ApproveThis manages your Metatask Integration approvals.
April 17, 2025
Integration Category: Todo Lists
When Process Management Meets Approval Power
Letâs cut to the chase: approvals suck when theyâre manual. They clog workflows, create bottlenecks, and turn simple tasks into week-long email chains. Metatask helps teams build processes, while ApproveThis handles the decision-making grease that keeps those processes moving. Together? Theyâre like peanut butter and jelly for operations teams.
What Metatask Does Best
Metatask is where process-oriented teams live. Itâs the playbook for recurring workflows â think employee onboarding, client onboarding, or quarterly budget reviews. You build templates, assign tasks, track progress. But when those workflows hit decision points (âShould we approve this vendor contract?â), things traditionally slow down.
Where ApproveThis Takes Over
ApproveThis doesnât just send emails and hope for the best. It automates the entire approval lifecycle: routing requests to the right people (in order), escalating stuck decisions, even auto-approving based on rules you set. When you connect it to Metatask via Zapier, approvals become part of the workflow â not a detour.
The Business Case You Canât Ignore
For companies between 50-5,000 employees, this integration solves three ugly problems:
- Visibility Black Holes: Approvals stuck in someoneâs inbox? Now theyâre tracked alongside the actual work in Metatask.
- Compliance Roulette: Ad-hoc approvals = audit nightmares. Structured workflows with ApproveThis = everything documented.
Take a mid-sized e-commerce company. Their merchandising team uses Metatask to manage product launch checklists. Without ApproveThis, getting final sign-off from legal and finance adds 3 days minimum. With the integration? Approval requests auto-generate in ApproveThis the moment tasks reach that stage. Legal gets pestered automatically if they donât respond. Launch delays? Gone.
Real-World Use Cases That Actually Matter
1. Killing the âWho Approved This?â Game
The Setup: New tasks in Metatask â Auto-create approval requests in ApproveThis.
Who Cares: Finance teams drowning in invoice approvals. Instead of Metatask tasks getting marked âcompleteâ with no oversight, ApproveThis forces actual reviews. Bonus: Approvers donât need Metatask licenses â just email. Perfect for external partners or execs who wonât log into another system.
2. Making Task Comments Actually Useful
The Setup: New ApproveThis request â Add comment to Metatask task with decision details.
Who Cares: Project managers tired of chasing context. When legal denies a contract renewal in ApproveThis, the âwhyâ automatically posts to Metatask. No more digging through Slack or forwarded emails.
3. Closing the Loop on Completed Work
The Setup: ApproveThis approval â Auto-complete Metatask task.
Who Cares: Operations teams managing compliance-heavy processes. Imagine a healthcare providerâs equipment procurement: Metatask tracks the ordering steps, ApproveThis handles compliance sign-offs. Only when approved does the Metatask task finalize â airtight audit trail included.
Setup That Wonât Make You Want to Scream
If youâve used Zapier before, this is a 15-minute job. If not, still under an hour:
- Create a Zap with Metatask as the trigger (e.g., âNew Task Createdâ)
- Add ApproveThis as the action (âCreate Requestâ)
- Map critical Metatask fields (task name, description, due date) to ApproveThis
- Test with a real task â approval â watch the magic happen
Pro Tip: Use ApproveThisâ Calculated Fields to auto-approve small expenses. Example: If a Metatask task has a âTravel Costâ under $500, skip human approval entirely.
Department-Specific Wins
HR Teams: Onboarding Without the Headaches
Metatask manages the 37-step onboarding checklist. ApproveThis handles approvals for equipment purchases, software access, and payroll setup. When IT is slow to approve a laptop request? ApproveThis escalates after 24 hours automatically. New hires start Monday? Their gear arrives Friday.
Marketing: Campaigns That Launch on Time
Metatask tracks content creation â ApproveThis manages legal/compliance reviews. When the compliance team rejects a Facebook ad, the comment auto-syncs to Metatask. The marketing ops lead sees exactly what to fix without scheduling a meeting.
Finance: No More Invoice Surprises
Metatask tasks for vendor payments trigger ApproveThis workflows based on amount. Over $10K? Needs CFO approval. Under $1K? Auto-approved. Finance teams slash processing time while maintaining controls.
Features Youâll Actually Use (No Bloat Here)
ApproveThis isnât just another approval tool. When connected to Metatask:
- Vacation Delegation: Approver out? Requests reroute instantly â no Metatask task reassignments needed.
- Thresholds: Auto-approve Metatask tasks under certain conditions (budget, project type).
- Approval Groups: Need 3 VPs to sign off on that Metatask task? ApproveThis badgers them in order or all at once.
Common Objections (And Why Theyâre BS)
âWe already have approvals in Metatask!â
Cool. Do they escalate after deadlines? Handle delegation? Create audit trails? Didnât think so.
âOur approvers wonât learn another tool!â
They wonât need to. ApproveThis works via email. Click âApproveâ or âDenyâ â done.
Next Steps That Donât Suck
If your Metatask workflows have more approval bottlenecks than a DMV line, itâs time to act:
- Register for ApproveThis (free trial, no CC required)
- Connect to Metatask via Zapier using the templates above
- Pick one high-friction process to automate this week
Still hesitant? Book a 15-minute demo. Weâll show you how a manufacturing company cut their RMA approval time from 6 days to 4 hours. No upsell, just proof.
Integrate with Metatask 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.
Learn More
Best Approval Workflows for Metatask
Suggested workflows (and their Zapier components) for Metatask
Create approval requests for new tasks
When a new task is created in Metatask, this automation generates an approval request in ApproveThis to ensure tasks are reviewed before execution. *Note: Map task fields to corresponding approval data.*
Zapier Components
Trigger
New Task Created
Triggers when a task is created (with line item support).
Action
Create Request
Creates a new request, probably with input from previous steps.
Add new task comments for new approval requests
When an approval request is received through ApproveThis, this integration adds a comment to the related task in Metatask. This helps document request details alongside task progress. *Note: Verify comment mapping to task identifiers.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Add New Comment
Adds a new comment to a task.
Create approval requests for completed tasks
This integration starts an approval request in ApproveThis when a task is completed in Metatask, helping trigger necessary reviews and maintain quality control. *Note: Adjust the task parameters in the approval process as needed.*
Zapier Components
Trigger
New Task Completed
Triggers when a task is marked as completed (with line item support).
Action
Create Request
Creates a new request, probably with input from previous steps.
Complete tasks for approved requests
When an approval request is completed in ApproveThis, this automation marks the related task as completed in Metatask. It streamlines updating task statuses following approval decisions. *Note: Ensure approval data is correctly mapped to the task.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Complete Task
Fills in form fields and marks a task as completed (with line item support).
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