ApproveThis manages your Attach Integration approvals.

When Document Chaos Meets Approval Sanity

Let’s be real: nothing kills momentum faster than chasing down signatures for a sales proposal while your legal team ghosts your emails. Attach keeps your sales collateral organized, but approvals? That’s where things get messy. ApproveThis acts like a traffic cop for your decision-making processes – and when you connect them through Zapier, you’re basically building a bulletproof system for handling documents that need human sign-off.

Why This Combo Works For Teams That Hate Waiting

Attach tells you who’s looked at your proposal and when. ApproveThis tells you who’s holding up the show. Together, they answer the two questions every manager hates asking: “Where is this stuck?” and “Why isn’t this done yet?” For companies between 50-5,000 employees, that visibility means fewer all-hands meetings about missed deadlines and more actual work getting done.

The Nuts and Bolts

ApproveThis handles the “who needs to say yes” part with customizable workflows, automatic reminders, and escalations if someone’s dragging their feet. Attach manages the document lifecycle – version control, access tracking, all that good stuff. Zapier acts as the messenger between them, so you’re not manually copy-pasting data between systems.

Real-World Fixes for Actual Annoyances

These aren’t hypothetical use cases. We’re talking about fixing problems that make teams want to throw their laptops out the window.

Use Case 1: No More “Oops, Forgot to Approve That”

The Problem: New sales contracts sit in Attach untouched because legal didn’t know they existed. Deals stall. Everyone panics.

The Fix: Every time a new contract gets uploaded to Attach, Zapier automatically creates an approval request in ApproveThis. Legal gets an email (they can approve right from their inbox), and sales gets automatic updates. If legal doesn’t respond in 24 hours, the request escalates to their boss. Simple.

Who Wins: - Marketing agencies getting client sign-off on campaign plans
- Manufacturers approving spec sheets before production
- Healthcare providers reviewing patient-facing materials

Use Case 2: Documents That Build Themselves

The Problem: Your team wastes hours recreating the same proposal template because the approved version is buried in someone’s email.

The Fix: When ApproveThis gets a request for a new client onboarding doc, Zapier triggers Attach to generate the document using pre-approved templates. Version control handled. Chaos avoided.

Who Wins: - SaaS companies managing service agreements
- Consultants creating SOWs after client approvals
- Education teams updating curriculum materials

Use Case 3: Instant Access to Finalized Files

The Problem: Approved budget sheets get lost in Slack threads. Finance has to hunt down the “real” version.

The Fix: When an approval is finalized in ApproveThis, Zapier creates a time-sensitive Attach link with the correct document. No more guessing which version is current.

Who Wins: - Financial teams distributing budget reports
- HR departments sharing updated policies
- Product teams releasing feature documentation

Why This Isn’t Just Another Integration

ApproveThis doesn’t just pass data to Attach – it adds guardrails. Approval thresholds mean small expenses auto-approve while big ones go up the chain. Vacation delegation ensures someone’s always covering approvals. Calculated fields automatically flag requests that exceed budget limits. And because approvers don’t need an Attach license, you can involve clients or contractors without buying extra seats.

Setting This Up Without Losing Your Mind

1. Zapier Account: If you don’t have one, sign up here (takes 2 minutes).
2. Connect Attach: Zapier’s Attach integration uses your existing API keys.
3. Pick Your Trigger: Start with “New Document in Attach” or “New Request in ApproveThis.”
4. Map Your Fields: Tell Zapier which document links or approval comments go where.
5. Test It: Upload a dummy doc in Attach and see if the approval pops up.

Pro Tip:

Use ApproveThis’ conditional logic to route marketing contracts to legal but NDAs straight to the CEO. Saves everyone time.

Teams That Stop Hating Mondays

Sales: Know exactly when contracts get approved without playing phone tag.
Legal: Avoid inbox avalanches with centralized approval requests.
Ops: Track approval bottlenecks like server uptime – with actual data.
Finance: Auto-approve small expenses but flag anything over $10K.

The Bottom Line

ApproveThis + Attach via Zapier isn’t about flashy features – it’s about fixing the approval black holes that make cross-functional work miserable. Less chasing people down, more getting actual sign-offs. And because it works with your existing tools, even your least tech-savvy approvers can handle it (we’re looking at you, Gary in accounting).

Ready to stop herding cats? Get started with ApproveThis or book a 15-minute demo to see how it works with Attach.