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Trackado Integration

ApproveThis manages your Trackado Integration approvals.

April 17, 2025

Integration Category: Documents

Let's be real: chasing down signatures and approvals is about as fun as watching a PDF load. Between contract drafts floating in email purgatory and stakeholders ghosting your reminders, it's amazing anything gets done. That's why pairing ApproveThis with Trackado isn't just smart - it's basically an anti-frustration device for your legal, sales, and operations teams.

Why This Combo Works Like a Double Shot of Espresso

Trackado keeps your contracts organized. ApproveThis makes sure they actually get signed. Together through Zapier, they turn "Hey, can you look at this?" into a process that doesn't make people want to throw their laptop out a window.

Here's the breakdown:

  • Trackado's Job: Be the single source of truth for contracts. Drafts, templates, deadlines - all in one place that doesn't look like it was designed in 1998.
  • ApproveThis' Job: Hunt down approvers like a polite but persistent bloodhound. Automatically route documents, nudge people, and make sure Karen from legal doesn't hold up your Q4 deal because she's on vacation.

Real Companies Saving Real Time (and Sanity)

Let's talk about how this actually plays out in the wild:

Use Case 1: When "Urgent" Actually Means Something

Imagine you're a medical device company. Trackado flags that your supplier contract renewal is coming up. Instead of playing email tag with procurement, ApproveThis:

1. Automatically creates an approval task with the contract attached
2. Routes it to the right people based on dollar value (thanks to approval thresholds)
3. Escalates to the CFO if it hits $50k+
4. Updates Trackado with approval status so everyone knows where things stand

No more "I thought you were handling this" meetings. Just actual visibility.

Use Case 2: Sales Teams That Don't Drop the Ball

Your enterprise sales rep closes a big deal. High fives all around. Then... radio silence while legal takes 3 weeks to draft the contract. With this integration:

- Approved quote in ApproveThis? Triggers Trackado to auto-generate the contract draft
- Sales ops gets notified to review before it goes out
- Everyone works off the same version instead of 12 conflicting Google Docs

Setup That Doesn't Require an IT Degree

If you can make a TikTok account, you can connect these tools through Zapier:

1. Open Zapier, create a new Zap
2. For Trackado triggers: Choose "Event Reminder Due" or "New Contract Draft"
3. For ApproveThis actions: Pick "Create Request" or "Update Approval Status"
4. Map your contract fields to approval fields (takes 2 minutes)
5. Test with a real contract (pro tip: use your coffee budget approval as guinea pig)

Why Your CFO Will Actually Smile

Approval thresholds mean small stuff gets auto-approved. $500 office chair? Gone through before you finish your latte. $50k software purchase? Still needs eyes on it, but the system routes it correctly without you playing traffic cop.

Department-Specific Wins

Legal Teams:

Version control isn't a mythical creature anymore. Trackado maintains the source of truth while ApproveThis handles redlining approvals. Bonus: External counsels can approve via email without getting Trackado access.

Procurement:

New vendor request form gets submitted? Trackado auto-generates the MSA while ApproveThis routes insurance cert approvals. No more spreadsheets with 200 tabs.

Sales Ops:

Custom calculated fields in ApproveThis mean deal discounts auto-trigger the right approval path. 10% off? Auto-approved. 25%? Goes straight to VP Sales without manual checks.

The Killer Feature Everyone Misses

Vacation delegation. John from compliance is hiking the Alps? ApproveThis automatically reassigns his contract reviews to Sally without you needing to remember he's OOO. Trackado still shows the complete audit trail so John can catch up later.

When Not to Use This

If your approval process is "Shout across the office until someone nods", maybe stick with Post-Its. But if you need actual compliance tracking (especially in regulated industries), this combo actually holds up under audit.

Making It Stick in Your Company

Start with one painful process - maybe NDAs or purchase orders. Show the team how approvals now take 2 days instead of 2 weeks. Then expand to other areas when they beg you for more automation.

No, Really - Try This Today

ApproveThis works with your existing Trackado setup. Approvers don't need new logins - they can approve via email like civilized people. Your contracts stay in Trackado, your process stays compliant, and you get to leave work at 5 PM for once.

Ready to stop being a human routing bot? Get started with ApproveThis or schedule a 15-minute demo that actually shows real workflows, not sales fluff.

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Integrate with Trackado 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 Trackado

Suggested workflows (and their Zapier components) for Trackado

Create approval requests for new event reminders from Trackado

When an event reminder becomes due or overdue in Trackado, create a new approval request in ApproveThis to ensure timely follow-up. This integration streamlines event management and reinforces accountability under an established approval workflow. *Note: Verify field mapping to ensure event details are accurately transferred.*

Zapier Components

Trackado Logo

Trigger

Event Reminder Due or Overdue

Triggers when an event's reminder is due today or overdue.

Action

Create Request

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

Create contract drafts for new approval requests

When a new approval request is received in ApproveThis, automatically create a contract draft in Trackado to expedite document processing. This integration bridges approval workflows with contract management, saving time and reducing manual errors. *Note: Configure contract fields to match the approval request details.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Trackado Logo

Action

Create Contract Draft

Creates a contract draft in the inbox.