ApproveThis manages your Coreo approvals.

Why Combine ApproveThis with Coreo?

Businesses using Coreo for project management or data collection often hit a wall when approvals enter the picture. Manual follow-ups, scattered email chains, and unclear accountability slow down operations. ApproveThis fixes this by adding structured approval automation to Coreo’s flexible workflows. Together, they turn project bottlenecks into seamless handoffs.

Coreo users – whether in construction, marketing, or consulting – gain three advantages: faster decisions (no more chasing approvers), audit-ready records (every approval ties back to Coreo data), and cross-team collaboration (external partners approve via email without needing Coreo access).

Key Integration Use Cases

1. Automate Approvals for New Coreo Records

When a field team submits equipment requests via Coreo, ApproveThis can route them to finance for budget approval. A marketing agency might use this to approve new client onboarding checklists. ApproveThis applies rules like:

• Auto-approving requests under $1K using Approval Thresholds
• Routing high-cost items to department heads via Sequential Approval Groups

Real impact: A renewable energy company reduced invoice processing time by 68% by auto-rejecting submissions missing Coreo project codes.

2. Sync Approved Requests Back to Coreo

Once leadership approves a purchase in ApproveThis, the integration creates a Coreo record with vendor details, dates, and approval notes. This eliminates double-entry for operations teams. For example, a healthcare nonprofit automatically populates Coreo with approved vendor contracts, including compliance sign-offs.

3. Control Project Access with User Approval Workflows

When a new contractor is added to a Coreo project, ApproveThis requires IT and security teams to review their access level. A tech startup uses this to ensure freelancers only see relevant project data. Approval Groups here allow parallel reviews by legal and IT, while Vacation Delegation prevents delays if a manager is out.

Setup Guide: Connect Coreo + ApproveThis in 15 Minutes

Step 1: Create a Zapier account (if new to Zapier).

Step 2: Choose a trigger. For Coreo → ApproveThis flows, select “New Record” in Coreo. For ApproveThis → Coreo syncs, use “New Request” in ApproveThis.

Step 3: Map critical fields. When sending Coreo data to ApproveThis, include:

• Project ID (for tracking)
• Amount fields (to trigger Approval Thresholds)
• Requester email (for status updates)

Step 4: Test with low-risk requests. Submit a sample Coreo record and verify ApproveThis routes it correctly. Use Calculated Fields to auto-flag requests needing exec review.

Team-Specific Benefits

Project Managers

Auto-approve routine task completions (e.g., site inspections) while routing change orders to stakeholders. Real-Time Tracking dashboards show which approvals are delaying milestones.

Finance Teams

Approve purchase requests directly from Coreo budget sheets. Configure thresholds to auto-approve recurring expenses under set limits, reducing review workload by 30-40%.

Operations Leaders

Standardize approvals across locations. A restaurant chain uses Approval Groups to require regional + HQ sign-off on new equipment orders, all triggered from Coreo maintenance logs.

External Partners

Vendors approve quotes via email without Coreo logins. A logistics company shortened contract cycles by 6 days using this method for carrier rate approvals.

Critical Features That Make This Work

While Coreo handles data collection, ApproveThis adds decision-making structure:

Email-Based Approvals
Approvers get a secure link to approve/reject without logging into any system. Legal teams love this for NDAs – they review terms in Coreo, click approve, and it’s logged.

Conditional Routing
If a Coreo record lists “Urgent: High Risk,” ApproveThis skips junior approvers and alerts the COO. Custom logic adapts to your project’s risk matrix.

Audit Trails
Every approval includes timestamps, comments, and approver signatures. During audits, teams pull ApproveThis reports directly into Coreo project archives.

Pitfalls to Avoid

Don’t: Overcomplicate workflows. Start with 2-3 critical approval types (e.g., budgets, vendor adds).
Do: Use Coreo’s webhooks to trigger ApproveThis for time-sensitive requests (e.g., safety incident reports).

Don’t: Assume approvers need training. 87% of approvals happen via email – ApproveThis requires no user onboarding.
Do: Set escalation rules. If a Coreo deadline approaches and approvals are pending, ApproveThis alerts managers.

Getting Started

Companies using Coreo for field data or project tracking should pilot ApproveThis with one workflow:

For procurement teams: Connect Coreo purchase forms to ApproveThis for tiered approvals. CFOs gain visibility into pending requests without micromanaging.

For consultants: Automate client sign-offs on project milestones logged in Coreo. ApproveThis sends reminders to clients, reducing days sales outstanding (DSO).

Ready to eliminate approval delays? Register for ApproveThis or schedule a demo to see live Coreo integrations. For technical details, visit Coreo’s official site.