ApproveThis manages your Easydoc Integration approvals.
April 17, 2025
Integration Category: Documents
Why This Integration Isnât Just Another âNice to Haveâ
Letâs cut to the chase: approvals suck. Chasing signatures, lost documents, and endless email threads are the silent killers of productivity. Thatâs where ApproveThis and Easydoc come in â 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 âWhereâs that contract?â into âItâs already done.â Weâre 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 HRâs waiting on executive approval for a new hire offer letter.
What Happens When Approval Meets Execution
Hereâs the dirty secret about most integrations: they just move data from point A to point B. This oneâs different. When you connect ApproveThis and Easydoc, youâre building a system where documents trigger decisions, and decisions trigger actions â automatically. No human babysitting required.
Example: A sales team uses Easydoc to send out a client proposal. The moment itâs signed, ApproveThis automatically routes it for internal approvals based on deal size. If itâs under $50K? Auto-approved. Over? Goes straight to the VPâs 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 Donât 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 departmentâs 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 whoâs 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 âDocument Signedâ)
3. Select ApproveThis as the action (âCreate Requestâ)
4. Map the document details to approval fields
5. Test with a $10 contract approval (so you screw up small first)
Pro tip: Use ApproveThisâ 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)
Hereâs the kicker: external clients or contractors can approve documents in ApproveThis without needing an Easydoc license. They get an email, click approve/reject, and youâre done. No âCan you export this to PDF?â nonsense.
Thresholds That Actually Work
Set rules like âAuto-approve NDAs under $5K valueâ or âRoute all healthcare contracts to compliance firstâ. Itâs not just about speed â itâs 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 âWaiting on Karen from Accountingâ status updates.
When Not to Use This Integration (Yes, Really)
This isnât 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 â contracts, HR docs, purchase agreements â itâs borderline criminal not to automate.
What Youâre Really Solving Here
This isnât about âdigital transformationâ buzzwords. Itâs about:
- Sales teams closing deals faster because legal isnât bottleneck
- HR getting offers out before candidates ghost you
- Finance avoiding late payment fees because PO approvals took 3 weeks
The ROI isnât in hours saved â itâs in deals that close, hires that stick, and audits you pass without breaking a sweat.
Ready to Stop Being a Human Routing Bot?
Youâve 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 weâll show you exactly how a manufacturing company cut their contract approval time from 14 days to 38 hours. No sales fluff â just the specs and real use cases.
Or if youâre the DIY type, start a free trial and connect your Easydoc account through Zapier. First automationâs on us.
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.
Learn More
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
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.
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
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
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.
Action
Send a Envelope
Send a Envelope
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