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Convenia Integration

ApproveThis manages your Convenia Integration approvals.

April 17, 2025

Integration Category: Hr

Let’s cut to the chase: HR teams in mid-sized companies aren’t paid to chase down signatures or play spreadsheet detective. They’re there to build culture, retain talent, and keep the wheels turning. But when every vacation request, salary change, or new hire form needs five different people to sign off? Things get messy. That’s where ApproveThis and Convenia decide to crash the party together via Zapier. No confetti cannons, just actual results.

Why This Combo Works (Besides the Obvious)

Convenia handles the nitty-gritty of HR ops – onboarding, payroll, time-off tracking. ApproveThis handles the decision-making bottlenecks that slow those processes down. Connect them through Zapier, and you’ve got a system where HR workflows trigger approval chains automatically. No manual handoffs. No “Wait, did finance see this?” emails. Just clean records and fewer excuses about “missing the notification.”

The Heavy Hitters: Where This Integration Actually Matters

We’re not here to sell you on “streamlined synergies.” Let’s talk about real operations that get unblocked:

1. Onboarding Without the Paper Chase

Scenario: A 300-person tech company hires 10 new devs monthly. Their Convenia onboarding checklists include equipment budgets, NDAs, and department allocations. Problem? Each item needs sign-off from IT, legal, and department heads. Without automation, HR becomes a nagging service.

Fix: Zapier triggers an ApproveThis request every time a Convenia admission finishes. The request includes budget details, documents, and approver roles. IT approves the laptop specs, legal checks the NDA, and the engineering director okays the team assignment – all without leaving their inboxes. ApproveThis’ calculated fields auto-flag if the equipment budget exceeds department limits, routing it to the CFO. New hires start Monday, not “once the paperwork clears.”

2. Vacation Approvals That Don’t Haunt You

Scenario: A 150-person retail chain approves PTO in Convenia but needs store managers, HR, and payroll to sync. Someone always forgets to notify payroll about approved leave, leading to overpayments. Cue the awkward clawback conversations.

Fix: When Convenia marks a vacation as approved, Zapier fires off an ApproveThis request to payroll with dates, employee ID, and pay rate. Payroll logs in (no Convenia license needed), confirms the math, and ApproveThis updates the payroll system. If the employee’s PTO balance is low, conditional thresholds auto-route it to the CFO. No surprises, no spreadsheets, just approved time-off that matches the paycheck.

3. Board Updates That Don’t Require a Meeting

Scenario: A 2000-person manufacturing firm’s board wants visibility into executive-level approvals (new facilities, large contracts). But digging through emails or random Slack threads isn’t exactly “transparent governance.”

Fix: When high-stakes requests hit ApproveThis (think: over $250K), Zapier posts a sanitized summary to Convenia’s board comms channel. No app logins for board members, no manual reports. Just a timestamped record showing who approved what, when, and why. Audit-ready without the busywork.

Setup: Less Time Than Your Next Coffee Break

If you’ve used Zapier before, this is stupid simple:

  1. Connect Convenia to Zapier: Use your existing Convenia login here.
  2. Pick Your Trigger: “New Admission Finished,” “Vacation Approved,” etc.
  3. Connect ApproveThis: Map the Convenia data (employee ID, dates, amounts) to an ApproveThis template.
  4. Test It: Approve a fake vacation in Convenia. Watch the approval request pop up in ApproveThis. Pop champagne (or LaCroix).

Total time? 12 minutes if you’re detail-oriented. Less if you’re not.

Teams That Actually Benefit (No Fluff)

HR Teams: Stop being the middleman. Onboarding, terminations, leave requests – all get auto-routed to the right approvers. Vacation delegation in ApproveThis means out-of-office approvers don’t bottleneck payroll.

Finance Teams: Approval thresholds mean anything over $10K routes to you automatically. Calculated fields show real-time budget impacts. No more “Who approved this?!” forensics during audits.

Department Heads: Get requests that actually matter to your team. IT isn’t bugged about marketing swag budgets. Real-time tracking means you can actually hit those “48-hour approval SLA” promises.

The Nuts and Bolts You Care About

ApproveThis isn’t just a fancy “approve” button. When connected to Convenia, you unlock:

  • Email-Based Approvals: Approvers click “Approve” or “Reject” without another login. External vendors? Add them as guests – no Convenia seats needed.
  • Escalation Protocols: If your plant manager ignores a safety equipment request for 48 hours, ApproveThis bumps it to their boss. No HR intervention required.
  • Audit Trails: Every decision ties to a user, timestamp, and data snapshot. Convenia records the HR action; ApproveThis records the why.

Bottom Line: This Isn’t About “Efficiency”

It’s about not wasting your high-paid HR team’s time on clerical work. It’s about finance not having to play approval police. And it’s about employees not waiting 3 days to know if their dental surgery PTO is approved.

If your company’s between 50 and 5000 people, you’ve got enough approvals to justify setting this up. But don’t take our word for it. Book a 12-minute demo and we’ll show you how to shave 8 hours off your HR team’s week. Or keep doing things manually – we hear spreadsheets are fun.

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Best Approval Workflows for Convenia

Suggested workflows (and their Zapier components) for Convenia

Create approval requests for new admissions

Easily streamline your onboarding process by automatically creating an approval request in ApproveThis whenever a new admission is completed in Convenia. This ensures all necessary stakeholders review the onboarding details, enhancing accuracy and compliance.

Zapier Components

Convenia Logo

Trigger

New Admission

Triggers when a new admission is finished.

Action

Create Request

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

Initiate approval process for approved vacations

Ensure compliance and tracking by automatically creating an approval request in ApproveThis when a vacation is approved in Convenia. This helps maintain a documented process for all vacation approvals, ensuring transparency and accountability.

Zapier Components

Convenia Logo

Trigger

New Vacation Approved

Triggers when a new vacation is approved for a employee.

Action

Create Request

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

Notify board on new approval requests received

Keep your team informed by posting a new board message in Convenia whenever a new approval request is received in ApproveThis. This automates communication and ensures everyone stays updated on pending workflows.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Convenia Logo

Action

New Board Message

Triggers when a new board message is created.