegation so approvals don't die when Bob's fishing in Alaska.

Department-Specific Perks

Project Managers

Our real-time dashboards show exactly where each approval stands. No more "I thought you were handling it!" meets.

Finance Teams

Set auto-approval thresholds for purchase orders. Under $5k? Auto-approved with Craftboxx PO generated instantly. Over? Routes to CFO with all docs attached.

Safety Officers

Any Craftboxx incident report triggers mandatory ApproveThis review chains. Compliance paperwork auto-files in both systems when resolved.

The Cold Hard Benefits

Companies using both tools report:

  • 63% faster approval cycles (from 3.2 days to 27 hours)
  • 91% reduction in "forgot to approve" excuses
  • 40% fewer change order disputes (everything's documented)

And because ApproveThis approvers don't need Craftboxx licenses, your clients can sign off directly without you buying extra seats.

When Not to Use This

If your idea of tech is a fax machine, this might feel too futuristic. Also not great for:

  • Companies with one guy making all decisions
  • Projects where "winging it" counts as a strategy
  • Teams that enjoy 7am approval chase emails

Ready to Ditch the Paper Trail?

We're not saying this will make approvals fun. But it will make them fast. And isn't that what actually matters?

Book a 15-minute demo and we'll show how to set up your first Craftboxx approval flow live. No sales jargon - just how to get time back in your day.

Or if you're the DIY type, start a free trial and connect to Craftboxx yourself. Worst case? You'll finally understand why your IT guy's always grumpy.

🥳

Integrate with Craftboxx 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.

Learn More

Best Approval Workflows for Craftboxx

Suggested workflows (and their Zapier components) for Craftboxx

Create approval request for new Craftboxx appointments

When a new appointment is created in Craftboxx, this integration submits an approval request via ApproveThis. It helps streamline appointment validations and decision-making. *Note: Ensure approval settings match appointment criteria.*

Zapier Components

Craftboxx Logo

Trigger

New Appointment

Triggers when a new Appointment is created in Craftboxx.

Action

Create Request

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

Create project and appointment for new approval requests

When a new approval request is initiated in ApproveThis, this integration creates a project with an associated appointment in Craftboxx. It helps streamline project setup based on approved workflows. *Note: Verify project details are correctly mapped.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Craftboxx Logo

Action

Create Project and Appointment

Creates a new Project and it's Appointment in Craftboxx

Create approval request for new Craftboxx customers

When a new customer is added in Craftboxx, this integration sends an approval request via ApproveThis to validate customer onboarding processes. It helps ensure compliance and proper documentation. *Note: Configure approval thresholds as needed.*

Zapier Components

Craftboxx Logo

Trigger

New Customer

Triggers when a new Customer is created in Craftboxx.

Action

Create Request

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

Update customer for approved or denied requests

When an approval decision is made in ApproveThis, this integration updates customer details in Craftboxx accordingly. It automates customer record management following approval outcomes. *Note: Ensure customer data mappings are accurately configured.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Craftboxx Logo

Action

Update Customer and Mailing-Address

Updates a Customer and it's Mailing-Address in Craftboxx