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Click Integration

ApproveThis manages your Click Integration approvals.

April 17, 2025

Integration Category: App Builder

When No-Code Apps Meet No-BS Approvals

Let's cut to the chase: You're using Click to build custom apps because you're tired of waiting for IT to solve every problem. But here's where it gets messy - all those slick forms and databases you're creating? They still end up stuck in approval purgatory. Finance needs to sign off on budgets. Legal wants to review contracts. Karen from compliance won't stop emailing about "process gaps."

That's where ApproveThis comes in. While Click lets you build the tools your team actually needs, we handle the red tape. Connect them through Zapier, and you've got a system where custom apps trigger real approvals, approvals update your databases, and everyone stays in their lane without micromanaging the whole show.

What Happens When You Connect the Dots

Imagine your Click app for marketing spend requests. Junior designer submits a new record for $5k in ad spend → ApproveThis automatically routes it to the marketing director (email approval, because they're never at their desk) → Once approved, the Click record updates with approval status and unlocks the budget. All without a single Slack follow-up.

The magic happens in three key areas:

  • No more approval black holes: Every Click record creation can trigger a parallel approval trail
  • Two-way sync that actually works: Approved contracts in ApproveThis automatically become executed agreements in Click

Best part? Approvers don't need Click licenses. Perfect for external partners or execs who just need to click "yes" without learning another system.

Real Workflows for Teams Who Actually Work

For Operations Teams: Procurement That Doesn't Suck

Your warehouse team built a Click app for inventory purchases. Great - until someone orders 5000 ketchup packets because the threshold was wrong. Connect it to ApproveThis, and:

1. New purchase request in Click → Auto-route based on dollar amount
2. $300 office supplies? Auto-approved via thresholds
3. $30k machinery? Goes to department head + finance
4. Approved? Click record updates and PO generates

Bonus: Vacation delegation means approvals don't stall when Bob from accounting is on safari.

For HR: Onboarding That Onboards

HR built a slick Click portal for new hires. Problem? IT never gets the memo to set up laptops. Fix it:

New hire submission in Click → Triggers parallel approvals in ApproveThis:
- Background check completion (legal)
- Equipment budget sign-off (finance)
- Department welcome kit (operations)
Only when all are green does the Click record flip to "Active Employee."

For Client Services: No More "Checking With the Team"

Agency teams using Click for client project boards? Add ApproveThis to:
- Auto-route client change orders to internal leads
- Track approval SLAs (clients love that)
- Push approved scope changes back to Click timelines
Pro tip: Use calculated fields to auto-flag budget overages before sending for approval.

Setting This Up Without Losing Your Mind

Here's the beauty part - you're not building some fragile Rube Goldberg machine. With Zapier, it's three steps:

  1. Pick your Click trigger (new record, updated field, etc.)
  2. Map to an ApproveThis action (create request, add reviewers)
  3. Set up the return path (approved? update Click record)

Example Zap:
When New Click Record (like a contract draft) → Create Approval Request in ApproveThis with dynamic fields → Upon ApprovalUpdate Click Record status to "Executed"

Pro move: Use ApproveThis' approval thresholds to auto-okay small stuff (under $500?) without human intervention.

Why This Isn't Just Another Integration

Most app connections just shuffle data. This combo actually closes the loop:

Click builds the tool → ApproveThis manages the process → Click becomes your source of truth.

Unique perks you won't get from other platforms:
- Email approvals for external partners who refuse to log in
- Approval groups that mirror your Click app's user roles
- Real-time tracking that shows up right in your Click dashboard via embedded widgets

Case in point: A manufacturing client reduced equipment approval time from 14 days to 2 hours by connecting their Click maintenance app to ApproveThis with conditional routing. No extra licenses for external inspectors.

Who Should Steal These Workflows

50-200 Employee Companies

You're scaling fast. That Click app for marketing content approvals? It's great until legal needs to review every tweet. Add ApproveThis to:
- Route high-risk content automatically
- Keep records of who approved what
- Maintain version control in Click without chaos

500-5000 Employee Enterprises

Your regional offices built 20 different Click apps. Finance needs consistency. ApproveThis adds:
- Standard approval rules across all departments
- Escalation paths for exceptions
- Audit trails that make compliance actually manageable

Getting Started Without the Overhead

First rule: Don't boil the ocean. Pick one high-friction process:

1. Find a Click app where approvals cause delays (contracts, POs, content)
2. Map the current approval mess - who actually needs to sign off?
3. Build a parallel ApproveThis workflow in Zapier (20 minutes tops)
4. Test with one team
5. Expand once they stop complaining

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Click data. New vendor in Click? Route to legal. Subscription renewal? Just finance.

The Bottom Line

Click gives you custom apps without code. ApproveThis gives you approvals without bureaucracy. Together? You get processes that actually work like you designed them - not some HR-mandated nightmare.

5000 companies can't all be wrong. Get started with ApproveThis, connect your Click apps in Zapier, and finally fix approvals without becoming that guy who talks about "synergy."

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Integrate with Click 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 Click

Suggested workflows (and their Zapier components) for Click

Create approval requests for new Click records

When a new record is created in Click, automatically create an approval request in ApproveThis to streamline decision making. This automation ensures that every new entry is reviewed promptly. *Note: Customize the approval fields to suit your specific workflow requirements.*

Zapier Components

Click Logo

Trigger

New Record

Triggers when a new record is created.

Action

Create Request

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

Create Click records for approved requests

When an approval decision is completed in ApproveThis, automatically create a new record in Click to log the outcome. This integration ensures that approved or denied requests are consistently tracked. *Note: Map the approval details accurately to your Click record fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Click Logo

Action

Create Record

Creates a Record

Update Click records for new approval requests

When a new approval request is received in ApproveThis, automatically update an existing record in Click with the latest request details. This integration helps keep your records aligned with current approval workflows. *Note: Use filters to target specific records for updating if necessary.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Click Logo

Action

Update Record

Update a Record