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Easydoc Integration

ApproveThis manages your Easydoc Integration approvals.

April 17, 2025

Integration Category: Documents

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: approvals suck. Chasing signatures, lost documents, and endless email threads are the silent killers of productivity. That’s where ApproveThis and Easydoc come in – not as band-aids, but as a power couple that actually fixes how businesses handle decisions.

Easydoc handles the paperwork. ApproveThis handles the decisions. Together through Zapier, they turn “Where’s that contract?” into “It’s already done.” We’re talking about eliminating the back-and-forth that happens when your legal team needs sign-off on an NDA, finance needs to approve a vendor contract, or HR’s waiting on executive approval for a new hire offer letter.

What Happens When Approval Meets Execution

Here’s the dirty secret about most integrations: they just move data from point A to point B. This one’s different. When you connect ApproveThis and Easydoc, you’re building a system where documents trigger decisions, and decisions trigger actions – automatically. No human babysitting required.

Example: A sales team uses Easydoc to send out a client proposal. The moment it’s signed, ApproveThis automatically routes it for internal approvals based on deal size. If it’s under $50K? Auto-approved. Over? Goes straight to the VP’s inbox. Approved? The signed contract gets filed without anyone lifting a finger.

Real Teams Getting Real Results

HR Teams That Actually Onboard People On Time

HR departments in manufacturing companies use this integration to handle union contracts. When a new employee is added in Easydoc, ApproveThis automatically routes their employment agreement based on role: shop floor contracts go to plant managers, executive comp plans go to the board. Vacation delegation ensures approvals never stall when managers are out.

Finance Teams That Don’t Miss Quarter Closes

A mid-sized SaaS company uses the integration for vendor agreements. Every signed SOW in Easydoc triggers an approval chain in ApproveThis that checks against budget thresholds. If the total exceeds the department’s remaining budget, it escalates to the CFO. Calculated fields automatically show remaining budget in the approval request.

Legal Teams That Avoid Last-Minute Fire Drills

Law firms handling client contracts set up approval groups for consensus-based reviews. When a client signs an updated MSA in Easydoc, ApproveThis routes it to all partners simultaneously. The first three approvals greenlight the document, with real-time tracking showing exactly who’s dragging their feet.

How to Set This Up Without an IT Degree

1. Create a Zapier account (takes 2 minutes)
2. Choose your trigger in Easydoc (like “Document Signed”)
3. Select ApproveThis as the action (“Create Request”)
4. Map the document details to approval fields
5. Test with a $10 contract approval (so you screw up small first)

Pro tip: Use ApproveThis’ calculated fields to auto-flag contracts that exceed usual amounts. No need to manually check every PDF.

The Nuts and Bolts You Actually Care About

License-Free Approvers (Your Wallet Says Thanks)

Here’s the kicker: external clients or contractors can approve documents in ApproveThis without needing an Easydoc license. They get an email, click approve/reject, and you’re done. No “Can you export this to PDF?” nonsense.

Thresholds That Actually Work

Set rules like “Auto-approve NDAs under $5K value” or “Route all healthcare contracts to compliance first”. It’s not just about speed – it’s about forcing consistency in how decisions get made.

The Vacation Switch

Approver out climbing Machu Picchu? Approval chains automatically reroute to their backup. No more “Waiting on Karen from Accounting” status updates.

When Not to Use This Integration (Yes, Really)

This isn’t magic fairy dust. If your approval process changes daily, or you need 15 people to sign off on a coffee order, fix your process first. But for standard document flows – contracts, HR docs, purchase agreements – it’s borderline criminal not to automate.

What You’re Really Solving Here

This isn’t about “digital transformation” buzzwords. It’s about:

  • Sales teams closing deals faster because legal isn’t bottleneck
  • HR getting offers out before candidates ghost you
  • Finance avoiding late payment fees because PO approvals took 3 weeks

The ROI isn’t in hours saved – it’s in deals that close, hires that stick, and audits you pass without breaking a sweat.

Ready to Stop Being a Human Routing Bot?

You’ve got two options: Keep playing document tag across email, Slack, and carrier pigeon. Or set up the ApproveThis-Easydoc integration in an afternoon and actually focus on work that matters.

Book a 15-minute demo and we’ll show you exactly how a manufacturing company cut their contract approval time from 14 days to 38 hours. No sales fluff – just the specs and real use cases.

Or if you’re the DIY type, start a free trial and connect your Easydoc account through Zapier. First automation’s on us.

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Integrate with Easydoc 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 Easydoc

Suggested workflows (and their Zapier components) for Easydoc

Create approval requests for new signed documents

When a document is signed in Easydoc, this integration creates an approval request in ApproveThis. The automation streamlines document sign-offs and ensures timely approvals. *Note: Verify document details are included in the approval request.*

Zapier Components

Easydoc Logo

Trigger

Document Signed

Triggers when Document Signed.

Action

Create Request

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

Create contacts for new approval requests

When a new approval request is initiated in ApproveThis, a new contact is created in Easydoc. This integration ensures that contacts related to approval requests are efficiently recorded. *Note: Ensure mapping of approval request data to contact information.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Easydoc Logo

Action

Create Contact

Create a new contact

Create approval requests for new contacts

When a new contact is created in Easydoc, an approval request is automatically generated in ApproveThis. This integration helps streamline contact onboarding and ensures approvals are tracked. *Note: Customize the approval criteria as required.*

Zapier Components

Easydoc Logo

Trigger

Contact Created

Triggers when a created contact.

Action

Create Request

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

Create approval requests for new employees

When a new employee is added in Easydoc, an approval request is triggered in ApproveThis to streamline onboarding approvals. The automation speeds up decision making and improves efficiency. *Note: Adjust approval routing based on employee roles.*

Zapier Components

Easydoc Logo

Trigger

Employee Created

Triggers when a created employee.

Action

Create Request

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

Send envelopes for completed approvals

When an approval request is completed in ApproveThis, an envelope is sent in Easydoc to finalize document processing. This integration ensures that finalized approvals result in prompt follow-up actions. *Note: Confirm envelope details are configured properly.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Easydoc Logo

Action

Send a Envelope

Send a Envelope