ApproveThis manages your KIS Integration approvals.

Why KIS and ApproveThis Are Better Together

Modern businesses face two critical challenges: managing complex data efficiently and maintaining control over decision-making processes. KIS provides a flexible no-code platform to organize business data, while ApproveThis brings structure to approval workflows. When connected via Zapier, these tools create a closed-loop system where data triggers actions and approvals update records – all without manual intervention.

This integration solves the disconnect between data management and decision authority. For example, when a sales team enters new client pricing in KIS, ApproveThis can automatically route it for executive approval. Once approved, KIS records update to reflect the finalized rate. This synchronization reduces delays between data creation and action, while maintaining clear audit trails.

Real-World Use Cases That Deliver Results

Automated Data Validation Workflows

Financial institutions using KIS to track loan applications can set up automatic approval routing based on risk thresholds. When a loan application in KIS meets specific criteria (like amount or credit score), ApproveThis triggers multi-level approvals with calculated fields verifying debt-to-income ratios. Loan officers receive email notifications with key data points, enabling decisions directly from their inbox.

Client-Facing Project Approvals

Marketing agencies storing client deliverables in KIS can automate creative review cycles. New campaign assets uploaded to KIS trigger approval requests in ApproveThis, which routes them to both internal stakeholders and external clients. Since ApproveThis doesn't require approvers to have KIS licenses, clients review content through simple email links while the agency maintains version control in KIS.

Procurement Process Automation

Manufacturing companies using KIS for inventory management can automate purchase order approvals. When stock levels drop below predefined thresholds in KIS, ApproveThis initiates vendor-specific approval chains. The integration supports conditional routing – $5K orders might auto-approve, while $50K purchases require CFO review. Approved POs automatically update KIS with expected delivery dates.

Key Integration Features That Matter

ApproveThis enhances KIS workflows with three critical capabilities:

• Contextual Approvals: Approval requests automatically include relevant KIS data fields, eliminating back-and-forth requests for information
• Parallel Processing: While KIS handles data organization, ApproveThis manages decision timelines through configurable SLAs and escalation rules

The integration respects existing permissions – KIS controls who can trigger approval requests, while ApproveThis manages who can approve them. Vacation delegation ensures seasonal businesses don't experience approval bottlenecks during peak periods.

Implementation Made Simple

Setting up the integration requires 15 minutes in Zapier:

1. Connect KIS and ApproveThis to your Zapier account
2. Choose a trigger event from KIS (new data entry, updated record)
3. Map relevant KIS fields to ApproveThis request templates
4. Configure approval rules (sequential vs parallel, thresholds)
5. Set up bi-directional sync to update KIS upon approval completion

For complex workflows, use ApproveThis' calculated fields to add conditional logic. A common setup calculates total project budgets in KIS, then applies tiered approval rules in ApproveThis based on amount ranges.

Cross-Functional Benefits

Operations Teams

Reduce process cycle times by 40-60% through automated routing. Field service companies use KIS to track equipment maintenance requests, with ApproveThis handling parts replacement approvals. Technicians receive instant approvals for common repairs while major expenditures get escalated.

Finance Departments

Maintain SOX compliance without slowing down operations. Configure approval thresholds in ApproveThis that align with KIS financial data, ensuring proper spend controls. AP teams automate invoice approvals while maintaining full visibility into payment timelines.

Project Managers

Keep initiatives on track with phase-gate approvals. When project timelines in KIS reach milestone dates, ApproveThis triggers stakeholder reviews. Resource allocation updates in KIS only unlock after formal approvals, preventing scope creep.

Beyond Basic Approvals

The integration supports advanced scenarios through ApproveThis' unique features:

Consensus-Based Decisions: Product teams use KIS to track feature requests, then route them through ApproveThis for weighted stakeholder voting. Results automatically update priority rankings in KIS.

Compliance Auditing: Healthcare organizations sync patient consent forms from KIS through approval workflows, with ApproveThis capturing exact decision timestamps and reviewer comments for regulatory reporting.

Multi-Language Support: Global companies configure approval emails in local languages through ApproveThis, while maintaining standardized data structures in KIS.

Getting Started

To implement these workflows:

1. Create a Zapier account if you don't have one

2. Connect your KIS and ApproveThis accounts

3. Start with a simple approval trigger (e.g., new KIS record creation)

4. Gradually add conditional logic and bi-directional updates

Most teams see full ROI within 90 days through reduced approval delays and eliminated manual data entry errors. The combined solution scales from simple 1-step approvals to complex multi-department workflows without additional coding.

The Bottom Line

Connecting KIS and ApproveThis transforms approval processes from bureaucratic hurdles into strategic advantages. By automating the flow of data into decisions and decisions back into systems, businesses achieve:

- 50-75% faster approval cycle times

- Complete audit trails for compliance requirements

- Real-time visibility into decision bottlenecks

- Seamless collaboration between internal teams and external partners

Ready to modernize your approval workflows? Schedule a demo to see how ApproveThis enhances your KIS implementation, or start a free trial to build your first automated workflow today.