Skip to content
Cinode Integration

ApproveThis manages your Cinode Integration approvals.

April 17, 2025

Integration Category: Crm

Why These Two Tools Hit Different

Let’s cut to the chase: consultancies waste about 12 hours a week chasing down approvals. That’s 624 hours a year spent nagging people to click “approve” on project briefs, client contracts, or resource allocations. ApproveThis and Cinode fix this by doing the nagging for you – but with way better manners.

Cinode runs the nuts and bolts of your consultancy – client data, project pipelines, skills tracking. ApproveThis handles the decision-making chaos. Together, they turn “Hey, did you approve that thing?” into a solved problem. We’re talking automated approval chains that kick off the second a project gets added, budget checks that happen before anyone wastes time on scoping, and client onboarding that doesn’t require 17 reminder emails.

What Happens When You Connect the Dots

ApproveThis isn’t just a digital rubber stamp. It’s built for consultancies where a single project might need sign-off from finance (budget), legal (contract terms), and a practice lead (resource availability). Cinode knows who’s available, what skills they have, and how projects are tracking. Zapier acts as the bridge between these two worlds.

ApproveThis Brings:

  • Approval logic that actually understands conditional rules (“If project budget > $50K, require CFO sign-off”)
  • Email approvals so external clients can greenlight things without logging into yet another portal
  • Real-time tracking so you know exactly why a project’s stuck

Cinode Handles:

  • Matching consultants to projects based on actual availability and skills
  • Centralizing client/project data so approvals aren’t flying blind
  • Tracking project health so you can course-correct before the client notices

Example: A new enterprise client project pops up in Cinode. ApproveThis automatically routes it for approvals – first to legal for NDA review, then to resourcing to confirm team availability, finally to the client for budget sign-off. All without someone manually forwarding emails or updating spreadsheets.

Real Workflows for People Who Hate “Workflow Theater”

These aren’t hypothetical use cases. We’re talking about fixing the exact crap that makes consultancy ops managers drink at noon.

Use Case 1: Killing Project Scope Creep

The Problem: Your sales team overpromises, your delivery team underdelivers, and everyone blames “communication gaps.”

The Fix: Connect Cinode’s new project triggers to ApproveThis. Now every project requires sign-off on:

  • Budget vs. proposed scope (using ApproveThis’ calculated fields)
  • Resource availability (pulled from Cinode’s skills database)
  • Client contract terms (auto-attached from Cinode’s docs)

Who Cares: IT consultancies where a single under-resourced project can tank margins. Now the sales-to-delivery handoff has guardrails.

Use Case 2: Client Onboarding That Doesn’t Suck

The Problem: New clients get stuck in “approval limbo” between sales, legal, and account management.

The Fix: When ApproveThis gets a client contract approval, Cinode auto-creates their project space, assigns a lead, and triggers the kickoff checklist. Bonus: ApproveThis’ email approvals let clients sign off without another login.

Who Cares: Marketing agencies onboarding 10+ clients/month. Cut the “Where are we on this?” emails by 60%.

Use Case 3: Stop Overloading Your Top Talent

The Problem: Your best people get booked on every project until they quit.

The Fix: Cinode tracks consultant workloads. ApproveThis uses this data to auto-reject resource requests that would overbook someone (via approval thresholds). It then suggests alternatives from Cinode’s skills database.

Who Cares: Management consultancies competing for specialized talent. Protect your rainmakers from burnout.

Setting This Up Without Losing Your Mind

If you can set up a Slack channel, you can connect ApproveThis and Cinode. Here’s the 30-second version:

  1. Log into Zapier (you’ll need an account)
  2. Choose a trigger from Cinode – like “New Project” or “New Customer Contact”
  3. Select ApproveThis as the action – usually “Create Request”
  4. Map Cinode’s data (project budget, client name) to ApproveThis’ approval fields
  5. Test it with a real project. If it works, stop micromanaging approvals.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag projects that exceed budget thresholds or require special approvals. Cinode’s data makes this actually accurate.

Why Your Teams Will Actually Use This

Most workflow tools get ignored because they’re more work than they’re worth. Here’s why this combo’s different:

For Sales Teams:

No more chasing legal for contract approvals. Set up sequential approvals where legal gets notified automatically after the client signs off. ApproveThis shows real-time statuses, so you know when to nudge vs. when to back off.

For Delivery Leads:

ApproveThis pulls live resource availability from Cinode. Request a senior developer, and the system automatically checks if they’re already booked on three other projects. No more awkward conversations about overallocation.

For Finance:

Approval thresholds mean anything over $X requires your eyes. But the best part? ApproveThis can auto-approve budget increases under 10% if the project’s margin stays above a certain level (using calculated fields). Fewer interruptions, same control.

The Silent Killer Feature: External Approvals

Here’s what no one talks about: your clients hate logging into your systems. ApproveThis lets them approve contracts, change orders, or deliverables via email. No extra licenses, no password resets, no “I didn’t see the notification.”

Example: A client needs to approve a project scope change. The request goes from Cinode → ApproveThis → client’s inbox. They click “Approve,” and Cinode automatically updates the project timeline. All without your team playing middleman.

When to Steal These Ideas

This isn’t just for enterprise teams. A 75-person tech consultancy uses this setup to:

  • Auto-approve project extensions under 2 weeks
  • Require CTO sign-off for any new tech stack proposals
  • Notify clients 14 days before contract renewals (using Cinode’s dates + ApproveThis’ reminders)

Their ops lead said it best: “It’s like we hired a coordinator who never sleeps.”

Your Move

ApproveThis isn’t another tool – it’s how you make Cinode actually accountable. You’ve already got the project data. Now add approval logic that doesn’t rely on people being perfect.

Register for ApproveThis and connect it to Cinode in an afternoon. Or book a demo to see how a 200-person agency cut approval delays by 80%.

Either way, stop letting approval chaos dictate your pace. These two tools are your exit ramp.

🥳

Integrate with Cinode 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 Cinode

Suggested workflows (and their Zapier components) for Cinode

Create approval request for new projects

When a new project is added in Cinode, an approval request is automatically created in ApproveThis for review. This integration ensures that project details are approved before progressing.

Zapier Components

Cinode Logo

Trigger

New Project

Triggers when a new Project is added.

Action

Create Request

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

Create customer from new approval requests

When a new approval request is received in ApproveThis, a new customer is created in Cinode. This integration streamlines customer onboarding by linking approval workflows to customer creation.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Cinode Logo

Action

Create Customer

Creates a new customer.

Create approval request for new customer contacts

When a new customer contact is added in Cinode, an approval request is generated in ApproveThis for verification. This automation helps ensure that customer contact information undergoes proper approval.

Zapier Components

Cinode Logo

Trigger

New Customer Contact

Triggers when new customer contact is created.

Action

Create Request

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

Create approval request for webhook projects

When a project is created through a webhook in Cinode, an approval request is sent to ApproveThis. This integration enhances oversight for projects that are added dynamically through webhooks.

Zapier Components

Cinode Logo

Trigger

New Project (Webhook)

Trigger by webhook when new project is created

Action

Create Request

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