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Flocksy Integration

ApproveThis manages your Flocksy Integration approvals.

April 17, 2025

Integration Category: Marketing

When Approval Management Meets Creative Production

Let’s cut to the chase: creative teams move fast, but approval processes? Not so much. That’s where pairing Flocksy’s project management with ApproveThis’ approval automation creates something smarter than your average workflow. We’re talking about turning “waiting for feedback” from a bottleneck into a speed bump.

Why This Combo Works

Flocksy handles the creative heavy lifting – project briefs, file sharing, client communication. ApproveThis handles the decision-making – routing files to the right people, enforcing approval rules, tracking every “yes” or “no.” Together through Zapier, they create a closed-loop system where creative output automatically triggers approval processes, and approvals automatically update project statuses. No more chasing down stakeholders in Slack or digging through email chains.

Real Workflows for Actual Humans

Here’s how mid-sized companies are using this integration to actually get work done:

1. The Design-to-Approval Shuttle

Scenario: Your agency finishes a client logo in Flocksy.
Automation: File upload → Approval request → Client decision → Flocksy status update
Team Impact: Designers stop playing middleman between clients and PMs. Approvers get clear context (actual files + brief) in approval emails.

2. The Budget Gatekeeper

Scenario: New $15K website project request in ApproveThis
Automation: Approval threshold met → Auto-create Flocksy project + notify finance
Finance Win: Uses ApproveThis’ calculated fields to auto-flag projects exceeding department budgets before they start.

3. The Revision Vortex Killer

Scenario: Client asks for "one more small change" (for the 7th time)
Automation: New Flocksy comment → Approval checkpoint → Lock project if over revision limit
Operations Win: Enforces SOW terms without awkward client conversations.

Setting Up Without Losing Your Mind

Here’s the 3-step reality check:

  1. Connect both apps to Zapier (takes 2 minutes each)
  2. Pick your trigger: “File delivered in Flocksy” or “New approval request” work best
  3. Map these 3 fields: Project ID → Approval Ticket, Due Date → SLA Deadline, Client Name → Approval Group

Pro tip: Use ApproveThis’ vacation delegation so client PTO doesn’t bottleneck approvals. Their substitute gets auto-assigned without needing Flocksy access.

Who Actually Benefits?

Marketing Teams

Stop herding cats for campaign approvals. When Flocksy projects hit specific milestones (final copy, design mockups), ApproveThis automatically routes them to legal + compliance teams. Bonus: Use approval groups to require consensus from all stakeholders at once instead of sequential delays.

Operations Managers

Two words: audit trails. Every approved/rejected decision in ApproveThis auto-logs as a Flocksy project comment with timestamps and decision reasons. No more “Who approved this?!” witch hunts during post-mortems.

External Clients

Here’s the kicker: clients can approve deliverables directly from email without needing a Flocksy login. ApproveThis shows them a stripped-down view of just the files needing approval, while your team keeps working in Flocksy. License cost saved: $50/user/month.

The Unsexy (But Critical) Details

We’re not here to oversell:

  • Security: ApproveThis inherits Flocksy’s permissions – external approvers only see what you let them
  • Error Handling: If a Zap fails, both apps maintain separate audit logs for cross-referencing
  • Customization: Match approval steps to Flocksy project templates (e.g., simple banner ad vs. full rebrand)

Getting Started Without the Hype

If you’re managing 50+ creative projects monthly with multiple stakeholders, this integration pays for itself in saved labor hours. The setup’s straightforward, but here’s our challenge: automate one approval process this week. See how much time your team gets back.

Connect via Zapier | Flocksy Details

Ready to stop being a human router for approval requests? Book a 15-minute demo or start a free trial. No “platform evangelist” will call you – we promise.

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Integrate with Flocksy 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.

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Best Approval Workflows for Flocksy

Suggested workflows (and their Zapier components) for Flocksy

Create approval requests for new Flocksy project files

Ensure all files uploaded to your projects are reviewed promptly with this automation. Whenever a file is delivered on a Flocksy project, an approval request is created in ApproveThis, streamlining the review process and enhancing communication between teams.

Zapier Components

Flocksy Logo

Trigger

File Delivered

Triggers when designer upload the files in the project detail chat.

Action

Create Request

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

Initiate approvals for new Flocksy projects

Automate your project management by initiating an approval process for every new project in Flocksy. This integration will create an approval request in ApproveThis, helping you ensure that all new projects meet your organizational standards before proceeding.

Zapier Components

Flocksy Logo

Trigger

New Project

Triggers when a new project is posted.

Action

Create Request

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

Add comments on Flocksy projects when requests are approved/denied

Enhance communication efficiency by automatically adding comments to the Flocksy project detail chat whenever a request in ApproveThis is approved or denied. Keep your team updated on approval status without manual updates or follow-ups.

Zapier Components

Flocksy Logo

Trigger

New Comment

Triggers when account-manager/designer post comment in the project detail chat.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Create Flocksy projects for new ApproveThis requests

Streamline project initiation by automatically creating new Flocksy projects when a new request starts in ApproveThis. This ensures that each approval process is seamlessly followed by project setup, without delays.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Flocksy Logo

Action

Create a Project

Creates a New Project.