ApproveThis manages your Flozy approvals.

Why Approval Automation Isn’t Just for Tech Bros

Let’s cut through the buzzwords: approvals suck when they’re manual. Flozy handles your client onboarding and team workflows like a champ, but when you need actual humans to sign off on invoices, contracts, or new clients? That’s where ApproveThis comes in – think of it as Flozy’s no-BS approval sidekick.

Here’s the dirty secret most vendors won’t tell you: approval bottlenecks aren’t about the tools you use. They’re about how those tools talk to each other. Connect Flozy and ApproveThis via Zapier, and you’re not just automating clicks – you’re fixing the broken game of telephone between your CRM and your decision-makers.

Four Ways This Combo Actually Works for Grown-Ups

1. Invoice Approvals That Don’t Require Begging

Picture this: Your project lead updates an invoice status in Flozy. Before they can even Slack you, ApproveThis automatically:

• Routes it to the right finance approver based on amount
• Adds calculated fields showing margin impact
• Escalates to your CFO if it’s 48+ hours old

Real team impact: Marketing agencies can approve vendor payments 62% faster. No more “Who’s approving this?” status calls during client check-ins.

2. Client Onboarding Without the Amateur Hour

When a new client finishes Flozy’s onboarding workflow:

• ApproveThis pings legal to review contracts
• Triggers resource allocation approvals
• Auto-delegates approvals if your CMO is vacationing in Bali

Why consultants love this: You can onboard enterprise clients without making junior staff chase down signatures from external stakeholders who don’t even have Flozy logins.

3. Killing the Approval Black Hole

New Flozy board card created for every ApproveThis request. Simple? Yes. Game-changing? For operations teams tracking 50+ active approvals – absolutely. Now your PMO lead can:

• See approval ETAs in Flozy timelines
• Spot bottlenecks before clients do
• Attach approval docs directly to client portals

4. Forms That Actually Do Something

Flozy’s Funnel Forms are great for collecting client requests. Until those requests get stuck in email purgatory. Connect them to ApproveThis and:

• New form entry = automatic approval chain
• Conditional routing based on client tier
• Real-time dashboards showing approval SLAs

Setup That Takes Less Time Than Your Morning Coffee

If you can use a toaster, you can set this up:

1. Zapier account: Free tier works
2. Connect Flozy: Use their Zapier docs
3. Add ApproveThis: Pick triggers like “Invoice Status Changed”
4. Test with a $1 invoice: Prove it works before going live

Pro tip: Start with one workflow (like contract approvals) before scaling. Your team will thank you for not boiling the ocean.

Why This Isn’t Just Another “Integration”

ApproveThis doesn’t just push data to Flozy – it adds human decision-making context. Example: When Flozy shows a client onboarding at 90% complete, ApproveThis tells you why it’s stuck (Legal needs NDA revision, Finance requires PO update).

Key difference: Approvers don’t need Flozy licenses. Huge for:

• External clients approving SOWs
• Freelancers approving project specs
• Vendor approvals from non-techy partners

Teams That Actually Benefit (Not Just the C-Suite)

Client Services Teams

Stop being the messenger between clients and legal. When a Flozy contract gets signed:

• ApproveThis auto-routes NDAs
• External clients approve via email
• Flozy boards update automatically

Result: 23% faster contract cycles (real client metric).

Operations Managers

ApproveThis’ calculated fields show how approval delays impact Flozy project timelines. Now you can:

• Auto-approve low-risk changes
• Flag at-risk projects earlier
• Report on approval cycle times

Finance Teams

ApproveThis thresholds mean:

• Under $5K? Auto-approved in Flozy
• Over $50K? CFO gets Slack alert
• All approvals sync to NetSuite/Xero

“But We’re Not a Tech Company”

Neither are most of our clients. Here’s how non-tech teams use this:

Healthcare agencies: Approve patient campaign changes without violating HIPAA via encrypted email approvals.

Manufacturing suppliers: Let retail partners approve product specs directly from Flozy boards.

Law firms: Route client intake forms to conflict check teams with full audit trails.

Getting Started Without the Sales Circus

Try it free for 14 days – no credit card needed. Or book a 12-minute demo if you’d rather see real client workflows (we’ll skip the PowerPoint).

Either way, you’ll discover why 218 companies switched from manual Flozy approvals last quarter. Not because we’re “disruptive,” but because waiting 6 days to approve a $200K invoice is stupid.