ApproveThis manages your Axelor Integration approvals.

Why Axelor and ApproveThis Are Better Together

Axelor’s open-source business platform excels at managing complex financial data, sales pipelines, and operational workflows. But when approval bottlenecks slow down critical decisions – like authorizing a large purchase or finalizing a client contract – even the most robust systems need reinforcement. This is where ApproveThis adds precision. By connecting Axelor to ApproveThis through Zapier, organizations gain structured oversight without sacrificing speed.

Consider a procurement team using Axelor to track inventory levels. When stock runs low, Axelor can automatically generate purchase orders. But without approvals, there’s no guardrail against overspending. With this integration, every purchase order triggers an approval workflow in ApproveThis. Finance leads review costs directly from their email, while procurement teams maintain momentum. The result? Policies are enforced, and operations keep moving.

How This Integration Solves Real Business Challenges

Axelor centralizes data; ApproveThis structures decisions. Together, they create accountability loops tailored to industries with complex compliance needs:

Manufacturing: Accelerating Material Procurement

A supplier submits a quote through Axelor. The integration automatically routes it to ApproveThis, where cross-functional approvers (engineering, finance, logistics) review cost, specs, and delivery timelines. Conditional logic ensures the plant manager only sees requests exceeding $50K. Approved orders sync back to Axelor, triggering fulfillment workflows. Since approvers don’t need Axelor licenses, external suppliers can participate without added costs.

Professional Services: Enforcing Contract Compliance

When a sales rep creates a client project in Axelor, ApproveThis requires legal and finance sign-off before activation. Calculated fields automatically flag discounts exceeding 20% or payment terms longer than 90 days. Approval groups use sequential routing – legal reviews indemnity clauses first, then finance assesses margins. Delays are eliminated because vacation delegation reroutes stalled requests.

Core Integration Use Cases

1. Automatic Approval Requests for New Axelor Records

Zapier triggers an ApproveThis workflow whenever specific records are created in Axelor – like invoices, contracts, or inventory orders. For example:

• A construction firm auto-flags equipment rental requests over $10K for CFO review.
• A healthcare provider requires compliance officer approval for new vendor contracts.

Approvers receive email notifications with key details (vendor name, amount, due date). They click “Approve” or “Reject” without logging into Axelor. Approved requests update Axelor records automatically, while rejections notify stakeholders to revise terms.

2. Real-Time Axelor Updates Based on Approval Status

When an approval is finalized in ApproveThis, Zapier pushes the decision (and comments) back to Axelor. This keeps project timelines accurate. For instance:

• Approved marketing budgets unlock Axelor tasks for campaign launches.
• Rejected travel requests automatically notify employees to rebook flights.

Setup Guide: Connect Axelor to ApproveThis in 15 Minutes

Step 1: In Zapier, choose “New Record” in Axelor as your trigger. Select the record type (e.g., Purchase Orders).

Step 2: Set ApproveThis as the action app. Use “Create Request” to map Axelor fields (amount, vendor, due date) into your approval template.

Step 3: Configure approval rules: Add thresholds (e.g., escalate requests over $25K to the CFO), assign approver groups, and set reminders.

Step 4: (Optional) Add a second Zap to update Axelor when requests are approved/denied. Use ApproveThis’ “Request Approved/Denied” trigger with Axelor’s “Update Record” action.

Team-Specific Benefits

Finance Teams

Prevent budget overruns by embedding approvals into Axelor’s accounting workflows. Use calculated fields to auto-flag non-compliant expenses or discounts. Approval thresholds ensure only high-value requests reach senior staff.

Operations Managers

Keep projects on schedule by linking Axelor task deadlines to approval SLAs. If a material request isn’t approved within 48 hours, ApproveThis escalates it to a backup approver and updates Axelor’s timeline automatically.

Procurement Specialists

Automate vendor onboarding: When a new supplier is added to Axelor, require legal and procurement approvals before activating their contract. Consensus-based groups ensure all stakeholders agree on terms.

Key Features That Make This Integration Unique

Email-Based Approvals: Axelor users don’t need ApproveThis licenses. External partners (vendors, clients) can approve requests via email, reducing training needs.

Dynamic Escalations: If an Axelor record sits unapproved for 24 hours, ApproveThis reassigns it based on predefined rules – keeping critical paths moving.

Audit Trails: Every decision is logged in ApproveThis with timestamps and comments, simplifying compliance audits for Axelor data.

Limitations to Consider

While powerful, this integration isn’t a full ERP replacement. Axelor still handles data storage and execution; ApproveThis manages the decision layer. Complex workflows (e.g., multi-country tax approvals) may require custom Zapier filters or ApproveThis’ conditional logic settings.

Getting Started

To test this integration:

1. Sign up for ApproveThis (14-day trial available).
2. Connect your Axelor account to Zapier using Axelor’s API keys.
3. Build your first Zap using the templates above, or schedule a demo for tailored use cases.

Final Thoughts

Axelor’s strength lies in unifying business data – ApproveThis adds governance without friction. By automating approvals through Zapier, companies reduce manual follow-ups, enforce policies at scale, and maintain visibility across teams. Whether you’re managing complex procurement chains or high-volume sales contracts, this integration ensures decisions keep pace with operations.