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JGID Integration

ApproveThis manages your JGID Integration approvals.

April 17, 2025

Integration Category: Project Management

When "Just Get It Done" Meets "Get It Approved"

Let's be real - JGID's all-in-one platform is killer for managing operations, but approval bottlenecks still turn "Just Get It Done" into "Just Getting Stuck in Email Hell." That's where pairing JGID with ApproveThis turns into your secret weapon. We're talking about automatically converting JGID's triggers (new clients, updated contacts, quotes) into structured approval workflows that don't require chasing down execs in Slack.

Why This Combo Works Like Caffeine for Operations

JGID centralizes your CRM and workflows. ApproveThis adds decision-making guardrails. Together, they handle:

  • Auto-converting JGID events into approval tasks
  • Enforcing compliance without manual check-ins

Example: A construction firm using JGID for project tracking auto-generates material purchase approvals in ApproveThis when budgets hit 80% capacity. No spreadsheet hunts. No "Did you see my email?"

Real Teams Getting Real Results

1. Sales Teams: No More Client Onboarding Gridlock

When JGID creates a new client record, ApproveThis automatically:

  • Routes compliance checks to legal
  • Pings sales managers for contract validation
  • Updates JGID post-approval via Zapier

A marketing agency reduced client onboarding from 5 days to 12 hours using this exact flow. Their secret? Approval thresholds that auto-approve repeat clients under $50K.

2. Operations: Kill Quote Approval Delays

JGID workflow quotes trigger ApproveThis validations with:

Dynamic pricing checks using Calculated Fields (e.g., "If discount exceeds 15%, require CFO sign-off"). A manufacturing company slashed quote errors by 40% by adding engineering reviews only when custom parts are involved.

3. Finance: Budget Changes That Don't Require Mind Reading

JGID contact updates (like new department heads) auto-generate ApproveThis requests to:

Verify spending authority changes. A healthcare network prevents unauthorized purchases by requiring re-approval of budget access when JGID roles change.

Setup That's Simpler Than Your Morning Coffee

1. Create a Zapier account (if you don't have one)
2. Connect JGID and ApproveThis as Zapier apps
3. Choose your trigger (e.g., "CRM: Client Created" in JGID)
4. Map JGID data to an ApproveThis approval template
5. Test with a $100K client record to trigger exec review

The Nasty Little Secret Most Approval Tools Miss

Approval groups in ApproveThis solve JGID's "Who needs to sign off?" problem. Example:

A tech startup uses consensus-based approvals for new features (entire dev team votes) but sequential approvals for budget items (finance → CTO → CEO). All triggered from JGID workflows without license headaches for external contractors.

When Approvals Go on Vacation (But Business Doesn't)

JGID workflows don't care if your approver is hiking in Patagonia. ApproveThis does:

Vacation Delegation automatically reroutes approvals. When a sales director OOOs, their JGID-triggered approvals shift to the regional VP without missing SLAs.

Why Your Auditor Will Love This Combo

ApproveThis adds an audit layer to JGID's activity logs:

Every approval decision is timestamped with:

  • Who approved/rejected
  • Comments
  • Version history

A financial services firm passes compliance audits 60% faster by linking JGID records to approval trails.

Your Competition Is Doing This Already

Companies using both platforms report:

  • 68% faster approval cycles (from 5.2 days to 1.7)
  • 42% reduction in process exceptions

A logistics company handles 3X more JGID workflow entries without hiring more ops staff.

How to Not Screw This Up

Do:
- Start with one high-impact workflow (client onboarding)
- Use Approval Thresholds to auto-approve low-risk items

Don't:
- Try to boil the ocean day one
- Forget to set up vacation rules

Time to Ditch the Approval Spreadsheets

ApproveThis doesn't just connect to JGID - it makes JGID workflows actually work. With Zapier handling the heavy lifting, you're looking at 2-3 hours tops to set up your first automation.

Ready to turn "Just Get It Done" into "Just Got Approved"?
Start your free ApproveThis trial or book a 15-minute demo to see JGID integrations in action.

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Integrate with JGID 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 JGID

Suggested workflows (and their Zapier components) for JGID

Create approval requests for new CRM clients

When a new client is created in JGID, this integration sends an approval request in ApproveThis to streamline client onboarding decisions. It ensures timely review of client information to comply with internal protocols. *Note: Ensure approval criteria are configured in ApproveThis.*

Zapier Components

JGID Logo

Trigger

CRM: Client Created

Triggers when a Client was created.

Action

Create Request

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

Create approval requests for updated CRM contacts

When a CRM contact is updated in JGID, this automation sends an approval request in ApproveThis to verify changes and maintain data integrity. It helps ensure that modifications are properly validated. *Note: Validate the contact fields mapping for accurate processing.*

Zapier Components

JGID Logo

Trigger

CRM: Contact Updated

Triggers when a Contact was udpated.

Action

Create Request

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

Create approval requests for new workflow quotes

When a new quote is created in JGID, this integration creates an approval request in ApproveThis to review pricing and terms. It standardizes the quote validation process for efficiency. *Note: Configure price thresholds as needed in ApproveThis.*

Zapier Components

JGID Logo

Trigger

Workflow: Quote Created

Triggers when a Quote was created.

Action

Create Request

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

Create approval requests for new workflow jobs

When a new job is created in JGID, this automation generates an approval request in ApproveThis for a quick compliance check. It ensures that all job details go through the mandated approval channel before processing. *Note: Verify job details field mapping for consistency.*

Zapier Components

JGID Logo

Trigger

Workflow: Job Created

Triggers when a Job was created.

Action

Create Request

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